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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)
Claro Advisors
4626
Claro Advisors
Massachusetts
USD 101 M -USD 23.9 M -19% 12.5% 98.8% 1,148 87.11% 0.2
TRV GP
4627
TRV GP
Massachusetts
USD 101 M +USD 762 k +0.8% 96.3% 3,178% 4 0% 1.1
Roubaix Capital
4628
Roubaix Capital
Colorado
USD 101 M – – 16.2% 159% 38 – 0
Black Diamond Capital Management
4629
Black Diamond Capital Management
Connecticut
USD 101 M +USD 21.6 M +27% 21.4% 28.3% 7 28.57% 1
C.M. Bidwell & Associates
4630
C.M. Bidwell & Associates
Hawaii
USD 100 M +USD 8.13 M +9% 15.2% 70.6% 504 46.83% 0.9
HH
4631
HWG Holdings
Texas
USD 100 M +USD 52.7 M +111% 19.8% – 117 25.64% 0.7
Market Street Wealth Management Advisors
4632
Market Street Wealth Management Advisors
Indiana
USD 100 M +USD 10.6 M +12% 11.4% 44% 34 5.88% 0.2
Kessler Investment Group
4633
Kessler Investment Group
Indiana
USD 100 M +USD 22.8 M +30% 17.8% 251% 133 25.56% 1.9
CWM
4634
Capital Wealth Management
Rhode Island
USD 100 M +USD 8.65 M +9% 11.4% 51.3% 39 25.64% 1
AQA
4635
Alpha Quant Advisors
Texas
USD 100 M +USD 3.41 M +4% 10.8% – 423 32.39% 0.2
Gibraltar Capital Management
4636
Gibraltar Capital Management
Oklahoma
USD 100 M +USD 5.19 M +6% 7.92% 65% 47 42.55% 1.9
Diamant Asset Management
4637
Diamant Asset Management
Connecticut
USD 100 M +USD 10.4 M +12% 15% 66.9% 78 6.41% 1.1
WA
4638
Wintergreen Advisers
New Jersey
USD 99.5 M +USD 6.65 M +7% 13.2% 25.4% 5 20% 3.9
Newport Wealth Strategies
4639
Newport Wealth Strategies
California
USD 99.4 M +USD 26.5 M +36% 13.1% 51.5% 75 10.67% 1
Cordasco Financial Network
4640
Cordasco Financial Network
Florida
USD 99.3 M +USD 11.4 M +13% 12.6% 31.1% 475 17.68% 2
Gunma Bank
4641
Gunma Bank
Japan
USD 99.2 M +USD 12.2 M +14% 14.1% 24.5% 9 0% 3.1
SA
4642
Sunesis Advisors
Kansas
USD 99.2 M +USD 7.56 M +8% 8.55% – 29 6.9% 0.6
Stringer Asset Management
4643
Stringer Asset Management
Tennessee
USD 99.2 M -USD 4.02 M -4% 10.2% 16.4% 33 45.45% 1.1
Hartree Partners
4644
Hartree Partners
New York
USD 99.1 M +USD 28.5 M +40% 10.3% 138% 31 67.74% 0.2
KLCM
4645
KG&L Capital Management
Louisiana
USD 99.1 M +USD 9.7 M +11% 12.1% 91.9% 138 44.93% 0.2
Concourse Capital Management
4646
Concourse Capital Management
Georgia
USD 99.1 M +USD 9.9 M +11% 20.2% 107% 64 71.88% 0.6
Townsend & Associates
4647
Townsend & Associates
Colorado
USD 99.1 M +USD 11.9 M +14% 11.3% 58% 77 10.39% 1
MKD Wealth Coaches
4648
MKD Wealth Coaches
Michigan
USD 99 M +USD 14.5 M +17% 7.6% – 225 40.89% 0.2
OPPTF
4649
OPSEU Pension Plan Trust Fund
Ontario, Canada
USD 99 M -USD 236 k -0.2% 0.24% 13.4% 1 0% 0.3
New Potomac Partners
4650
New Potomac Partners
Maryland
USD 98.9 M +USD 5.88 M +6% 11.3% 37.2% 156 16.03% 1.1