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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)
Lederer & Associates Investment Counsel
4726
Lederer & Associates Investment Counsel
California
USD 120 M +USD 13.2 M +12% 8.09% 92.7% 87 12.64% 3
Rho Capital Partners
4727
Rho Capital Partners
New York
USD 120 M -USD 34.3 M -22% 22.1% – 5 0% 3.6
Stone House Capital Management
4728
Stone House Capital Management
Florida
USD 120 M +USD 67.9 M +130% 117% 151% 4 25% 1.4
AUA Capital Management
4729
AUA Capital Management
Pennsylvania
USD 120 M +USD 20 M +20% 6.37% 70.2% 369 54.47% 1.5
Banyan Capital Management
4730
Banyan Capital Management
Georgia
USD 120 M +USD 11.3 M +10% 11.1% 44.4% 18 0% 1.7
United Bank (Georgia)
4731
United Bank (Georgia)
Georgia
USD 120 M +USD 13.7 M +13% 8.61% 93.7% 79 7.59% 2.6
Atlas Private Wealth Advisors
4732
Atlas Private Wealth Advisors
New Jersey
USD 120 M +USD 7.44 M +7% 5.68% 57.8% 755 11.79% 0.2
Pacific Sun Financial
4733
Pacific Sun Financial
California
USD 120 M +USD 8.93 M +8% 7.37% 70.3% 149 6.71% 1.9
Coyle Financial Counsel
4734
Coyle Financial Counsel
Illinois
USD 120 M +USD 11.3 M +10% 10.1% 67.3% 53 16.98% 1.8
Fourthstone LLC
4735
Fourthstone LLC
Missouri
USD 119 M -USD 1 k -0% 5.23% 104% 60 48.33% 0.4
Triton Wealth Management
4736
Triton Wealth Management
Arizona
USD 119 M +USD 22.5 M +23% 13.2% – 89 16.85% 0.4
Boyar Asset Management
4737
Boyar Asset Management
New York
USD 119 M +USD 11.1 M +10% 8.05% 75.5% 71 8.45% 4.5
MBE Wealth Management
4738
MBE Wealth Management
Wisconsin
USD 119 M +USD 107 k +0.1% 7.14% 66.5% 47 0% 0.7
Trust Company
4739
Trust Company
Kansas
USD 119 M +USD 13.7 M +13% 7.16% 40.6% 333 12.31% 3.3
CNB Bank
4740
CNB Bank
Pennsylvania
USD 119 M +USD 5.18 M +5% 7.84% 91.6% 440 14.77% 1.9
Bluestem Financial Advisors
4741
Bluestem Financial Advisors
Illinois
USD 119 M +USD 9.44 M +9% 4.28% 42.2% 26 7.69% 0.6
Broadview Financial Management
4742
Broadview Financial Management
Wisconsin
USD 119 M -USD 6.28 M -5% 5.93% 52.4% 45 2.22% 2.3
ValueWorks
4743
ValueWorks
New York
USD 119 M +USD 2.11 M +2% 0.54% 190% 33 18.18% 3
Meridian Financial Partners
4744
Meridian Financial Partners
Virginia
USD 119 M +USD 8.23 M +7% 5.47% 80.8% 67 16.42% 1.2
HBC Financial Services
4745
HBC Financial Services
Washington
USD 119 M +USD 7.26 M +7% 6.5% 12.6% 211 36.49% 0.5
Loveless Wealth Management
4746
Loveless Wealth Management
Montana
USD 119 M +USD 11.2 M +10% 8.9% – 118 8.47% 0.7
Godshalk Welsh Capital Management
4747
Godshalk Welsh Capital Management
Pennsylvania
USD 119 M +USD 11.8 M +11% 8.14% 61.1% 107 9.35% 4.4
Phoenician Capital
4748
Phoenician Capital
New York
USD 118 M -USD 37.3 M -24% 12.8% 41.1% 17 23.53% 0.8
Monetta Financial Services
4749
Monetta Financial Services
Illinois
USD 118 M +USD 4.6 M +4% 13.4% 275% 39 17.95% 2.5
Sterneck Capital Management
4750
Sterneck Capital Management
Missouri
USD 118 M +USD 12.2 M +11% 10.5% 61.5% 80 15% 4