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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)
Kopion Asset Management
5501
Kopion Asset Management
Texas
USD 125 M -USD 19.2 M -13% 9.5% 80.5% 20 10% 1.6
Addison Advisors
5502
Addison Advisors
Vermont
USD 125 M +USD 987 k +0.8% 0.65% 54.5% 465 12.04% 0.6
Polunin Capital Partners
5503
Polunin Capital Partners
United Kingdom
USD 125 M -USD 199 M -61% 34.7% 268% 12 91.67% 0.3
Kemper Corp Master Retirement Trust
5504
Kemper Corp Master Retirement Trust
Illinois
USD 125 M -USD 71.1 M -36% 1.29% 21.9% 2 0% 2.6
Terra Nova Asset Management
5505
Terra Nova Asset Management
New York
USD 125 M +USD 8.14 M +7% 0.78% 172% 95 11.58% 1.8
Gitterman Wealth Management
5506
Gitterman Wealth Management
New Jersey
USD 124 M +USD 977 k +0.8% 0.49% 33% 90 30% 0.4
DRH Investments
5507
DRH Investments
California
USD 124 M -USD 10.6 M -8% 2.86% 81.2% 14 7.14% 0.8
Clearfield Capital Management
5508
Clearfield Capital Management
New York
USD 124 M -USD 56.2 M -31% 1.95% 421% 9 44.44% 0.4
Pinion Investment Advisors
5509
Pinion Investment Advisors
Kansas
USD 124 M -USD 124 k -0.1% 0.36% 81.7% 160 18.75% 1.9
ASFA
5510
All Season Financial Advisors
Colorado
USD 124 M -USD 15.3 M -11% 0.49% 33.8% 160 52.5% 0.2
Kaizen Financial Strategies
5511
Kaizen Financial Strategies
California
USD 124 M – – 0.94% 126% 145 – 0.5
KLC
5512
Knowledge Leaders Capital
Colorado
USD 124 M -USD 25.6 M -17% 0.54% 51.6% 137 27.74% 0.8
Laurel Wealth Planning
5513
Laurel Wealth Planning
Minnesota
USD 124 M +USD 9.14 M +8% 1.3% 59.5% 229 41.92% 0.4
Westshore Wealth
5514
Westshore Wealth
California
USD 124 M -USD 70.6 M -36% 3.85% 58.8% 143 48.25% 1.1
American Asset Management
5515
American Asset Management
Florida
USD 124 M -USD 3.98 M -3% 0.09% 42.5% 9 0% 3.8
Aldebaran Financial
5516
Aldebaran Financial
USD 124 M +USD 2.06 M +2% 0.45% 115% 91 8.79% 4.3
WAM
5517
Werlinich Asset Management
Connecticut
USD 124 M -USD 61.4 k -0% 0.42% 232% 58 8.62% 0.5
Divergent Planning
5518
Divergent Planning
Maryland
USD 124 M +USD 303 k +0.2% 0.28% 43.3% 17 5.88% 0.7
Palladiem
5519
Palladiem
Pennsylvania
USD 124 M -USD 243 k -0.2% 1.72% – 70 25.71% 1.7
AA
5520
Alta Advisers
United Kingdom
USD 124 M -USD 15.9 M -11% 0.76% 129% 6 16.67% 2.8
Monetta Financial Services
5521
Monetta Financial Services
Illinois
USD 124 M -USD 6.13 M -5% 0.67% 275% 40 25% 2.8
Indie Asset Partners
5522
Indie Asset Partners
Indiana
USD 123 M +USD 112 k +0.1% 2.66% 119% 137 14.6% 1.1
Refined Wealth Management
5523
Refined Wealth Management
Utah
USD 123 M +USD 4.36 M +4% 1.73% 99.4% 21 4.76% 0.2
SCM
5524
SCW Capital Management
Texas
USD 123 M -USD 20.8 M -14% 6.13% 179% 9 22.22% 1.1
Caxton Corporation
5525
Caxton Corporation
New Jersey
USD 123 M -USD 22.6 M -15% 11.5% 512% 66 21.21% 1