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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)
Catawba River Capital
6326
Catawba River Capital
South Carolina
USD 95.4 M +USD 11.4 M +14% 2.67% 89.5% 19 15.79% 1.7
Eagle Bluffs Wealth Management
6327
Eagle Bluffs Wealth Management
Missouri
USD 95.4 M +USD 8.74 M +10% 8.6% 95.5% 62 8.06% 0.9
Terra Nova Asset Management
6328
Terra Nova Asset Management
New York
USD 95.3 M +USD 3.8 M +4% 11.1% 172% 89 16.85% 2.6
CSI
6329
Cross Staff Investments
New York
USD 95.3 M +USD 6.04 M +7% 6.27% 80.3% 121 14.05% 0.9
Data Collective IV
6330
Data Collective IV
California
USD 95.2 M -USD 31.3 M -25% 13.6% 317% 6 16.67% 0.8
HC
6331
Hoese & Co
Minnesota
USD 95.2 M +USD 10.5 M +12% 7.01% 51% 198 11.11% 1.5
PFS Partners
6332
PFS Partners
New Jersey
USD 95 M +USD 2.54 M +3% 7.4% 65.2% 389 8.23% 0.9
KA
6333
Kearns & Associates
California
USD 95 M +USD 21.1 M +28% 7.38% 78.7% 41 68.29% 0.3
Empirical Asset Management
6334
Empirical Asset Management
Massachusetts
USD 95 M +USD 3.29 M +4% 8.89% 94.5% 181 30.39% 0.6
MF
6335
Meridian Financial
Massachusetts
USD 95 M +USD 8.92 M +10% 8.27% 58.5% 91 9.89% 0.9
TTP Investments
6336
TTP Investments
California
USD 95 M +USD 11.7 M +14% 4.95% 232% 44 27.27% 0.9
SC
6337
Samjo Capital
New York
USD 94.9 M +USD 13 M +16% 9.26% 89.1% 15 20% 1.5
Counterpoint Mutual Funds
6338
Counterpoint Mutual Funds
California
USD 94.9 M +USD 53.8 M +131% 8.84% 74.3% 458 81% 0.1
Global Assets Advisory
6339
Global Assets Advisory
Florida
USD 94.8 M -USD 4.03 M -4% 8.07% 95.9% 155 16.77% 0.3
SWG
6340
Summit Wealth Group
Vermont
USD 94.7 M +USD 10 M +12% 5.43% 53% 31 25.81% 1.2
Caldwell Investment Management
6341
Caldwell Investment Management
Ontario, Canada
USD 94.7 M +USD 12.5 M +15% 10.9% 162% 30 26.67% 0.7
Perkins Capital Management
6342
Perkins Capital Management
Minnesota
USD 94.7 M +USD 5.36 M +6% 9.51% 389% 109 12.84% 4
Benchmark Investment Advisors
6343
Benchmark Investment Advisors
Illinois
USD 94.7 M +USD 1.84 M +2% 8.05% – 103 17.48% 0.8
KilterHowling LLC
6344
KilterHowling LLC
Colorado
USD 94.5 M +USD 11.3 M +14% 5.28% 51.3% 55 32.73% 0.8
Kessler Investment Group
6345
Kessler Investment Group
Indiana
USD 94.5 M -USD 26.7 M -22% 9.88% 251% 201 23.88% 2.3
Axiom Advisory
6346
Axiom Advisory
California
USD 94.5 M +USD 10.4 M +12% 3.63% 16.4% 27 7.41% 0.9
Ellerson Group
6347
Ellerson Group
Maryland
USD 94.4 M – – 17.4% 178% 47 – 0
Brewster Financial Planning
6348
Brewster Financial Planning
New York
USD 94.4 M +USD 8.79 M +10% 7.01% 44.3% 13 7.69% 0.9
CI
6349
Carroll Investors
South Carolina
USD 94.3 M -USD 29.8 M -24% 3.15% 241% 47 25.53% 0.6
Guardian Financial Partners
6350
Guardian Financial Partners
California
USD 94.3 M +USD 7.95 M +9% 7.47% 53.9% 42 26.19% 0.7