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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)
MA
4351
Minerva Advisors
Pennsylvania
USD 148 M -USD 8 k -0% 7.15% 166% 77 2.6% 5
WA1
4352
Wimmer Associates 1
California
USD 148 M +USD 19.9 M +15% 9.9% 78.9% 106 6.6% 3.6
Financial Strategies Group
4353
Financial Strategies Group
Michigan
USD 148 M +USD 14.2 M +11% 4.95% 49.2% 59 22.03% 0.5
Baldrige Asset Management
4354
Baldrige Asset Management
Pennsylvania
USD 148 M +USD 15.3 M +12% 6.3% 43.5% 81 7.41% 1.2
TF
4355
TRH Financial
Iowa
USD 148 M +USD 22.9 M +18% 10.3% – 70 10% 0.7
Emerson Wealth
4356
Emerson Wealth
Michigan
USD 148 M +USD 6.82 M +5% 7.07% 18.1% 22 4.55% 1.4
Marshall & Sullivan
4357
Marshall & Sullivan
Washington
USD 148 M +USD 11.5 M +8% 10.1% 82% 65 32.31% 2.8
DI
4358
DAGCO Inc
Ohio
USD 148 M +USD 48.8 M +49% 8.81% 75% 105 20.95% 1.3
St. Johns Investment Management
4359
St. Johns Investment Management
Florida
USD 148 M +USD 12 M +9% 10.1% 91.9% 180 15.56% 4.2
Employers Holdings
4360
Employers Holdings
Nevada
USD 148 M -USD 28.9 M -16% 9.68% – 173 26.59% 1
PK
4361
Pflug Koory
Nebraska
USD 148 M +USD 13.1 M +10% 9.8% – 414 4.59% 3
Pinnacle Family Advisors
4362
Pinnacle Family Advisors
Missouri
USD 148 M +USD 33.4 M +29% 18% 85.8% 93 33.33% 1
RBA Wealth Management
4363
RBA Wealth Management
California
USD 148 M +USD 10.5 M +8% 8.83% 91% 106 12.26% 1.1
Independent Order of Foresters
4364
Independent Order of Foresters
Ontario, Canada
USD 148 M +USD 11.2 M +8% 8.27% 75.1% 12 0% 0.5
Norway Savings Bank
4365
Norway Savings Bank
Maine
USD 148 M +USD 12 M +9% 6.09% 117% 307 17.59% 2.6
Alethea Capital Management
4366
Alethea Capital Management
Washington
USD 148 M -USD 23.2 M -14% 2.4% 275% 102 52.94% 2
Shilanski & Associates
4367
Shilanski & Associates
Alaska
USD 148 M +USD 10.5 M +8% 6.97% 84.2% 95 15.79% 0.8
GPM Growth Investors
4368
GPM Growth Investors
Michigan
USD 147 M +USD 13.1 M +10% 10.2% – 38 10.53% 0.6
Deane Retirement Strategies
4369
Deane Retirement Strategies
Louisiana
USD 147 M +USD 10.4 M +8% 4.44% 73.4% 77 55.84% 1.8
Mountain Lake Investment Management
4370
Mountain Lake Investment Management
Florida
USD 147 M +USD 8.4 M +6% 1.82% 64% 27 18.52% 1.4
Peoples Bank (Ohio)
4371
Peoples Bank (Ohio)
Ohio
USD 147 M +USD 5.46 M +4% 5.35% 78.9% 100 14% 3.2
Cavalier Investments
4372
Cavalier Investments
Georgia
USD 147 M -USD 26 M -15% 8.91% 171% 80 28.75% 0.7
CenturyLink Investment Management
4373
CenturyLink Investment Management
Colorado
USD 147 M -USD 50.8 M -26% 9.01% – 1 0% 0.3
BOCM
4374
Bontempo Ohly Capital Management
Maryland
USD 147 M +USD 5.53 M +4% 4.55% 49.6% 34 5.88% 3.1
AH Equity Partners IV (Parallel)
4375
AH Equity Partners IV (Parallel)
California
USD 147 M – – 30.9% – 1 – 0