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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)
Meritas Wealth Management
5851
Meritas Wealth Management
California
USD 221 M +USD 13.2 M +6% 1.73% 69.4% 60 3.33% 2.4
Bandera Partners
5852
Bandera Partners
New York
USD 221 M -USD 1.39 M -0.6% 9.13% 55.4% 17 23.53% 4
Socorro Asset Management
5853
Socorro Asset Management
Texas
USD 221 M -USD 37.1 M -14% 2.11% 43.8% 34 11.76% 3
WMS
5854
Wealth Management Strategies
Pennsylvania
USD 221 M +USD 3.88 M +2% 2.03% – 40 2.5% 1.1
Georgetown University
5855
Georgetown University
District of Columbia
USD 221 M -USD 30.3 M -12% 5.36% 79.9% 14 35.71% 3.9
Mosley Wealth Management
5856
Mosley Wealth Management
California
USD 221 M +USD 2.37 M +1% 3.26% – 466 66.95% 0.4
Decker Retirement Planning
5857
Decker Retirement Planning
Utah
USD 221 M +USD 19.6 M +10% 14.2% – 318 38.05% 0.7
William Marsh Rice University
5858
William Marsh Rice University
Texas
USD 221 M +USD 17.2 M +8% 2.46% 1.81% 2 0% 5.3
GoalFusion Wealth Management
5859
GoalFusion Wealth Management
Texas
USD 220 M +USD 4.26 M +2% 0.86% 47.6% 30 10% 2.4
Leicht Financial Planning & Wealth Management
5860
Leicht Financial Planning & Wealth Management
New Jersey
USD 220 M -USD 3.12 M -1% 1.54% 50.2% 15 13.33% 3.5
GBI
5861
GP Brinson Investments
Illinois
USD 220 M -USD 11.8 M -5% 1.75% 51.2% 15 6.67% 4
TFG
5862
Team Financial Group
California
USD 220 M -USD 117 k -0.1% 1.1% 46% 282 8.51% 0.9
Long Path Partners
5863
Long Path Partners
Connecticut
USD 220 M -USD 72.3 M -25% 20.3% 9.18% 10 40% 1.7
Stonebridge Capital Management
5864
Stonebridge Capital Management
California
USD 220 M – – 0.11% – 80 – 8.7
Twin Lakes Capital Management
5865
Twin Lakes Capital Management
California
USD 220 M -USD 5.23 M -2% 2.45% 131% 227 4.85% 3.8
Radcliff Management
5866
Radcliff Management
New York
USD 220 M -USD 92.3 M -30% 29.6% 47.6% 1 0% 4.3
E Fund Management (HK)
5867
E Fund Management (HK)
Hong Kong
USD 220 M -USD 77.6 M -26% 1.42% 163% 506 24.7% 0.7
DCM Advisors
5868
DCM Advisors
New York
USD 220 M -USD 21.1 M -9% 3.55% 99.3% 39 5.13% 4.2
Woodward Diversified Capital
5869
Woodward Diversified Capital
California
USD 220 M +USD 1.48 M +0.7% 1.94% 118% 206 22.82% 2.6
Tealwood Asset Management
5870
Tealwood Asset Management
Minnesota
USD 220 M -USD 3.1 M -1% 1.54% 128% 128 14.84% 3.8
Morgan Dempsey Capital Management
5871
Morgan Dempsey Capital Management
Wisconsin
USD 220 M +USD 14.1 M +7% 9.41% 52.1% 158 11.39% 3.4
Shaker Investments
5872
Shaker Investments
Ohio
USD 220 M -USD 20.6 M -9% 2.96% 216% 94 24.47% 2.3
HCM
5873
Horrell Capital Management
Arkansas
USD 219 M -USD 10 M -4% 4.5% 55.6% 202 8.91% 7.2
AWM
5874
Aberdeen Wealth Management
Illinois
USD 219 M +USD 3.39 M +2% 0.02% 73.1% 185 8.11% 4.3
Transcendent Capital Group
5875
Transcendent Capital Group
Oklahoma
USD 219 M -USD 1.5 M -0.7% 1.13% 82.3% 129 22.48% 1.5