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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)
Cherokee Insurance
5301
Cherokee Insurance
Michigan
USD 263 M +USD 16.8 M +7% 11% – 123 3.25% 1.2
SWMG
5302
Signature Wealth Management Group
Georgia
USD 263 M +USD 18.1 M +7% 2.51% – 135 26.67% 3.2
Meridian Financial Partners
5303
Meridian Financial Partners
Virginia
USD 263 M +USD 10.3 M +4% 0.02% 80.8% 125 8.8% 2.3
L
5304
Laurore
USD 263 M -USD 173 M -40% 22.6% – 1 0% 0.3
Acasta Partners UK
5305
Acasta Partners UK
USD 263 M -USD 18.1 M -6% 0.6% – 22 13.64% 0.2
Sagil Capital
5306
Sagil Capital
United Kingdom
USD 263 M -USD 176 M -40% 12.9% 100% 30 66.67% 0.4
Excelsior Advisor Network
5307
Excelsior Advisor Network
Colorado
USD 263 M +USD 57.2 M +28% 1.64% – 232 30.17% 0.2
DoubleLine ETF Adviser
5308
DoubleLine ETF Adviser
Florida
USD 263 M -USD 70.6 M -21% 3.49% 44% 216 41.2% 0.9
Trellis Wealth Advisors
5309
Trellis Wealth Advisors
California
USD 263 M +USD 7.07 M +3% 0.11% 62.2% 52 25% 1.8
Legacy Capital Group California
5310
Legacy Capital Group California
California
USD 263 M -USD 150 M -36% 1.98% 143% 375 36.53% 1.7
Kerrisdale Advisers
5311
Kerrisdale Advisers
Florida
USD 263 M +USD 50.4 M +24% 0.87% 78.8% 123 47.15% 1.2
1492 Capital Management
5312
1492 Capital Management
Wisconsin
USD 263 M +USD 1.52 M +0.6% 9.79% 298% 145 32.41% 1.4
Peachtree Investment Partners
5313
Peachtree Investment Partners
Florida
USD 262 M -USD 38.9 M -13% 5.29% 111% 136 11.76% 3.8
Vienna Insurance Group
5314
Vienna Insurance Group
Poland
USD 262 M +USD 57.3 M +28% 7.03% 230% 31 25.81% 1.9
Legacy Bridge
5315
Legacy Bridge
Iowa
USD 262 M +USD 15.8 M +6% 3.87% 236% 482 37.34% 4.3
Ananym Capital Management
5316
Ananym Capital Management
New York
USD 262 M +USD 19 M +8% 10% – 12 50% 0.7
HCC
5317
Hatch Cove Capital
Illinois
USD 262 M +USD 5.9 M +2% 23.2% – 30 63.33% 0.1
Three Seasons Wealth
5318
Three Seasons Wealth
Utah
USD 262 M -USD 787 M -75% 3.69% 169% 239 42.68% 0.9
Traveka Wealth
5319
Traveka Wealth
California
USD 262 M +USD 16.3 M +7% 1.06% 78.1% 205 17.56% 1.4
Maltin Wealth Management
5320
Maltin Wealth Management
New Jersey
USD 262 M +USD 10.3 M +4% 3.01% 58.2% 150 21.33% 3.3
MCS
5321
Mercuria Capital Strategies
Texas
USD 262 M +USD 85.6 M +49% 34.9% – 46 71.74% 0.1
Global Trust Asset Management
5322
Global Trust Asset Management
Florida
USD 262 M +USD 8.24 M +3% 8.94% 178% 504 18.85% 4.2
DIM
5323
DC Investments Management
Virginia
USD 261 M +USD 35.1 M +16% 1.95% 59.3% 78 41.03% 1.1
Dayah Capital
5324
Dayah Capital
Connecticut
USD 261 M -USD 123 M -32% 4.49% – 58 74.14% 0.1
Luken Investment Analytics
5325
Luken Investment Analytics
Tennessee
USD 261 M +USD 7.84 M +3% 4.04% 51% 406 62.07% 3.3