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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)
Bank OZK
4451
Bank OZK
Arkansas
USD 202 M +USD 17.7 M +10% 11.9% 112% 130 12.31% 6.1
Glass Jacobson Investment Advisors
4452
Glass Jacobson Investment Advisors
Maryland
USD 202 M – – 8.7% 63.1% 829 – 0
Birch Grove Capital
4453
Birch Grove Capital
New York
USD 202 M -USD 54.5 M -21% 0.21% 2.66% 37 5.41% 1.1
Strategic Family Wealth Counselors
4454
Strategic Family Wealth Counselors
New Jersey
USD 202 M -USD 2.05 M -1% 4.47% 83.8% 113 22.12% 2.2
Gunma Bank
4455
Gunma Bank
Japan
USD 201 M +USD 37.7 M +23% 8.6% 24.5% 53 32.08% 0.8
Redwood Grove Capital
4456
Redwood Grove Capital
California
USD 201 M +USD 19.3 M +11% 7.64% 79.8% 27 11.11% 1.6
&Partners
4457
&Partners
Tennessee
USD 201 M +USD 28.5 M +16% 9.11% 78.4% 196 10.2% 2.1
Glovista Investments
4458
Glovista Investments
New Jersey
USD 201 M +USD 10.3 M +5% 8.6% 2.48% 52 42.31% 1.9
Long Road Investment Counsel
4459
Long Road Investment Counsel
Michigan
USD 201 M +USD 18.8 M +10% 13.9% 64.4% 71 8.45% 6.6
West Wealth Group
4460
West Wealth Group
California
USD 201 M +USD 3.95 M +2% 7.25% 79.8% 76 23.68% 0.7
JCIC Asset Management
4461
JCIC Asset Management
Ontario, Canada
USD 201 M -USD 15.6 M -7% 7.82% – 118 3.39% 3.3
Rovin Capital
4462
Rovin Capital
Arizona
USD 201 M +USD 26.7 M +15% 7.33% 63.8% 139 25.9% 1.1
AWA
4463
Aquire Wealth Advisors
Utah
USD 201 M +USD 28.7 M +17% 7.21% 60.2% 36 8.33% 0.9
Kozak & Associates
4464
Kozak & Associates
Colorado
USD 201 M +USD 42.4 M +27% 6.58% 111% 348 3.45% 1.3
Aull & Monroe Investment Management
4465
Aull & Monroe Investment Management
Alabama
USD 201 M +USD 18.4 M +10% 14.5% 98.3% 130 3.08% 7.1
S.R. Schill & Associates
4466
S.R. Schill & Associates
Washington
USD 201 M +USD 13.2 M +7% 7.79% 42.7% 88 26.14% 2.9
Freedom Day Solutions
4467
Freedom Day Solutions
Texas
USD 200 M +USD 15.8 M +9% 9.87% 86.6% 114 19.3% 2.4
Altiora Financial Group
4468
Altiora Financial Group
Ohio
USD 200 M – – 6.34% 41.1% 49 – 0
Elmwood Wealth Management
4469
Elmwood Wealth Management
California
USD 200 M -USD 89.5 k -0% 1.57% 42.1% 124 12.9% 3
Wells Trecaso Financial Group
4470
Wells Trecaso Financial Group
Ohio
USD 200 M +USD 18 M +10% 11.6% 108% 93 19.35% 3.2
Absoluto Partners Gestao de Recursos
4471
Absoluto Partners Gestao de Recursos
Brazil
USD 200 M -USD 46 M -19% 0.33% 78.7% 25 16% 1.2
CCC
4472
Chelsea Counsel Company
California
USD 200 M +USD 38.1 M +23% 10.4% 122% 173 59.54% 2.4
VeraBank
4473
VeraBank
Texas
USD 200 M +USD 41.5 M +26% 11.7% 69.5% 131 11.45% 3
Atom Investors
4474
Atom Investors
Texas
USD 200 M -USD 84.2 M -30% 8.36% 83.4% 366 65.57% 0.4
Drive Wealth Management
4475
Drive Wealth Management
Utah
USD 200 M +USD 94.9 M +90% 8.36% 105% 269 46.47% 0.5