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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)
Long Road Investment Counsel
5051
Long Road Investment Counsel
Michigan
USD 245 M -USD 6.04 M -2% 0.53% 64.4% 71 0% 8.2
Tilson Financial Group
5052
Tilson Financial Group
New Jersey
USD 245 M +USD 14.3 M +6% 1.98% 42.9% 77 11.69% 0.9
Maxwell Wealth Strategies
5053
Maxwell Wealth Strategies
California
USD 245 M +USD 9.6 M +4% 2.31% – 112 7.14% 0.9
Blue Pool Management
5054
Blue Pool Management
Hong Kong
USD 245 M -USD 31.9 M -12% 8.68% 72.8% 3 0% 1.6
Virtus ETF Advisers
5055
Virtus ETF Advisers
New York
USD 245 M +USD 31 M +15% 3.91% 191% 511 20.74% 2.4
Burkett Financial Services
5056
Burkett Financial Services
South Carolina
USD 245 M +USD 2.63 M +1% 0.06% 63.6% 230 8.7% 0.8
Halter Ferguson Financial
5057
Halter Ferguson Financial
Indiana
USD 244 M +USD 56.7 M +30% 37.7% 131% 37 16.22% 0.8
Consilio Wealth Advisors
5058
Consilio Wealth Advisors
Washington
USD 244 M +USD 2.02 M +0.8% 1.17% 66.4% 80 20% 1.6
Findell Capital Management
5059
Findell Capital Management
New York
USD 244 M +USD 45.9 M +23% 24.7% – 27 59.26% 0.5
FullCircle Wealth
5060
FullCircle Wealth
Texas
USD 244 M +USD 21.6 M +10% 0.39% – 240 31.25% 0.4
Seldon Capital
5061
Seldon Capital
California
USD 244 M +USD 66.9 M +38% 46.5% 604% 77 28.57% 1.6
Stonebridge Capital Management
5062
Stonebridge Capital Management
California
USD 244 M -USD 7.69 M -3% 0.71% – 84 7.14% 8.7
Warren Street Wealth Advisors
5063
Warren Street Wealth Advisors
California
USD 244 M +USD 2.05 M +0.8% 0.89% 84.6% 115 16.52% 1.9
MHP
5064
Manatuck Hill Partners
Connecticut
USD 244 M -USD 28.9 M -11% 35.3% 556% 158 55.7% 1.1
CCM
5065
Cutter Capital Management
New York
USD 244 M -USD 94.8 M -28% 6.02% – 38 73.68% 0.3
New Wave Wealth Advisors
5066
New Wave Wealth Advisors
Arkansas
USD 244 M +USD 26.9 M +12% 4.12% – 717 80.2% 0.1
Realta Investment Advisors
5067
Realta Investment Advisors
Delaware
USD 244 M +USD 26.6 M +12% 8.09% 151% 426 36.85% 2.5
American Trust Investment Advisors
5068
American Trust Investment Advisors
New Hampshire
USD 244 M -USD 457 k -0.2% 2.79% 91% 115 10.43% 3.2
Medina Value Partners
5069
Medina Value Partners
California
USD 244 M -USD 22.7 M -9% 8.5% 80% 21 52.38% 0.5
Members Advisory Group
5070
Members Advisory Group
New York
USD 244 M +USD 43.8 M +22% 0.31% 74.9% 43 41.86% 1.1
BKM Wealth Management
5071
BKM Wealth Management
Wisconsin
USD 244 M -USD 2.17 M -0.9% 1.7% 69.6% 168 9.52% 0.8
Quantessence Capital
5072
Quantessence Capital
New York
USD 244 M – – 5.49% – 224 – 0
Lincoln Capital Corp
5073
Lincoln Capital Corp
Rhode Island
USD 244 M -USD 1.34 M -0.5% 0.88% 82% 92 16.3% 2.8
Armor Investment Advisors
5074
Armor Investment Advisors
North Carolina
USD 243 M +USD 1.91 M +0.8% 0.07% 62% 166 10.24% 4.5
X-Square Capital
5075
X-Square Capital
Puerto Rico
USD 243 M +USD 15.7 M +7% 7.69% 158% 175 14.86% 2.8