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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)
Pacific Wealth Management
5851
Pacific Wealth Management
California
USD 182 M -USD 7.06 M -4% 1.51% 72.8% 21 19.05% 2.1
YP
5852
YANKCOM Partnership
South Dakota
USD 182 M -USD 5.21 M -3% 1.44% – 297 15.15% 0.2
Amiral Gestion
5853
Amiral Gestion
France
USD 182 M +USD 23.3 M +15% 6.25% – 36 38.89% 0.2
Hutchens & Kramer Investment Management Group
5854
Hutchens & Kramer Investment Management Group
Indiana
USD 182 M -USD 2.53 M -1% 0.71% 83% 180 23.33% 1.7
Colonial River Investments
5855
Colonial River Investments
Virginia
USD 182 M -USD 25 M -12% 3.62% 156% 267 47.57% 1.7
Integrated Capital Management (Michigan)
5856
Integrated Capital Management (Michigan)
Michigan
USD 182 M -USD 6.32 M -3% 4.11% – 61 11.48% 0.5
TradeWell Securities
5857
TradeWell Securities
Indiana
USD 182 M -USD 11.5 M -6% 7.54% – 44 13.64% 0.2
Mark Sheptoff Financial Planning
5858
Mark Sheptoff Financial Planning
Connecticut
USD 181 M -USD 4.99 M -3% 2.29% 92.4% 474 15.19% 5.2
Concorde Financial
5859
Concorde Financial
Texas
USD 181 M +USD 13.3 M +8% 6.13% 81.3% 36 5.56% 2.3
PCM
5860
Perritt Capital Management
Illinois
USD 181 M -USD 11.1 M -6% 1.14% 80.9% 364 19.78% 3.2
Blue Oak Capital
5861
Blue Oak Capital
California
USD 181 M +USD 16.6 M +10% 0.5% – 88 35.23% 0.2
First County Bank
5862
First County Bank
Connecticut
USD 181 M +USD 2.05 M +1% 0.59% 101% 172 19.19% 1.7
UFAC
5863
Urban Financial Advisory Corp
Illinois
USD 181 M -USD 1.06 M -0.6% 2.32% 52.5% 53 5.66% 0.8
FOCUS Wealth Advisors
5864
FOCUS Wealth Advisors
Texas
USD 181 M -USD 7.59 M -4% 2.04% 68.7% 57 1.75% 2.5
ELCO Management
5865
ELCO Management
New York
USD 181 M -USD 9.41 M -5% 1.12% 98.3% 169 14.79% 3.8
Krensavage Asset Management
5866
Krensavage Asset Management
New York
USD 181 M +USD 11.9 M +7% 0.13% 124% 15 26.67% 2.7
Vista Investment Partners II
5867
Vista Investment Partners II
Indiana
USD 181 M +USD 11.5 M +7% 0.94% – 141 19.15% 0.2
FMB Wealth Management
5868
FMB Wealth Management
California
USD 181 M +USD 3.19 M +2% 1.31% 71.1% 76 13.16% 1.7
Constitution Capital
5869
Constitution Capital
Connecticut
USD 181 M +USD 2.32 M +1% 2.72% 91.1% 64 18.75% 2.9
Prudent Man Investment Management
5870
Prudent Man Investment Management
Colorado
USD 180 M -USD 216 k -0.1% 1.37% – 169 0% 0.3
Azarias Capital Management
5871
Azarias Capital Management
Pennsylvania
USD 180 M -USD 42.7 M -19% 12.3% 58.2% 25 20% 2
Values Added Financial
5872
Values Added Financial
District of Columbia
USD 180 M +USD 7.54 M +4% 0.63% 65.9% 120 6.67% 1.3
Aurora Investment Counsel
5873
Aurora Investment Counsel
Georgia
USD 180 M -USD 2.2 M -1% 1.09% 31.7% 130 27.69% 1.4
Prospect Financial Services
5874
Prospect Financial Services
New York
USD 180 M -USD 3.01 M -2% 5.14% – 125 17.6% 0.9
Southern Capital Advisors
5875
Southern Capital Advisors
Tennessee
USD 180 M -USD 431 k -0.2% 3.37% 66.8% 83 16.87% 2