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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)
Aurora Investment Counsel
5376
Aurora Investment Counsel
Georgia
USD 168 M +USD 24.7 M +17% 8.79% 31.7% 132 13.64% 0.9
Goepper Burkhardt
5377
Goepper Burkhardt
South Carolina
USD 168 M +USD 11.4 M +7% 8.55% 50.4% 70 12.86% 0.9
Washburn Capital Management
5378
Washburn Capital Management
Florida
USD 168 M +USD 15.3 M +10% 10.6% 123% 58 13.79% 1.4
Gables Capital Management
5379
Gables Capital Management
Florida
USD 168 M +USD 14.9 M +10% 10.1% 173% 366 6.83% 2.8
Strategic Investment Management
5380
Strategic Investment Management
Virginia
USD 168 M -USD 48.2 M -22% 4.06% 53.4% 11 9.09% 4.2
Baymount Management
5381
Baymount Management
Florida
USD 168 M -USD 815 M -83% 0% – 17 100% 0
Altus Wealth Management
5382
Altus Wealth Management
Kentucky
USD 168 M +USD 10.1 M +6% 7.9% 73% 39 15.38% 1.5
Horan Securities
5383
Horan Securities
United States
USD 168 M – – 9.21% 50.1% 547 – 1.3
Aevitas Wealth Management
5384
Aevitas Wealth Management
Massachusetts
USD 168 M +USD 11.1 M +7% 10.7% 36.4% 131 12.98% 2.9
Harbor Group
5385
Harbor Group
New Hampshire
USD 168 M +USD 12.7 M +8% 7.22% 43% 56 12.5% 0.8
LCM
5386
Lafitte Capital Management
Texas
USD 168 M -USD 3.08 M -2% 1.75% 55.2% 10 10% 2.7
6C
5387
6elm Capital
New York
USD 168 M +USD 14.4 M +9% 3.3% – 17 64.71% 0.3
Albert D. Mason Inc
5388
Albert D. Mason Inc
Massachusetts
USD 168 M +USD 12.5 M +8% 9.09% 83.4% 153 5.88% 4.7
Threadgill Financial
5389
Threadgill Financial
Texas
USD 168 M +USD 47.3 M +39% 12% 49.3% 52 34.62% 0.2
Beaton Management Company
5390
Beaton Management Company
Massachusetts
USD 168 M +USD 16.4 M +11% 10.8% 110% 146 10.27% 3
General Equity Holdings
5391
General Equity Holdings
New York
USD 168 M +USD 40.5 M +32% 3.76% 775% 16 50% 0.4
Concorde Asset Management
5392
Concorde Asset Management
Michigan
USD 168 M -USD 5.71 M -3% 5.95% – 208 25.96% 1.5
Core Wealth Advisors (Florida)
5393
Core Wealth Advisors (Florida)
Florida
USD 167 M +USD 16.7 M +11% 6.72% 59.7% 226 22.57% 1.2
Summit Rock Advisors
5394
Summit Rock Advisors
New York
USD 167 M -USD 1.16 M -0.7% 6.21% – 8 37.5% 0.5
WJ Wealth Management
5395
WJ Wealth Management
Arizona
USD 167 M +USD 16.9 M +11% 8.06% 95.6% 59 18.64% 1.1
Texas Capital Bancshares
5396
Texas Capital Bancshares
Texas
USD 167 M +USD 24.1 M +17% 14% 175% 88 15.91% 1.9
FOCUS Wealth Advisors
5397
FOCUS Wealth Advisors
Texas
USD 167 M +USD 19.5 M +13% 7.01% 68.7% 41 2.44% 0.8
Prosight Management
5398
Prosight Management
Texas
USD 167 M -USD 14.7 M -8% 12.7% 39.5% 56 58.93% 0.7
Corrado Advisors
5399
Corrado Advisors
New Jersey
USD 167 M +USD 5.6 M +3% 3.8% 73.1% 103 7.77% 2.4
RMSCM
5400
R.M. Sincerbeaux Capital Management
New York
USD 167 M +USD 14.3 M +9% 10.6% 76.4% 47 4.26% 6.3