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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)
Napa Wealth Management
5301
Napa Wealth Management
California
USD 211 M +USD 63.2 M +43% 5.9% – 182 51.1% 0.3
HPFG
5302
Hart & Patterson Financial Group
Massachusetts
USD 211 M +USD 9.28 M +5% 5.37% – 73 8.22% 0.7
Eads & Heald Wealth Management
5303
Eads & Heald Wealth Management
Georgia
USD 211 M +USD 4.09 M +2% 8.34% 93.3% 148 5.41% 7.5
Towerpoint Wealth
5304
Towerpoint Wealth
California
USD 211 M +USD 10.7 M +5% 6.02% 67.7% 87 9.2% 3.7
Greenfield Savings Bank
5305
Greenfield Savings Bank
Massachusetts
USD 211 M +USD 16.4 M +8% 8.15% 108% 155 9.68% 1.8
Strategic Equity Management
5306
Strategic Equity Management
Arizona
USD 211 M +USD 57.4 M +37% 5.74% 74.9% 55 20% 1.1
Eaton-Cambridge
5307
Eaton-Cambridge
Arizona
USD 211 M +USD 15.4 M +8% 5.12% – 31 6.45% 0.7
Ted Buchan & Co
5308
Ted Buchan & Co
California
USD 211 M +USD 24.4 M +13% 5.56% 65.2% 90 11.11% 1.2
Worldly Partners Management
5309
Worldly Partners Management
Massachusetts
USD 210 M +USD 24.1 M +13% 15.5% 19.2% 3 0% 1.8
Unison Asset Management
5310
Unison Asset Management
Florida
USD 210 M +USD 12.8 M +6% 6.55% 81.4% 35 8.57% 2.6
Wolf Group Capital Advisors
5311
Wolf Group Capital Advisors
Virginia
USD 210 M -USD 43.5 M -17% 7.2% 28.2% 142 38.03% 3.7
Squire Investment Management Company
5312
Squire Investment Management Company
Utah
USD 210 M +USD 33.9 M +19% 6.61% 62.4% 62 11.29% 0.6
Mill Road Capital Management
5313
Mill Road Capital Management
Connecticut
USD 210 M +USD 22.5 M +12% 6.76% 85.1% 24 12.5% 3
Ayrshire Capital Management
5314
Ayrshire Capital Management
Connecticut
USD 210 M +USD 14 M +7% 5.72% 84.8% 49 4.08% 3.2
Bridge Advisory
5315
Bridge Advisory
California
USD 210 M +USD 7.23 M +4% 5.51% 6.7% 101 5.94% 2
CL
5316
COWA LLC
Oklahoma
USD 210 M +USD 22.6 M +12% 7.35% 67.7% 139 17.27% 2.3
BAM
5317
Bosun Asset Management
Illinois
USD 210 M +USD 40.7 M +24% 22% 278% 210 37.62% 0.9
Winthrop Capital Management
5318
Winthrop Capital Management
Indiana
USD 210 M +USD 10.1 M +5% 6.32% 68.1% 183 27.32% 0.6
Stonebridge Financial Planning Group
5319
Stonebridge Financial Planning Group
Florida
USD 210 M +USD 10.9 M +5% 5.06% 72.4% 160 5.63% 2.7
Tejara Capital
5320
Tejara Capital
United Kingdom
USD 210 M -USD 65.2 M -24% 4.3% 17.3% 78 41.03% 0.9
Trail Ridge Investment Advisors
5321
Trail Ridge Investment Advisors
Colorado
USD 210 M +USD 16.4 M +8% 6.16% 83.9% 108 6.48% 2.1
Fir Tree Capital Management
5322
Fir Tree Capital Management
New York
USD 210 M +USD 19.6 M +10% 1.8% 17.3% 119 59.66% 0.5
Pioneer Wealth Management Group
5323
Pioneer Wealth Management Group
Texas
USD 210 M +USD 21.4 M +11% 6.31% – 42 4.76% 1.4
BCK Partners
5324
BCK Partners
New York
USD 210 M +USD 16.1 M +8% 6.03% 46% 30 3.33% 3
First Financial Corp
5325
First Financial Corp
Indiana
USD 210 M +USD 13.2 M +7% 8.36% 95.3% 471 7.64% 5.5