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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)
Hutner Capital Management
5076
Hutner Capital Management
Vermont
USD 234 M +USD 27.3 M +13% 10.7% 52.2% 48 6.25% 6.4
Breakwater Investment Management
5077
Breakwater Investment Management
Washington
USD 234 M -USD 1.09 M -0.5% 0.88% – 318 4.09% 0.9
One Advisory Partners
5078
One Advisory Partners
Kansas
USD 234 M +USD 8.84 M +4% 1.46% 58.3% 51 17.65% 2.1
CL
5079
COWA LLC
Oklahoma
USD 234 M +USD 17.1 M +8% 2.21% 67.7% 131 13.74% 2.6
American Financial Group
5080
American Financial Group
Ohio
USD 234 M +USD 14.4 M +7% 4.38% 30.6% 62 1.61% 6.3
TOBAM
5081
TOBAM
France
USD 234 M -USD 93.7 M -29% 0.57% 76.5% 338 31.36% 3.1
1248 Management
5082
1248 Management
Missouri
USD 234 M +USD 1.82 M +0.8% 6.48% – 172 59.3% 0.1
Planning Directions
5083
Planning Directions
Pennsylvania
USD 234 M +USD 61.6 M +36% 0.36% 46.3% 119 36.97% 2.3
Agate Pass Investment Management
5084
Agate Pass Investment Management
Washington
USD 234 M +USD 12.6 M +6% 0.65% 76% 111 7.21% 2.4
Adaptive Financial Consulting
5085
Adaptive Financial Consulting
Ohio
USD 234 M -USD 7.58 M -3% 0.34% 37% 21 4.76% 4.4
Sensible Money
5086
Sensible Money
Arizona
USD 233 M +USD 5.31 M +2% 1.87% 69.1% 84 3.57% 1.9
AFP
5087
Advus Financial Partners
Florida
USD 233 M -USD 79.6 k -0% 0.08% 56.5% 64 10.94% 2.3
WMA
5088
Wealth Management Associates
New Jersey
USD 233 M -USD 683 k -0.3% 0.51% 111% 225 12.44% 3.5
Zullo Investment Group
5089
Zullo Investment Group
Pennsylvania
USD 233 M -USD 14.4 M -6% 4.09% 143% 151 5.3% 2.8
Kirkoswald Asset Management
5090
Kirkoswald Asset Management
New York
USD 233 M +USD 147 M +170% 0% – 7 100% 0
Weinberger Asset Management
5091
Weinberger Asset Management
California
USD 233 M -USD 6.26 M -3% 0.21% 89.6% 82 3.66% 2.6
Wind River Trust Company
5092
Wind River Trust Company
Wyoming
USD 233 M -USD 21.2 M -8% 1.69% 70.6% 9 0% 9.6
Bourne Lent Asset Management
5093
Bourne Lent Asset Management
New York
USD 233 M -USD 29.3 M -11% 6.62% 95.1% 62 3.23% 7.1
BAM
5094
Bosun Asset Management
Illinois
USD 233 M +USD 3.29 M +1% 0.55% 309% 235 37.02% 1.1
Tribune Investment Group
5095
Tribune Investment Group
New York
USD 233 M +USD 54.3 M +30% 1.56% – 48 79.17% 0.1
Eaton-Cambridge
5096
Eaton-Cambridge
Arizona
USD 233 M +USD 8.7 M +4% 0.25% 48.7% 40 27.5% 1
NAH
5097
Neumann Advisory (HK)
Hong Kong
USD 233 M -USD 108 M -32% 30% 77.3% 10 0% 4.3
Wealth Advisors of Iowa
5098
Wealth Advisors of Iowa
Iowa
USD 233 M +USD 34.3 M +17% 0.29% 60.9% 77 20.78% 1.8
MCF
5099
MKA Charitable Fund
California
USD 233 M -USD 32 M -12% 9.09% 17.1% 1 0% 1.3
X-Square Capital
5100
X-Square Capital
Puerto Rico
USD 233 M -USD 10.6 M -4% 2.24% 151% 168 11.31% 3.2