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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)
Affiance Financial
4701
Affiance Financial
Minnesota
USD 189 M -USD 57.8 M -23% 5.72% 57.8% 437 78.72% 4.6
MS
4702
Madden Securities
Texas
USD 189 M -USD 693 k -0.4% 8.55% 108% 396 77.78% 2.4
Davis Investment Partners
4703
Davis Investment Partners
North Carolina
USD 189 M -USD 9.37 M -5% 7.4% 97.8% 115 8.7% 0.2
Allred Capital Management
4704
Allred Capital Management
Texas
USD 189 M +USD 6.57 M +4% 5.22% 73.5% 161 8.7% 3.3
Stoneridge Investment Partners
4705
Stoneridge Investment Partners
Pennsylvania
USD 189 M +USD 7.12 M +4% 5.76% 44.2% 119 41.18% 1.7
Team Hewins
4706
Team Hewins
California
USD 188 M +USD 4.01 M +2% 2.49% 60.5% 28 17.86% 0.2
Centennial Wealth Advisory
4707
Centennial Wealth Advisory
Michigan
USD 188 M +USD 9.3 M +5% 3.79% 63% 137 21.9% 1
Newbridge Financial Services Group
4708
Newbridge Financial Services Group
Florida
USD 188 M +USD 15 M +9% 15.6% 189% 1,504 10.44% 1.8
Sculati Wealth Management
4709
Sculati Wealth Management
Michigan
USD 188 M +USD 10.3 M +6% 7.56% 80.3% 116 9.48% 2.4
GGV Capital
4710
GGV Capital
California
USD 188 M -USD 85.7 M -31% 10.5% 49.3% 12 8.33% 1.1
SSCM
4711
Summit Street Capital Management
New York
USD 188 M +USD 29.7 M +19% 6.51% 217% 30 0% 4.7
TM
4712
Tiger Management
New York
USD 188 M -USD 76.2 M -29% 20.1% – 40 35% 0.6
SRH Advisors
4713
SRH Advisors
Kansas
USD 188 M +USD 7.52 M +4% 3.36% 55.7% 310 7.42% 5.6
Boothe Investment Group
4714
Boothe Investment Group
Delaware
USD 188 M +USD 84.3 M +81% 6.57% 75.6% 36 16.67% 1.5
Bell & Brown Wealth Advisors
4715
Bell & Brown Wealth Advisors
California
USD 188 M +USD 5.9 M +3% 10.4% 125% 72 8.33% 4.2
Truvestments Capital
4716
Truvestments Capital
Florida
USD 188 M +USD 10.4 M +6% 5.04% 131% 976 36.78% 1.3
Sweeney & Michel
4717
Sweeney & Michel
California
USD 188 M – – 5.09% – 102 – 0
3Chopt Investment Partners
4718
3Chopt Investment Partners
Virginia
USD 188 M +USD 4.66 M +3% 4.14% 128% 271 49.82% 0.2
Snider Financial Group
4719
Snider Financial Group
Washington
USD 188 M +USD 6.71 M +4% 8.81% 87% 61 34.43% 1.2
Fi3 Financial Advisors
4720
Fi3 Financial Advisors
Indiana
USD 187 M +USD 12.6 M +7% 7.25% 83.1% 81 16.05% 1
Veery Capital
4721
Veery Capital
Delaware
USD 187 M +USD 18.2 M +11% 6.5% 63.4% 86 22.09% 1.6
Investors Asset Management of Georgia
4722
Investors Asset Management of Georgia
Georgia
USD 187 M -USD 4.57 M -2% 2.59% 118% 178 8.43% 5.5
CA
4723
Continental Advisors
Utah
USD 187 M -USD 3.8 M -2% 2.01% 73.6% 63 22.22% 4.8
Solas Capital Management
4724
Solas Capital Management
Connecticut
USD 187 M +USD 20.5 M +12% 6.16% 62.5% 31 32.26% 1.2
Aristides Capital
4725
Aristides Capital
Kentucky
USD 187 M -USD 9.47 M -5% 3.25% 126% 275 46.91% 1.3