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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)
JDM Financial Group
5351
JDM Financial Group
Texas
USD 259 M +USD 1.77 M +0.7% 1.23% 56.7% 321 23.68% 1.7
Financial Council
5352
Financial Council
Maryland
USD 259 M +USD 8.72 M +3% 2.71% 88.6% 107 11.21% 2.7
Toews Corporation
5353
Toews Corporation
New Jersey
USD 259 M -USD 428 M -62% 4.44% 30.7% 15 60% 2.2
Potentia Wealth
5354
Potentia Wealth
California
USD 259 M -USD 13.9 M -5% 2.73% – 97 11.34% 1
Bluestem Financial Advisors
5355
Bluestem Financial Advisors
Illinois
USD 259 M +USD 73.4 k +0% 1.03% 42.2% 34 14.71% 4.5
Quartz Partners
5356
Quartz Partners
New York
USD 259 M -USD 9.9 M -4% 4.01% – 192 25% 1
Colrain Capital
5357
Colrain Capital
Massachusetts
USD 259 M +USD 76.7 M +42% 12.7% – 27 22.22% 6
NewGen Asset Management
5358
NewGen Asset Management
Ontario, Canada
USD 259 M +USD 96.6 M +60% 0.27% 352% 42 73.81% 0.4
CCAM
5359
Codex Capital Asset Management
Texas
USD 259 M -USD 16.6 M -6% 5.3% – 33 18.18% 1.4
HMS Capital Management
5360
HMS Capital Management
Tennessee
USD 259 M +USD 16.8 M +7% 0.95% 140% 121 21.49% 3.1
Beacon Financial Planning
5361
Beacon Financial Planning
Massachusetts
USD 258 M +USD 50.8 M +25% 1.68% 74.3% 76 32.89% 1.5
Glass Wealth Management
5362
Glass Wealth Management
Texas
USD 258 M +USD 14.3 M +6% 5.84% – 68 17.65% 1.6
Mendon Capital Advisors
5363
Mendon Capital Advisors
Florida
USD 258 M -USD 79.7 M -24% 1.12% – 74 40.54% 2.1
OMC Financial Services
5364
OMC Financial Services
New York
USD 258 M -USD 10.4 M -4% 3.02% – 66 3.03% 1.8
Stash Investments
5365
Stash Investments
New York
USD 258 M +USD 8.43 M +3% 1.55% 40.7% 5 0% 2.3
TrustBank
5366
TrustBank
Illinois
USD 258 M +USD 18.1 M +8% 1.52% – 166 23.49% 0.2
AAFMAA Wealth Management & Trust
5367
AAFMAA Wealth Management & Trust
North Carolina
USD 258 M +USD 2.64 M +1% 1.84% 62.3% 103 24.27% 1.6
First Affirmative Financial Network
5368
First Affirmative Financial Network
Colorado
USD 258 M – – 0.35% – 325 – 2.2
Carroll Advisory Group
5369
Carroll Advisory Group
Texas
USD 258 M +USD 26.5 M +11% 1.04% – 76 15.79% 0.2
AC
5370
AMS Capital
Brazil
USD 257 M -USD 989 k -0.4% 13.9% 63.1% 16 18.75% 1.2
Towle & Co
5371
Towle & Co
Colorado
USD 257 M -USD 121 M -32% 16.1% 169% 68 55.88% 1
Cruiser Capital Advisors
5372
Cruiser Capital Advisors
Connecticut
USD 257 M +USD 139 M +118% 8.77% 192% 60 23.33% 2.1
ADW Capital Management
5373
ADW Capital Management
Florida
USD 257 M +USD 123 M +92% 6.57% 78.2% 12 66.67% 1.8
Hillman Company
5374
Hillman Company
Pennsylvania
USD 257 M -USD 31.3 M -11% 0.13% 118% 17 23.53% 2.2
Gate City Capital Management
5375
Gate City Capital Management
Illinois
USD 257 M +USD 26 M +11% 13.2% – 19 26.32% 1.3