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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)
IMS Capital Management
4401
IMS Capital Management
Oregon
USD 145 M +USD 14.2 M +11% 11.7% 119% 135 6.67% 3.2
First City Capital Management
4402
First City Capital Management
Georgia
USD 145 M +USD 8.58 M +6% 7.26% 86.4% 143 9.79% 4.5
ILM
4403
Indigo Latam Management
Arizona
USD 145 M +USD 5.71 M +4% 4.1% 39.3% 1 0% 6
Selway Asset Management
4404
Selway Asset Management
USD 145 M +USD 8.99 M +7% 9.78% 36.5% 73 8.22% 3.5
JLP Asset Management
4405
JLP Asset Management
New York
USD 145 M -USD 4.87 M -3% 2.45% 16.1% 34 20.59% 0.8
Financial Gravity Asset Management
4406
Financial Gravity Asset Management
Texas
USD 145 M +USD 29 M +25% 6.98% – 1,894 38.23% 1.2
Hutner Capital Management
4407
Hutner Capital Management
Vermont
USD 145 M +USD 3.8 M +3% 4.72% 52.2% 43 2.33% 2.7
Taylor Frigon Capital Management
4408
Taylor Frigon Capital Management
Arizona
USD 145 M +USD 6.87 M +5% 8.09% 152% 88 6.82% 2.9
Beacon Wealthcare Inc
4409
Beacon Wealthcare Inc
North Carolina
USD 145 M +USD 6.19 M +4% 4.15% 31.6% 10 0% 1.7
Geneva Partners
4410
Geneva Partners
Wisconsin
USD 145 M +USD 16.5 M +13% 7.16% 417% 80 30% 1.7
Peachtree Investment Partners
4411
Peachtree Investment Partners
Florida
USD 145 M +USD 19.3 M +15% 8.92% 111% 87 33.33% 0.6
Thrive Capital Management (New York)
4412
Thrive Capital Management (New York)
New York
USD 145 M +USD 18.9 M +15% 20.4% 205% 5 20% 0.6
Ironwood Investment Management
4413
Ironwood Investment Management
Massachusetts
USD 145 M +USD 11.4 M +9% 18.1% 164% 159 9.43% 4.3
Acima Private Wealth
4414
Acima Private Wealth
Virginia
USD 145 M +USD 13.9 M +11% 6.72% 51.1% 310 14.52% 0.8
Corrigan Financial
4415
Corrigan Financial
Rhode Island
USD 145 M +USD 10.1 M +7% 7.46% 9.54% 70 4.29% 2.6
KMWM
4416
Keudell/Morrison Wealth Management
Oregon
USD 145 M +USD 23.4 M +19% 7.45% – 159 8.18% 0.7
LFWA
4417
LBJ Family Wealth Advisors
Texas
USD 145 M +USD 11.6 M +9% 17% 64.9% 19 5.26% 4.7
Truvestments Capital
4418
Truvestments Capital
Florida
USD 144 M -USD 9.15 M -6% 7.39% 131% 704 80.26% 1.4
Concorde Asset Management
4419
Concorde Asset Management
Michigan
USD 144 M +USD 14.5 M +11% 6.93% – 164 27.44% 2
GAMC
4420
Garner Asset Management Corp
Texas
USD 144 M +USD 10.1 M +8% 6.49% 103% 149 4.03% 2.1
Pinnacle Bancorp
4421
Pinnacle Bancorp
Nebraska
USD 144 M -USD 30.9 M -18% 7.2% 72.9% 725 12.69% 2.2
Sensato Investors
4422
Sensato Investors
California
USD 144 M -USD 118 M -45% 12.9% 75.8% 60 51.67% 1
St. Johns Investment Management
4423
St. Johns Investment Management
Florida
USD 144 M +USD 9.9 M +7% 8.67% 91.9% 170 9.41% 4.3
Calixto Global Investors
4424
Calixto Global Investors
Florida
USD 144 M +USD 14.9 M +12% 20.4% 180% 15 33.33% 0.6
Private Capital Management (Colorado)
4425
Private Capital Management (Colorado)
Colorado
USD 144 M -USD 660 k -0.5% 7.14% 20% 103 0.97% 0.9