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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)
Alcosta Capital Management
6251
Alcosta Capital Management
California
USD 99.3 M -USD 2.77 M -3% 7.5% 175% 39 48.72% 1
Verdad Advisers
6252
Verdad Advisers
Massachusetts
USD 99.2 M +USD 30.4 M +44% 6.52% – 34 41.18% 0.8
Insight Inv LLC
6253
Insight Inv LLC
California
USD 99.1 M +USD 8.96 M +10% 10.6% 139% 100 4% 1
Acuitas Investments
6254
Acuitas Investments
Washington
USD 99.1 M +USD 2.64 M +3% 27.1% 120% 49 32.65% 1
Camarda Financial Advisors
6255
Camarda Financial Advisors
Florida
USD 99.1 M +USD 14 M +16% 9.48% 196% 92 44.57% 1.2
Soundwatch Capital
6256
Soundwatch Capital
Connecticut
USD 99.1 M -USD 3.64 M -4% 7.33% 79.6% 19 57.89% 0.8
Waycross Investment Management
6257
Waycross Investment Management
Washington
USD 99 M – – 6.4% 49.6% 53 – 0
Alan B. Lancz & Associates
6258
Alan B. Lancz & Associates
Ohio
USD 99 M +USD 14.8 M +18% 9.03% – 191 18.85% 0.8
Millennium Capital Advisors
6259
Millennium Capital Advisors
Arkansas
USD 99 M +USD 4.24 M +4% 8.33% 134% 94 6.38% 0.9
Shearwater Capital
6260
Shearwater Capital
Colorado
USD 99 M +USD 10.4 M +12% 9.96% 74.4% 39 12.82% 0.9
HF Advisory Group
6261
HF Advisory Group
Maryland
USD 98.9 M – – 7.39% 73.2% 131 – 0
International City Management Association Retirement Corp
6262
International City Management Association Retirement Corp
District of Columbia
USD 98.9 M – – 6.7% 48.1% 6 – 0
Kopion Asset Management
6263
Kopion Asset Management
Texas
USD 98.9 M +USD 7.66 M +8% 10.3% 80.5% 18 0% 2.6
CCM
6264
Conway Capital Management
California
USD 98.9 M -USD 13.2 M -12% 2.42% 139% 52 23.08% 1.5
Quarry Hill Advisors
6265
Quarry Hill Advisors
Minnesota
USD 98.8 M – – 10.9% 65% 40 – 0
HTG Investment Advisors
6266
HTG Investment Advisors
Connecticut
USD 98.8 M – – 11.2% 57.4% 51 – 0
Bay Rivers Group
6267
Bay Rivers Group
Virginia
USD 98.7 M -USD 1.31 M -1% 6.37% 166% 64 12.5% 2.2
Momentum Advisors
6268
Momentum Advisors
New York
USD 98.7 M +USD 8.24 M +9% 6.97% – 84 15.48% 0.4
Econ Financial Services
6269
Econ Financial Services
Pennsylvania
USD 98.7 M -USD 22.7 M -19% 9.67% 16.9% 79 37.97% 0.6
Unconventional Investor
6270
Unconventional Investor
New Hampshire
USD 98.6 M +USD 6.65 M +7% 8.66% 62.7% 33 15.15% 0.9
Heritage Wealth Management (Texas)
6271
Heritage Wealth Management (Texas)
Texas
USD 98.6 M – – 10.1% 55.9% 27 – 0
Robbie L. Kennerson P.A.
6272
Robbie L. Kennerson P.A.
Florida
USD 98.6 M – – 4.5% – 31 – 0
Foundation Wealth Management (Missouri)
6273
Foundation Wealth Management (Missouri)
Missouri
USD 98.5 M – – 7.25% 74.9% 38 – 0
Plotkin Financial Advisors
6274
Plotkin Financial Advisors
Maryland
USD 98.5 M -USD 357 k -0.4% 8.29% 95.3% 72 12.5% 2
Iams Wealth Management
6275
Iams Wealth Management
Nebraska
USD 98.3 M – – 8.03% 57.7% 96 – 0