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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)
Madrona Financial Services
4801
Madrona Financial Services
Washington
USD 175 M +USD 12.8 M +8% 5.64% 85.1% 86 24.42% 2.6
Banco BTG Pactual
4802
Banco BTG Pactual
Brazil
USD 175 M -USD 5.55 M -3% 0.3% 137% 195 68.21% 0.2
HMS Capital Management
4803
HMS Capital Management
Tennessee
USD 175 M +USD 9.9 M +6% 7.96% 140% 121 24.79% 2.3
BancFirst Trust & Investment Management
4804
BancFirst Trust & Investment Management
Oklahoma
USD 175 M +USD 6.13 M +4% 6.65% 44.1% 50 20% 0.8
Peterson Wealth Services
4805
Peterson Wealth Services
Utah
USD 175 M +USD 33.5 M +24% 9.49% 160% 95 16.84% 0.8
Eastover Investment Advisors
4806
Eastover Investment Advisors
North Carolina
USD 175 M +USD 14 M +9% 9.62% 105% 47 4.26% 2.2
Adaptive Financial Consulting
4807
Adaptive Financial Consulting
Ohio
USD 174 M +USD 14.7 M +9% 4.2% 37% 16 0% 2.9
Daily Journal Corp
4808
Daily Journal Corp
California
USD 174 M +USD 11 M +7% 7.04% 109% 5 20% 7.2
DHJJ Financial Advisors
4809
DHJJ Financial Advisors
Illinois
USD 174 M +USD 3.12 M +2% 7.54% 62.5% 136 8.82% 1.6
AH
4810
Aviva Holdings
Bahamas
USD 174 M -USD 102 M -37% 34.4% 36.5% 5 20% 3.8
Compass Advisory Group
4811
Compass Advisory Group
New York
USD 174 M -USD 4.07 M -2% 7.2% 54.8% 71 15.49% 1.3
Game Creek Capital
4812
Game Creek Capital
Massachusetts
USD 174 M +USD 9.6 M +6% 9.4% 177% 71 18.31% 2.5
IRON Financial
4813
IRON Financial
Illinois
USD 174 M -USD 7.94 M -4% 3.41% 60.6% 106 20.75% 2.7
CPA
4814
Capital Performance Advisors
California
USD 174 M +USD 19.2 M +12% 10.1% 77.1% 54 20.37% 0.8
NERM
4815
New England Research & Management
Illinois
USD 174 M +USD 15.3 M +10% 11.1% 65% 180 28.33% 3.3
Susquehanna Capital Management
4816
Susquehanna Capital Management
Pennsylvania
USD 174 M -USD 36.9 M -17% 8.1% 40.8% 2 0% 1
Voce Capital Management
4817
Voce Capital Management
California
USD 174 M +USD 20 M +13% 15.4% 69.2% 10 0% 3.3
Vantage Financial Partners (Illinois)
4818
Vantage Financial Partners (Illinois)
Illinois
USD 174 M +USD 19.2 M +12% 7.33% 13.1% 96 15.63% 2.7
Wynnefield Capital
4819
Wynnefield Capital
New York
USD 174 M -USD 15.7 M -8% 7.16% 52.1% 23 17.39% 4
Lipe & Dalton
4820
Lipe & Dalton
New York
USD 174 M +USD 14.4 M +9% 13.2% 101% 107 11.21% 4.7
Aegon USA Investment Management
4821
Aegon USA Investment Management
Iowa
USD 174 M +USD 2.34 M +1% 3.29% 44.9% 49 16.33% 1.7
Clarity Wealth Advisors
4822
Clarity Wealth Advisors
California
USD 174 M +USD 7.6 M +5% 6.17% 94.1% 71 18.31% 2.2
Tejara Capital
4823
Tejara Capital
United Kingdom
USD 174 M – – 16.4% 7.93% 95 – 0
Harbour Investment Management
4824
Harbour Investment Management
Washington
USD 174 M +USD 13.8 M +9% 10.4% 58.8% 73 4.11% 6.7
ACM
4825
Aljian Capital Management
Nevada
USD 173 M -USD 8.68 M -5% 0.39% 162% 54 14.81% 3.1