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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)
Ativo Capital Management
4451
Ativo Capital Management
Illinois
USD 213 M -USD 22.4 M -9% 1.2% 63.2% 147 29.93% 2.5
BOC
4452
Barbara Oil Co
Illinois
USD 213 M -USD 3.53 M -2% 0.87% 84.2% 89 3.37% 5.3
Union Heritage Capital
4453
Union Heritage Capital
Michigan
USD 213 M -USD 971 k -0.5% 0.56% 93% 60 0% 0.5
Atlas Principals
4454
Atlas Principals
North Carolina
USD 213 M -USD 41 M -16% 2.26% – 46 54.35% 0.5
CWAG
4455
Compton Wealth Advisory Group
Virginia
USD 213 M -USD 1.38 M -0.6% 0.78% 76.1% 72 1.39% 2.1
Cardinal Point Wealth Management
4456
Cardinal Point Wealth Management
California
USD 213 M -USD 8.64 M -4% 1.35% – 47 23.4% 0.6
CCM
4457
Consolidated Capital Management
California
USD 213 M -USD 3.91 M -2% 0.16% 166% 42 4.76% 2.5
Legacy Financial Strategies
4458
Legacy Financial Strategies
Kansas
USD 213 M +USD 3.84 M +2% 0.86% 76.7% 64 6.25% 2.6
HMS Capital Management
4459
HMS Capital Management
Tennessee
USD 213 M -USD 9.8 M -4% 0.69% 140% 137 18.98% 1.8
Perseverance Asset Management International
4460
Perseverance Asset Management International
Cayman Islands
USD 212 M -USD 99.3 M -32% 18.4% 101% 20 15% 1
Ironwood Wealth Management (Arizona)
4461
Ironwood Wealth Management (Arizona)
Arizona
USD 212 M +USD 39 M +22% 1.47% 34.2% 51 0% 2.8
Financial Gravity Asset Management
4462
Financial Gravity Asset Management
Texas
USD 212 M -USD 66.7 M -24% 0.82% – 1,118 28.98% 1.5
Norway Savings Bank
4463
Norway Savings Bank
Maine
USD 212 M +USD 7.09 M +3% 0.1% 117% 335 9.85% 3.2
HWC
4464
Hill Winds Capital
New York
USD 212 M +USD 23.7 M +13% 1.59% 8.52% 62 56.45% 0.4
Axiom Financial Strategies
4465
Axiom Financial Strategies
Indiana
USD 212 M -USD 4.66 M -2% 1.57% 59.8% 81 11.11% 1.2
Birch Grove Capital
4466
Birch Grove Capital
New York
USD 212 M +USD 6.38 M +3% 2.24% 2.66% 55 9.09% 0.6
Jupiter Wealth Management
4467
Jupiter Wealth Management
Colorado
USD 212 M +USD 3.19 M +2% 0.15% 99.2% 98 15.31% 1.3
SC
4468
Sawyer & Company
Massachusetts
USD 212 M -USD 2.21 M -1% 0.28% 111% 188 9.04% 2.7
S.E.E.D. Planning Group
4469
S.E.E.D. Planning Group
New York
USD 212 M +USD 8.83 M +4% 0.18% 57.3% 98 23.47% 1.1
Calixto Global Investors
4470
Calixto Global Investors
Florida
USD 212 M +USD 41.4 M +24% 4.65% 180% 12 16.67% 0.7
Smith & Howard Wealth Management
4471
Smith & Howard Wealth Management
Georgia
USD 212 M +USD 1.31 M +0.6% 1.13% 43.8% 70 14.29% 3.3
Providence First Trust
4472
Providence First Trust
Arizona
USD 212 M -USD 698 k -0.3% 1.46% 68.4% 82 1.22% 1.9
FundX Investment Group
4473
FundX Investment Group
California
USD 212 M -USD 752 M -78% 1.23% 94.6% 42 33.33% 1.1
NC
4474
Nokomis Capital
Texas
USD 212 M -USD 48 M -18% 0.86% 145% 69 31.88% 1.3
Accuvest Global Advisors
4475
Accuvest Global Advisors
Utah
USD 212 M +USD 12.6 M +6% 0.24% 163% 133 46.62% 0.7