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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)
Farmers & Merchants Trust Co of Chambersburg PA
5076
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
USD 196 M +USD 43 M +28% 9.87% 65.5% 456 22.37% 3.7
Carmel Capital Partners
5077
Carmel Capital Partners
California
USD 196 M -USD 27 M -12% 11.6% 65.9% 762 80.71% 1.2
Rye Brook Capital
5078
Rye Brook Capital
Connecticut
USD 196 M +USD 55.2 M +39% 10.4% 77.2% 32 18.75% 1.3
Palumbo Wealth Management
5079
Palumbo Wealth Management
New York
USD 196 M +USD 13.9 M +8% 9.68% 115% 135 22.96% 1.8
One Degree Advisors
5080
One Degree Advisors
California
USD 196 M – – 8.83% 54.1% 54 – 0
St. Johns Investment Management
5081
St. Johns Investment Management
Florida
USD 196 M +USD 20.3 M +12% 11.5% 91.9% 201 6.47% 5.5
Guinness Atkinson Asset Management
5082
Guinness Atkinson Asset Management
California
USD 195 M +USD 15.7 M +9% 12.7% 148% 105 0.95% 5.3
BIMC
5083
Benson Investment Management Company
Virginia
USD 195 M +USD 17.4 M +10% 12.3% 99.8% 55 38.18% 1.9
Centennial Wealth Advisory
5084
Centennial Wealth Advisory
Michigan
USD 195 M +USD 9.42 M +5% 8.71% 63% 155 25.81% 1.4
Unio Capital
5085
Unio Capital
New Jersey
USD 195 M +USD 10.8 M +6% 14.3% 97.8% 41 7.32% 3.9
SCA
5086
Sander Capital Advisors
Washington
USD 195 M +USD 23 M +13% 16.3% 113% 17 11.76% 3.2
Davis Rea
5087
Davis Rea
Ontario, Canada
USD 195 M +USD 10.9 M +6% 14.4% 66.9% 41 14.63% 6.2
MBE Wealth Management
5088
MBE Wealth Management
Wisconsin
USD 195 M +USD 21.2 M +12% 10.5% 66.5% 98 18.37% 2
Fusion Capital
5089
Fusion Capital
South Carolina
USD 195 M +USD 17.7 M +10% 10.8% 108% 76 10.53% 2.9
Roth Financial Partners
5090
Roth Financial Partners
Texas
USD 195 M +USD 35.5 M +22% 10.2% 61% 28 10.71% 2.2
Pinnacle Financial Group
5091
Pinnacle Financial Group
Illinois
USD 195 M +USD 27.2 M +16% 10.1% 59.1% 63 9.52% 1.7
Sandy Cove Advisors
5092
Sandy Cove Advisors
Massachusetts
USD 195 M +USD 22.6 M +13% 10.6% 78% 129 17.05% 1.3
TFB Advisors
5093
TFB Advisors
Kansas
USD 195 M +USD 113 M +137% 9.78% 85% 203 65.02% 0.3
Bennett Selby Investments
5094
Bennett Selby Investments
Maine
USD 195 M +USD 23.8 M +14% 12.8% 82.1% 62 11.29% 2.2
Zullo Investment Group
5095
Zullo Investment Group
Pennsylvania
USD 195 M +USD 24.5 M +14% 12.8% 143% 153 11.11% 1.7
Omnia Family Wealth
5096
Omnia Family Wealth
Florida
USD 195 M +USD 33.8 M +21% 10.4% 80.6% 72 20.83% 4.5
Dodds Wealth
5097
Dodds Wealth
Colorado
USD 195 M – – 8.5% 35.4% 55 – 0
First National Bank Sioux Falls
5098
First National Bank Sioux Falls
South Dakota
USD 195 M +USD 27.7 M +17% 10.6% 70.3% 131 9.16% 3.9
NewGen Asset Management
5099
NewGen Asset Management
Ontario, Canada
USD 195 M +USD 54.3 M +39% 5.96% 402% 35 65.71% 0.4
Sharp Capital Gestora de Recursos
5100
Sharp Capital Gestora de Recursos
Brazil
USD 195 M +USD 87.2 M +81% 19.6% 61.4% 5 40% 1.4