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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)
Client First Capital
5701
Client First Capital
California
USD 131 M +USD 3.09 M +2% 3.5% 54.6% 27 37.04% 0.9
SGL
5702
Sonic GP LLC
Hawaii
USD 131 M -USD 2.35 M -2% 3.73% – 25 0% 0.3
Western Pacific Wealth Management
5703
Western Pacific Wealth Management
Illinois
USD 131 M +USD 10.5 M +9% 8.64% 91.4% 315 12.7% 0.8
Founders Capital Management (Texas)
5704
Founders Capital Management (Texas)
Texas
USD 131 M -USD 2.3 M -2% 4.1% 131% 412 7.77% 3.3
Brainard Capital Management
5705
Brainard Capital Management
Texas
USD 131 M +USD 12.8 M +11% 15.6% – 115 19.13% 0.2
Financial Avengers
5706
Financial Avengers
California
USD 131 M +USD 8.42 M +7% 14.2% 108% 189 5.82% 1.7
Penbrook Management
5707
Penbrook Management
New York
USD 131 M +USD 13.2 M +11% 13.6% 107% 98 6.12% 5.3
CNFG
5708
Creegan & Nassoura Financial Group
New Hampshire
USD 130 M +USD 2.2 M +2% 2.09% 52.6% 76 1.32% 5.5
Sterling Financial Group
5709
Sterling Financial Group
California
USD 130 M USD 0 0% 3.67% 49.6% 52 0% 0.3
Silphium Asset Management
5710
Silphium Asset Management
United Kingdom
USD 130 M +USD 30.3 M +30% 9.31% 118% 55 67.27% 0.4
Robinson Value Management
5711
Robinson Value Management
Texas
USD 130 M +USD 14 M +12% 4.54% 79.3% 77 16.88% 3
Koesten Hirschmann & Crabtree
5712
Koesten Hirschmann & Crabtree
Kansas
USD 130 M +USD 8.59 M +7% 5.75% 68.7% 258 39.15% 0.2
GIM
5713
Greenwich Investment Management
Connecticut
USD 130 M +USD 4.71 M +4% 1.05% – 50 18% 3
Flight Deck Capital
5714
Flight Deck Capital
California
USD 130 M +USD 25.1 M +24% 17.1% 379% 19 36.84% 0.8
Campbell Capital Management
5715
Campbell Capital Management
Florida
USD 130 M +USD 32.8 M +34% 13.5% 123% 36 25% 2
Berkshire Partners
5716
Berkshire Partners
Massachusetts
USD 130 M -USD 410 M -76% 30.9% 77.1% 3 66.67% 1.3
Omnia Family Wealth
5717
Omnia Family Wealth
Florida
USD 130 M +USD 6.45 M +5% 9.71% 87.5% 75 20% 4.2
Davidson Trust Company
5718
Davidson Trust Company
Washington
USD 130 M +USD 16.8 M +15% 4.13% 77% 122 12.3% 2.5
Gould Capital
5719
Gould Capital
Washington
USD 130 M +USD 4.56 M +4% 7.01% 69.2% 209 5.74% 1.2
Lodestone Wealth Management
5720
Lodestone Wealth Management
Washington
USD 130 M +USD 5.76 M +5% 5.94% 87.1% 127 8.66% 0.2
NewView Capital Partners I
5721
NewView Capital Partners I
California
USD 130 M -USD 58 M -31% 18.6% 20.8% 4 25% 1.1
Boyar Asset Management
5722
Boyar Asset Management
New York
USD 130 M +USD 7.01 M +6% 6.48% 87% 79 6.33% 6.2
Lederer & Associates Investment Counsel
5723
Lederer & Associates Investment Counsel
California
USD 130 M +USD 7.29 M +6% 8.42% 92.7% 88 1.14% 5
Khrom Capital Management
5724
Khrom Capital Management
Florida
USD 130 M +USD 24.9 M +24% 0.42% 35.6% 12 33.33% 0.8
Lakeside Advisors
5725
Lakeside Advisors
Washington
USD 130 M +USD 7.53 M +6% 8.42% 83.7% 61 6.56% 1.1