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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)
EIM
6026
Ervin Investment Management
Washington
USD 110 M +USD 8.92 M +9% 8.68% 92.9% 35 8.57% 0.9
Kapstone Financial Advisors
6027
Kapstone Financial Advisors
Ohio
USD 110 M – – 8.24% 131% 99 – 0
Peak Financial Advisors
6028
Peak Financial Advisors
Colorado
USD 110 M +USD 28.4 M +35% 3.91% 39.1% 78 41.03% 0.7
Kraft Asset Management
6029
Kraft Asset Management
Tennessee
USD 110 M +USD 11.1 M +11% 11.2% 41% 28 10.71% 0.7
Coombe, Bender & Co
6030
Coombe, Bender & Co
New York
USD 110 M -USD 2.94 M -3% 9.96% – 86 19.77% 0.4
Schubert & Co
6031
Schubert & Co
Texas
USD 110 M +USD 4.93 M +5% 7.21% 47.3% 1,668 6.35% 0.9
FFG Retirement Advisors
6032
FFG Retirement Advisors
Colorado
USD 110 M – – 7.24% 43.4% 39 – 0
Chapman Investment Management
6033
Chapman Investment Management
California
USD 110 M -USD 27.1 M -20% 7.18% 57.3% 41 14.63% 2
AIFAIM
6034
American Institute for Advanced Investment Management
Arizona
USD 109 M +USD 2.37 M +2% 7.01% 79.1% 111 13.51% 2.2
Azarias Capital Management
6035
Azarias Capital Management
Pennsylvania
USD 109 M +USD 17.9 M +20% 7.73% 58.2% 20 15% 0.9
Integrity Advisory
6036
Integrity Advisory
Kansas
USD 109 M +USD 1.55 M +1% 7.58% – 89 29.21% 0.6
MSCM
6037
Marlin Sams Capital Management
New York
USD 109 M +USD 19.2 M +21% 23.1% 53.1% 2 50% 0.8
HealthCor Management
6038
HealthCor Management
New York
USD 109 M -USD 690 M -86% 23.2% 50.2% 65 75.38% 0.6
Stegner Investment Associates
6039
Stegner Investment Associates
Kentucky
USD 109 M +USD 4.89 M +5% 5.42% 84.8% 24 12.5% 1.6
Salvus Wealth Management
6040
Salvus Wealth Management
New Jersey
USD 109 M +USD 3.95 M +4% 10.5% 108% 104 14.42% 1.7
Heritage Wealth Partners
6041
Heritage Wealth Partners
Ohio
USD 109 M – – 1.13% – 50 – 0
Live Oak Investment Partners
6042
Live Oak Investment Partners
Texas
USD 109 M – – 7.32% – 290 – 0
MGG Investment Group
6043
MGG Investment Group
New York
USD 109 M -USD 66.1 M -38% 20.6% 44.1% 2 0% 1
RiverGlades Family Offices
6044
RiverGlades Family Offices
Florida
USD 109 M – – 7.78% – 76 – 3
General Partner Inc
6045
General Partner Inc
Pennsylvania
USD 109 M – – 8.97% 83.1% 208 – 0
Evergreen Wealth Management
6046
Evergreen Wealth Management
Michigan
USD 109 M – – 8% 68.8% 54 – 0
HCM
6047
Hawkeye Capital Management
Florida
USD 109 M -USD 44.1 M -29% 5.2% – 30 50% 0.9
Comprehensive Wealth Management
6048
Comprehensive Wealth Management
Washington
USD 109 M +USD 9.45 M +10% 0.26% 40.6% 32 6.25% 0.9
Washington Capital Management
6049
Washington Capital Management
Washington
USD 109 M +USD 9.29 M +9% 12.1% 81.8% 114 16.67% 2.6
SVF Sponsor III
6050
SVF Sponsor III
California
USD 109 M – – 3.83% 133% 1 – 0