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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)
Lokken Investment Group
5326
Lokken Investment Group
Delaware
USD 153 M -USD 863 k -0.6% 2.98% 65.3% 142 13.38% 1.8
PCG Wealth Advisors
5327
PCG Wealth Advisors
Kansas
USD 152 M -USD 8.58 M -5% 1.87% 87% 118 19.49% 1.2
Kabouter Management
5328
Kabouter Management
Illinois
USD 152 M -USD 32 M -17% 6.57% 12.9% 15 6.67% 1.1
Ridgewood Investments
5329
Ridgewood Investments
New Jersey
USD 152 M -USD 23.6 M -13% 2.94% – 840 78.93% 3
APSI
5330
Asset Planning Services Inc
Louisiana
USD 152 M -USD 10.2 M -6% 3.06% 138% 37 5.41% 4.4
Blue Barn Wealth
5331
Blue Barn Wealth
Utah
USD 152 M -USD 1.62 M -1% 4.05% 46.4% 121 7.44% 1.7
Lagoda Investment Management
5332
Lagoda Investment Management
New York
USD 152 M +USD 10.4 M +7% 11.5% 250% 43 6.98% 5
MA
5333
Menlo Advisors
California
USD 152 M -USD 6.5 M -4% 0.52% 108% 33 15.15% 5.7
Shira Ridge Wealth Management
5334
Shira Ridge Wealth Management
California
USD 152 M -USD 7.37 M -5% 3.75% 72.8% 70 11.43% 0.7
Lynch Asset Management
5335
Lynch Asset Management
Pennsylvania
USD 152 M -USD 3.31 M -2% 0.78% 214% 47 2.13% 1.6
Mader & Shannon Wealth Management
5336
Mader & Shannon Wealth Management
Missouri
USD 152 M -USD 9.8 M -6% 2.65% 62.5% 19 47.37% 3.2
Round Hill Asset Management
5337
Round Hill Asset Management
California
USD 152 M -USD 9.7 M -6% 0.9% 43.2% 60 0% 5
NetEase Inc
5338
NetEase Inc
China
USD 152 M +USD 47.7 M +46% 49.8% 464% 2 0% 1.3
Pacific Wealth Management
5339
Pacific Wealth Management
California
USD 152 M -USD 1.74 M -1% 2.75% 72.8% 29 20.69% 1.4
CCP
5340
Cunning Capital Partners
North Carolina
USD 152 M -USD 6 M -4% 1.11% 268% 88 100% 0.1
Unison Asset Management
5341
Unison Asset Management
Florida
USD 152 M +USD 2.08 M +1% 0.46% 81.4% 34 0% 2.1
Alhambra Investment Management
5342
Alhambra Investment Management
Florida
USD 152 M +USD 353 k +0.2% 2.07% 67.7% 158 16.46% 2.5
Arbor Trust Wealth Advisors
5343
Arbor Trust Wealth Advisors
Michigan
USD 152 M -USD 5.41 M -3% 2.79% 63.8% 98 10.2% 3.1
University of Chicago
5344
University of Chicago
Illinois
USD 152 M -USD 67.6 M -31% 4.24% 62.3% 6 0% 3.1
TTP Investments
5345
TTP Investments
California
USD 152 M +USD 145 k +0.1% 6.27% 232% 43 39.53% 1.4
Scholtz & Company
5346
Scholtz & Company
Connecticut
USD 152 M -USD 8.14 M -5% 2.44% 111% 50 40% 2.1
TCM
5347
TAM Capital Management
Connecticut
USD 152 M +USD 27.1 M +22% 5.37% 4.15% 13 69.23% 0.8
STC
5348
Sarah T. Connolly
USD 152 M -USD 14 M -8% 3.46% 35% 96 13.54% 2.5
5th Street Advisors
5349
5th Street Advisors
Connecticut
USD 152 M +USD 12.5 M +9% 3.77% 52.2% 31 38.71% 1.1
Family Capital Management
5350
Family Capital Management
Michigan
USD 152 M -USD 8.88 M -6% 3.7% 78.7% 87 16.09% 0.6