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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)
Robertson Opportunity Capital
4126
Robertson Opportunity Capital
Texas
USD 235 M -USD 12.8 M -5% 15.9% 93.4% 30 6.67% 4.3
KB Financial Partners
4127
KB Financial Partners
New Jersey
USD 235 M – – 3.95% – 622 – 0
Blue Zone Wealth Advisors
4128
Blue Zone Wealth Advisors
California
USD 235 M +USD 27.9 M +13% 4.15% 91.1% 88 21.59% 0.7
SFSIG
4129
San Francisco Sentry Investment Group
California
USD 235 M +USD 22.1 M +10% 6.37% 436% 743 7.67% 3.1
OneAscent Wealth Management
4130
OneAscent Wealth Management
Alabama
USD 235 M +USD 13.8 M +6% 3.46% 50.6% 239 21.76% 0.2
Forefront Analytics
4131
Forefront Analytics
Pennsylvania
USD 235 M +USD 4.45 M +2% 2.78% 50.9% 74 24.32% 1.8
Malaga Cove Capital
4132
Malaga Cove Capital
California
USD 234 M +USD 21.6 M +10% 8.84% 97.3% 170 20% 1.5
First United Bank & Trust
4133
First United Bank & Trust
Maryland
USD 234 M +USD 27.1 M +13% 7.14% 78% 158 11.39% 3.6
DFPG Investments
4134
DFPG Investments
Utah
USD 234 M +USD 16.6 M +8% 5.72% 38.2% 181 22.65% 1.3
West Oak Capital
4135
West Oak Capital
California
USD 234 M +USD 18.7 M +9% 5.64% 110% 374 14.97% 3.8
OR
4136
Olympiad Research
Connecticut
USD 234 M +USD 59.8 M +34% 15% 187% 198 52.02% 0.3
Riversedge Advisors
4137
Riversedge Advisors
Delaware
USD 234 M +USD 18.1 M +8% 3.99% 71.3% 50 10% 1.1
Smithbridge Asset Management
4138
Smithbridge Asset Management
Pennsylvania
USD 234 M +USD 16.7 M +8% 7.22% – 91 8.79% 4.4
DMK
4139
David M. Knott
USD 234 M +USD 12.8 M +6% 17.2% 81% 149 39.6% 2.5
Knuff & Co
4140
Knuff & Co
California
USD 234 M -USD 8.96 M -4% 2.5% 108% 168 13.1% 1.6
HCM
4141
Hudson Capital Management
New Jersey
USD 234 M +USD 7.91 M +4% 6.21% 66.8% 71 19.72% 2.1
Allied Investment Advisors
4142
Allied Investment Advisors
Montana
USD 234 M +USD 25.4 M +12% 11.4% 68.4% 53 9.43% 2.5
Physicians Financial Services
4143
Physicians Financial Services
North Carolina
USD 233 M +USD 26.2 M +13% 4.98% 116% 118 11.02% 3.7
Ashburton (Jersey)
4144
Ashburton (Jersey)
Jersey
USD 233 M -USD 8.54 M -4% 9.33% – 75 20% 2.4
BUF
4145
Builders Union Fund
Delaware
USD 233 M – – 1.65% – 8 – 0
Builders Union
4146
Builders Union
United Kingdom
USD 233 M -USD 47 M -17% 1.65% – 10 30% 0.2
Uncommon Cents Investing
4147
Uncommon Cents Investing
Wisconsin
USD 233 M +USD 11.2 M +5% 9.64% 91.4% 129 3.1% 2.2
Rollins Financial
4148
Rollins Financial
Georgia
USD 233 M +USD 14 M +6% 1.97% – 93 13.98% 0.2
Bison Wealth
4149
Bison Wealth
Georgia
USD 233 M +USD 19.1 M +9% 5.34% 37.4% 488 19.47% 2
AMC
4150
Asset Management Corp
Illinois
USD 233 M +USD 54.2 M +30% 4.6% 57.1% 211 31.75% 0.7