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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)
Keywise Capital Management (HK)
4201
Keywise Capital Management (HK)
Hong Kong
USD 239 M -USD 169 M -41% 30.2% 684% 25 60% 0.4
Denali Advisors
4202
Denali Advisors
California
USD 239 M -USD 21.9 M -8% 2.21% 106% 331 30.21% 1.6
Financial Life Advisors
4203
Financial Life Advisors
Texas
USD 239 M +USD 6.85 M +3% 0.94% 47% 56 3.57% 2
AMI Investment Management
4204
AMI Investment Management
Indiana
USD 239 M -USD 13.7 M -5% 0.49% 52% 77 9.09% 4.2
TMD Wealth Management
4205
TMD Wealth Management
Arizona
USD 239 M +USD 9.7 M +4% 1.09% 2.41% 43 9.3% 0.6
Owls Nest Partners IA
4206
Owls Nest Partners IA
Pennsylvania
USD 239 M +USD 21.7 M +10% 0.25% 112% 15 13.33% 0.6
Cohen & Co Financial Management
4207
Cohen & Co Financial Management
New York
USD 238 M +USD 81.3 M +52% 0.69% – 188 84.04% 0
Stevens Capital Management
4208
Stevens Capital Management
Pennsylvania
USD 238 M -USD 103 M -30% 2.44% 128% 277 72.56% 0.2
Leonard Rickey Investment Advisors
4209
Leonard Rickey Investment Advisors
Washington
USD 238 M +USD 6.92 M +3% 1.56% 60.4% 74 8.11% 2.3
Soapstone Management
4210
Soapstone Management
Maryland
USD 238 M -USD 11.2 M -4% 3.3% 30.3% 21 23.81% 1.7
Claro Advisors
4211
Claro Advisors
Massachusetts
USD 238 M +USD 15.6 M +7% 0.41% 98.8% 267 14.61% 1.6
Friess Associates
4212
Friess Associates
Delaware
USD 238 M -USD 27.3 M -10% 1.8% 256% 115 50.43% 0.6
MFGP
4213
Marshall Financial Group (Pennsylvania)
Pennsylvania
USD 238 M +USD 2.59 M +1% 0.99% 65.5% 60 3.33% 2.2
Nicollet Investment Management
4214
Nicollet Investment Management
Minnesota
USD 238 M -USD 8.06 M -3% 0.16% 104% 68 8.82% 2.9
Ballast Inc
4215
Ballast Inc
Kentucky
USD 237 M +USD 74 k +0% 0.89% 71.3% 96 4.17% 2.7
RPg Family Wealth Advisory
4216
RPg Family Wealth Advisory
Massachusetts
USD 237 M -USD 9.6 M -4% 0.1% 123% 289 7.27% 2.6
OIA
4217
Optimum Investment Advisors
Illinois
USD 237 M -USD 83.3 M -26% 0.2% 125% 950 14.84% 3.5
PWP
4218
Personal Wealth Partners
Minnesota
USD 237 M -USD 10.6 M -4% 0.99% 37.2% 438 82.88% 1.8
Bay Harbor Wealth Management
4219
Bay Harbor Wealth Management
Maryland
USD 237 M +USD 2.33 M +1% 0.89% 52.9% 220 10.45% 1.8
Front Row Advisors
4220
Front Row Advisors
California
USD 237 M -USD 6.79 M -3% 0.43% 142% 976 2.46% 2.7
Peoples Financial Services Corp
4221
Peoples Financial Services Corp
Pennsylvania
USD 237 M -USD 1.82 M -0.8% 0.56% 104% 294 2.72% 5.7
Mitsubishi UFJ Asset Management (UK)
4222
Mitsubishi UFJ Asset Management (UK)
United Kingdom
USD 237 M +USD 5.3 M +2% 1.45% 151% 92 14.13% 1.3
D. Scott Neal
4223
D. Scott Neal
Kentucky
USD 237 M +USD 16.1 M +7% 0.53% 105% 54 14.81% 2.6
Aries Wealth Management
4224
Aries Wealth Management
Maine
USD 236 M +USD 2.61 M +1% 0.33% 87.7% 185 4.32% 2.5
Navalign LLC
4225
Navalign LLC
California
USD 236 M +USD 30 k +0% 0.44% 58.7% 126 7.94% 0.5