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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)
Provident Wealth Management
5626
Provident Wealth Management
Tennessee
USD 152 M +USD 20.4 M +15% 5.25% 61.1% 87 14.94% 1.2
WCM
5627
Westerly Capital Management
California
USD 152 M – – 0.12% 116% 45 – 0.6
Saiph Capital
5628
Saiph Capital
New Jersey
USD 152 M – – 10.1% 60.7% 38 – 0
Equinox Partners Investment Management
5629
Equinox Partners Investment Management
Connecticut
USD 152 M -USD 8.63 M -5% 5.98% 241% 14 21.43% 1.8
Jentner Corp
5630
Jentner Corp
Ohio
USD 152 M +USD 5.43 M +4% 4% 38.9% 35 8.57% 3.2
Range Financial Group
5631
Range Financial Group
Oregon
USD 152 M +USD 12.8 M +9% 12.9% 195% 177 14.12% 0.6
GECH
5632
Garnet Equity Capital Holdings
New York
USD 152 M +USD 45.1 M +42% 1.65% 302% 59 55.93% 0.7
Members Advisory Group
5633
Members Advisory Group
New York
USD 151 M – – 5.13% 74.9% 22 – 0
Courage Capital Management
5634
Courage Capital Management
Tennessee
USD 151 M -USD 35.3 M -19% 0.69% 86.5% 43 11.63% 1.6
McGinn Penninger Investment Management
5635
McGinn Penninger Investment Management
Virginia
USD 151 M +USD 12.5 M +9% 11.3% 71.6% 41 17.07% 0.8
Totem Point Management
5636
Totem Point Management
New York
USD 151 M -USD 2.29 M -1% 19.6% 577% 18 33.33% 1.3
SAMT
5637
Select Asset Management & Trust
Pennsylvania
USD 151 M +USD 12.6 M +9% 9.49% 80% 68 10.29% 3
FP
5638
Factorial Partners
New York
USD 151 M +USD 4.08 M +3% 4.98% 88.7% 102 18.63% 2.1
Mangham Associates
5639
Mangham Associates
Virginia
USD 151 M -USD 4.26 M -3% 7.24% 24.4% 8 12.5% 1.9
Rutabaga Capital Management
5640
Rutabaga Capital Management
Massachusetts
USD 151 M -USD 55.5 M -27% 0.37% 57% 54 7.41% 3.3
Peterson Wealth Services
5641
Peterson Wealth Services
Utah
USD 151 M – – 12% 160% 87 – 0
Garrison Point Advisors
5642
Garrison Point Advisors
California
USD 151 M +USD 13.1 M +10% 10% 95.4% 157 8.92% 2.3
Ardent Capital Management
5643
Ardent Capital Management
Ohio
USD 151 M – – 8.53% 87.2% 28 – 0
Cohen & Co Financial Management
5644
Cohen & Co Financial Management
New York
USD 151 M -USD 88 M -37% 0.04% – 189 60.85% 0.2
SVB Investment Services
5645
SVB Investment Services
Utah
USD 150 M +USD 406 k +0.3% 5.3% – 39 5.13% 1.8
TWS
5646
Thomas W. Smith
USD 150 M +USD 4.94 M +3% 3.33% – 8 0% 6.7
WealthTrust Asset Management
5647
WealthTrust Asset Management
Florida
USD 150 M +USD 38 M +34% 8.96% 102% 81 19.75% 0.4
Solitude Financial Services
5648
Solitude Financial Services
Virginia
USD 150 M +USD 5.11 M +4% 7.45% 62.4% 44 15.91% 0.9
TMC
5649
Trellus Management Company
Florida
USD 150 M +USD 13 M +9% 4.18% 268% 79 55.7% 1.6
Berkeley Inc
5650
Berkeley Inc
Idaho
USD 150 M +USD 14.4 M +11% 6.58% 49.4% 94 11.7% 0.8