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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)
Ategra Capital Management
6226
Ategra Capital Management
Virginia
USD 222 M +USD 21.1 M +10% 13.2% 114% 28 17.86% 2.3
Mirabaud Asset Management (France)
6227
Mirabaud Asset Management (France)
France
USD 222 M +USD 26.5 M +14% 0% – 28 0% 0.1
Whalen Wealth Management
6228
Whalen Wealth Management
Nevada
USD 222 M +USD 35.6 M +19% 22% 90.2% 225 36% 0.7
BankPlus Wealth Management
6229
BankPlus Wealth Management
Mississippi
USD 222 M +USD 28.7 M +15% 12.4% – 129 11.63% 1.1
Mendel Capital Management
6230
Mendel Capital Management
Arkansas
USD 222 M +USD 23.3 M +12% 15.1% – 102 7.84% 3.3
Coign Capital Advisors
6231
Coign Capital Advisors
Utah
USD 222 M +USD 31.9 M +17% 11.1% – 97 26.8% 1.1
CE
6232
Cornerstone Enterprises
Wisconsin
USD 222 M +USD 21.1 M +10% 18.2% 85.7% 43 20.93% 1.3
PTM Wealth Management
6233
PTM Wealth Management
United States
USD 222 M +USD 33.4 M +18% 16.2% – 63 11.11% 1
17 Capital Partners
6234
17 Capital Partners
Arizona
USD 222 M +USD 27.8 M +14% 17.5% – 184 10.87% 2.2
Sylvest Advisors
6235
Sylvest Advisors
Texas
USD 222 M +USD 33.8 M +18% 12.2% – 83 21.69% 1.1
LCM
6236
Lionhunter Capital Management
New York
USD 222 M – – 13.5% – 109 – 0
HCA
6237
Hyperion Capital Advisors
New York
USD 222 M +USD 14.1 M +7% 22.8% 86.1% 73 15.07% 3.3
Ampersand Capital Group
6238
Ampersand Capital Group
California
USD 222 M +USD 38.9 M +21% 8.01% – 7 0% 1.5
First Community Trust
6239
First Community Trust
Iowa
USD 221 M +USD 85.9 M +63% 28.3% 128% 370 12.97% 3.2
Monolith Management
6240
Monolith Management
Hong Kong
USD 221 M -USD 111 M -33% 68.7% – 41 73.17% 0.3
American Financial & Tax Strategies
6241
American Financial & Tax Strategies
New York
USD 221 M +USD 15.6 M +8% 8.8% 46.9% 102 4.9% 2.2
MWA Asset Management
6242
MWA Asset Management
Massachusetts
USD 221 M +USD 38.7 M +21% 37.1% 174% 135 11.11% 2.1
WA1
6243
Wimmer Associates 1
California
USD 221 M +USD 16.6 M +8% 13.8% 78.9% 116 7.76% 7.3
Estate Planners Group
6244
Estate Planners Group
Pennsylvania
USD 221 M +USD 13 M +6% 11.1% – 86 33.72% 0.4
Ausbil Investment Management
6245
Ausbil Investment Management
Australia
USD 221 M +USD 20 M +10% 8.53% 115% 77 33.77% 1.3
Ryan Investment Management
6246
Ryan Investment Management
Colorado
USD 221 M +USD 43.1 M +24% 12% – 33 48.48% 0.5
Ameraudi Asset Management
6247
Ameraudi Asset Management
New York
USD 221 M +USD 36.8 M +20% 8.88% 51.5% 49 22.45% 3.3
RCS
6248
R2 Capital Strategies
Nebraska
USD 221 M – – 12.6% – 115 – 0
EV
6249
EJMK Ventures
Illinois
USD 220 M +USD 41.3 M +23% 17.5% – 190 26.84% 0.4
CIA
6250
Citadel Investment Advisory
Ohio
USD 220 M +USD 10.7 M +5% 7.46% 66.1% 78 2.56% 4.9