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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)
CIA
5501
CSat Investment Advisory
Michigan
USD 119 M +USD 11.5 M +11% 9.66% 87.4% 531 4.14% 2.7
Davidson Trust Company
5502
Davidson Trust Company
Washington
USD 119 M +USD 2.67 M +2% 5.9% 77% 124 5.65% 1.1
Purus Wealth Management
5503
Purus Wealth Management
California
USD 119 M +USD 6.81 M +6% 1.89% 174% 85 14.12% 0.2
Solas Capital Management
5504
Solas Capital Management
Connecticut
USD 119 M -USD 12.2 M -9% 30.5% 62.5% 33 42.42% 1.1
Fermata Advisors
5505
Fermata Advisors
California
USD 119 M – – 3.38% 58.3% 70 – 0
Coalescence Partners Investment Management
5506
Coalescence Partners Investment Management
New York
USD 119 M -USD 75.3 M -39% 8.94% – 10 50% 0.3
Greenstone Partners & Co
5507
Greenstone Partners & Co
California
USD 119 M +USD 2.11 M +2% 3.84% 402% 10 0% 0.3
Peak Financial Advisors
5508
Peak Financial Advisors
Colorado
USD 119 M +USD 2.56 M +2% 9.95% 39.1% 84 52.38% 0.1
Applied Fundamental Research
5509
Applied Fundamental Research
Massachusetts
USD 119 M +USD 13.7 M +13% 15.9% 49.7% 11 0% 0.3
Altai Capital Management
5510
Altai Capital Management
California
USD 119 M +USD 43.8 M +59% 15.2% 24.9% 9 66.67% 0.4
Ampfield Management
5511
Ampfield Management
New York
USD 118 M – – 14.5% 56.9% 21 – 0
Clark Financial Services Group
5512
Clark Financial Services Group
Missouri
USD 118 M – – 6.1% 116% 61 – 0.5
PCC
5513
Park Circle Company
Maryland
USD 118 M +USD 12.5 M +12% 8.99% 75.7% 103 13.59% 2.1
Mosaic Advisors
5514
Mosaic Advisors
Texas
USD 118 M +USD 8.78 M +8% 3.69% 50.9% 40 37.5% 0.2
Patron Partners
5515
Patron Partners
Texas
USD 118 M +USD 14.5 M +14% 4.58% 99.5% 170 20% 0.2
RBA Wealth Management
5516
RBA Wealth Management
California
USD 118 M -USD 48.2 M -29% 8.59% 91% 281 79.72% 0.4
Chiron Capital Management
5517
Chiron Capital Management
Florida
USD 118 M -USD 3.62 M -3% 5.62% – 89 31.46% 0.4
Peterson Wealth Management
5518
Peterson Wealth Management
Nevada
USD 118 M -USD 5.38 M -4% 1.62% 88.9% 50 26% 0.9
AAF Wealth Management
5519
AAF Wealth Management
Massachusetts
USD 118 M +USD 7.34 M +7% 7.87% 75.1% 23 8.7% 0.3
Innova Wealth Partners
5520
Innova Wealth Partners
Pennsylvania
USD 118 M +USD 10.7 M +10% 5.11% 72.5% 64 14.06% 0.2
Yaupon Capital Management
5521
Yaupon Capital Management
New York
USD 118 M -USD 68 M -37% 15.9% 122% 83 71.08% 0.3
Pin Oak Investment Advisors
5522
Pin Oak Investment Advisors
Texas
USD 118 M -USD 3.89 M -3% 11.1% 62.7% 441 12.7% 2.2
First Dallas Securities
5523
First Dallas Securities
Texas
USD 118 M +USD 6.82 M +6% 15.9% 160% 111 17.12% 2.9
Vanguard Capital Wealth Advisors
5524
Vanguard Capital Wealth Advisors
Colorado
USD 118 M +USD 8.81 M +8% 4.18% 234% 176 42.05% 1.5
CC
5525
Coann Capital
Connecticut
USD 117 M +USD 6.76 M +6% 5.45% – 22 63.64% 0.1