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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)
CWM
4976
Capital Wealth Management
Rhode Island
USD 99.2 M +USD 5.36 M +6% 6.29% 51.3% 36 25% 1.6
JCA
4977
Jade Capital Advisors
New Jersey
USD 99.1 M -USD 2.62 M -3% 12.3% 28.9% 88 59.09% 0.3
Security National Bank of So Dak
4978
Security National Bank of So Dak
Iowa
USD 99 M +USD 11.4 M +13% 11.4% 67.7% 83 9.64% 4.3
NICM
4979
Neo Ivy Capital Management
New York
USD 98.8 M +USD 11.6 M +13% 4.59% – 672 68.01% 0.2
Hilltop Wealth Advisors
4980
Hilltop Wealth Advisors
North Carolina
USD 98.8 M +USD 7.41 M +8% 5.17% 68.6% 30 3.33% 0.6
NED
4981
Nancy E. Dempze
USD 98.5 M +USD 9 M +10% 8.6% 94.5% 66 6.06% 3.6
Mitchell Sinkler & Starr
4982
Mitchell Sinkler & Starr
Pennsylvania
USD 98.4 M +USD 10.3 M +12% 10.8% 85.6% 97 7.22% 4.1
&Partners
4983
&Partners
Tennessee
USD 98.4 M +USD 15.6 M +19% 8.77% 78.4% 147 23.13% 1
Wilshire Advisors
4984
Wilshire Advisors
California
USD 98.3 M +USD 3.21 M +3% 3.61% 129% 25 8% 3.5
Daily Journal Corp
4985
Daily Journal Corp
California
USD 98.3 M -USD 2.63 M -3% 2.38% 109% 4 0% 6.8
Matrix Private Capital Group
4986
Matrix Private Capital Group
New York
USD 98.2 M +USD 7.58 M +8% 6.99% 62.5% 174 9.77% 0.7
Centerstone Investors
4987
Centerstone Investors
New York
USD 98 M -USD 5.47 M -5% 3.84% 73.7% 25 12% 1.5
Palmer Knight Company
4988
Palmer Knight Company
Florida
USD 98 M -USD 30.6 M -24% 10.7% 90.5% 27 14.81% 1.4
VERITY Wealth Advisors
4989
VERITY Wealth Advisors
United States
USD 97.9 M +USD 4.36 M +5% 6.03% 68.4% 51 7.84% 1.5
FP
4990
Factorial Partners
New York
USD 97.9 M +USD 6.6 M +7% 7.67% 88.7% 104 16.35% 1.6
AMAL
4991
Asset Management Advisors LLC
Oklahoma
USD 97.8 M +USD 22 M +29% 14.3% 125% 20 20% 4.1
TMC
4992
Trellus Management Company
Florida
USD 97.6 M +USD 5.26 M +6% 21.7% 268% 74 48.65% 1.6
Key Financial Inc
4993
Key Financial Inc
Pennsylvania
USD 97.5 M +USD 10.3 M +12% 7.75% 64.1% 115 17.39% 0.6
Washington Capital Management
4994
Washington Capital Management
Washington
USD 97.5 M +USD 7.58 M +8% 8.24% 81.8% 105 22.86% 2.3
Boardman Bay Capital Management
4995
Boardman Bay Capital Management
New York
USD 97.4 M -USD 25 M -20% 7.95% 145% 86 56.98% 0.8
Bank of Marin
4996
Bank of Marin
California
USD 97.4 M +USD 9.8 M +11% 11% 94.6% 118 10.17% 0.6
Dean Capital Management
4997
Dean Capital Management
Kansas
USD 97.1 M +USD 11.4 M +13% 2.96% 89.7% 147 25.85% 0.8
Islay Capital Management
4998
Islay Capital Management
Texas
USD 97.1 M +USD 11.1 M +13% 5.22% 72% 332 40.36% 0.5
Heronetta Management
4999
Heronetta Management
New York
USD 97 M -USD 8.91 M -8% 6.36% 55.4% 25 4% 4.6
Wealth Enhancement & Preservation of GA
5000
Wealth Enhancement & Preservation of GA
Georgia
USD 96.9 M +USD 16.3 M +20% 10.7% 82.2% 55 25.45% 0.5