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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)
RDA Financial Network
4151
RDA Financial Network
Iowa
USD 233 M +USD 11.3 M +5% 5.95% 93.4% 245 12.65% 1.4
Cannon Financial Strategists
4152
Cannon Financial Strategists
Georgia
USD 233 M +USD 27.5 M +13% 6.18% 56.7% 60 6.67% 1.5
APEIRON Capital Ltd
4153
APEIRON Capital Ltd
Hong Kong
USD 233 M +USD 25.2 M +12% 4.19% 362% 10 20% 0.2
WealthOne
4154
WealthOne
New York
USD 233 M +USD 25.4 M +12% 4.06% 23.4% 132 27.27% 1.3
Ford Financial Group
4155
Ford Financial Group
California
USD 233 M +USD 20.6 M +10% 5.66% 47.7% 106 13.21% 1.8
MWM
4156
Mascoma Wealth Management
New Hampshire
USD 232 M +USD 32.4 M +16% 3.69% 43.7% 474 80.59% 0.5
KPCB XV Associates
4157
KPCB XV Associates
California
USD 232 M -USD 655 k -0.3% 91% – 4 0% 0.3
Somerset Trust
4158
Somerset Trust
Pennsylvania
USD 232 M +USD 12.3 M +6% 6.49% 80.5% 130 7.69% 4.2
Tinicum
4159
Tinicum
New York
USD 232 M +USD 17.9 M +8% 12.6% 21.1% 2 0% 4.9
CWS Financial Advisors
4160
CWS Financial Advisors
Michigan
USD 232 M +USD 60 M +35% 4.4% 55.7% 147 11.56% 1
Capital Advisors Wealth Management
4161
Capital Advisors Wealth Management
Washington
USD 232 M – – 3.58% 70.5% 90 – 0
Moisand Fitzgerald Tamayo
4162
Moisand Fitzgerald Tamayo
Florida
USD 232 M +USD 9.7 M +4% 7.73% 51.1% 414 21.5% 2.5
WA
4163
WP Advisors
California
USD 231 M +USD 24.4 M +12% 7.63% 113% 103 22.33% 1.7
Oarsman Capital
4164
Oarsman Capital
Wisconsin
USD 231 M -USD 26.3 M -10% 8.59% 74.9% 200 12.5% 3.4
Piershale Financial Group
4165
Piershale Financial Group
Illinois
USD 231 M +USD 22.9 M +11% 11.9% 82% 40 60% 0.9
NC
4166
Nokomis Capital
Texas
USD 231 M +USD 2.76 M +1% 19.8% 145% 51 60.78% 1.4
Cincinnati Specialty Underwriters Insurance
4167
Cincinnati Specialty Underwriters Insurance
Ohio
USD 231 M +USD 14.3 M +7% 6.06% 137% 38 2.63% 4.9
PhiloSmith Capital
4168
PhiloSmith Capital
Connecticut
USD 231 M +USD 22 M +11% 9.34% 47% 33 6.06% 3.3
Whitener Capital Management
4169
Whitener Capital Management
North Carolina
USD 231 M +USD 12.2 M +6% 5.01% 113% 134 5.22% 2.5
Helikon Investments
4170
Helikon Investments
United Kingdom
USD 231 M +USD 76.1 M +49% 8.43% 282% 5 60% 0.2
Callodine Capital Management
4171
Callodine Capital Management
Massachusetts
USD 230 M +USD 23.8 M +11% 11% 53.8% 42 23.81% 1
Birch Grove Capital
4172
Birch Grove Capital
New York
USD 230 M +USD 38.7 M +20% 2.62% 2.66% 55 27.27% 0.3
Oak Family Advisors
4173
Oak Family Advisors
Illinois
USD 230 M +USD 37.1 M +19% 5.53% 81.9% 106 24.53% 0.2
Courage Miller Partners
4174
Courage Miller Partners
Virginia
USD 230 M +USD 12.7 M +6% 4.78% 43.5% 85 10.59% 5
Roanoke Asset Management
4175
Roanoke Asset Management
New Jersey
USD 230 M +USD 18.9 M +9% 8.77% 50.3% 106 11.32% 4.7