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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)
Peoples Financial Services Corp
4251
Peoples Financial Services Corp
Pennsylvania
USD 239 M +USD 8.74 M +4% 5.65% 104% 300 5.67% 5.5
XS
4252
XR Securities
Illinois
USD 239 M -USD 1514 M -86% 11% 17% 607 54.7% 0.5
Castellan Group
4253
Castellan Group
Kentucky
USD 238 M +USD 51.3 M +27% 14.6% 184% 83 24.1% 0.4
Founders Fund IV Management
4254
Founders Fund IV Management
California
USD 238 M -USD 104 M -30% 21.1% – 3 66.67% 0.1
Fulcrum Asset Management
4255
Fulcrum Asset Management
United Kingdom
USD 238 M +USD 82.5 M +53% 7.91% – 154 0% 0.2
SL
4256
SOF Ltd
Cayman Islands
USD 238 M +USD 8.71 M +4% 3.79% 42.3% 1 0% 4.5
Precept Management
4257
Precept Management
Texas
USD 238 M +USD 91.4 M +62% 13.4% 110% 85 58.82% 0.7
Mokosak Advisory Group
4258
Mokosak Advisory Group
Iowa
USD 238 M +USD 15.1 M +7% 6.23% 59.2% 22 4.55% 1.9
Hayek Kallen Investment Management
4259
Hayek Kallen Investment Management
Alabama
USD 238 M +USD 16 M +7% 7.21% 87.2% 76 3.95% 4.8
Harvest Investment Services
4260
Harvest Investment Services
Illinois
USD 238 M +USD 15.9 M +7% 6.98% 281% 316 30.38% 0.9
Oak Asset Management
4261
Oak Asset Management
California
USD 238 M +USD 52.3 M +28% 6.2% 91.8% 97 51.55% 1.6
Modus Advisors
4262
Modus Advisors
Minnesota
USD 238 M +USD 21.9 M +10% 7.34% 99.2% 269 64.31% 0.4
Verde Capital Management
4263
Verde Capital Management
Michigan
USD 238 M +USD 10.6 M +5% 5.33% 80.3% 41 9.76% 1
Level Four Financial
4264
Level Four Financial
Texas
USD 237 M +USD 21.5 M +10% 8.5% – 357 29.69% 0.4
Ballast Inc
4265
Ballast Inc
Kentucky
USD 237 M +USD 29.2 M +14% 6.03% 71.3% 96 8.33% 2.6
American Securities
4266
American Securities
New York
USD 237 M -USD 1.62 M -0.7% 0.68% – 1 0% 4.5
High Probability Advisors
4267
High Probability Advisors
New York
USD 237 M +USD 47 M +25% 6.18% 52.6% 40 17.5% 0.4
Stone House Capital Management
4268
Stone House Capital Management
Florida
USD 237 M +USD 105 M +80% 0.95% 151% 4 75% 0.4
Ballast Advisors
4269
Ballast Advisors
Minnesota
USD 236 M +USD 19.7 M +9% 7.16% 73.9% 181 4.97% 1.3
Navalign LLC
4270
Navalign LLC
California
USD 236 M +USD 10 M +4% 6.48% 58.7% 129 9.3% 0.2
Affiance Financial
4271
Affiance Financial
Minnesota
USD 236 M +USD 11.5 M +5% 5.71% 57.8% 159 3.77% 2.9
EPG Wealth Management
4272
EPG Wealth Management
Georgia
USD 236 M +USD 30.1 M +15% 6.97% 108% 213 13.15% 0.9
Ativo Capital Management
4273
Ativo Capital Management
Illinois
USD 236 M +USD 38 k +0% 8.59% 63.2% 140 15% 2.5
Copperwynd Financial
4274
Copperwynd Financial
Arizona
USD 236 M +USD 13.1 M +6% 8.97% 90% 129 17.05% 2.1
Fourthstone LLC
4275
Fourthstone LLC
Missouri
USD 235 M +USD 34 M +17% 4.54% 93.6% 73 58.9% 0.4