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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)
Ballast Asset Management
5701
Ballast Asset Management
Texas
USD 157 M +USD 49.4 M +46% 11.8% 123% 54 14.81% 0.2
EWG
5702
Executive Wealth Group
Washington
USD 157 M +USD 16.4 M +12% 14.3% 14.9% 48 4.17% 4.8
Anabranch Capital Management
5703
Anabranch Capital Management
Connecticut
USD 157 M +USD 20.5 M +15% 20.2% 139% 7 0% 2.5
Chronos Wealth Management
5704
Chronos Wealth Management
Florida
USD 157 M +USD 14.3 M +10% 11.7% 92.3% 38 5.26% 3.2
Ivy Lane Capital Management
5705
Ivy Lane Capital Management
Florida
USD 157 M +USD 23.5 M +18% 19.2% 101% 13 15.38% 1.1
Melone Private Wealth
5706
Melone Private Wealth
Michigan
USD 157 M +USD 17.3 M +12% 9.56% 30.4% 54 18.52% 1.8
ASBI
5707
American State Bank (Iowa)
Iowa
USD 157 M +USD 17.7 M +13% 12.2% 149% 342 5.85% 2.6
Sterneck Capital Management
5708
Sterneck Capital Management
Missouri
USD 157 M +USD 7.39 M +5% 9.68% 61.5% 98 11.22% 4.7
Maltin Wealth Management
5709
Maltin Wealth Management
New Jersey
USD 157 M +USD 13.8 M +10% 7.4% 58.2% 124 16.94% 2.3
Eldred Rock Partners
5710
Eldred Rock Partners
Texas
USD 157 M – – 11.7% 109% 25 – 0
Naman Capital
5711
Naman Capital
Brazil
USD 157 M +USD 31.7 M +25% 25.9% 89.9% 11 9.09% 3.3
B. Riley Financial
5712
B. Riley Financial
California
USD 157 M -USD 140 M -47% 20.5% 682% 27 33.33% 1.8
Whitefort Capital Management
5713
Whitefort Capital Management
New York
USD 157 M -USD 33.9 M -18% 14.5% 243% 23 21.74% 1.1
BWIA
5714
Bryant Woods Investment Advisors
New York
USD 157 M +USD 19.4 M +14% 11.3% 74.4% 45 11.11% 1.6
Baron Financial Group
5715
Baron Financial Group
New Jersey
USD 157 M +USD 2.88 M +2% 9.53% 55.5% 53 11.32% 2.5
Integral Investment Advisors
5716
Integral Investment Advisors
California
USD 157 M +USD 13.7 M +10% 8.98% 69% 83 7.23% 1.5
DCM
5717
Dudley Capital Management
Virginia
USD 157 M +USD 14.3 M +10% 9.61% 129% 120 13.33% 0.9
Verity Asset Management
5718
Verity Asset Management
North Carolina
USD 157 M +USD 21 M +15% 9.07% 87% 203 25.12% 2.4
Halter Ferguson Financial
5719
Halter Ferguson Financial
Indiana
USD 157 M – – 4.03% 131% 30 – 0
Bond Capital Management
5720
Bond Capital Management
California
USD 157 M -USD 977 k -0.6% 0.17% 47.5% 5 0% 1.8
Moser Wealth Advisors
5721
Moser Wealth Advisors
Washington
USD 157 M +USD 14.2 M +10% 11.8% – 145 9.66% 2.9
Evolution Advisers
5722
Evolution Advisers
Virginia
USD 157 M +USD 18.5 M +13% 8.36% 44.8% 232 43.53% 1.1
Beacon Investment Advisors
5723
Beacon Investment Advisors
Maryland
USD 157 M +USD 15.3 M +11% 12.5% 96.4% 130 4.62% 0.9
Standard General
5724
Standard General
New York
USD 157 M +USD 3.26 M +2% 4.08% 259% 3 0% 5.3
HF Advisory Group
5725
HF Advisory Group
Maryland
USD 157 M +USD 21.8 M +16% 9.95% 73.2% 153 4.58% 0.9