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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)
Jacobsen Capital Management
4601
Jacobsen Capital Management
Utah
USD 218 M +USD 6.59 M +3% 6.81% 97.3% 54 1.85% 2.3
Forager Capital Management
4602
Forager Capital Management
Alabama
USD 218 M +USD 11.8 M +6% 9.47% 52.6% 14 14.29% 0.2
Peachtree Investment Partners
4603
Peachtree Investment Partners
Florida
USD 218 M -USD 20.7 M -9% 5.73% 111% 118 21.19% 1.9
Bullseye Asset Management
4604
Bullseye Asset Management
Colorado
USD 217 M -USD 34.6 M -14% 6.58% 81% 94 4.26% 1.7
Castle Rock Wealth Management
4605
Castle Rock Wealth Management
California
USD 217 M -USD 27.9 M -11% 0.58% 115% 263 16.35% 1.3
BE
4606
Bonness Enterprises
District of Columbia
USD 217 M +USD 815 k +0.4% 2.33% 98.6% 41 2.44% 8
Townsend & Associates
4607
Townsend & Associates
Colorado
USD 217 M +USD 34.6 M +19% 1.9% 58% 83 21.69% 2.2
CHA
4608
Carmichael Hill & Associates
Maryland
USD 217 M -USD 5.66 M -3% 2.48% 39.7% 858 9.09% 2
Q3 Asset Management
4609
Q3 Asset Management
Michigan
USD 217 M -USD 18.1 M -8% 1.97% 105% 70 84.29% 0.3
Riverview Capital Advisers
4610
Riverview Capital Advisers
Massachusetts
USD 217 M -USD 7.59 M -3% 2.79% 84.8% 108 13.89% 0.2
GA
4611
Gagnon Advisors
New York
USD 217 M -USD 34.7 M -14% 7.19% 214% 35 8.57% 3.6
Tri-Star Advisors
4612
Tri-Star Advisors
Texas
USD 217 M -USD 21.5 M -9% 3.71% 3.07% 59 22.03% 1.1
IRON Financial
4613
IRON Financial
Illinois
USD 217 M -USD 7.2 M -3% 3.34% 60.6% 133 30.08% 2.3
GCM
4614
Gabalex Capital Management
New York
USD 217 M -USD 18.5 M -8% 2.05% 24.9% 18 16.67% 4.5
Atlas FRM
4615
Atlas FRM
Connecticut
USD 217 M -USD 8.37 M -4% 3.18% 38.9% 8 37.5% 0.2
AAFMAA Wealth Management & Trust
4616
AAFMAA Wealth Management & Trust
North Carolina
USD 217 M -USD 12.7 M -6% 6.5% 62.3% 71 9.86% 1.1
Sendero Wealth Management
4617
Sendero Wealth Management
Texas
USD 217 M -USD 8.33 M -4% 4.78% 99.2% 87 17.24% 0.2
Wiser Wealth Management
4618
Wiser Wealth Management
Georgia
USD 217 M +USD 12.1 M +6% 5.1% 53% 32 18.75% 1.1
Lorne Steinberg Wealth Management
4619
Lorne Steinberg Wealth Management
Canada
USD 217 M -USD 16 M -7% 2.44% 83.4% 69 17.39% 1
Acima Private Wealth
4620
Acima Private Wealth
Virginia
USD 217 M -USD 15.9 M -7% 3.33% 51.1% 247 7.29% 2.7
Worth Venture Partners
4621
Worth Venture Partners
New Jersey
USD 217 M +USD 14.7 M +7% 4.88% 105% 169 33.73% 0.6
SC
4622
Serenity Capital
California
USD 216 M +USD 3.55 M +2% 11.6% – 3 33.33% 1.9
Tiemann Investment Advisors
4623
Tiemann Investment Advisors
California
USD 216 M -USD 20.3 M -9% 3.92% 77% 233 12.45% 4.9
Colton Groome Financial Advisors
4624
Colton Groome Financial Advisors
North Carolina
USD 216 M -USD 29.8 M -12% 4.61% 65.8% 140 45% 1.1
KCS Wealth Advisory
4625
KCS Wealth Advisory
California
USD 216 M -USD 32.9 M -13% 2.38% 45.3% 172 15.12% 2.7