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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)
M1 Capital Management
5926
M1 Capital Management
Michigan
USD 185 M – – 1.91% – 86 – 0
Sterneck Capital Management
5927
Sterneck Capital Management
Missouri
USD 185 M +USD 255 k +0.1% 1.28% 61.5% 108 22.22% 4.5
WFA Asset Management
5928
WFA Asset Management
Wisconsin
USD 185 M +USD 926 k +0.5% 0.84% 60% 226 13.72% 2.1
Lagoda Investment Management
5929
Lagoda Investment Management
New York
USD 185 M +USD 10.8 M +6% 15.3% 250% 34 0% 6.3
Howard Wealth Management
5930
Howard Wealth Management
Connecticut
USD 185 M +USD 13.1 M +8% 2.74% 69.9% 120 10% 2.4
EPIQ Partners
5931
EPIQ Partners
Minnesota
USD 185 M +USD 4.29 M +2% 3.96% 49.6% 84 16.67% 3.1
Corecam Pte Ltd
5932
Corecam Pte Ltd
USD 185 M +USD 31.1 M +20% 4.07% 93.6% 33 21.21% 0.6
Regency Capital Management
5933
Regency Capital Management
Hawaii
USD 185 M +USD 2.73 M +2% 0.98% 95.9% 53 20.75% 1.6
Elite Financial
5934
Elite Financial
Idaho
USD 185 M – – 0.59% – 50 – 0
Patron Partners
5935
Patron Partners
Texas
USD 184 M +USD 3.49 M +2% 2.16% 99.5% 181 8.84% 2.8
Ridgecrest Wealth Partners
5936
Ridgecrest Wealth Partners
California
USD 184 M -USD 7.43 M -4% 2.9% 103% 119 15.97% 2.7
Hutchens & Kramer Investment Management Group
5937
Hutchens & Kramer Investment Management Group
Indiana
USD 184 M +USD 3.95 M +2% 0.73% 83% 173 16.76% 1.6
FCFC
5938
First Citizens Financial Corp
Iowa
USD 184 M -USD 4.85 M -3% 0.19% 72.9% 127 9.45% 3.2
CHB Investment Group
5939
CHB Investment Group
Pennsylvania
USD 184 M -USD 4.34 M -2% 0.96% – 74 1.35% 0.2
DFS
5940
Dixon Fnancial Services
California
USD 184 M -USD 4.19 M -2% 0.85% 76.6% 39 7.69% 1.9
Heartland Bank & Trust
5941
Heartland Bank & Trust
Illinois
USD 184 M -USD 1.21 M -0.7% 3.84% 105% 161 18.63% 2
Glass Wealth Management
5942
Glass Wealth Management
Texas
USD 184 M +USD 3.01 M +2% 2.66% – 58 5.17% 0.7
TSG Consumer Partners
5943
TSG Consumer Partners
California
USD 184 M -USD 342 M -65% 63.5% 12.3% 2 50% 3
Triavera Capital
5944
Triavera Capital
California
USD 184 M – – 7.14% – 19 – 0
Oracle Investment Management
5945
Oracle Investment Management
Connecticut
USD 184 M +USD 16.8 M +10% 37% 865% 25 36% 2.9
Pacific Sun Financial
5946
Pacific Sun Financial
California
USD 184 M +USD 2.24 M +1% 1.98% 70.3% 189 5.29% 4.8
Lifestyle Asset Management
5947
Lifestyle Asset Management
Texas
USD 184 M +USD 2.44 M +1% 1.82% 88.3% 121 27.27% 1
AIA
5948
Arcadia Investment Advisors
Idaho
USD 184 M -USD 3.06 M -2% 0.19% 56.4% 82 4.88% 4.6
GoalFusion Wealth Management
5949
GoalFusion Wealth Management
Texas
USD 183 M +USD 2.97 M +2% 1.7% 47.6% 30 10% 2
Prospect Financial Services
5950
Prospect Financial Services
New York
USD 183 M +USD 22.1 M +14% 6.04% – 122 19.67% 0.6