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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)
WA
4101
WealthTrust Axiom
Pennsylvania
USD 406 M +USD 17.7 M +5% 7.45% 123% 296 10.14% 6
PCP
4102
Perbak Capital Partners
United Kingdom
USD 406 M +USD 78.6 M +24% 0.96% – 397 70.78% 0.3
Westmount Partners
4103
Westmount Partners
California
USD 406 M +USD 5.16 M +1% 3.25% 123% 282 19.15% 2.2
RenaissanceRe Holdings
4104
RenaissanceRe Holdings
Bermuda
USD 406 M -USD 338 M -45% 1.71% 40.8% 6 33.33% 4
G2 Investment Partners Management
4105
G2 Investment Partners Management
New York
USD 406 M -USD 14.5 M -3% 18.5% 1,145% 100 58% 0.9
111 Capital
4106
111 Capital
France
USD 406 M -USD 52.5 M -11% 1.64% – 479 64.3% 0.3
Evelyn Partners Asset Management
4107
Evelyn Partners Asset Management
USD 406 M -USD 20.4 M -5% 2.22% – 311 9.65% 1
New Capital Management
4108
New Capital Management
Texas
USD 406 M +USD 7.53 M +2% 1.22% 55.4% 60 10% 3.6
Colony Family Offices
4109
Colony Family Offices
North Carolina
USD 406 M +USD 4.95 M +1% 0.39% 53.9% 66 7.58% 3.2
Strategic Financial Concepts
4110
Strategic Financial Concepts
Texas
USD 405 M +USD 296 M +271% 0.26% 56.8% 310 63.23% 0.6
Natural Investments
4111
Natural Investments
California
USD 405 M +USD 3.62 M +0.9% 3.02% – 304 13.16% 0.8
SWS Partners
4112
SWS Partners
Ohio
USD 405 M -USD 8.83 M -2% 0.81% 127% 117 5.98% 3.4
Nikulski Financial
4113
Nikulski Financial
Iowa
USD 405 M -USD 13.2 M -3% 0.37% 107% 182 12.64% 3.4
Carderock Capital Management
4114
Carderock Capital Management
Maryland
USD 405 M -USD 7.93 M -2% 2.31% 97.6% 77 15.58% 5.4
O'Keefe Stevens Advisory
4115
O'Keefe Stevens Advisory
New York
USD 405 M +USD 19.4 M +5% 5.68% 208% 79 20.25% 3.5
Peterson Wealth Services
4116
Peterson Wealth Services
Utah
USD 405 M +USD 13.7 M +3% 3.31% 160% 223 5.83% 2
CWM
4117
Compass Wealth Management
Connecticut
USD 405 M +USD 3.56 M +0.9% 4.4% 103% 79 8.86% 2.7
Meiji Yasuda America
4118
Meiji Yasuda America
New York
USD 404 M -USD 31.1 M -7% 3.58% – 58 5.17% 0.2
COFG Advisors
4119
COFG Advisors
Illinois
USD 404 M -USD 488 k -0.1% 1.71% – 247 10.12% 0.2
Northeast Financial Group
4120
Northeast Financial Group
Pennsylvania
USD 404 M -USD 38.2 M -9% 0.68% 31.6% 103 17.48% 2.2
Aspen Capital Management
4121
Aspen Capital Management
Idaho
USD 404 M +USD 177 k +0% 0.37% – 84 13.1% 0.9
Keating Investment Counselors
4122
Keating Investment Counselors
Florida
USD 404 M +USD 43.1 M +12% 13.5% 50% 65 13.85% 6.8
DI
4123
Diligent Investors
California
USD 404 M -USD 2.9 M -0.7% 0.73% 82.2% 357 8.12% 4.5
MI
4124
M3F Inc
Utah
USD 404 M +USD 39.4 M +11% 8.41% 139% 30 23.33% 3.7
McElhenny Sheffield Capital Management
4125
McElhenny Sheffield Capital Management
Texas
USD 403 M -USD 7.55 M -2% 0.06% 89.1% 115 30.43% 2.3