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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)
Axa
5376
Axa
France
USD 256 M +USD 45.1 M +21% 4.07% 101% 82 20.73% 7.5
CIA
5377
Corigliano Investment Advisers
North Carolina
USD 256 M -USD 25.6 M -9% 41.2% – 57 63.16% 0.4
Krensavage Asset Management
5378
Krensavage Asset Management
New York
USD 256 M -USD 27.4 M -10% 0.48% 124% 22 27.27% 2.4
Trueblood Wealth Management
5379
Trueblood Wealth Management
Ohio
USD 256 M -USD 538 k -0.2% 1.46% 89.9% 265 8.3% 1.8
Peirce Capital Management
5380
Peirce Capital Management
Texas
USD 256 M +USD 4.43 M +2% 2.97% 56.6% 46 13.04% 1.8
Highlander Partners
5381
Highlander Partners
Texas
USD 256 M -USD 23.2 M -8% 12.6% 241% 68 36.76% 2.1
Cumberland Advisors
5382
Cumberland Advisors
Florida
USD 255 M -USD 8.29 M -3% 1.24% 80.7% 50 6% 5.3
Western Financial Corp
5383
Western Financial Corp
California
USD 255 M +USD 3.33 M +1% 2.35% 275% 152 42.11% 1.7
Agate Pass Investment Management
5384
Agate Pass Investment Management
Washington
USD 255 M -USD 13.7 M -5% 1.93% 76% 109 6.42% 3.3
Kennedy Investment Group
5385
Kennedy Investment Group
New Jersey
USD 255 M -USD 9.7 M -4% 2.65% 95.4% 147 12.93% 2.3
2Xideas
5386
2Xideas
Switzerland
USD 255 M -USD 102 M -29% 4.93% 40.6% 53 16.98% 2.5
Caldwell Investment Management
5387
Caldwell Investment Management
Ontario, Canada
USD 255 M +USD 92.5 M +57% 2.66% 162% 65 67.69% 0.6
Juno Financial Group
5388
Juno Financial Group
Virginia
USD 255 M +USD 5.27 M +2% 0.11% – 71 4.23% 0.2
PIP
5389
Palisades Investment Partners
California
USD 255 M -USD 9.7 M -4% 1.52% – 56 17.86% 1.2
Wrenne Financial Planning
5390
Wrenne Financial Planning
Kentucky
USD 255 M +USD 9.21 M +4% 0.38% 54.3% 52 7.69% 1.8
Long Road Investment Counsel
5391
Long Road Investment Counsel
Michigan
USD 255 M -USD 8.95 M -3% 4.25% 64.4% 81 6.17% 8.4
GAMC
5392
Garner Asset Management Corp
Texas
USD 255 M -USD 5.64 M -2% 3.46% 103% 425 63.29% 5.2
Tiemann Investment Advisors
5393
Tiemann Investment Advisors
California
USD 255 M -USD 2.53 M -1% 1.11% 77% 217 11.98% 6.8
Westwood Wealth Management
5394
Westwood Wealth Management
California
USD 255 M +USD 122 M +92% 7.64% 495% 130 86.15% 1.3
Choice Wealth Advisors
5395
Choice Wealth Advisors
Maine
USD 255 M +USD 1.85 M +0.7% 0.32% 60.3% 38 21.05% 2.3
Vermillion Wealth Management
5396
Vermillion Wealth Management
Minnesota
USD 255 M +USD 8.68 M +4% 0.74% – 1,582 61.82% 0.4
Incline Global Management
5397
Incline Global Management
New York
USD 255 M -USD 38 M -13% 13.2% 40.1% 36 50% 0.7
Left Brain Wealth Management
5398
Left Brain Wealth Management
Illinois
USD 255 M -USD 34.5 M -12% 1.57% 376% 103 41.75% 1.5
Tenon Financial
5399
Tenon Financial
New Jersey
USD 255 M +USD 17.3 M +7% 1.46% – 55 12.73% 1.4
Integrity Wealth Solutions
5400
Integrity Wealth Solutions
Colorado
USD 255 M +USD 1.74 M +0.7% 0.41% – 135 8.15% 1.6