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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)
Keeler Thomas Management
4226
Keeler Thomas Management
Utah
USD 159 M +USD 20.3 M +15% 10.6% 52.1% 65 9.23% 2
Crystal Rock Capital Management
4227
Crystal Rock Capital Management
Illinois
USD 158 M +USD 13.7 M +9% 14.1% 164% 36 22.22% 2.3
Rampart Investment Management
4228
Rampart Investment Management
Connecticut
USD 158 M -USD 437 M -73% 11% 74% 546 28.75% 3
CCP
4229
Cunning Capital Partners
North Carolina
USD 158 M +USD 16.2 M +11% 16.1% 268% 29 10.34% 0.5
Cabot-Wellington
4230
Cabot-Wellington
Massachusetts
USD 158 M +USD 10.1 M +7% 6.97% 73.1% 9 0% 6.6
Landmark Financial Advisors
4231
Landmark Financial Advisors
Kentucky
USD 158 M +USD 4.61 M +3% 4.75% 11.8% 60 0% 4.1
Claro Advisors
4232
Claro Advisors
Massachusetts
USD 158 M +USD 12.5 M +9% 9.01% 98.8% 204 13.73% 1.2
MI
4233
M3F Inc
Utah
USD 158 M +USD 22.8 M +17% 3.57% 139% 53 24.53% 1.6
Sound Financial Strategies Group
4234
Sound Financial Strategies Group
Mississippi
USD 158 M +USD 3.3 M +2% 3.35% 27.1% 66 7.58% 0.7
Nikulski Financial
4235
Nikulski Financial
Iowa
USD 158 M +USD 15.2 M +11% 9.34% 107% 108 9.26% 1.7
Davidson Capital Management
4236
Davidson Capital Management
Texas
USD 158 M +USD 44 M +39% 7.35% 79.4% 87 35.63% 0.6
Seascape Capital Management
4237
Seascape Capital Management
New Hampshire
USD 157 M +USD 17.8 M +13% 7.42% 111% 71 8.45% 0.6
Compass Ion Advisors
4238
Compass Ion Advisors
Pennsylvania
USD 157 M +USD 45.4 M +40% 5.91% 75.6% 83 38.55% 0.4
Gables Capital Management
4239
Gables Capital Management
Florida
USD 157 M +USD 13.1 M +9% 11.1% 173% 380 7.37% 1.9
ECM
4240
EII Capital Management
New York
USD 157 M +USD 4.12 M +3% 2.64% 46.9% 195 16.41% 2.9
Voce Capital Management
4241
Voce Capital Management
California
USD 157 M +USD 13.3 M +9% 9.04% 69.2% 16 50% 1.4
Rench Wealth Management
4242
Rench Wealth Management
Texas
USD 157 M +USD 8.71 M +6% 6.77% 106% 37 0% 5.3
BigSur Wealth Management
4243
BigSur Wealth Management
Florida
USD 157 M +USD 17.1 M +12% 8.99% 94.8% 115 20% 2.3
Wela Strategies
4244
Wela Strategies
Georgia
USD 157 M -USD 194 k -0.1% 3.89% 51.3% 46 32.61% 1.6
MONECO Advisors
4245
MONECO Advisors
Connecticut
USD 157 M +USD 29.2 M +23% 8.42% 77.7% 164 15.85% 1.1
West Branch Capital
4246
West Branch Capital
Massachusetts
USD 157 M +USD 14.8 M +10% 11.7% 156% 87 8.05% 1.7
Wells Trecaso Financial Group
4247
Wells Trecaso Financial Group
Ohio
USD 157 M +USD 11.7 M +8% 12.9% 108% 84 23.81% 2.1
Bishop & Co Investment Management
4248
Bishop & Co Investment Management
Pennsylvania
USD 157 M +USD 10.1 M +7% 5.94% 53.7% 22 4.55% 3.4
AIA
4249
Arcadia Investment Advisors
Idaho
USD 157 M +USD 9.27 M +6% 6.92% 56.4% 111 29.73% 1.2
MBM Wealth Consultants
4250
MBM Wealth Consultants
Missouri
USD 157 M +USD 14.8 M +10% 4.47% 57.1% 238 13.87% 1.4