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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)
Pinnacle Bancorp
4626
Pinnacle Bancorp
Nebraska
USD 341 M +USD 2.62 M +0.8% 2.91% 72.9% 933 8.9% 4.9
True Wealth Design
4627
True Wealth Design
Ohio
USD 341 M +USD 13.9 M +4% 2.8% 57% 2,879 16.99% 1.3
Missouri Trust & Investment Company
4628
Missouri Trust & Investment Company
Missouri
USD 341 M +USD 2.39 M +0.7% 0.32% 81.6% 420 6.19% 3.2
Argonautica Private Wealth Management
4629
Argonautica Private Wealth Management
Massachusetts
USD 341 M -USD 1.97 M -0.6% 4.93% 167% 199 16.08% 2
Focused Alpha LLC
4630
Focused Alpha LLC
Colorado
USD 340 M – – 4.36% – 243 – 0
Bridge City Capital
4631
Bridge City Capital
Oregon
USD 340 M -USD 34.2 M -9% 5.51% 120% 115 12.17% 4.3
Ironwood Wealth Management (Arizona)
4632
Ironwood Wealth Management (Arizona)
Arizona
USD 340 M +USD 41.7 M +14% 1.17% 34.2% 48 16.67% 5.7
CAGAS
4633
Capital Advisory Group Advisory Services
Minnesota
USD 340 M +USD 18.8 M +6% 2.66% 54.8% 186 11.29% 2.9
IP
4634
Indigo Partners
Arizona
USD 340 M +USD 45.6 M +15% 16.1% 2.56% 2 0% 4.5
Parkwoods Wealth Partners
4635
Parkwoods Wealth Partners
New York
USD 340 M +USD 46.8 M +16% 3.32% – 109 12.84% 0.6
Veracity Capital
4636
Veracity Capital
Georgia
USD 340 M +USD 26.2 M +8% 4.75% 149% 256 12.5% 2.8
Stolper & Co
4637
Stolper & Co
Oklahoma
USD 339 M +USD 9.46 M +3% 2.99% 77.1% 89 0% 4.2
Lexington Partners
4638
Lexington Partners
New York
USD 339 M +USD 9.04 M +3% 1.19% 24.5% 6 50% 1
Knuff & Co
4639
Knuff & Co
California
USD 339 M -USD 5.9 M -2% 1.99% 108% 137 16.06% 4.2
ITIM
4640
Indiana Trust & Investment Management
Indiana
USD 339 M +USD 10.4 M +3% 4.22% 114% 491 8.76% 3.4
Newton One Investments
4641
Newton One Investments
Delaware
USD 339 M +USD 1.33 M +0.4% 1.2% 42% 121 1.65% 2.3
Graybill Wealth Management
4642
Graybill Wealth Management
Illinois
USD 339 M +USD 13.6 M +4% 3.79% – 84 5.95% 4.9
Elmind Capital
4643
Elmind Capital
New York
USD 339 M – – 51.2% – 34 – 0
Sweeney & Michel
4644
Sweeney & Michel
California
USD 339 M +USD 41.3 M +14% 4.01% – 146 9.59% 2
Omnia Family Wealth
4645
Omnia Family Wealth
Florida
USD 339 M +USD 30.7 M +10% 3.81% 80.6% 111 17.12% 3.9
LLWM
4646
Life Line Wealth Management
California
USD 339 M +USD 10.6 M +3% 3.9% – 38 2.63% 1.3
Jackson Creek Investment Advisors
4647
Jackson Creek Investment Advisors
Colorado
USD 338 M -USD 7.07 M -2% 7.1% 245% 375 48.8% 0.7
Manske Wealth Management
4648
Manske Wealth Management
Texas
USD 338 M +USD 12.4 M +4% 3.09% – 217 7.83% 0.8
KA
4649
Kooman & Associates
Pennsylvania
USD 338 M +USD 13.8 M +4% 2.66% 66% 55 9.09% 2.1
Verger Capital Management
4650
Verger Capital Management
North Carolina
USD 338 M +USD 29.6 M +10% 2.28% 58.3% 14 0% 7.6