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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Oakhurst Advisors
4101
Oakhurst Advisors
California
USD 272 M -USD 53.8 M -16% 3.17% – 6 16.67% 0.8
MONECO Advisors
4102
MONECO Advisors
Connecticut
USD 272 M +USD 6.08 M +2% 3.09% 77.7% 261 9.96% 1.8
Richard P. Slaughter Associates
4103
Richard P. Slaughter Associates
Texas
USD 272 M -USD 10.7 M -4% 3.76% 55.7% 146 26.03% 1.4
Measured Wealth Private Client Group
4104
Measured Wealth Private Client Group
New Hampshire
USD 272 M -USD 10.9 M -4% 2.51% 84.3% 192 28.65% 1.8
Trustees of the Smith College
4105
Trustees of the Smith College
Massachusetts
USD 272 M – – 4.85% – 8 – 0
Gries Financial
4106
Gries Financial
Ohio
USD 272 M +USD 27.1 M +11% 0.72% 71.3% 168 18.45% 0.8
Hill Island Financial
4107
Hill Island Financial
Michigan
USD 272 M -USD 8.49 M -3% 5.78% 78.3% 59 11.86% 0.2
Stewardship Advisors
4108
Stewardship Advisors
Pennsylvania
USD 271 M -USD 7.07 M -3% 6.02% 46.1% 56 23.21% 1.4
HF
4109
Halpern Financial
Virginia
USD 271 M +USD 37.5 M +16% 4.24% 26.3% 279 31.18% 1.3
Searle & Co
4110
Searle & Co
Connecticut
USD 271 M -USD 3.81 M -1% 0.93% 108% 164 8.54% 3.8
EVR Research
4111
EVR Research
Virginia
USD 271 M +USD 57 M +27% 6.43% 165% 35 51.43% 0.4
ML&R Wealth Management
4112
ML&R Wealth Management
Texas
USD 271 M +USD 1.71 M +0.6% 3.93% – 58 20.69% 0.2
Citizens & Northern Corp
4113
Citizens & Northern Corp
Pennsylvania
USD 271 M -USD 8.32 M -3% 2.81% 84.6% 105 5.71% 4.9
Stone Run Capital
4114
Stone Run Capital
New York
USD 271 M -USD 39 M -13% 9.32% 77.8% 65 6.15% 5.7
FAP
4115
Financial Advisory Partners
Florida
USD 270 M -USD 3.48 M -1% 4.34% 52.9% 73 4.11% 0.2
AlphaMark Advisors
4116
AlphaMark Advisors
Kentucky
USD 270 M -USD 15.7 M -5% 3.13% 26.4% 675 15.11% 3.3
Hayek Kallen Investment Management
4117
Hayek Kallen Investment Management
Alabama
USD 270 M -USD 10.4 M -4% 1.99% 71.9% 97 9.28% 4.4
WA
4118
Wealthstar Advisors
Texas
USD 270 M -USD 21.6 M -7% 5.54% – 105 29.52% 1.8
Sovereign Financial Group
4119
Sovereign Financial Group
Connecticut
USD 270 M +USD 20.9 M +8% 3.44% 90.7% 231 16.45% 0.9
Stordahl Capital Management
4120
Stordahl Capital Management
Colorado
USD 270 M +USD 968 k +0.4% 4.61% 54% 56 14.29% 2.9
Taylor Frigon Capital Management
4121
Taylor Frigon Capital Management
Arizona
USD 269 M -USD 49.7 M -16% 11.6% 152% 95 14.74% 3.1
Forefront Analytics
4122
Forefront Analytics
Pennsylvania
USD 269 M -USD 29.5 M -10% 3.33% 50.9% 73 16.44% 2.6
Mill Road Capital Management
4123
Mill Road Capital Management
Connecticut
USD 269 M -USD 31.7 M -11% 6.79% 85.1% 29 13.79% 1.9
Cincinnati Specialty Underwriters Insurance
4124
Cincinnati Specialty Underwriters Insurance
Ohio
USD 269 M -USD 17.9 M -6% 4.83% 137% 38 0% 5.9
UBP Investment Advisors
4125
UBP Investment Advisors
Switzerland
USD 269 M -USD 5.78 M -2% 1.84% 11.2% 105 10.48% 1.8