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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)
MMA Asset Management
5426
MMA Asset Management
Pennsylvania
USD 131 M -USD 865 k -0.7% 1.28% 61.2% 97 7.22% 0.6
Deep Field Asset Management
5427
Deep Field Asset Management
California
USD 131 M -USD 227 M -63% 2.08% 20.1% 30 66.67% 1.2
Alhambra Investment Management
5428
Alhambra Investment Management
Florida
USD 131 M -USD 2.32 M -2% 0.14% 67.7% 151 7.28% 1.2
LifeSteps Financial
5429
LifeSteps Financial
California
USD 131 M +USD 507 k +0.4% 0.04% 98.4% 84 3.57% 1.5
Security National Bank of So Dak
5430
Security National Bank of So Dak
Iowa
USD 131 M -USD 71 k -0.1% 0% 67.7% 122 42.62% 4.1
Cohen Investment Advisors
5431
Cohen Investment Advisors
New Hampshire
USD 130 M +USD 1.81 M +1% 0.24% 90.6% 80 6.25% 0.7
O'Neil Global Advisors
5432
O'Neil Global Advisors
California
USD 130 M -USD 189 M -59% 11.3% 1,833% 133 75.94% 0.1
Corepath Wealth Partners
5433
Corepath Wealth Partners
Arizona
USD 130 M +USD 1.07 M +0.8% 1.58% 62.1% 40 7.5% 0.7
S. Muoio & Co
5434
S. Muoio & Co
New York
USD 130 M +USD 12.1 M +10% 8.66% 327% 134 49.25% 1.7
SCC
5435
Steel Canyon Capital
Arizona
USD 130 M -USD 15.6 M -11% 2.32% 62.8% 32 34.38% 1
CWM
5436
Cordatus Wealth Management
Pennsylvania
USD 130 M – – 2.25% 108% 68 – 1.3
ELCO Management
5437
ELCO Management
New York
USD 130 M -USD 4.69 M -3% 0.31% 98.3% 142 21.83% 2.7
Caprin Asset Management
5438
Caprin Asset Management
Virginia
USD 130 M -USD 2.76 M -2% 0.72% 7.87% 18 5.56% 4.4
Hudson Canyon Capital Management
5439
Hudson Canyon Capital Management
New York
USD 130 M -USD 3.64 M -3% 0.58% 182% 60 6.67% 0.7
Islay Capital Management
5440
Islay Capital Management
Texas
USD 130 M +USD 6.34 M +5% 0.47% 72% 323 24.46% 1.1
Wealth Enhancement & Preservation of GA
5441
Wealth Enhancement & Preservation of GA
Georgia
USD 130 M -USD 5.96 M -4% 1.7% 82.2% 59 28.81% 1.2
Clark Financial Services Group
5442
Clark Financial Services Group
Missouri
USD 130 M +USD 2.38 M +2% 0.6% 116% 67 13.43% 0.9
Security National Bank of Sioux City Iowa
5443
Security National Bank of Sioux City Iowa
Iowa
USD 130 M +USD 2.61 M +2% 0.44% 61% 119 43.7% 4
AmeriServ Wealth Advisors
5444
AmeriServ Wealth Advisors
Pennsylvania
USD 130 M +USD 1.35 M +1% 0.57% – 71 9.86% 3.2
Heronetta Management
5445
Heronetta Management
New York
USD 130 M +USD 15.8 M +14% 3.88% 59.7% 24 0% 5.8
ACT Advisors
5446
ACT Advisors
North Carolina
USD 130 M -USD 2.22 M -2% 0.15% 75.4% 32 0% 0.7
Newport Capital Group
5447
Newport Capital Group
New Jersey
USD 130 M +USD 3.22 M +3% 0.62% – 61 8.2% 0.7
Main Management Fund Advisors
5448
Main Management Fund Advisors
California
USD 130 M +USD 2.7 M +2% 2.56% 80% 7 14.29% 0.4
Cynosure Group
5449
Cynosure Group
Utah
USD 130 M +USD 633 k +0.5% 2.61% 63% 22 4.55% 1.7
SA
5450
Sunesis Advisors
Kansas
USD 129 M -USD 1.15 M -0.9% 1.12% – 31 6.45% 2.8