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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)
JCP
5826
Jennifer C. Price
USD 150 M -USD 22.8 M -13% 3.07% – 52 11.54% 1.1
CoreFirst Bank & Trust
5827
CoreFirst Bank & Trust
Kansas
USD 150 M +USD 9.6 M +7% 8.63% 61.4% 403 10.42% 2.3
RE Dickinson Investment Advisors
5828
RE Dickinson Investment Advisors
Iowa
USD 150 M +USD 7.88 M +6% 9.92% 2.24% 291 21.65% 1.7
Muzinich & Co
5829
Muzinich & Co
New York
USD 150 M +USD 6.23 M +4% 2.7% 13.5% 84 46.43% 3.9
Goldstream Capital Management
5830
Goldstream Capital Management
Hong Kong
USD 150 M +USD 23.4 M +18% 15.6% 750% 59 59.32% 0.7
SFG Wealth Management
5831
SFG Wealth Management
Maryland
USD 150 M +USD 24.4 M +19% 11.9% 86.3% 102 20.59% 1.2
AA Financial Advisors
5832
AA Financial Advisors
Ohio
USD 150 M – – 8.83% 68.8% 63 – 0
Blue Square Asset Management
5833
Blue Square Asset Management
New York
USD 150 M +USD 14.4 M +11% 12% 117% 84 20.24% 1
Western Standard LLC
5834
Western Standard LLC
California
USD 150 M +USD 39.5 M +36% 8.85% 79.1% 39 48.72% 0.8
Plum Street Advisors
5835
Plum Street Advisors
Louisiana
USD 150 M – – 9.15% 54.3% 59 – 0
II
5836
Ironclad Investments
Florida
USD 150 M – – 11.2% 78.4% 3 – 0
Panview Asian Equity Master Fund
5837
Panview Asian Equity Master Fund
Hong Kong
USD 150 M +USD 83.1 M +124% 11.1% 145% 11 45.45% 0.5
Transcendent Capital Group
5838
Transcendent Capital Group
Oklahoma
USD 150 M – – 10.2% 82.3% 338 – 0
Trivant Custom Portfolio Group
5839
Trivant Custom Portfolio Group
California
USD 150 M +USD 14 M +10% 12.1% 103% 228 20.61% 0.6
TCM
5840
TAM Capital Management
Connecticut
USD 150 M -USD 1.64 M -1% 14.7% 4.15% 19 57.89% 0.7
Unique Wealth Strategies
5841
Unique Wealth Strategies
Illinois
USD 150 M – – 11.2% 96.9% 133 – 0
Cresta Advisors
5842
Cresta Advisors
Texas
USD 150 M +USD 20.8 M +16% 11.4% 66.8% 53 13.21% 0.8
Novak & Powell Financial Services
5843
Novak & Powell Financial Services
Florida
USD 150 M – – 11.5% 81.3% 150 – 0
Family Asset Management
5844
Family Asset Management
South Carolina
USD 150 M +USD 14.3 M +11% 9.57% – 205 20.98% 0.8
Shared Vision Wealth Group
5845
Shared Vision Wealth Group
United States
USD 150 M – – 10.1% 65% 77 – 0
ECM
5846
EMC Capital Management
Texas
USD 150 M +USD 13.5 M +10% 14.8% – 291 5.15% 1.6
FinDec Wealth Services
5847
FinDec Wealth Services
California
USD 150 M +USD 11.2 M +8% 9.5% 52.7% 49 22.45% 0.8
Peak Financial Advisors
5848
Peak Financial Advisors
Colorado
USD 150 M +USD 57.1 M +62% 8.72% 39.1% 77 40.26% 0.8
Northland Capital Management
5849
Northland Capital Management
Minnesota
USD 150 M +USD 1.84 M +1% 7.25% 37.5% 34 11.76% 1
Western Financial Corp
5850
Western Financial Corp
California
USD 150 M +USD 13.1 M +10% 14.3% 275% 116 14.66% 1.3