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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)
BE
4601
Bonness Enterprises
District of Columbia
USD 285 M -USD 15.8 M -5% 4.41% 98.6% 38 2.63% 10.7
Palo Alto Wealth Advisors
4602
Palo Alto Wealth Advisors
California
USD 285 M +USD 43.4 M +18% 7.45% 108% 54 12.96% 1.4
Old Point Trust & Financial Services N A
4603
Old Point Trust & Financial Services N A
Virginia
USD 285 M +USD 6.55 M +2% 2.65% 87.3% 400 33.25% 2.4
Missouri Trust & Investment Company
4604
Missouri Trust & Investment Company
Missouri
USD 285 M -USD 1.64 M -0.6% 0.99% 81.6% 453 16.11% 2.2
GCQ Funds Management
4605
GCQ Funds Management
Australia
USD 285 M – – 10.7% – 10 – 0
OLIO Financial Planning
4606
OLIO Financial Planning
Virginia
USD 285 M +USD 47 M +20% 2.26% 52.9% 67 34.33% 1.9
Bill Few Associates
4607
Bill Few Associates
Pennsylvania
USD 284 M +USD 2.67 M +0.9% 1.41% 91.5% 186 10.75% 2.2
Concentrum Wealth Management
4608
Concentrum Wealth Management
California
USD 284 M +USD 27.3 M +11% 5.4% 200% 85 20% 2.8
Field & Main Bank
4609
Field & Main Bank
Kentucky
USD 284 M +USD 3.64 M +1% 2.68% 107% 258 7.75% 6
VST
4610
Van Strum & Towne
California
USD 284 M -USD 4.69 M -2% 0.18% 72.3% 110 7.27% 5.7
Anchorage Capital Group
4611
Anchorage Capital Group
New York
USD 284 M -USD 97.8 M -26% 2% 24.9% 7 0% 3.1
Passive Capital Management
4612
Passive Capital Management
Maryland
USD 284 M -USD 2.34 M -0.8% 2.92% 37.7% 66 3.03% 2.1
Performa Ltd (US)
4613
Performa Ltd (US)
South Carolina
USD 284 M +USD 14.8 M +5% 0% 59.6% 59 22.03% 2.4
Fairfield Financial Advisors
4614
Fairfield Financial Advisors
Massachusetts
USD 284 M -USD 9.8 M -3% 1.55% – 302 16.89% 2.3
IAS
4615
Investment Advisory Services
Texas
USD 284 M +USD 539 k +0.2% 0.45% 74.9% 121 8.26% 3.4
Lightspeed Management Company
4616
Lightspeed Management Company
California
USD 284 M – – 80.8% – 10 – 0
City State Bank
4617
City State Bank
Iowa
USD 283 M +USD 9.06 M +3% 0.67% 79.1% 766 8.49% 2.4
Diana Davis Spencer Foundation
4618
Diana Davis Spencer Foundation
Maryland
USD 283 M -USD 12.8 M -4% 4.25% 13.4% 4 0% 7.6
Promethos Capital
4619
Promethos Capital
Massachusetts
USD 283 M +USD 2.63 M +0.9% 0.91% – 89 17.98% 0.8
JRM Investment Counsel
4620
JRM Investment Counsel
Nebraska
USD 283 M -USD 7.45 M -3% 1.45% 65.5% 20 0% 5.2
First Washington Corp
4621
First Washington Corp
Washington
USD 283 M +USD 31.2 M +12% 3.78% 142% 58 12.07% 4.5
Joule Financial
4622
Joule Financial
Kentucky
USD 283 M +USD 8.09 M +3% 0.83% 55.5% 116 14.66% 1.7
RPg Family Wealth Advisory
4623
RPg Family Wealth Advisory
Massachusetts
USD 283 M -USD 26.9 M -9% 4.35% 117% 84 21.43% 2.5
Metavasi Capital
4624
Metavasi Capital
New York
USD 283 M +USD 62.6 M +28% 26.7% 840% 40 45% 0.8
West Oak Capital
4625
West Oak Capital
California
USD 283 M -USD 255 M -47% 0.5% 110% 328 7.32% 6.4