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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)
Ledge Wealth Management
4401
Ledge Wealth Management
Minnesota
USD 223 M +USD 13.5 M +6% 2.74% – 63 6.35% 1.4
Argonautica Private Wealth Management
4402
Argonautica Private Wealth Management
Massachusetts
USD 223 M +USD 196 k +0.1% 2.22% 167% 197 15.74% 0.6
Zeno Research
4403
Zeno Research
New York
USD 223 M +USD 42.4 M +24% 1.75% 25.2% 37 59.46% 0.4
AMI Investment Management
4404
AMI Investment Management
Indiana
USD 223 M -USD 2.78 M -1% 2.09% 52% 63 14.29% 5.4
LPWM LLC
4405
LPWM LLC
Minnesota
USD 222 M -USD 4.26 M -2% 3.64% 59.4% 69 5.8% 2.5
Midwest Professional Planners Ltd (MPPL)
4406
Midwest Professional Planners Ltd (MPPL)
Wisconsin
USD 222 M -USD 5.94 M -3% 2.98% 136% 130 8.46% 3.1
Missouri Trust & Investment Company
4407
Missouri Trust & Investment Company
Missouri
USD 222 M +USD 44.6 M +25% 5.34% 81.6% 474 13.71% 1.4
Cloverfields Capital Group
4408
Cloverfields Capital Group
Minnesota
USD 222 M -USD 87.8 M -28% 1.83% 101% 81 11.11% 1.5
Delta Financial Advisors
4409
Delta Financial Advisors
Louisiana
USD 222 M -USD 4.44 M -2% 2.75% 107% 121 2.48% 3.5
Forest Avenue Capital Management
4410
Forest Avenue Capital Management
Florida
USD 222 M +USD 3.57 M +2% 7.86% 415% 36 47.22% 0.3
Cutler Capital Management
4411
Cutler Capital Management
Massachusetts
USD 222 M +USD 8.76 M +4% 0.31% 39.7% 113 9.73% 2.8
Old Point Trust & Financial Services N A
4412
Old Point Trust & Financial Services N A
Virginia
USD 221 M -USD 18.7 M -8% 2.6% 87.3% 269 69.52% 6.9
Prentice Wealth Management
4413
Prentice Wealth Management
New York
USD 221 M +USD 873 k +0.4% 3.11% 47.8% 101 8.91% 1.4
Weaver Consulting Group
4414
Weaver Consulting Group
California
USD 221 M -USD 5.21 M -2% 3% 56.4% 193 7.77% 2.7
Wakefield Asset Management
4415
Wakefield Asset Management
Colorado
USD 221 M -USD 29.9 M -12% 2.62% 147% 179 36.31% 1.1
DCM Advisors
4416
DCM Advisors
New York
USD 221 M -USD 12.1 M -5% 1.73% 99.3% 82 10.98% 1.8
EE
4417
EWG Elevate
California
USD 221 M -USD 20.6 M -9% 2.77% 76% 114 29.82% 1.6
Stephens Group
4418
Stephens Group
Arkansas
USD 221 M -USD 21.9 M -9% 6.52% 45% 4 0% 1.6
Windward Private Wealth Management
4419
Windward Private Wealth Management
Kansas
USD 221 M -USD 4.67 M -2% 3.09% 35.5% 48 6.25% 2.5
Brown, Lisle/Cummings
4420
Brown, Lisle/Cummings
Rhode Island
USD 221 M -USD 2.53 M -1% 2.39% 82.3% 569 5.62% 1.5
PFA
4421
Professional Financial Advisors
Nebraska
USD 221 M +USD 27.5 M +14% 3.31% 59.2% 96 26.04% 1.8
Trustees of Dartmouth College
4422
Trustees of Dartmouth College
New Hampshire
USD 221 M -USD 6.2 M -3% 2.87% 52.5% 3 33.33% 2.2
MHP
4423
Manatuck Hill Partners
Connecticut
USD 221 M +USD 10 M +5% 5.94% 556% 141 47.52% 1
Drake & Associates
4424
Drake & Associates
Wisconsin
USD 221 M -USD 2.9 M -1% 3.01% 47.9% 78 12.82% 1
MY.Alpha Management HK Advisors
4425
MY.Alpha Management HK Advisors
Hong Kong
USD 221 M USD 0 0% 5.46% 423% 11 0% 1