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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)
Rip Road Capital Partners
4851
Rip Road Capital Partners
Massachusetts
USD 196 M -USD 116 M -37% 25.4% 121% 19 42.11% 1.2
Bison Wealth
4852
Bison Wealth
Georgia
USD 196 M +USD 24.5 M +14% 2.32% 37.4% 422 29.62% 2.8
Wealth CMT
4853
Wealth CMT
New Jersey
USD 196 M +USD 1.26 M +0.6% 5.49% 25% 23 8.7% 0.4
PCMK
4854
Paragon Capital Management (Kansas)
Kansas
USD 196 M -USD 2.6 M -1% 1.31% 95.5% 65 21.54% 4.7
Kemper
4855
Kemper
Illinois
USD 196 M -USD 274 M -58% 5.93% 28.6% 22 81.82% 2.1
Kadensa Capital
4856
Kadensa Capital
Hong Kong
USD 196 M -USD 131 M -40% 11.2% 191% 28 67.86% 0.3
Fortis Capital Management
4857
Fortis Capital Management
Washington
USD 196 M +USD 2.86 M +1% 9.07% 111% 101 33.66% 1.1
Burrus Financial Services
4858
Burrus Financial Services
Utah
USD 196 M – – 4.88% 31.3% 11 – 0
Vantage Financial Partners (Wisconsin)
4859
Vantage Financial Partners (Wisconsin)
Wisconsin
USD 196 M -USD 59.8 M -23% 5.83% 53.8% 68 17.65% 0.2
Peregrine Asset Advisers
4860
Peregrine Asset Advisers
Oregon
USD 196 M -USD 50.2 M -20% 1.02% 189% 149 40.27% 2.2
Strong Tower Advisory Services
4861
Strong Tower Advisory Services
Minnesota
USD 195 M +USD 7.86 M +4% 1.68% 155% 117 19.66% 0.4
Websterrogers Financial Advisors
4862
Websterrogers Financial Advisors
South Carolina
USD 195 M -USD 246 M -56% 4.41% 46% 85 48.24% 0.7
Wolf Group Capital Advisors
4863
Wolf Group Capital Advisors
Virginia
USD 195 M -USD 416 M -68% 3.44% 28.2% 154 35.06% 2.6
Little House Capital
4864
Little House Capital
Massachusetts
USD 195 M +USD 6.34 M +3% 2.15% 118% 156 30.13% 1
Ativo Capital Management
4865
Ativo Capital Management
Illinois
USD 195 M -USD 30.6 M -14% 3.04% 63.2% 131 19.85% 2.7
SR One Capital Management
4866
SR One Capital Management
Pennsylvania
USD 195 M +USD 18.4 M +10% 25.2% 656% 3 33.33% 0.2
Connacht Asset Management
4867
Connacht Asset Management
New York
USD 195 M +USD 92.8 M +91% 2.37% 63.8% 153 58.17% 0.3
Lion Street Advisors
4868
Lion Street Advisors
Texas
USD 195 M -USD 9.23 M -5% 0.53% 38% 165 21.21% 0.5
Elmwood Wealth Management
4869
Elmwood Wealth Management
California
USD 195 M -USD 14.5 M -7% 4% 42.1% 376 69.95% 2.7
Syquant Capital SAS
4870
Syquant Capital SAS
France
USD 195 M -USD 66.5 M -25% 2.28% 160% 57 63.16% 0.4
Reston Wealth Management
4871
Reston Wealth Management
Virginia
USD 195 M -USD 11.1 M -5% 4.7% 66.4% 67 16.42% 2
Relaxing Retirement Coach
4872
Relaxing Retirement Coach
Massachusetts
USD 195 M +USD 21 M +12% 5.08% 28.6% 59 10.17% 2.7
Garrett Wealth Advisory Group
4873
Garrett Wealth Advisory Group
Texas
USD 195 M -USD 11.2 M -5% 4.55% 74.6% 64 9.38% 2
Reliant Investment Management
4874
Reliant Investment Management
Tennessee
USD 195 M -USD 48.2 M -20% 0.48% 129% 71 32.39% 2.4
Bickling Financial Services
4875
Bickling Financial Services
Massachusetts
USD 195 M -USD 11.3 M -5% 5.31% – 137 8.03% 1