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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)
Capstone Triton Financial Group
4726
Capstone Triton Financial Group
Oklahoma
USD 163 M – – 13.9% – 349 – 0
Jupiter Wealth Management
4727
Jupiter Wealth Management
Colorado
USD 163 M +USD 21.5 M +15% 14.7% 99.2% 82 26.83% 1
Woodard & Company Asset Management Group
4728
Woodard & Company Asset Management Group
North Carolina
USD 163 M +USD 10.2 M +7% 12.1% 94.5% 111 30.63% 1.1
Geo Capital Gestora de Recursos
4729
Geo Capital Gestora de Recursos
Brazil
USD 163 M +USD 14.2 M +10% 16.6% 30.7% 41 43.9% 0.5
SWM
4730
Strategic Wealth Management
Washington
USD 163 M +USD 28.9 M +22% 12.2% 52.8% 73 13.7% 0.6
Titus Wealth Management
4731
Titus Wealth Management
California
USD 163 M +USD 22.8 M +16% 11.3% 26.6% 142 19.01% 1.6
CVA Family Office
4732
CVA Family Office
Colorado
USD 163 M +USD 24.4 M +18% 13% 71.6% 383 13.05% 0.7
FountainCap Research & Investment
4733
FountainCap Research & Investment
China
USD 163 M -USD 28.2 M -15% 10.7% 5.35% 7 14.29% 1
Lipe & Dalton
4734
Lipe & Dalton
New York
USD 163 M +USD 18.8 M +13% 16.2% 101% 103 9.71% 3.4
Anabranch Capital Management
4735
Anabranch Capital Management
Connecticut
USD 163 M – – 29.7% 139% 6 – 0
Financial Management Network
4736
Financial Management Network
California
USD 162 M – – 13.3% 62.5% 109 – 0
IAMH
4737
IvyRock Asset Management (HK)
Hong Kong
USD 162 M – – 47.2% 64.5% 11 – 0
GPM Growth Investors
4738
GPM Growth Investors
Michigan
USD 162 M +USD 14.9 M +10% 12.4% – 39 12.82% 0.8
Pinnacle Bancorp
4739
Pinnacle Bancorp
Nebraska
USD 162 M +USD 20.5 M +14% 12% 72.9% 680 4.85% 2.7
Midwest Professional Planners Ltd (MPPL)
4740
Midwest Professional Planners Ltd (MPPL)
Wisconsin
USD 162 M +USD 20.1 M +14% 11.9% 136% 122 23.77% 1.6
Bickling Financial Services
4741
Bickling Financial Services
Massachusetts
USD 162 M – – 17.3% – 94 – 0
PM
4742
Parametrica Management
Hong Kong
USD 162 M +USD 109 M +206% 26.3% 543% 210 84.29% 0.1
St. Johns Investment Management
4743
St. Johns Investment Management
Florida
USD 162 M +USD 13.8 M +9% 14.8% 91.9% 183 13.11% 4.4
MTM Investment Management
4744
MTM Investment Management
South Carolina
USD 162 M – – 12.9% 87.7% 229 – 0
NFP Retirement Inc
4745
NFP Retirement Inc
California
USD 162 M +USD 10.1 M +7% 10.3% 51.3% 123 16.26% 0.7
NERM
4746
New England Research & Management
Illinois
USD 162 M +USD 23.6 M +17% 10.7% 65% 171 34.5% 2.5
Wolf Group Capital Advisors
4747
Wolf Group Capital Advisors
Virginia
USD 162 M +USD 17.8 M +12% 11.4% 28.2% 94 10.64% 2.2
American Trust Investment Advisors
4748
American Trust Investment Advisors
New Hampshire
USD 162 M +USD 23.5 M +17% 16.7% 91% 79 13.92% 2.4
IFG Advisors
4749
IFG Advisors
Missouri
USD 161 M +USD 20 M +14% 14.8% 78.7% 89 11.24% 0.9
Wealth Advisors of Iowa
4750
Wealth Advisors of Iowa
Iowa
USD 161 M +USD 15.8 M +11% 9.87% 60.9% 43 32.56% 0.5