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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)
Lagoda Investment Management
4576
Lagoda Investment Management
New York
USD 201 M -USD 13.9 M -6% 6.5% 250% 39 2.56% 3.8
Shoker Investment Counsel
4577
Shoker Investment Counsel
Ohio
USD 201 M +USD 239 k +0.1% 1.13% 88.9% 99 8.08% 4.3
Spotlight Asset Group
4578
Spotlight Asset Group
Illinois
USD 201 M -USD 59 M -23% 0.96% – 134 14.93% 1.4
SRAM
4579
Spouting Rock Asset Management
Pennsylvania
USD 201 M -USD 125 M -38% 0.16% 74.7% 223 63.23% 0.8
KCM
4580
Knoll Capital Management
Florida
USD 201 M +USD 9.03 M +5% 19.6% 258% 43 9.3% 1.6
GSI Capital Advisors
4581
GSI Capital Advisors
California
USD 200 M -USD 16.4 M -8% 0.11% 41.1% 35 37.14% 1.1
Stoneridge Investment Partners
4582
Stoneridge Investment Partners
Pennsylvania
USD 200 M -USD 5.3 M -3% 2.68% 44.2% 138 44.2% 1.3
United Fire Group
4583
United Fire Group
Iowa
USD 200 M +USD 4 M +2% 1.31% 27.4% 52 7.69% 6.7
Blueprint Investment Partners
4584
Blueprint Investment Partners
North Carolina
USD 200 M +USD 75.2 M +60% 0.14% 91.9% 183 60.66% 0.4
CP
4585
CPV Partners
Connecticut
USD 200 M -USD 56.8 M -22% 17.8% 105% 4 25% 1.4
WPEP
4586
Walnut Private Equity Partners
Nebraska
USD 200 M +USD 8.41 M +4% 4.73% 48% 17 0% 5.1
Moseley Investment Management
4587
Moseley Investment Management
Florida
USD 200 M -USD 3.04 M -1% 1.42% 96.6% 182 8.79% 1.6
Prudent Investors Network
4588
Prudent Investors Network
California
USD 200 M +USD 2.61 M +1% 0.77% – 35 11.43% 1.1
PRW Wealth Management
4589
PRW Wealth Management
Massachusetts
USD 200 M -USD 141 M -41% 1.57% 42.3% 311 87.14% 0.7
Turiya Advisors Asia
4590
Turiya Advisors Asia
Hong Kong
USD 200 M -USD 228 M -53% 6.95% 188% 7 57.14% 0.4
FSB Premier Wealth Management
4591
FSB Premier Wealth Management
Iowa
USD 200 M +USD 4.27 M +2% 0.99% 61% 109 11.93% 0.6
AMC
4592
Asset Management Corp
Illinois
USD 199 M +USD 25.4 M +15% 2.41% 57.1% 208 24.04% 1
Round Hill Asset Management
4593
Round Hill Asset Management
California
USD 199 M -USD 4.73 M -2% 0.58% 51.6% 58 0% 3.7
Cape Ann Asset Management
4594
Cape Ann Asset Management
United Kingdom
USD 199 M -USD 16.4 M -8% 1.11% 244% 9 0% 1.3
Sound Financial Strategies Group
4595
Sound Financial Strategies Group
Mississippi
USD 199 M -USD 1.53 M -0.8% 0.71% 27.1% 87 6.9% 0.7
First Bankers Trust
4596
First Bankers Trust
Kentucky
USD 199 M -USD 6.41 M -3% 0.47% 89.6% 118 5.08% 5.7
American Securities
4597
American Securities
New York
USD 199 M -USD 38.1 M -16% 16.1% – 1 0% 4.8
ITIM
4598
Indiana Trust & Investment Management
Indiana
USD 199 M +USD 16.2 M +9% 0.84% 114% 124 14.52% 6
EisnerAmper Wealth Management Corporate Benefits
4599
EisnerAmper Wealth Management Corporate Benefits
New Jersey
USD 199 M +USD 469 k +0.2% 0.96% 13% 52 13.46% 3.5
FP
4600
Financial Perspectives
Minnesota
USD 199 M -USD 6.94 M -3% 0.56% 104% 670 7.01% 1.4