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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)
Income Research & Management
5501
Income Research & Management
Massachusetts
USD 210 M +USD 1.84 M +0.9% 0.07% 1.19% 27 25.93% 1.2
Daily Journal Corp
5502
Daily Journal Corp
California
USD 209 M +USD 24.1 M +13% 14.6% 109% 4 0% 9.2
Scholtz & Company
5503
Scholtz & Company
Connecticut
USD 209 M -USD 2.54 M -1% 2.09% 111% 57 26.32% 2.1
Wealthspan Partners
5504
Wealthspan Partners
Iowa
USD 209 M +USD 6.73 M +3% 0.49% 65% 114 10.53% 1.9
PL
5505
Polianta Ltd
Jersey
USD 209 M -USD 3.76 M -2% 3.8% 31.6% 95 49.47% 0.7
Harold Davidson & Associates
5506
Harold Davidson & Associates
California
USD 209 M – – 5.72% – 64 – 0
Compass Financial Group (Florida)
5507
Compass Financial Group (Florida)
Florida
USD 209 M -USD 7.06 M -3% 0.15% 47.5% 41 4.88% 3.8
HIC
5508
Harbor Island Capital
Massachusetts
USD 209 M -USD 2.38 M -1% 0.16% 218% 15 0% 6.4
WAM
5509
Westport Asset Management
Connecticut
USD 209 M -USD 4.52 M -2% 1.3% 73.2% 76 5.26% 6.7
Whitefort Capital Management
5510
Whitefort Capital Management
New York
USD 209 M -USD 10.7 M -5% 12.8% 243% 19 10.53% 1.8
CIA
5511
Corigliano Investment Advisers
North Carolina
USD 209 M – – 4.74% – 33 – 0
RF
5512
Roberts Foundation
California
USD 209 M – – 24.6% – 3 – 0
Greenfield Savings Bank
5513
Greenfield Savings Bank
Massachusetts
USD 209 M -USD 2.39 M -1% 0.65% 108% 153 7.84% 2
Roubaix Capital
5514
Roubaix Capital
Colorado
USD 209 M +USD 27.1 M +15% 11.6% 159% 70 65.71% 0.6
FWG Holdings
5515
FWG Holdings
Florida
USD 208 M +USD 7.17 M +4% 3.57% 91.6% 109 13.76% 2.2
Mill Road Capital Management
5516
Mill Road Capital Management
Connecticut
USD 208 M -USD 2.01 M -1% 5.73% 85.1% 28 25% 2.9
Trust Company of Kansas
5517
Trust Company of Kansas
Kansas
USD 208 M +USD 2.46 M +1% 3.3% 100% 64 18.75% 2.9
VU
5518
Valence8 US
Massachusetts
USD 208 M -USD 32.9 M -14% 2.51% 76.6% 63 85.71% 1.6
Financial Connections Group
5519
Financial Connections Group
California
USD 208 M +USD 4.62 M +2% 0.77% 44.4% 245 15.92% 1.5
Prairie Wealth Advisors
5520
Prairie Wealth Advisors
Nebraska
USD 208 M +USD 5.75 M +3% 3.41% – 159 14.47% 0.6
Rise Advisors
5521
Rise Advisors
New York
USD 208 M -USD 772 k -0.4% 0.62% 62.8% 1,247 11.63% 1.5
XC
5522
XY Capital
Hong Kong
USD 208 M -USD 84.5 M -29% 1.76% 52.8% 225 73.78% 0.2
Marks Wealth
5523
Marks Wealth
Maryland
USD 208 M -USD 25.3 M -11% 6.63% 165% 30 56.67% 0.8
MWM
5524
MTC Wealth Management
Florida
USD 208 M -USD 13.5 M -6% 3.32% 30.5% 14 0% 3
Flagship Private Wealth
5525
Flagship Private Wealth
Massachusetts
USD 208 M +USD 13.4 M +7% 0.87% 70.2% 108 12.96% 2.6