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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)
Legacy CG
4426
Legacy CG
Texas
USD 360 M +USD 2.81 M +0.8% 0.52% 62.6% 51 21.57% 1.5
Naman Capital
4427
Naman Capital
Brazil
USD 360 M +USD 4.27 M +1% 5.71% 89.9% 13 7.69% 3.3
Squire Investment Management Company
4428
Squire Investment Management Company
Utah
USD 360 M +USD 29.3 M +9% 2.19% 62.4% 78 7.69% 1.7
Kelly Lawrence W & Associates
4429
Kelly Lawrence W & Associates
California
USD 360 M -USD 51.3 M -12% 4% 123% 132 9.85% 6.4
Arcataur Capital Management
4430
Arcataur Capital Management
Wisconsin
USD 359 M +USD 10.1 M +3% 0.83% 65.4% 107 7.48% 2.4
Rhino Investment Partners
4431
Rhino Investment Partners
Pennsylvania
USD 359 M +USD 6.44 M +2% 2.36% 110% 48 41.67% 0.7
Stone Summit Wealth
4432
Stone Summit Wealth
Florida
USD 359 M -USD 9.36 M -3% 1.75% 67% 145 4.83% 3.4
NFC Investments
4433
NFC Investments
Tennessee
USD 359 M +USD 5 M +1% 2.51% – 47 21.28% 4.7
Heights Capital Management
4434
Heights Capital Management
California
USD 359 M +USD 79.9 M +29% 11% – 330 61.52% 0.3
Symmetry Peak Management
4435
Symmetry Peak Management
Pennsylvania
USD 359 M -USD 18.8 M -5% 4.38% 320% 137 86.86% 0.1
Liberty Square Wealth Partners
4436
Liberty Square Wealth Partners
Pennsylvania
USD 358 M +USD 7.82 M +2% 1.26% – 148 6.76% 1.1
Bond & Devick Financial Network
4437
Bond & Devick Financial Network
Minnesota
USD 358 M +USD 3.31 M +0.9% 1.18% 46.9% 197 11.17% 3.1
Granger Management
4438
Granger Management
New York
USD 358 M -USD 20.1 M -5% 1.53% 69.9% 6 0% 4.5
FP
4439
Financial Perspectives
Minnesota
USD 358 M -USD 13 M -3% 3.18% 104% 725 2.76% 4.6
Southern Financial Group
4440
Southern Financial Group
Alabama
USD 358 M +USD 8.72 M +2% 0.8% – 93 11.83% 0.2
RM
4441
Rudius Management
New York
USD 358 M -USD 103 M -22% 8.76% 8.92% 7 71.43% 1.3
Manske Wealth Management
4442
Manske Wealth Management
Texas
USD 357 M +USD 18.6 M +5% 2.26% – 223 7.62% 1.1
Sterling Investment Counsel
4443
Sterling Investment Counsel
New York
USD 357 M +USD 7.84 M +2% 2.23% 93.8% 210 17.62% 1.5
CCM
4444
Contrarian Capital Management
Connecticut
USD 357 M -USD 23 M -6% 3.78% 29.4% 25 20% 2.6
Holowesko Partners
4445
Holowesko Partners
Bahamas
USD 357 M +USD 69.3 M +24% 0.58% 51.1% 34 26.47% 3
Pioneer Wealth Management Group
4446
Pioneer Wealth Management Group
Texas
USD 357 M +USD 27.2 M +8% 0.18% – 55 12.73% 2.1
BigSur Wealth Management
4447
BigSur Wealth Management
Florida
USD 356 M -USD 55.8 M -14% 2% 94.8% 172 12.21% 4.3
Henrickson Nauta Wealth Advisors
4448
Henrickson Nauta Wealth Advisors
Michigan
USD 356 M -USD 321 M -47% 1.61% 61.6% 128 24.22% 2.5
Accretive Wealth Partners
4449
Accretive Wealth Partners
New Jersey
USD 356 M +USD 18.9 M +6% 0.97% 64.4% 184 19.02% 2.7
Sandbox Financial Partners
4450
Sandbox Financial Partners
Maryland
USD 356 M -USD 5.76 M -2% 4.37% 69.6% 129 13.95% 2.9