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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)
Peninsula Asset Management
6326
Peninsula Asset Management
Florida
USD 195 M +USD 82.7 k +0% 2.59% 54.2% 46 8.7% 8.5
Cape Ann Savings Bank
6327
Cape Ann Savings Bank
Massachusetts
USD 195 M +USD 7.54 M +4% 4.19% 82% 115 11.3% 4.9
JKA
6328
Jones Kertz & Associates
Minnesota
USD 195 M – – 6.08% – 63 – 0
PIS
6329
POM Investment Strategies
North Carolina
USD 194 M +USD 10.5 M +6% 1.61% 67.9% 372 50.81% 0.5
Avondale Wealth Management
6330
Avondale Wealth Management
Texas
USD 194 M +USD 6.73 M +4% 2.55% 83.8% 61 9.84% 4.1
Friedenthal Financial
6331
Friedenthal Financial
New Jersey
USD 194 M +USD 779 k +0.4% 1.76% 105% 329 42.55% 1.8
SPAS
6332
Spectrum Planning & Advisory Services
California
USD 194 M +USD 17.2 M +10% 1.69% – 115 10.43% 1.5
Destiny Capital
6333
Destiny Capital
Colorado
USD 194 M +USD 10.9 M +6% 1.49% 60.5% 56 10.71% 2.3
Langdon Equity Partners
6334
Langdon Equity Partners
USD 194 M – – 5.07% – 13 – 0
17 Capital Partners
6335
17 Capital Partners
Arizona
USD 194 M +USD 10.2 M +6% 0.97% – 172 22.09% 2.1
GatePass Capital
6336
GatePass Capital
Ohio
USD 194 M +USD 20.7 M +12% 4.69% – 181 33.15% 0.6
Index Venture Growth Associates III
6337
Index Venture Growth Associates III
Jersey
USD 194 M -USD 82.9 M -30% 21.4% 740% 3 0% 2.8
PCA
6338
Prospect Capital Advisors
California
USD 194 M +USD 913 k +0.5% 2.03% 202% 31 22.58% 3.9
Little Harbor Advisors
6339
Little Harbor Advisors
Massachusetts
USD 194 M -USD 6.27 M -3% 1.86% 59% 8 0% 2
Lugano Financial Advisors SA (LFA)
6340
Lugano Financial Advisors SA (LFA)
Switzerland
USD 194 M +USD 4.02 M +2% 2.09% 51.3% 243 9.05% 2.3
Charter Capital Management
6341
Charter Capital Management
Wisconsin
USD 194 M +USD 8.33 M +4% 2.84% – 67 13.43% 0.4
KA
6342
Kearns & Associates
California
USD 194 M +USD 5.19 M +3% 3.26% 78.7% 42 4.76% 2.9
Vaughan & Co Securities
6343
Vaughan & Co Securities
New Jersey
USD 193 M +USD 5.15 M +3% 1.48% 70.7% 57 0% 4.2
Visionary Horizons
6344
Visionary Horizons
Tennessee
USD 193 M +USD 14.1 M +8% 1.89% 69.2% 119 10.92% 1.2
Disciplined Equity Management
6345
Disciplined Equity Management
Florida
USD 193 M +USD 9.24 M +5% 2.92% 72.3% 64 12.5% 2.5
Pennsylvania State University
6346
Pennsylvania State University
Pennsylvania
USD 193 M – – 7.54% – 2 – 0
Jim Saulnier & Associates
6347
Jim Saulnier & Associates
Colorado
USD 193 M +USD 13.5 M +8% 1.28% – 148 14.19% 0.9
Vestment Financial
6348
Vestment Financial
Minnesota
USD 193 M +USD 17.5 M +10% 2.49% – 44 9.09% 0.8
Values First Advisors
6349
Values First Advisors
Tennessee
USD 193 M +USD 5.91 M +3% 2.91% 87.6% 195 19.49% 2.9
Advanced Micro Devices
6350
Advanced Micro Devices
California
USD 193 M – – 28.8% – 2 – 0