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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)
SWS Partners
5126
SWS Partners
Ohio
USD 145 M -USD 79.1 M -35% 6.39% 127% 121 38.84% 1.6
Baron Financial Group
5127
Baron Financial Group
New Jersey
USD 145 M +USD 20 M +16% 3.89% 55.5% 256 5.86% 0.5
HBC Financial Services
5128
HBC Financial Services
Washington
USD 145 M +USD 16.1 M +12% 6.46% 12.6% 212 29.25% 0.8
Arrow Investment Advisors
5129
Arrow Investment Advisors
Maryland
USD 145 M +USD 3.69 M +3% 6.46% 38.1% 68 26.47% 0.9
LM
5130
Lasry Marc
USD 145 M -USD 118 M -45% 4.58% 14.8% 8 37.5% 1.8
Harvey Partners
5131
Harvey Partners
New York
USD 145 M +USD 946 k +0.7% 19.4% 174% 53 37.74% 1.1
Westhampton Capital
5132
Westhampton Capital
North Carolina
USD 145 M +USD 10.7 M +8% 5.94% 105% 111 9.01% 1.5
Beaton Management Company
5133
Beaton Management Company
Massachusetts
USD 145 M +USD 9.35 M +7% 7.64% 110% 129 2.33% 2.7
Delphi Management Partners VIII
5134
Delphi Management Partners VIII
California
USD 145 M -USD 7.34 M -5% 24.3% – 5 0% 1.3
Costello Asset Management
5135
Costello Asset Management
Pennsylvania
USD 145 M +USD 12.5 M +9% 6.5% 81.5% 266 13.91% 0.9
Tandem Capital Management
5136
Tandem Capital Management
New Jersey
USD 145 M +USD 11.6 M +9% 7.47% 128% 87 12.64% 1
CNB Bank
5137
CNB Bank
Pennsylvania
USD 145 M +USD 12.1 M +9% 6.33% 106% 450 17.56% 2.3
Treybourne Wealth Planners
5138
Treybourne Wealth Planners
Indiana
USD 144 M +USD 5.46 M +4% 6.63% – 47 19.15% 0.2
Cox Capital Management
5139
Cox Capital Management
Massachusetts
USD 144 M +USD 13.1 M +10% 6.88% 106% 89 11.24% 1.9
Coyle Financial Counsel
5140
Coyle Financial Counsel
Illinois
USD 144 M +USD 7.95 M +6% 5.06% 67.3% 63 19.05% 1.9
Walled Lake Planning & Wealth Management
5141
Walled Lake Planning & Wealth Management
Illinois
USD 144 M +USD 12.6 M +10% 9.16% 62.6% 385 26.49% 1
Bordeaux Wealth Advisors
5142
Bordeaux Wealth Advisors
California
USD 144 M +USD 11.1 M +8% 0.31% 141% 62 8.06% 0.2
SC
5143
Steph & Co
Wisconsin
USD 144 M +USD 13 M +10% 7.01% 61.6% 243 8.23% 1.1
First Financial Corp
5144
First Financial Corp
Indiana
USD 144 M +USD 8.43 M +6% 8.44% 95.3% 368 5.43% 5
Axis Capital Holdings
5145
Axis Capital Holdings
USD 144 M +USD 15 M +12% 5.87% 76% 3 0% 4.3
Quaero Capital
5146
Quaero Capital
Switzerland
USD 144 M +USD 9.7 M +7% 22.7% 62.4% 60 30% 0.2
TWS
5147
Thomas W. Smith
USD 144 M -USD 4.1 M -3% 22.4% – 8 0% 5.9
Spreng Capital Management
5148
Spreng Capital Management
Ohio
USD 144 M +USD 17.1 M +14% 6.4% 84.4% 105 13.33% 1
Privium Fund Management (UK)
5149
Privium Fund Management (UK)
United Kingdom
USD 144 M +USD 14 M +11% 13.3% 34.4% 90 84.44% 0.1
Sunburst Financial Group
5150
Sunburst Financial Group
Alabama
USD 144 M +USD 10.8 M +8% 5.49% 55.7% 63 6.35% 1.1