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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)
LAM Group
6251
LAM Group
Oregon
USD 102 M +USD 4.63 M +5% 6.65% 61.8% 119 5.04% 0.2
Terra Nova Asset Management
6252
Terra Nova Asset Management
New York
USD 102 M +USD 6.66 M +7% 11.4% 172% 91 17.58% 2.5
ASA
6253
Armstrong Shaw Associates
Connecticut
USD 102 M +USD 1.31 M +1% 4.2% 51.2% 45 6.67% 5.7
TIM
6254
Timelo Investment Management
Ontario, Canada
USD 102 M -USD 33.7 M -25% 1.14% 104% 71 73.24% 0.4
River Street Advisors
6255
River Street Advisors
Illinois
USD 102 M +USD 8.31 M +9% 6.72% 93.5% 110 7.27% 0.2
Forbes Financial Planning
6256
Forbes Financial Planning
Rhode Island
USD 102 M +USD 32.9 M +48% 4.14% 52.3% 35 37.14% 0.9
YAVAPFMC
6257
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
USD 102 M -USD 4.04 M -4% 9.67% 215% 67 28.36% 1.2
Del-Sette Capital Management
6258
Del-Sette Capital Management
New York
USD 102 M +USD 4.23 M +4% 9.01% 112% 36 52.78% 0.7
CIG
6259
Cascade Investment Group
Colorado
USD 101 M +USD 5.36 M +6% 5.02% 93.2% 126 9.52% 0.2
Kaizen Financial Strategies
6260
Kaizen Financial Strategies
California
USD 101 M +USD 238 k +0.2% 13.5% 126% 127 25.2% 1.6
Safir Wealth Advisors
6261
Safir Wealth Advisors
New Hampshire
USD 101 M +USD 3.25 M +3% 5.26% 52.1% 15 6.67% 1.9
West Tower Group
6262
West Tower Group
Virginia
USD 101 M +USD 64.6 M +176% 0.78% 120% 56 69.64% 0.1
OCM
6263
Ogborne Capital Management
California
USD 101 M +USD 71.8 M +244% 52.4% 251% 8 62.5% 0.6
CSI
6264
Cross Staff Investments
New York
USD 101 M +USD 5.71 M +6% 9.08% 80.3% 117 5.13% 1.1
RK Asset Management
6265
RK Asset Management
Michigan
USD 101 M -USD 3.16 M -3% 1.44% 47.6% 21 4.76% 3.8
Petra Financial Advisors
6266
Petra Financial Advisors
Colorado
USD 101 M +USD 10.1 M +11% 3.52% 136% 107 34.58% 0.2
Oppenheimer & Close
6267
Oppenheimer & Close
New York
USD 101 M -USD 759 k -0.7% 2.88% 148% 62 3.23% 4.3
Axim Planning & Wealth
6268
Axim Planning & Wealth
Ohio
USD 101 M +USD 3.69 M +4% 3.24% 32.3% 29 27.59% 0.6
Chartist Inc
6269
Chartist Inc
California
USD 101 M – – 6.68% – 22 – 6.2
Silvia McColl Wealth Management
6270
Silvia McColl Wealth Management
California
USD 101 M -USD 915 k -0.9% 4.51% 82.7% 107 7.48% 0.2
Caldwell Investment Management
6271
Caldwell Investment Management
Ontario, Canada
USD 101 M +USD 6.11 M +6% 8.13% 169% 31 41.94% 0.8
Applied Capital LLC
6272
Applied Capital LLC
Florida
USD 101 M -USD 153 k -0.2% 4.88% 78.3% 80 6.25% 0.2
Erickson Financial Group
6273
Erickson Financial Group
Pennsylvania
USD 101 M +USD 8.4 M +9% 8.66% 69.3% 23 4.35% 1
Pring Turner Capital Group
6274
Pring Turner Capital Group
California
USD 101 M +USD 8.99 M +10% 2.3% 81.6% 61 6.56% 3.6
Copperleaf Capital
6275
Copperleaf Capital
North Carolina
USD 101 M +USD 13.7 M +16% 7.43% 102% 81 28.4% 1.5