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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)
Western Financial Corp
5076
Western Financial Corp
California
USD 191 M +USD 22 M +13% 8.51% 275% 93 12.9% 0.8
Oldfather Financial Services
5077
Oldfather Financial Services
Nebraska
USD 190 M -USD 4.13 M -2% 7.68% 60.8% 65 6.15% 1.7
Veery Capital
5078
Veery Capital
Delaware
USD 190 M +USD 14.1 M +8% 4.71% 63.4% 83 12.05% 0.8
SONA Asset Management (US)
5079
SONA Asset Management (US)
New York
USD 190 M – – 0.52% 41% 352 – 0
ICM
5080
ISZO Capital Management
New York
USD 190 M -USD 36.6 M -16% 14.8% 68.2% 8 25% 1.4
Monte Financial Group
5081
Monte Financial Group
Connecticut
USD 190 M +USD 15.7 M +9% 8.04% 66.7% 74 21.62% 2.4
RCA
5082
Rex Capital Advisors
Rhode Island
USD 190 M -USD 3.74 M -2% 0.25% 7.31% 26 26.92% 2.7
Santori & Peters Inc
5083
Santori & Peters Inc
Pennsylvania
USD 190 M +USD 13.7 M +8% 8.97% 103% 60 8.33% 2.7
Ardmore Road Asset Management
5084
Ardmore Road Asset Management
New York
USD 190 M – – 6.99% 245% 25 – 0
Howard Wealth Management
5085
Howard Wealth Management
Connecticut
USD 190 M +USD 10.6 M +6% 4.86% 69.9% 134 8.21% 1.7
Deane Retirement Strategies
5086
Deane Retirement Strategies
Louisiana
USD 189 M +USD 10.7 M +6% 5.73% 73.4% 72 50% 2.3
Columbia Trust
5087
Columbia Trust
Oregon
USD 189 M -USD 271 k -0.1% 7.82% 36% 139 0.72% 1.7
Brookmont Capital Management
5088
Brookmont Capital Management
Texas
USD 189 M +USD 19.5 M +12% 15.5% 32.2% 61 9.84% 4.9
Little House Capital
5089
Little House Capital
Massachusetts
USD 189 M +USD 18.5 M +11% 9.59% 118% 140 8.57% 0.9
Tyler-Stone Wealth Management
5090
Tyler-Stone Wealth Management
Ohio
USD 189 M – – 10.6% – 949 – 0
Grant Street Asset Management
5091
Grant Street Asset Management
Pennsylvania
USD 189 M +USD 18.6 M +11% 8.73% 47.2% 57 33.33% 0.9
Demars Financial Group
5092
Demars Financial Group
Washington
USD 189 M +USD 19.3 M +11% 10.1% 69.1% 91 10.99% 1.2
EVP
5093
Evergreen Venture Partners
Israel
USD 189 M – – 8.04% 88.4% 1 – 0
Seneca House Advisors
5094
Seneca House Advisors
Virginia
USD 189 M +USD 22.4 M +13% 9.93% 58.2% 94 13.83% 2.4
Trust Company of Kansas
5095
Trust Company of Kansas
Kansas
USD 189 M +USD 13.6 M +8% 5.24% 100% 72 13.89% 1.1
Tru Independence Asset Management 2
5096
Tru Independence Asset Management 2
Oregon
USD 189 M +USD 47.6 M +34% 8.72% – 146 38.36% 0.5
Shelter Insurance Retirement Plan
5097
Shelter Insurance Retirement Plan
Missouri
USD 189 M +USD 10.8 M +6% 6.4% 67.6% 8 0% 1.2
NIA Impact Advisors
5098
NIA Impact Advisors
California
USD 188 M -USD 46.1 M -20% 1.27% – 58 5.17% 0.9
LPWM LLC
5099
LPWM LLC
Minnesota
USD 188 M +USD 20.1 M +12% 7.32% 59.4% 67 8.96% 1.5
Black Diamond Capital Management
5100
Black Diamond Capital Management
Connecticut
USD 188 M – – 27.1% 28.3% 16 – 1.1