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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)
Eudaimonia Advisors
5351
Eudaimonia Advisors
Tennessee
USD 170 M – – 8.6% – 165 – 0
Woodward Diversified Capital
5352
Woodward Diversified Capital
California
USD 170 M +USD 10.5 M +7% 8.96% 118% 219 25.57% 0.7
Eos Management LP
5353
Eos Management LP
New York
USD 170 M +USD 9.09 M +6% 5.46% 149% 30 3.33% 4
Stone Asset Management
5354
Stone Asset Management
Texas
USD 170 M – – 5.51% – 42 – 0
Bellevue Asset Management
5355
Bellevue Asset Management
Washington
USD 170 M +USD 6.31 M +4% 11.9% 56.7% 604 11.09% 1.6
FRM
5356
Fox Run Management
Connecticut
USD 170 M +USD 10.9 M +7% 5.19% 71.7% 780 86.28% 0.1
KCM
5357
Kempner Capital Management
Texas
USD 170 M -USD 5.83 M -3% 2.75% 60.9% 57 19.3% 4.2
7G Capital Management
5358
7G Capital Management
New York
USD 170 M +USD 40.4 M +31% 19.8% 137% 5 20% 0.8
Clearstead Trust
5359
Clearstead Trust
Maine
USD 170 M +USD 11.6 M +7% 10.8% 124% 204 7.35% 2.1
Verity Asset Management
5360
Verity Asset Management
North Carolina
USD 169 M +USD 14.9 M +10% 7.22% 87% 227 28.63% 1.8
Trinity Financial Advisors
5361
Trinity Financial Advisors
Ohio
USD 169 M +USD 19.8 M +13% 7.94% 74.5% 67 29.85% 0.7
Vigilare Wealth Management
5362
Vigilare Wealth Management
Arizona
USD 169 M +USD 7.51 M +5% 8.96% 59.5% 206 22.82% 1.2
InterWest Venture Management
5363
InterWest Venture Management
California
USD 169 M -USD 72.3 M -30% 22.8% 57.6% 10 10% 2.9
Cox Capital Management
5364
Cox Capital Management
Massachusetts
USD 169 M +USD 20.6 M +14% 12.7% 106% 82 10.98% 2.6
Sterneck Capital Management
5365
Sterneck Capital Management
Missouri
USD 169 M +USD 12 M +8% 7.55% 61.5% 114 13.16% 3.3
Western Standard LLC
5366
Western Standard LLC
California
USD 169 M -USD 6.73 M -4% 5.92% 79.1% 44 54.55% 0.8
DB Wealth Management Group
5367
DB Wealth Management Group
California
USD 169 M +USD 13.8 M +9% 7.6% 19% 369 7.59% 0.9
Seneca Financial Advisors
5368
Seneca Financial Advisors
New York
USD 169 M +USD 18 M +12% 6.54% 50.9% 49 22.45% 0.8
Values First Advisors
5369
Values First Advisors
Tennessee
USD 169 M +USD 14.5 M +9% 6.3% 87.6% 177 19.21% 1.3
Northstar Advisory Group
5370
Northstar Advisory Group
New Jersey
USD 169 M +USD 66.8 M +65% 11.1% 153% 137 95.62% 0.1
Decatur Capital Management
5371
Decatur Capital Management
Georgia
USD 169 M +USD 17.2 M +11% 15.5% 155% 66 13.64% 2.1
TFA
5372
Triad Financial Advisors
North Carolina
USD 168 M – – 9.59% – 117 – 0
Grace Capital
5373
Grace Capital
Massachusetts
USD 168 M +USD 5.88 M +4% 7.42% 127% 167 17.96% 2.6
Tabor Asset Management
5374
Tabor Asset Management
New York
USD 168 M +USD 1.2 M +0.7% 4.82% 204% 52 65.38% 0.4
OLIO Financial Planning
5375
OLIO Financial Planning
Virginia
USD 168 M – – 4.11% 52.9% 41 – 0