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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)
St. Johns Investment Management
5626
St. Johns Investment Management
Florida
USD 238 M -USD 2.1 M -0.9% 0.18% 91.9% 196 4.08% 6.7
CNB Bank
5627
CNB Bank
Pennsylvania
USD 238 M -USD 6.68 M -3% 0.77% 106% 533 6.94% 4.6
Values Added Financial
5628
Values Added Financial
District of Columbia
USD 238 M +USD 789 k +0.3% 1.18% 65.9% 144 13.19% 1.9
Howard Wealth Management
5629
Howard Wealth Management
Connecticut
USD 238 M +USD 8.57 M +4% 2.29% 69.9% 146 10.96% 2.8
Millington Financial Advisors
5630
Millington Financial Advisors
Illinois
USD 237 M +USD 11.7 M +5% 0.94% 77.5% 124 8.06% 1.7
Evolution Advisers
5631
Evolution Advisers
Virginia
USD 237 M +USD 6.32 M +3% 0.91% 44.8% 174 11.49% 3.4
TradeWell Securities
5632
TradeWell Securities
Indiana
USD 237 M -USD 19.7 M -8% 5.17% – 53 20.75% 1
FreeGulliver LLC
5633
FreeGulliver LLC
Louisiana
USD 237 M -USD 34.5 M -13% 3.15% 94.4% 136 37.5% 1
One Plus One Wealth Management
5634
One Plus One Wealth Management
Florida
USD 237 M +USD 20.3 M +9% 5.52% 71.9% 107 22.43% 2.6
AG
5635
ASO Group
USD 237 M -USD 18.8 M -7% 4.47% – 57 5.26% 0.2
Integrated Capital Management (Michigan)
5636
Integrated Capital Management (Michigan)
Michigan
USD 237 M +USD 4.55 M +2% 1.28% – 64 14.06% 1.2
Foresite Capital Management IV
5637
Foresite Capital Management IV
California
USD 237 M +USD 7.37 M +3% 0.68% 151% 8 12.5% 1.7
BCM
5638
Birmingham Capital Management
Alabama
USD 237 M +USD 10.1 M +4% 9.41% 100% 91 3.3% 9.9
Bayshore Capital Advisors
5639
Bayshore Capital Advisors
Florida
USD 237 M +USD 36.7 M +18% 14.9% – 44 29.55% 0.2
Gables Capital Management
5640
Gables Capital Management
Florida
USD 237 M +USD 205 k +0.1% 1.41% 173% 480 5% 4.6
Guardian Financial Partners
5641
Guardian Financial Partners
California
USD 237 M -USD 264 k -0.1% 0.01% 53.9% 72 9.72% 1.9
Palogic Value Management
5642
Palogic Value Management
Texas
USD 237 M -USD 3 M -1% 6.07% 31.3% 200 33% 1.9
Mid-American Wealth Advisory Group
5643
Mid-American Wealth Advisory Group
Missouri
USD 237 M USD 0 0% 1.27% 14.4% 55 0% 1.6
Tekne Capital Management
5644
Tekne Capital Management
New York
USD 237 M -USD 43.5 M -16% 13.3% 589% 5 60% 1.5
Windle Wealth
5645
Windle Wealth
Oklahoma
USD 237 M +USD 13.4 M +6% 5.25% 93% 34 5.88% 3
NERM
5646
New England Research & Management
Illinois
USD 237 M +USD 8.01 M +4% 0.47% 65% 173 34.1% 4.3
Boyd Wealth Management
5647
Boyd Wealth Management
California
USD 236 M +USD 658 k +0.3% 1.85% 56.8% 51 11.76% 3.1
Kaizen Financial Strategies
5648
Kaizen Financial Strategies
California
USD 236 M +USD 9.8 M +4% 2.06% 126% 191 22.51% 2.1
StoneCrest Wealth Management
5649
StoneCrest Wealth Management
Arizona
USD 236 M -USD 11.4 M -5% 2.95% 168% 77 12.99% 1.4
Johnson & White Wealth Management
5650
Johnson & White Wealth Management
Pennsylvania
USD 236 M +USD 6.57 M +3% 1.97% 85.1% 113 7.96% 1.8