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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)
St. Clair Advisors
4276
St. Clair Advisors
Ohio
USD 229 M +USD 70.2 M +44% 6.83% 77.5% 81 29.63% 1
Passive Capital Management
4277
Passive Capital Management
Maryland
USD 229 M +USD 9.41 M +4% 3.24% 37.7% 53 1.89% 1
E
4278
ETFidea
New York
USD 229 M +USD 12.8 M +6% 4.86% 22.7% 108 5.56% 1.1
Shoker Investment Counsel
4279
Shoker Investment Counsel
Ohio
USD 229 M +USD 5.81 M +3% 4.69% 88.9% 93 5.38% 5.1
BHK Investment Advisors
4280
BHK Investment Advisors
Alabama
USD 229 M +USD 51 M +29% 5.47% 58.8% 66 22.73% 3.5
Shaker Financial Services
4281
Shaker Financial Services
Virginia
USD 229 M +USD 15.1 M +7% 1.56% 12.9% 174 28.16% 1.6
Kize Capital
4282
Kize Capital
New York
USD 229 M -USD 10.2 M -4% 1.83% 34.7% 6 0% 1.8
KEB Asset Management
4283
KEB Asset Management
Illinois
USD 229 M +USD 40.5 M +22% 3.7% 68.9% 62 12.9% 0.9
Aspen Grove Capital
4284
Aspen Grove Capital
Colorado
USD 229 M +USD 12.5 M +6% 6.57% 90% 178 23.03% 0.2
Old Point Trust & Financial Services N A
4285
Old Point Trust & Financial Services N A
Virginia
USD 229 M +USD 11.7 M +5% 1.85% 87.3% 84 5.95% 6.5
Divisadero Street Capital Management
4286
Divisadero Street Capital Management
Florida
USD 229 M +USD 94.9 M +71% 26.5% 718% 71 77.46% 0.3
AWA
4287
Aquire Wealth Advisors
Utah
USD 229 M +USD 27.5 M +14% 5.64% 60.2% 39 10.26% 1
JRM Investment Counsel
4288
JRM Investment Counsel
Nebraska
USD 228 M -USD 4.75 M -2% 2.02% 65.5% 22 9.09% 4.2
NAH
4289
Neumann Advisory (HK)
Hong Kong
USD 228 M +USD 65.5 M +40% 53.9% 77.3% 14 0% 3.2
Landmark Financial Advisors
4290
Landmark Financial Advisors
Kentucky
USD 228 M +USD 11 M +5% 3.4% 11.8% 91 8.79% 4.3
Ritter Daniher Financial Advisory
4291
Ritter Daniher Financial Advisory
Ohio
USD 228 M +USD 17.5 M +8% 4.62% 56.7% 322 15.53% 1.5
Neumann Capital Management
4292
Neumann Capital Management
California
USD 228 M +USD 14.5 M +7% 7.98% 89.9% 90 1.11% 6
Childress Capital Advisors
4293
Childress Capital Advisors
Texas
USD 227 M -USD 74 M -25% 3.86% 107% 182 55.49% 1.8
Denver PWM
4294
Denver PWM
Colorado
USD 227 M +USD 16.5 M +8% 4.84% 48.6% 106 15.09% 2.5
Gunma Bank
4295
Gunma Bank
Japan
USD 227 M +USD 25.8 M +13% 1.42% 24.5% 47 19.15% 1
FountainVest China Capital Partners GP3
4296
FountainVest China Capital Partners GP3
Cayman Islands
USD 227 M -USD 11.2 M -5% 4.72% 96.7% 1 0% 3.3
SQN Investors
4297
SQN Investors
California
USD 227 M -USD 31 M -12% 20.2% – 20 45% 1.3
Sanchez Wealth Management Group
4298
Sanchez Wealth Management Group
Florida
USD 227 M +USD 23.1 M +11% 4.84% 61.1% 35 2.86% 3
Mountain Capital Investment Advisors
4299
Mountain Capital Investment Advisors
Colorado
USD 227 M +USD 7.05 M +3% 4.34% 70.1% 80 27.5% 1.8
Carr Financial Group
4300
Carr Financial Group
Massachusetts
USD 227 M +USD 37 M +19% 5.75% 71.6% 184 19.02% 0.2