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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)
Concorde Asset Management
4751
Concorde Asset Management
Michigan
USD 173 M -USD 6.57 M -4% 6.21% – 239 48.95% 1
Fortis Capital Management
4752
Fortis Capital Management
Washington
USD 173 M +USD 42.3 M +32% 0.98% 82% 134 58.96% 0.4
Adalta Capital Management
4753
Adalta Capital Management
New York
USD 173 M +USD 14.9 M +9% 8% 80.4% 101 26.73% 1.7
Sturgeon Ventures
4754
Sturgeon Ventures
United Kingdom
USD 173 M +USD 12.6 M +8% 3.4% 85.9% 46 10.87% 1.4
Perkins Capital Management
4755
Perkins Capital Management
Minnesota
USD 173 M +USD 20 M +13% 20.9% 389% 114 19.3% 3
Humankind Investments
4756
Humankind Investments
New York
USD 173 M +USD 74.8 M +76% 5.28% 62.5% 75 78.67% 0.1
FFG
4757
Fortem Financial Group
California
USD 173 M +USD 5.76 M +3% 12% 183% 473 66.6% 1.2
Rede Wealth
4758
Rede Wealth
Virginia
USD 173 M +USD 25.7 M +17% 7.06% 84.4% 102 11.76% 0.2
First City Capital Management
4759
First City Capital Management
Georgia
USD 173 M +USD 16.3 M +10% 7.63% 86.4% 173 10.98% 4.1
CPFP
4760
Clear Perspectives Financial Planning
Ohio
USD 173 M +USD 14.8 M +9% 2.58% – 197 8.12% 0.2
DHJJ Financial Advisors
4761
DHJJ Financial Advisors
Illinois
USD 173 M +USD 13.5 M +8% 6.01% 62.5% 109 7.34% 0.2
Reliant Wealth Planning
4762
Reliant Wealth Planning
Kentucky
USD 173 M +USD 4.82 M +3% 4.46% 39.4% 6 16.67% 1
Investors Asset Management of Georgia
4763
Investors Asset Management of Georgia
Georgia
USD 172 M +USD 24.3 M +16% 11.5% 118% 159 13.84% 4.3
KMWM
4764
Keudell/Morrison Wealth Management
Oregon
USD 172 M +USD 14.8 M +9% 7.95% – 174 13.79% 1.4
CC
4765
Claybrook Capital
Massachusetts
USD 172 M +USD 20.4 M +13% 5.92% 7.15% 113 21.24% 1.3
G&S Capital
4766
G&S Capital
Colorado
USD 172 M +USD 4.6 M +3% 7.97% 85.6% 120 31.67% 1.2
DCM Advisors
4767
DCM Advisors
New York
USD 172 M +USD 149 k +0.1% 15.6% 99.3% 303 46.53% 0.2
DL
4768
DOHJ LLC
Washington
USD 172 M +USD 2.54 M +2% 3.69% 51.5% 101 24.75% 0.8
Selway Asset Management
4769
Selway Asset Management
USD 172 M +USD 7.63 M +5% 10.6% 36.5% 78 15.38% 3.9
Medicxi Ventures Management
4770
Medicxi Ventures Management
Jersey
USD 172 M -USD 365 k -0.2% 3.96% 369% 5 0% 1
Murphy Middleton Hinkle & Parker
4771
Murphy Middleton Hinkle & Parker
Georgia
USD 172 M +USD 21.6 M +14% 7.59% 66.8% 144 5.56% 2.6
C-J Advisory
4772
C-J Advisory
California
USD 172 M +USD 11.2 M +7% 4.04% 39.2% 35 17.14% 3.4
Boothe Investment Group
4773
Boothe Investment Group
Delaware
USD 172 M +USD 26.7 M +18% 9.04% 75.6% 39 35.9% 1.1
Canvas Wealth Advisors
4774
Canvas Wealth Advisors
Kansas
USD 172 M – – 3.3% 133% 113 – 0
American Trust Investment Advisors
4775
American Trust Investment Advisors
New Hampshire
USD 171 M +USD 9.9 M +6% 10.4% 91% 85 15.29% 2.4