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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)
GA
4951
Greytown Advisors
Florida
USD 145 M +USD 23.9 M +20% 14.2% 14.1% 97 25.77% 2.1
Garrison Asset Management
4952
Garrison Asset Management
Arkansas
USD 145 M -USD 44.3 M -23% 13.8% 52.1% 108 19.44% 5.1
Golden State Equity Partners
4953
Golden State Equity Partners
California
USD 145 M – – 17.3% – 184 – 0
Investment Counsel
4954
Investment Counsel
Michigan
USD 145 M +USD 8.36 M +6% 7.83% 50.1% 54 0% 4.3
LC
4955
LNZ Capital
New York
USD 145 M +USD 66.7 M +85% 14.2% 58.8% 24 87.5% 0.1
MJB
4956
Mark J. Bradley
USD 145 M – – 11.2% – 51 – 0
Catawba River Capital
4957
Catawba River Capital
South Carolina
USD 145 M – – 25.1% 65.1% 31 – 0.3
PA
4958
PSI Advisors
Florida
USD 145 M +USD 14 M +11% 14.8% 65% 134 20.9% 0.8
Holistic Financial Partners
4959
Holistic Financial Partners
Indiana
USD 145 M +USD 20.3 M +16% 14.4% 95.7% 131 20.61% 1.2
Boothe Investment Group
4960
Boothe Investment Group
Delaware
USD 145 M +USD 27.7 M +24% 24.7% 75.6% 31 3.23% 1.1
Northwest Wealth Management
4961
Northwest Wealth Management
Iowa
USD 145 M +USD 24.3 M +20% 15.3% 68.2% 105 8.57% 2.6
Heron Financial Group
4962
Heron Financial Group
New York
USD 145 M +USD 19.8 M +16% 15% 47.5% 138 10.87% 0.8
EAM
4963
Eukles Asset Management
Ohio
USD 145 M +USD 16.1 M +13% 13.2% 87.9% 170 0.59% 1.8
Eastover Investment Advisors
4964
Eastover Investment Advisors
North Carolina
USD 144 M +USD 12.7 M +10% 10% 105% 53 9.43% 0.6
Columbia Trust
4965
Columbia Trust
Oregon
USD 144 M – – 11.1% 36% 134 – 0.8
Exeter Financial
4966
Exeter Financial
Arizona
USD 144 M +USD 16.2 M +13% 9.92% 59.1% 77 9.09% 2.4
Truvestments Capital
4967
Truvestments Capital
Florida
USD 144 M +USD 33.5 M +30% 16.7% 131% 626 51.44% 0.6
Naman Capital
4968
Naman Capital
Brazil
USD 144 M +USD 14.9 M +12% 12.8% 98.2% 18 5.56% 1.4
Red Spruce Capital
4969
Red Spruce Capital
Pennsylvania
USD 144 M +USD 21 M +17% 18% 98.4% 94 11.7% 0.8
Total Clarity Wealth Management
4970
Total Clarity Wealth Management
Illinois
USD 144 M +USD 29.4 M +26% 18.7% 73.2% 154 22.73% 0.6
Harvey Partners
4971
Harvey Partners
New York
USD 144 M +USD 67 M +87% 45% 174% 57 40.35% 0.9
BCM
4972
Breiter Capital Management
Florida
USD 144 M +USD 21.4 M +17% 16% 109% 136 19.85% 1.4
Affinia Financial Group
4973
Affinia Financial Group
Massachusetts
USD 144 M +USD 1.76 M +1% 9.2% 37.5% 22 4.55% 0.7
Doheny Asset Management
4974
Doheny Asset Management
California
USD 144 M +USD 22.9 M +19% 23.7% 135% 106 18.87% 4
EPIQ Partners
4975
EPIQ Partners
Minnesota
USD 144 M +USD 11.1 M +8% 24.7% 49.6% 83 19.28% 0.7