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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)
W.H. Cornerstone Investments
6101
W.H. Cornerstone Investments
Massachusetts
USD 110 M +USD 4.86 M +5% 4.87% 58.2% 141 17.73% 0.4
Catawba River Capital
6102
Catawba River Capital
South Carolina
USD 110 M +USD 14.6 M +15% 4.49% 65.1% 22 18.18% 1.7
Institutional Venture Management XIII
6103
Institutional Venture Management XIII
California
USD 110 M -USD 2.82 M -2% 6.92% – 4 25% 1.2
McClarren Financial Advisors
6104
McClarren Financial Advisors
Pennsylvania
USD 110 M +USD 4.7 M +4% 6.2% 63% 485 3.09% 0.5
NED
6105
Nancy E. Dempze
USD 110 M +USD 7.41 M +7% 7.17% 94.5% 66 6.06% 4.6
ICMP
6106
Integrated Capital Management (Pennsylvania)
Pennsylvania
USD 110 M +USD 1.44 M +1% 3.48% 39.7% 95 42.11% 1.6
HTG Investment Advisors
6107
HTG Investment Advisors
Connecticut
USD 110 M +USD 10.9 M +11% 4.8% 62.9% 52 3.85% 0.2
A.D. Beadell Investment Counsel
6108
A.D. Beadell Investment Counsel
Wisconsin
USD 110 M -USD 5.69 M -5% 4.48% 83.3% 72 11.11% 5
Apricus Wealth
6109
Apricus Wealth
South Carolina
USD 110 M -USD 195 k -0.2% 0.71% 80.6% 86 12.79% 1.1
VeriStar Capital Management
6110
VeriStar Capital Management
New York
USD 110 M +USD 6.03 M +6% 11.3% 41% 12 25% 1
Granite Harbor Advisors
6111
Granite Harbor Advisors
Texas
USD 110 M +USD 11.4 M +12% 6.93% 70.1% 71 8.45% 0.2
Mountain Lake Investment Management
6112
Mountain Lake Investment Management
Florida
USD 110 M -USD 22 M -17% 0.2% 64% 35 45.71% 1.8
Objective Capital Management
6113
Objective Capital Management
Ohio
USD 110 M +USD 8.89 M +9% 8.1% – 98 9.18% 1.1
Strategic Financial Planning
6114
Strategic Financial Planning
Texas
USD 109 M +USD 6.22 M +6% 4.76% 47.5% 32 3.13% 2.7
Revisor Wealth Management
6115
Revisor Wealth Management
Ohio
USD 109 M – – 5.17% 72% 154 – 0
Chesapeake Asset Management
6116
Chesapeake Asset Management
New York
USD 109 M – – 7.08% 166% 422 – 0.7
Altman Advisors
6117
Altman Advisors
Illinois
USD 109 M -USD 52.8 M -33% 7.19% 143% 99 33.33% 2.1
Elevation Wealth Partners
6118
Elevation Wealth Partners
California
USD 109 M – – 6.03% 69.9% 352 – 0
InTrack Investment Management
6119
InTrack Investment Management
Vermont
USD 109 M +USD 9.22 M +9% 9.09% 99.2% 135 22.22% 1.4
SRN Advisors
6120
SRN Advisors
Pennsylvania
USD 109 M +USD 8.27 M +8% 18.7% 146% 90 7.78% 1.4
Dominguez Wealth Management Solutions
6121
Dominguez Wealth Management Solutions
Virginia
USD 109 M +USD 8.39 M +8% 5.76% 59.7% 58 1.72% 0.2
Two Seas Capital
6122
Two Seas Capital
New York
USD 109 M +USD 3.69 M +4% 4.83% 344% 11 9.09% 0.9
Investments & Financial Planning LLC
6123
Investments & Financial Planning LLC
Kentucky
USD 109 M +USD 6.9 M +7% 6.09% 68% 36 0% 1.1
Riverwater Partners
6124
Riverwater Partners
Wisconsin
USD 109 M -USD 8.23 M -7% 6.98% 112% 215 20.47% 0.8
Euclidean Technologies Management
6125
Euclidean Technologies Management
Washington
USD 109 M +USD 3.75 M +4% 5.47% 124% 98 51.02% 1.1