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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)
Palogic Value Management
4526
Palogic Value Management
Texas
USD 204 M +USD 12.6 M +7% 6.06% 31.3% 169 15.98% 0.2
HCM
4527
Highlander Capital Management
New Jersey
USD 204 M +USD 13.1 M +7% 4.72% 34.4% 702 4.42% 4.7
SCMS
4528
Serenity Capital Management (Singapore)
Singapore
USD 204 M -USD 9.6 M -5% 5.58% 21% 4 25% 0.2
First County Bank
4529
First County Bank
Connecticut
USD 204 M -USD 4.6 M -2% 3.1% 101% 174 13.79% 0.2
Acima Private Wealth
4530
Acima Private Wealth
Virginia
USD 204 M +USD 8.59 M +4% 5.54% 51.1% 288 24.65% 2.9
Altrafin AG
4531
Altrafin AG
USD 203 M +USD 32.8 M +19% 14.1% 97.6% 76 14.47% 1.1
SimpliFi Inc
4532
SimpliFi Inc
California
USD 203 M +USD 11.8 M +6% 3.13% 27.9% 37 29.73% 2.1
IAS
4533
Investment Advisory Services
Texas
USD 203 M +USD 8.55 M +4% 3.93% 74.9% 98 4.08% 2.5
Avalon Global Asset Management
4534
Avalon Global Asset Management
California
USD 203 M +USD 43.8 M +28% 29.2% 278% 35 42.86% 3.5
Oak Family Advisors
4535
Oak Family Advisors
Illinois
USD 203 M +USD 16.1 M +9% 8.96% 81.9% 122 14.75% 1.5
Juncture Wealth Strategies
4536
Juncture Wealth Strategies
Arizona
USD 203 M -USD 7.13 M -3% 5.58% 76.5% 125 29.6% 2.9
Hillman Company
4537
Hillman Company
Pennsylvania
USD 203 M +USD 10.9 M +6% 14.8% 118% 14 7.14% 1.9
FirstPurpose Wealth
4538
FirstPurpose Wealth
Utah
USD 203 M +USD 23.8 M +13% 6.36% – 205 17.56% 0.8
Delphi Financial Group
4539
Delphi Financial Group
Delaware
USD 203 M +USD 4.07 M +2% 3.54% 66.3% 38 34.21% 2.2
11 Capital Partners
4540
11 Capital Partners
Connecticut
USD 203 M +USD 44.1 M +28% 5.64% 101% 13 15.38% 1
Oxler Private Wealth
4541
Oxler Private Wealth
New York
USD 203 M +USD 16.8 M +9% 11.3% 119% 95 5.26% 1.9
Platform Technology Partners
4542
Platform Technology Partners
New York
USD 202 M +USD 8.94 M +5% 8.88% – 218 8.26% 2.2
O'Keefe Stevens Advisory
4543
O'Keefe Stevens Advisory
New York
USD 202 M +USD 34.1 M +20% 28.1% 208% 41 7.32% 3.9
Seven Springs Wealth Group
4544
Seven Springs Wealth Group
Tennessee
USD 202 M -USD 4.66 M -2% 1.64% 59.2% 60 5% 2.3
Malaga Cove Capital
4545
Malaga Cove Capital
California
USD 202 M +USD 19 M +10% 14.6% 97.3% 174 17.82% 2.3
Sio Capital Management
4546
Sio Capital Management
New York
USD 202 M -USD 68.1 M -25% 6.51% 564% 62 54.84% 0.9
First Washington Corp
4547
First Washington Corp
Washington
USD 202 M -USD 1.87 M -0.9% 8.69% 142% 62 16.13% 4
Raleigh Capital Management
4548
Raleigh Capital Management
North Carolina
USD 202 M +USD 9.9 M +5% 1.31% 79.9% 917 24.54% 0.8
Spectrum Asset Management (California)
4549
Spectrum Asset Management (California)
California
USD 202 M -USD 4.21 M -2% 2.37% 68.3% 97 10.31% 3.3
Augustine Asset Management
4550
Augustine Asset Management
Florida
USD 202 M +USD 21 M +12% 10.9% 316% 113 14.16% 3.1