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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)
MPS Loria Financial Planners
4201
MPS Loria Financial Planners
Illinois
USD 225 M -USD 32.6 M -13% 5.73% 80% 72 6.94% 4.1
Jackson Creek Investment Advisors
4202
Jackson Creek Investment Advisors
Colorado
USD 225 M +USD 11.4 M +5% 13.6% 245% 397 52.64% 0.7
Capital Planning
4203
Capital Planning
Washington
USD 225 M +USD 48.5 M +27% 8.06% 81.2% 79 24.05% 1.3
Hendley & Co
4204
Hendley & Co
Ohio
USD 225 M +USD 8.07 M +4% 11.3% 64.9% 57 7.02% 5.5
Princeton Capital Management
4205
Princeton Capital Management
New Jersey
USD 225 M -USD 3.45 M -2% 6.03% 206% 99 14.14% 4.5
Financial Management Network
4206
Financial Management Network
California
USD 225 M +USD 22.3 M +11% 8.92% 62.5% 144 17.36% 1.4
H2CM
4207
H/2 Credit Manager
Connecticut
USD 225 M +USD 35 M +18% 13.9% 97.4% 13 7.69% 1.4
Baldrige Asset Management
4208
Baldrige Asset Management
Pennsylvania
USD 225 M +USD 14.6 M +7% 7.27% 43.5% 331 9.67% 1.8
TMD Wealth Management
4209
TMD Wealth Management
Arizona
USD 225 M +USD 2.34 M +1% 6.05% 2.41% 54 44.44% 1.1
TFA
4210
Triad Financial Advisors
North Carolina
USD 224 M +USD 40.4 M +22% 7.12% – 116 18.1% 0.8
Cornell Pochily Investment Advisors
4211
Cornell Pochily Investment Advisors
New York
USD 224 M -USD 4.57 M -2% 9.54% 97% 173 6.94% 3.5
Castle Rock Wealth Management
4212
Castle Rock Wealth Management
California
USD 224 M +USD 25.3 M +13% 7.69% 115% 235 22.55% 1.7
WA
4213
WP Advisors
California
USD 224 M +USD 2.83 M +1% 7.24% 113% 111 14.41% 2.9
PH
4214
Pinnacle Holdings
Oklahoma
USD 224 M +USD 10.1 M +5% 10.5% 79.6% 231 14.72% 4.4
Mokosak Advisory Group
4215
Mokosak Advisory Group
Iowa
USD 224 M +USD 20.5 M +10% 7.69% 59.2% 26 15.38% 3.1
Elizabeth Park Capital Advisors
4216
Elizabeth Park Capital Advisors
Ohio
USD 224 M +USD 5.1 M +2% 7.23% 119% 62 22.58% 1.6
272 Capital
4217
272 Capital
Texas
USD 223 M +USD 37.3 M +20% 7.44% 222% 88 52.27% 0.4
Clear Sky Carbon Solutions Investment Management
4218
Clear Sky Carbon Solutions Investment Management
Texas
USD 223 M +USD 55.4 M +33% 4.72% – 72 37.5% 0.5
Shoker Investment Counsel
4219
Shoker Investment Counsel
Ohio
USD 223 M +USD 32.4 M +17% 13.2% 88.9% 91 9.89% 5.1
Bessemer Securities
4220
Bessemer Securities
New York
USD 223 M -USD 54.9 M -20% 10.6% 45% 138 15.22% 2.3
RFG
4221
RFP Financial Group
Georgia
USD 223 M – – 7.52% 63.4% 915 – 0
Bay Harbor Wealth Management
4222
Bay Harbor Wealth Management
Maryland
USD 223 M +USD 10.9 M +5% 5.72% 52.9% 213 16.9% 2
MP
4223
Mediatel Partners
Texas
USD 223 M +USD 35.3 M +19% 18.9% 11.6% 3 0% 6.5
Perseverance Asset Management International
4224
Perseverance Asset Management International
Cayman Islands
USD 223 M +USD 56.8 M +34% 13.9% 120% 18 22.22% 1
IBOK
4225
Independence Bank of Kentucky
Kentucky
USD 223 M +USD 19.9 M +10% 9.83% 94.3% 459 13.73% 3.3