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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)
Trust Company of Kansas
5476
Trust Company of Kansas
Kansas
USD 183 M +USD 2.64 M +1% 11% 100% 52 5.77% 2.9
DI
5477
Disciplined Investments
Oklahoma
USD 183 M +USD 12.6 M +7% 6.34% 51.4% 123 17.07% 3.1
AAFMAA Wealth Management & Trust
5478
AAFMAA Wealth Management & Trust
North Carolina
USD 183 M +USD 6.9 M +4% 6.05% 62.3% 66 25.76% 1.6
First National Bank Sioux Falls
5479
First National Bank Sioux Falls
South Dakota
USD 183 M -USD 11.9 M -6% 8.91% 70.3% 131 6.11% 4
Westhampton Capital
5480
Westhampton Capital
North Carolina
USD 183 M +USD 15.2 M +9% 11.7% 105% 120 4.17% 3.4
CEDRUS
5481
CEDRUS
Colorado
USD 183 M +USD 21.6 M +13% 6.96% 19.8% 160 12.5% 1.6
Summa Corp
5482
Summa Corp
Texas
USD 183 M +USD 40.1 M +28% 41.5% 348% 62 8.06% 0.2
Sagil Capital
5483
Sagil Capital
United Kingdom
USD 183 M +USD 8.85 M +5% 2.03% 100% 31 54.84% 0.4
BCFD
5484
Boit C.F. David
USD 183 M +USD 5.97 M +3% 10.9% 84.2% 135 15.56% 2.1
Sitrin Capital Management
5485
Sitrin Capital Management
California
USD 183 M +USD 11.4 M +7% 12.4% 139% 43 4.65% 3.4
Signet Investment Advisory Group
5486
Signet Investment Advisory Group
Rhode Island
USD 183 M +USD 16.8 M +10% 7.31% 68.2% 67 2.99% 4.3
Alhambra Investment Management
5487
Alhambra Investment Management
Florida
USD 183 M +USD 14.4 M +9% 4.89% 67.7% 176 17.61% 2.5
Rings Capital Management
5488
Rings Capital Management
Illinois
USD 183 M +USD 18 M +11% 12.1% 40.9% 7 0% 1.8
Cincinnati Casualty Company
5489
Cincinnati Casualty Company
Ohio
USD 183 M +USD 12.3 M +7% 8.1% 68.7% 27 11.11% 7.9
Genesee Capital Advisors
5490
Genesee Capital Advisors
New York
USD 183 M +USD 20.6 M +13% 8.85% 107% 126 12.7% 1.2
Retirement Planning Company of New England
5491
Retirement Planning Company of New England
Rhode Island
USD 182 M -USD 39.5 M -18% 11.1% 125% 243 13.58% 1.8
ACT Advisors
5492
ACT Advisors
North Carolina
USD 182 M +USD 7 M +4% 6.84% 75.4% 55 36.36% 1.1
Leicht Financial Planning & Wealth Management
5493
Leicht Financial Planning & Wealth Management
New Jersey
USD 182 M +USD 8.07 M +5% 5.79% 50.2% 22 9.09% 2.2
Ergawealth Advisors
5494
Ergawealth Advisors
Illinois
USD 182 M +USD 19.8 M +12% 7.37% 50% 62 20.97% 0.8
Arkfeld Wealth Strategies
5495
Arkfeld Wealth Strategies
Nebraska
USD 182 M +USD 29.9 M +20% 10.9% 90.8% 90 14.44% 2.4
Investmark Advisory Group
5496
Investmark Advisory Group
Connecticut
USD 182 M +USD 11.8 M +7% 7.73% 73.8% 122 9.02% 1.6
MKT Advisors
5497
MKT Advisors
California
USD 182 M +USD 30.8 M +20% 6.63% 55.5% 160 13.13% 1.7
Norris Financial Group
5498
Norris Financial Group
South Carolina
USD 182 M +USD 17.7 M +11% 8.71% 142% 82 28.05% 1.3
Peirce Capital Management
5499
Peirce Capital Management
Texas
USD 182 M +USD 16.5 M +10% 4.62% 56.6% 40 5% 0.2
Bay Rivers Group
5500
Bay Rivers Group
Virginia
USD 182 M +USD 22.8 M +14% 19.3% 166% 83 18.07% 2.5