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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)
WIM
4626
Wilen Investment Management
Florida
USD 128 M -USD 1.09 M -0.8% 9.88% 79.9% 63 6.35% 4.8
UBP Investment Advisors
4627
UBP Investment Advisors
Switzerland
USD 128 M +USD 4.58 M +4% 4.31% 11.2% 57 17.54% 1.3
Trustees of Princeton University
4628
Trustees of Princeton University
New Jersey
USD 128 M +USD 58.6 M +85% 13% – 7 85.71% 0.3
NovaPoint Capital
4629
NovaPoint Capital
Georgia
USD 127 M – – 6.71% 94% 106 – 0
Beaton Management Company
4630
Beaton Management Company
Massachusetts
USD 127 M +USD 4.06 M +3% 7.57% 110% 123 7.32% 2.1
Brightline Capital Management
4631
Brightline Capital Management
Florida
USD 127 M +USD 20.9 M +20% 28.8% 810% 16 56.25% 0.5
Blue Grotto Capital
4632
Blue Grotto Capital
Georgia
USD 127 M – – 6.22% 296% 20 – 0
HC Financial Advisors
4633
HC Financial Advisors
California
USD 127 M +USD 10.6 M +9% 7.39% 31.2% 70 10% 0.9
AMAL
4634
Asset Management Advisors LLC
Oklahoma
USD 127 M +USD 9.06 M +8% 10.6% 125% 23 8.7% 3.7
North Run Capital
4635
North Run Capital
Massachusetts
USD 127 M -USD 5.92 M -4% 12.6% 19.4% 22 9.09% 1.4
Yost Capital Management
4636
Yost Capital Management
Texas
USD 127 M +USD 43.5 M +52% 16.9% 125% 9 33.33% 1.1
Trellis Advisors
4637
Trellis Advisors
Washington
USD 127 M +USD 9.01 M +8% 7.66% 23.3% 54 12.96% 1.5
PBF
4638
Petix & Botte Financial
California
USD 127 M – – 4.94% 47.5% 81 – 0
Kendall Capital Management
4639
Kendall Capital Management
Maryland
USD 127 M +USD 13.9 M +12% 10.1% 130% 116 5.17% 1.5
MACRO Consulting Group
4640
MACRO Consulting Group
New Jersey
USD 127 M +USD 9.6 M +8% 4.5% – 67 11.94% 0.7
Liberty Wealth Management
4641
Liberty Wealth Management
California
USD 127 M +USD 21.2 M +20% 9.25% 64.2% 987 15.1% 0.8
Farmers & Merchants Trust Co of Chambersburg PA
4642
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
USD 127 M +USD 2.82 M +2% 7.3% 65.5% 335 10.75% 2.2
Modus Advisors
4643
Modus Advisors
Minnesota
USD 127 M – – 6.38% 89.5% 72 – 0
Perennial Investment Advisors
4644
Perennial Investment Advisors
California
USD 127 M – – 10.2% 84.3% 129 – 0
LFGH
4645
Lee Financial Group Hawaii
Hawaii
USD 127 M +USD 14.6 M +13% 6.57% 12.9% 27 7.41% 1.4
Delphi Management Partners VIII
4646
Delphi Management Partners VIII
California
USD 127 M – – 43.3% – 5 – 0
Davidson Capital Management
4647
Davidson Capital Management
Texas
USD 127 M – – 10.8% 79.4% 66 – 0
Your Advocates Ltd
4648
Your Advocates Ltd
Texas
USD 127 M – – 6.26% 53.6% 28 – 0
Abacus FCF Advisors
4649
Abacus FCF Advisors
Florida
USD 127 M +USD 5.39 M +4% 9.82% 197% 105 20% 1.3
Ameraudi Asset Management
4650
Ameraudi Asset Management
New York
USD 126 M – – 5.49% 51.5% 40 – 0