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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)
Provident Wealth Management
4701
Provident Wealth Management
Tennessee
USD 228 M +USD 22.5 M +11% 9.58% 61.1% 90 8.89% 2.5
Somerset Trust
4702
Somerset Trust
Pennsylvania
USD 228 M +USD 8.83 M +4% 10.2% 80.5% 149 11.41% 5.6
Robertson Opportunity Capital
4703
Robertson Opportunity Capital
Texas
USD 228 M +USD 16.2 M +8% 9.43% 93.4% 24 0% 6.7
Global Trust Asset Management
4704
Global Trust Asset Management
Florida
USD 228 M +USD 18.5 M +9% 11% 178% 478 13.6% 3.6
Tempus Wealth Planning
4705
Tempus Wealth Planning
California
USD 228 M +USD 28.3 M +14% 9.92% 95% 200 20.5% 1.9
WC
4706
Weil Company
California
USD 228 M +USD 26.5 M +13% 11% 71.7% 148 19.59% 2.8
Ategra Capital Management
4707
Ategra Capital Management
Virginia
USD 228 M +USD 43.3 M +23% 23.8% 114% 94 9.57% 2.9
GoalVest Advisory
4708
GoalVest Advisory
New York
USD 227 M +USD 27.8 M +14% 10.3% 94.8% 515 37.28% 1.3
Ameraudi Asset Management
4709
Ameraudi Asset Management
New York
USD 227 M +USD 17.3 M +8% 9% 51.5% 54 11.11% 2.2
Community Bank of Raymore
4710
Community Bank of Raymore
Missouri
USD 227 M +USD 12.1 M +6% 13% 91.9% 89 6.74% 4.2
LHC
4711
Lodge Hill Capital
New York
USD 227 M -USD 78 M -26% 12.4% 17.9% 31 45.16% 1
SC
4712
Sawyer & Company
Massachusetts
USD 227 M +USD 12.5 M +6% 10.6% 111% 196 7.65% 3.9
360 Financial
4713
360 Financial
Minnesota
USD 227 M +USD 65.9 M +41% 12.1% 82.5% 91 35.16% 2.2
CJM Wealth Advisers
4714
CJM Wealth Advisers
Virginia
USD 227 M +USD 21 M +10% 10.8% 76.8% 59 8.47% 1.6
Arvin Capital Management
4715
Arvin Capital Management
Texas
USD 227 M – – 12.1% – 29 – 0
Socorro Asset Management
4716
Socorro Asset Management
Texas
USD 226 M +USD 12.5 M +6% 11.8% 43.8% 30 6.67% 2.1
Chase Investment Counsel
4717
Chase Investment Counsel
Virginia
USD 226 M +USD 26 M +13% 16.2% 350% 138 32.61% 1.2
Pettee Investors
4718
Pettee Investors
Connecticut
USD 226 M +USD 15.9 M +8% 10.2% 96.1% 126 7.14% 6.1
Thomist Capital Management
4719
Thomist Capital Management
Texas
USD 226 M +USD 65.3 M +41% 6.02% 71.2% 39 64.1% 0.3
Annis Gardner Whiting Capital Advisors
4720
Annis Gardner Whiting Capital Advisors
Florida
USD 226 M +USD 38.7 M +21% 11.1% 85% 728 10.99% 0.2
Continental General Insurance Company
4721
Continental General Insurance Company
Texas
USD 226 M -USD 90.7 M -29% 27.8% 188% 13 76.92% 0.6
Eos Management LP
4722
Eos Management LP
New York
USD 226 M +USD 12.7 M +6% 9.29% 149% 47 25.53% 2.9
BWM
4723
Brown Wealth Management
Illinois
USD 226 M +USD 15.9 M +8% 9.66% 51.2% 92 13.04% 0.4
University of Massachusetts Foundation
4724
University of Massachusetts Foundation
Massachusetts
USD 226 M +USD 21.4 M +10% 10.5% 53.6% 4 0% 3.6
Graybill Wealth Management
4725
Graybill Wealth Management
Illinois
USD 226 M +USD 20.9 M +10% 10.8% – 57 5.26% 5.2