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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)
Your Advocates Ltd
4976
Your Advocates Ltd
Texas
USD 252 M -USD 2.89 M -1% 2.82% 53.6% 245 19.59% 2.5
Dorval Corp
4977
Dorval Corp
Minnesota
USD 252 M +USD 8.2 M +3% 2.07% 29.6% 34 14.71% 0.8
Pinion Investment Advisors
4978
Pinion Investment Advisors
Kansas
USD 251 M +USD 12.5 M +5% 2.85% 81.7% 167 14.97% 3
Addison Capital
4979
Addison Capital
Pennsylvania
USD 251 M +USD 3.39 M +1% 1.32% 59.7% 142 5.63% 4.4
Heathbridge Capital Management
4980
Heathbridge Capital Management
Ontario, Canada
USD 251 M -USD 11.9 M -5% 4.99% 73.6% 32 18.75% 4.9
Roth Financial Partners
4981
Roth Financial Partners
Texas
USD 251 M +USD 770 k +0.3% 2.2% 61% 32 3.13% 2.8
Invesco LLC (Illinois)
4982
Invesco LLC (Illinois)
Illinois
USD 251 M +USD 401 k +0.2% 1.36% 122% 162 10.49% 1.3
CGC Financial Services
4983
CGC Financial Services
Oregon
USD 251 M +USD 1.56 M +0.6% 2.1% 46% 358 6.15% 1.4
Lazari Capital Management
4984
Lazari Capital Management
California
USD 251 M +USD 17.1 M +7% 6.11% 145% 166 12.05% 1.1
SWMG LLC
4985
SWMG LLC
Texas
USD 251 M +USD 8.7 M +4% 1.13% 68.7% 122 9.02% 1.6
Orion Investment Company
4986
Orion Investment Company
Missouri
USD 251 M -USD 6.57 M -3% 11.9% – 66 1.52% 0.5
Cumberland Advisors
4987
Cumberland Advisors
Florida
USD 251 M -USD 1.04 M -0.4% 0.16% 80.7% 50 6% 4.5
Ararat Capital Management
4988
Ararat Capital Management
Connecticut
USD 251 M -USD 39.2 M -14% 3.61% 99.2% 19 21.05% 1.7
Pension & Wealth Management Advisors
4989
Pension & Wealth Management Advisors
Massachusetts
USD 250 M +USD 55.4 M +28% 0.95% 49.9% 503 30.62% 1
Capasso Planning Partners
4990
Capasso Planning Partners
South Carolina
USD 250 M -USD 88.6 M -26% 0.29% 51.6% 164 48.78% 1.6
MS
4991
Madden Securities
Texas
USD 250 M +USD 18 M +8% 7.54% 108% 120 20% 2.4
Compass Rose Asset Management
4992
Compass Rose Asset Management
New York
USD 250 M +USD 135 M +117% 8.67% 41% 20 60% 0.2
Praetorian PR
4993
Praetorian PR
Puerto Rico
USD 250 M -USD 7.27 M -3% 18.7% 80.3% 26 53.85% 0.6
Barometer Capital Management
4994
Barometer Capital Management
Ontario, Canada
USD 250 M -USD 97 M -28% 0.36% 339% 201 53.73% 0.6
Stevens Capital Management
4995
Stevens Capital Management
Pennsylvania
USD 250 M -USD 453 M -64% 1.32% 108% 395 67.59% 0.3
Stonehearth Capital Management
4996
Stonehearth Capital Management
Massachusetts
USD 249 M -USD 2.17 M -0.9% 1.46% 87.5% 84 14.29% 3.2
FSB Premier Wealth Management
4997
FSB Premier Wealth Management
Iowa
USD 249 M +USD 5.36 M +2% 0.78% 53.9% 215 8.37% 2.3
Arosa Capital Management
4998
Arosa Capital Management
Florida
USD 249 M -USD 8.94 M -3% 14.8% 536% 59 66.1% 0.4
Valor Management
4999
Valor Management
Illinois
USD 249 M -USD 225 M -48% 12.8% 14.5% 5 40% 1.5
Brown Financial Advisors
5000
Brown Financial Advisors
Ohio
USD 249 M +USD 6.07 M +2% 0.16% – 139 20.14% 0.4