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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)
Roth Financial Partners
5301
Roth Financial Partners
Texas
USD 150 M +USD 11.8 M +9% 6.58% 61% 23 8.7% 1.9
JLP Asset Management
5302
JLP Asset Management
New York
USD 150 M +USD 388 k +0.3% 4.9% 16.1% 26 42.31% 2.1
Applied Capital
5303
Applied Capital
Arkansas
USD 150 M +USD 12.1 M +9% 5.61% 52.6% 36 13.89% 1.2
Sound Financial Strategies Group
5304
Sound Financial Strategies Group
Mississippi
USD 150 M +USD 12.1 M +9% 3.8% 27.1% 80 53.75% 0.7
AFS Financial Group
5305
AFS Financial Group
Maryland
USD 150 M +USD 9.36 M +7% 7.94% – 93 5.38% 0.2
Robbins Farley
5306
Robbins Farley
New Hampshire
USD 150 M +USD 20.4 M +16% 9.76% 106% 215 21.4% 1
Carnegie Mellon University
5307
Carnegie Mellon University
Pennsylvania
USD 150 M -USD 33 M -18% 44.7% 59.8% 6 0% 1.3
California First Leasing Corp
5308
California First Leasing Corp
California
USD 150 M +USD 5.65 M +4% 5.46% 352% 34 8.82% 0.9
Lifestyle Asset Management
5309
Lifestyle Asset Management
Texas
USD 150 M +USD 24.5 M +20% 5.6% 88.3% 89 34.83% 0.2
Graphene Investments SAS
5310
Graphene Investments SAS
France
USD 150 M +USD 1.88 M +1% 7.79% 103% 52 23.08% 0.2
Zeno Research
5311
Zeno Research
New York
USD 149 M -USD 1.74 M -1% 13.1% 25.2% 35 42.86% 0.4
Orion Capital Management
5312
Orion Capital Management
California
USD 149 M +USD 13 M +10% 7.5% 75.3% 468 19.44% 1.4
RiverPark Advisors
5313
RiverPark Advisors
New York
USD 149 M -USD 60.4 M -29% 13% 87.5% 107 45.79% 3
Riverwood Capital Management
5314
Riverwood Capital Management
California
USD 149 M -USD 8.15 M -5% 6.36% 46.5% 4 0% 1.1
StrongBox Wealth
5315
StrongBox Wealth
Missouri
USD 149 M +USD 7.64 M +5% 3.57% 63.9% 88 13.64% 2
Abbot Financial Management
5316
Abbot Financial Management
Massachusetts
USD 149 M +USD 2.78 M +2% 7.91% 116% 116 6.9% 4.3
Van Leeuwen & Company
5317
Van Leeuwen & Company
New Jersey
USD 149 M +USD 4.3 M +3% 8.61% 75.4% 84 35.71% 1.8
GA
5318
Gagnon Advisors
New York
USD 149 M +USD 815 k +0.6% 9.37% 214% 29 3.45% 4.6
LBC
5319
Lawrence B. Cohen
USD 149 M -USD 42.4 M -22% 11.2% 41.8% 93 33.33% 5.7
HPS Investment Partners
5320
HPS Investment Partners
New York
USD 149 M -USD 20.7 M -12% 1.01% 55.9% 8 25% 1.2
Ampfield Management
5321
Ampfield Management
New York
USD 149 M +USD 51.2 M +52% 18.5% 56.9% 4 25% 1.5
Silver Oak Advisory Group
5322
Silver Oak Advisory Group
Oregon
USD 149 M +USD 6.96 M +5% 3.66% 28.9% 58 3.45% 1.1
Tower View Wealth Management
5323
Tower View Wealth Management
Wisconsin
USD 149 M +USD 4.95 M +3% 8.21% 135% 169 9.47% 2.9
Red Tortoise LLC
5324
Red Tortoise LLC
Georgia
USD 149 M +USD 4.48 M +3% 5.38% 43.7% 628 18.31% 0.4
Sound Stewardship
5325
Sound Stewardship
Kansas
USD 149 M +USD 13.4 M +10% 3.59% 45.9% 60 5% 0.2