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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)
IVC Wealth Advisors
5501
IVC Wealth Advisors
Pennsylvania
USD 152 M -USD 2.99 M -2% 3.37% 81.9% 158 22.15% 1
BCFD
5502
Boit C.F. David
USD 152 M -USD 5.39 M -3% 0.01% 84.2% 119 10.08% 0.7
AAF Wealth Management
5503
AAF Wealth Management
Massachusetts
USD 152 M +USD 13.9 M +10% 4.18% 75.1% 33 27.27% 0.8
Cape Ann Savings Bank
5504
Cape Ann Savings Bank
Massachusetts
USD 152 M -USD 14.2 M -9% 3.62% 72.7% 93 13.98% 4.8
Ameliora Wealth Management
5505
Ameliora Wealth Management
Switzerland
USD 152 M +USD 42.8 M +39% 3.12% 73.9% 40 35% 0.2
HGCK
5506
HPC Germany & Co KG
Germany
USD 152 M – – 11.1% 233% 12 – 0
Cherry Creek Investment Advisors
5507
Cherry Creek Investment Advisors
Colorado
USD 152 M -USD 9.24 M -6% 4.58% 151% 117 20.51% 0.7
MI
5508
Moneywise Inc
Virginia
USD 152 M -USD 3.82 M -2% 5.64% 60.8% 54 7.41% 3.1
Loudon Investment Management
5509
Loudon Investment Management
New Hampshire
USD 152 M -USD 4.85 M -3% 1.17% 72.5% 90 3.33% 4.5
Solstein Capital
5510
Solstein Capital
California
USD 152 M -USD 14.1 M -9% 2% 102% 441 19.95% 0.9
GBI
5511
GP Brinson Investments
Illinois
USD 152 M +USD 10.8 M +8% 3.65% 51.2% 16 0% 1
Lifeworks Advisors
5512
Lifeworks Advisors
Michigan
USD 151 M +USD 25.9 M +21% 4.65% 80.4% 136 25% 0.2
Ranch Capital Advisors
5513
Ranch Capital Advisors
Florida
USD 151 M -USD 2.43 M -2% 2.81% 92.6% 174 18.39% 1.7
Maltin Wealth Management
5514
Maltin Wealth Management
New Jersey
USD 151 M -USD 15.1 M -9% 2.24% 58.2% 126 20.63% 1.5
Alhambra Investment Management
5515
Alhambra Investment Management
Florida
USD 151 M +USD 8.1 M +6% 3.42% 67.7% 165 16.36% 1.6
Kensington Investment Counsel
5516
Kensington Investment Counsel
California
USD 151 M -USD 20.4 M -12% 6.84% 81.9% 91 7.69% 1.2
GCM
5517
Garland Capital Management
Washington
USD 151 M +USD 6.07 M +4% 3.23% 55.7% 33 3.03% 5.4
A.D. Beadell Investment Counsel
5518
A.D. Beadell Investment Counsel
Wisconsin
USD 151 M -USD 8.91 M -6% 0.63% 83.3% 98 16.33% 3.9
Catawba River Capital
5519
Catawba River Capital
South Carolina
USD 151 M -USD 13.6 M -8% 6.32% 89.5% 30 30% 1.3
Visa Inc
5520
Visa Inc
California
USD 151 M -USD 84.4 M -36% 35.2% – 4 0% 0.3
Yorktown Energy Partners IX
5521
Yorktown Energy Partners IX
New York
USD 151 M -USD 29.7 M -16% 23.9% 67.3% 2 0% 2.8
Theory Financial
5522
Theory Financial
Colorado
USD 151 M -USD 2.3 M -1% 2.98% 54.5% 65 35.38% 0.2
SV
5523
Stilwell Value
New York
USD 151 M -USD 4.39 M -3% 0.52% 87.9% 42 14.29% 3.1
One Plus One Wealth Management
5524
One Plus One Wealth Management
Florida
USD 151 M +USD 6.1 M +4% 1.91% 71.9% 102 17.65% 0.8
Rainwater Charitable Foundation
5525
Rainwater Charitable Foundation
Texas
USD 151 M -USD 5.75 M -4% 6.03% 44% 4 50% 1.1