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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)
CNBTD
4301
Citizens National Bank Trust Department
Mississippi
USD 263 M -USD 88.3 M -25% 11.5% 124% 309 55.66% 0.7
Copperwynd Financial
4302
Copperwynd Financial
Arizona
USD 263 M +USD 20.9 M +9% 10.6% 90% 129 20.16% 2.4
Bryn Mawr Capital Management
4303
Bryn Mawr Capital Management
Pennsylvania
USD 263 M +USD 42.9 M +19% 9.68% 81.3% 111 10.81% 2.6
Octahedron Capital Management
4304
Octahedron Capital Management
California
USD 263 M – – 11.4% 234% 33 – 0
HPS Investment Partners
4305
HPS Investment Partners
New York
USD 263 M +USD 117 M +80% 14.5% 55.9% 6 33.33% 0.8
Beech Hill Advisors
4306
Beech Hill Advisors
New York
USD 263 M +USD 22.3 M +9% 10.4% 117% 95 14.74% 3.3
Okabena Investment Services
4307
Okabena Investment Services
Minnesota
USD 263 M +USD 73 M +38% 6.12% 83.9% 202 54.95% 0.5
Foresite Capital Management II
4308
Foresite Capital Management II
California
USD 263 M -USD 18.5 M -7% 1.97% 66.2% 4 50% 4.6
SMI Advisory Services
4309
SMI Advisory Services
Indiana
USD 263 M +USD 39.6 M +18% 5.3% 80.7% 39 43.59% 0.4
Prudent Man Advisors
4310
Prudent Man Advisors
Illinois
USD 263 M -USD 1.53 M -0.6% 7.25% 92.5% 213 15.49% 1.2
Taylor Hoffman Wealth Management
4311
Taylor Hoffman Wealth Management
Virginia
USD 263 M +USD 29.7 M +13% 13% 47.8% 135 5.19% 2.9
HM Capital Management
4312
HM Capital Management
Missouri
USD 263 M +USD 32.3 M +14% 9.15% 29.6% 58 25.86% 3.7
Firsthand Capital Management
4313
Firsthand Capital Management
California
USD 263 M -USD 72.4 M -22% 7.46% 265% 56 10.71% 2.9
Verde Capital Management
4314
Verde Capital Management
Michigan
USD 263 M +USD 22.4 M +9% 5.14% 80.3% 41 12.2% 1.3
ETF Portfolio Partners
4315
ETF Portfolio Partners
Kansas
USD 262 M +USD 13 M +5% 5.41% 50.2% 53 16.98% 3.6
Aries Wealth Management
4316
Aries Wealth Management
Maine
USD 262 M +USD 26 M +11% 9.85% 87.7% 195 10.77% 2.5
Piershale Financial Group
4317
Piershale Financial Group
Illinois
USD 262 M +USD 19.5 M +8% 12% 82% 34 52.94% 1.7
Owls Nest Partners IA
4318
Owls Nest Partners IA
Pennsylvania
USD 262 M +USD 23.4 M +10% 0.21% 105% 19 36.84% 0.6
Interactive Financial Advisors
4319
Interactive Financial Advisors
Illinois
USD 262 M +USD 33.2 M +15% 6.09% 47.6% 181 13.81% 4.2
Ameraudi Asset Management
4320
Ameraudi Asset Management
New York
USD 262 M +USD 28.7 M +12% 3.37% 51.5% 51 13.73% 1.2
Astoria Strategic Wealth
4321
Astoria Strategic Wealth
Texas
USD 262 M +USD 38 M +17% 3.53% 46.1% 40 25% 1.3
Denver PWM
4322
Denver PWM
Colorado
USD 262 M +USD 19.8 M +8% 4.12% 48.6% 101 9.9% 2
Oak Asset Management
4323
Oak Asset Management
California
USD 262 M +USD 21.2 M +9% 13.4% 91.8% 104 6.73% 1.9
Syquant Capital SAS
4324
Syquant Capital SAS
France
USD 262 M +USD 97.7 M +60% 9.45% 160% 63 65.08% 0.3
White Mountains Insurance Group
4325
White Mountains Insurance Group
New Hampshire
USD 262 M -USD 54.9 M -17% 17.3% 105% 1 0% 1