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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)
SimpliFi Inc
5276
SimpliFi Inc
California
USD 218 M -USD 768 k -0.4% 0.45% 27.9% 43 9.3% 3
Brick & Kyle Associates
5277
Brick & Kyle Associates
Pennsylvania
USD 218 M -USD 17.1 M -7% 3.12% 116% 63 17.46% 5.6
Alta Wealth Advisors
5278
Alta Wealth Advisors
Massachusetts
USD 218 M -USD 10.7 M -5% 3.78% 134% 150 18% 2.4
Flynn Zito Capital Management
5279
Flynn Zito Capital Management
New York
USD 218 M +USD 2.81 M +1% 2.95% 109% 134 13.43% 1.6
DI
5280
Disciplined Investments
Oklahoma
USD 218 M +USD 15 M +7% 0.33% 51.4% 128 4.69% 3.5
1776 Wealth
5281
1776 Wealth
Georgia
USD 218 M +USD 88.2 k +0% 5.7% 115% 142 3.52% 2.8
APEIRON Capital Ltd
5282
APEIRON Capital Ltd
Hong Kong
USD 218 M -USD 50.7 M -19% 21.6% 362% 17 58.82% 0.8
Anchor Capital Management Group
5283
Anchor Capital Management Group
California
USD 217 M -USD 58.9 M -21% 5.43% – 19 5.26% 0.2
Altman Advisors
5284
Altman Advisors
Illinois
USD 217 M -USD 17.5 M -7% 0.54% 143% 103 15.53% 2.3
MHP
5285
Manatuck Hill Partners
Connecticut
USD 217 M -USD 27.1 M -11% 4.14% 556% 135 49.63% 1.3
Verisail Partners
5286
Verisail Partners
Georgia
USD 217 M +USD 3.27 M +2% 0.11% – 35 8.57% 0.2
Aspen Investment Management
5287
Aspen Investment Management
Michigan
USD 217 M +USD 1.52 M +0.7% 0.67% 92.6% 155 14.84% 6.5
KLP
5288
Kent Lake PR
Puerto Rico
USD 217 M -USD 19.8 M -8% 12.3% – 48 52.08% 0.3
Punch Card Management
5289
Punch Card Management
Florida
USD 217 M -USD 98.5 M -31% 12.8% 41% 4 0% 3.7
Swan Capital
5290
Swan Capital
Florida
USD 217 M +USD 11.6 M +6% 1.1% 47.9% 425 20.94% 0.7
Wealthspan Partners
5291
Wealthspan Partners
Iowa
USD 217 M +USD 7.18 M +3% 0.07% 72.6% 116 8.62% 2
Pines Wealth Management
5292
Pines Wealth Management
North Carolina
USD 216 M -USD 13.6 M -6% 1.33% – 218 15.14% 0.2
Metropolitan Life Insurance Company (MetLife)
5293
Metropolitan Life Insurance Company (MetLife)
New York
USD 216 M -USD 36.1 M -14% 2.73% 50.8% 10 20% 8.7
HRC
5294
Hoertkorn Richard Charles
USD 216 M -USD 27 M -11% 3.63% 182% 82 3.66% 7.9
Brown University
5295
Brown University
Rhode Island
USD 216 M -USD 18.5 M -8% 6.36% 40.1% 15 26.67% 1.6
1 North Wealth Services
5296
1 North Wealth Services
Maryland
USD 216 M -USD 20 M -8% 0.6% – 276 76.81% 0.9
Tealwood Asset Management
5297
Tealwood Asset Management
Minnesota
USD 216 M -USD 25.7 M -11% 0.59% 128% 144 17.36% 3.2
Alight Capital Management
5298
Alight Capital Management
New York
USD 216 M -USD 90.3 M -29% 7.48% 466% 71 57.75% 0.8
Mendon Capital Advisors
5299
Mendon Capital Advisors
Florida
USD 216 M +USD 12.9 M +6% 6.21% – 59 35.59% 2.2
Intrepid Financial Planning Group
5300
Intrepid Financial Planning Group
Indiana
USD 216 M -USD 20.8 M -9% 3.72% 100% 129 13.95% 2