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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)
CMG Global Holdings
6001
CMG Global Holdings
Texas
USD 210 M -USD 15.4 M -7% 0.07% 80.8% 99 6.06% 3.7
P2 Capital Partners
6002
P2 Capital Partners
New York
USD 210 M -USD 180 M -46% 2.44% 7.96% 11 18.18% 3.4
R.W. Roge & Company
6003
R.W. Roge & Company
New York
USD 210 M +USD 7.36 M +4% 1.8% 76.3% 68 10.29% 3
Great Hill Partners
6004
Great Hill Partners
Massachusetts
USD 210 M -USD 70.3 M -25% 25.1% 24% 1 0% 3.8
Blue Sky Capital Consultants Group
6005
Blue Sky Capital Consultants Group
California
USD 210 M -USD 20.5 M -9% 8.66% – 86 22.09% 0.9
Painted Porch Advisors
6006
Painted Porch Advisors
California
USD 210 M -USD 39.1 M -16% 0.31% – 78 23.08% 1.8
CIA
6007
Citadel Investment Advisory
Ohio
USD 210 M -USD 21.9 M -9% 5.94% 66.1% 79 1.27% 4.7
Kiker Wealth Management
6008
Kiker Wealth Management
Georgia
USD 209 M +USD 206 M +6,847% 9.8% – 133 91.73% 0.1
Lynx Investment Advisory
6009
Lynx Investment Advisory
District of Columbia
USD 209 M +USD 26 M +14% 0.92% – 197 23.86% 1.2
Glynn Capital Management
6010
Glynn Capital Management
California
USD 209 M -USD 81.9 M -28% 4.28% 252% 48 35.42% 3.1
Campbell Capital Management
6011
Campbell Capital Management
Florida
USD 209 M -USD 86.4 M -29% 6.84% – 52 51.92% 2.5
Adalta Capital Management
6012
Adalta Capital Management
New York
USD 209 M -USD 14.9 M -7% 3.72% 80.4% 101 16.83% 4.3
Byrne Financial Freedom
6013
Byrne Financial Freedom
Massachusetts
USD 209 M -USD 8.96 M -4% 3.63% – 111 18.02% 0.9
Sequent Asset Management
6014
Sequent Asset Management
Texas
USD 209 M -USD 16.2 M -7% 1.01% 51.3% 101 12.87% 3.4
Allodium Investment Consultants
6015
Allodium Investment Consultants
Minnesota
USD 209 M +USD 11.5 M +6% 0.01% – 53 3.77% 1.1
Plan A Wealth
6016
Plan A Wealth
Nebraska
USD 209 M +USD 4.32 M +2% 2.46% – 192 17.19% 0.8
Bernzott Capital Advisors
6017
Bernzott Capital Advisors
California
USD 209 M -USD 1.52 M -0.7% 0.09% 46.2% 43 20.93% 2.5
BCM
6018
Beartown Capital Management
Michigan
USD 209 M +USD 70.3 M +51% 6.98% – 57 50.88% 0.2
ADE LLC
6019
ADE LLC
Maryland
USD 209 M +USD 2.1 M +1% 1.79% 59.8% 89 7.87% 3.6
Marshall Investment Management
6020
Marshall Investment Management
Colorado
USD 208 M +USD 9.4 M +5% 0.94% – 277 73.65% 0.2
Sterling Investment Advisors (Missouri)
6021
Sterling Investment Advisors (Missouri)
Missouri
USD 208 M +USD 1.8 M +0.9% 0.08% 45.1% 40 2.5% 6.5
ELCO Management
6022
ELCO Management
New York
USD 208 M +USD 49.8 M +31% 8.85% 98.3% 178 16.85% 4
Summit Place Financial Advisors
6023
Summit Place Financial Advisors
New Jersey
USD 208 M +USD 1.77 M +0.9% 2.18% 111% 115 22.61% 3.1
Geneva Partners
6024
Geneva Partners
Wisconsin
USD 208 M -USD 72.6 M -26% 13.2% 417% 84 42.86% 2.5
Steinberganna Wealth Management
6025
Steinberganna Wealth Management
New York
USD 208 M -USD 5.27 M -2% 3.74% – 143 18.88% 0.4