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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)
Townsend & Associates
4626
Townsend & Associates
Colorado
USD 119 M +USD 22.8 M +24% 17.9% 58% 79 21.52% 1.9
Prince Street Capital Management
4627
Prince Street Capital Management
New York
USD 119 M +USD 26.2 M +28% 73.9% 302% 21 52.38% 0.7
MBE Wealth Management
4628
MBE Wealth Management
Wisconsin
USD 119 M +USD 14 M +13% 16.9% 66.5% 595 92.77% 0.4
Hubbell Strickland Wealth Management
4629
Hubbell Strickland Wealth Management
Louisiana
USD 119 M +USD 20.3 M +21% 17.1% 64.8% 61 9.84% 0.7
HCM
4630
Hall Capital Management
Rhode Island
USD 119 M +USD 21 M +21% 16% – 81 11.11% 4.1
R.W. Roge & Company
4631
R.W. Roge & Company
New York
USD 119 M +USD 21.4 M +22% 15.8% 76.3% 37 24.32% 0.4
ELCO Management
4632
ELCO Management
New York
USD 119 M +USD 23.2 M +24% 27.4% 98.3% 126 11.9% 2.3
Hanseatic Management Services
4633
Hanseatic Management Services
New Mexico
USD 119 M +USD 24.8 M +26% 33.2% – 247 46.96% 0.7
Clarus Wealth Advisors
4634
Clarus Wealth Advisors
Arizona
USD 119 M +USD 18.7 M +19% 23.5% 89.7% 148 37.16% 1.1
Clearstead Trust
4635
Clearstead Trust
Maine
USD 119 M +USD 8.14 M +7% 21.8% 124% 184 14.13% 2.4
Albert D. Mason Inc
4636
Albert D. Mason Inc
Massachusetts
USD 119 M +USD 19.4 M +20% 17.3% 83.4% 149 8.05% 4
WMA
4637
Wealth Management Associates
New Jersey
USD 119 M +USD 19.6 M +20% 21.8% 111% 155 24.52% 0.9
AFC
4638
AFT Forsyth & Company
Florida
USD 119 M +USD 19.1 M +19% 25.1% 135% 128 9.38% 4.8
Sculati Wealth Management
4639
Sculati Wealth Management
Michigan
USD 119 M +USD 27.6 M +30% 21% 80.3% 108 14.81% 0.4
Shayne & Jacobs LLC
4640
Shayne & Jacobs LLC
Tennessee
USD 118 M -USD 7.02 M -6% 7.84% 79.4% 32 15.63% 4
WC
4641
Weil Company
California
USD 118 M +USD 12 M +11% 21.5% 71.7% 105 15.24% 1.6
Hutner Capital Management
4642
Hutner Capital Management
Vermont
USD 118 M +USD 8.79 M +8% 9.28% 52.2% 41 4.88% 3.3
Seneca House Advisors
4643
Seneca House Advisors
Virginia
USD 118 M +USD 23.7 M +25% 21.2% 58.2% 69 8.7% 2
Farmers & Merchants Trust Co of Chambersburg PA
4644
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
USD 118 M +USD 16.7 M +16% 17% 65.5% 305 11.15% 2.6
Cape Ann Savings Bank
4645
Cape Ann Savings Bank
Massachusetts
USD 118 M – – 18% 82% 86 – 3.8
Red Spruce Capital
4646
Red Spruce Capital
Pennsylvania
USD 118 M +USD 21.7 M +23% 23.3% 98.4% 92 16.3% 0.4
Siris Capital Group
4647
Siris Capital Group
New York
USD 118 M +USD 46.4 M +65% 53.2% – 2 50% 0.9
Plotkin Financial Advisors
4648
Plotkin Financial Advisors
Maryland
USD 118 M +USD 35.3 M +43% 30.2% 95.3% 65 21.54% 0.4
Raging Capital Management
4649
Raging Capital Management
New Jersey
USD 118 M -USD 14.5 M -11% 13.2% 6.41% 24 58.33% 1.4
Altman Advisors
4650
Altman Advisors
Illinois
USD 118 M +USD 10 M +9% 27.4% 143% 77 12.99% 1.1