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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)
First Reserve GP XIII
5626
First Reserve GP XIII
Connecticut
USD 113 M -USD 11.4 M -9% 9.15% 5.56% 1 0% 3.8
Alliance Wealth Advisors (Pennsylvania)
5627
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
USD 113 M +USD 1.76 M +2% 0.78% 74.4% 121 7.44% 0.7
Defined Wealth Management
5628
Defined Wealth Management
Oregon
USD 113 M +USD 292 k +0.3% 0.86% 78.1% 94 3.19% 0.7
RK Asset Management
5629
RK Asset Management
Michigan
USD 113 M -USD 2.96 M -3% 0.82% 47.6% 16 0% 3.8
Platt Investment Counsel
5630
Platt Investment Counsel
Florida
USD 113 M -USD 3.66 M -3% 3.15% 62.9% 16 0% 0.7
PM
5631
Ponoi Management
California
USD 113 M -USD 67.3 M -37% 0.27% – 5 20% 0.8
Guardian Wealth Advisors (Minnesota)
5632
Guardian Wealth Advisors (Minnesota)
Minnesota
USD 112 M -USD 3.09 M -3% 1.81% 62.6% 67 7.46% 0.7
Unison Asset Management
5633
Unison Asset Management
Florida
USD 112 M -USD 2.32 M -2% 0.32% 81.4% 26 3.85% 0.7
P.A.W. Capital
5634
P.A.W. Capital
Connecticut
USD 112 M -USD 6.73 M -6% 6.88% 30.2% 69 15.94% 3.6
WealthTrust Asset Management
5635
WealthTrust Asset Management
Florida
USD 112 M -USD 2.83 M -2% 0.11% 102% 80 18.75% 0.2
JI
5636
Jeereddi Investments
California
USD 112 M -USD 9.01 M -7% 5.46% 37.7% 57 5.26% 1.3
Old North State Trust
5637
Old North State Trust
North Carolina
USD 112 M -USD 20.2 M -15% 0.2% – 358 7.54% 1.5
Campion Asset Management
5638
Campion Asset Management
Virginia
USD 112 M -USD 8.31 M -7% 1.67% 70.2% 97 5.15% 0.5
Warther Private Wealth
5639
Warther Private Wealth
Ohio
USD 112 M +USD 9.06 M +9% 0.41% 94.1% 123 15.45% 0.2
Robinson Value Management
5640
Robinson Value Management
Texas
USD 112 M -USD 10.7 M -9% 3.59% 79.3% 113 45.13% 1.7
USA Financial Formulas
5641
USA Financial Formulas
Michigan
USD 112 M -USD 7.46 M -6% 2.87% 104% 507 38.26% 0.8
Robinson Capital Management
5642
Robinson Capital Management
Michigan
USD 112 M -USD 72.2 M -39% 1.83% 7.8% 252 65.87% 0.6
Trust Investment Advisors
5643
Trust Investment Advisors
Indiana
USD 112 M -USD 1.17 M -1% 0.36% 178% 86 10.47% 3.3
VERITY Wealth Advisors
5644
VERITY Wealth Advisors
United States
USD 112 M +USD 1.6 M +1% 1.29% 59.9% 61 8.2% 2.1
TM
5645
Titan Managers
Arizona
USD 112 M +USD 15.6 M +16% 0.05% 2.57% 28 64.29% 0.5
Amica Retiree Medical Trust
5646
Amica Retiree Medical Trust
Rhode Island
USD 111 M -USD 47.4 M -30% 1.41% – 106 4.72% 4.2
Mitchell Sinkler & Starr
5647
Mitchell Sinkler & Starr
Pennsylvania
USD 111 M +USD 660 k +0.6% 0.16% 85.6% 105 2.86% 4.6
Signature Wealth Management Partners
5648
Signature Wealth Management Partners
New Jersey
USD 110 M +USD 175 k +0.2% 0.74% 97.9% 114 7.89% 0.7
Essex Private Wealth Management
5649
Essex Private Wealth Management
Massachusetts
USD 110 M +USD 583 k +0.5% 0.52% 29.3% 67 8.96% 1.4
Beacon Financial Strategies
5650
Beacon Financial Strategies
North Carolina
USD 110 M -USD 7.24 M -6% 0.99% 54.2% 34 5.88% 0.2