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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)
Strategic Equity Management
6651
Strategic Equity Management
Arizona
USD 120 M +USD 30.9 M +35% 9.01% 74.9% 39 46.15% 1.1
International City Management Association Retirement Corp
6652
International City Management Association Retirement Corp
District of Columbia
USD 120 M +USD 5.56 M +5% 7.34% 48.1% 6 0% 1.3
Magnolia Capital Advisors
6653
Magnolia Capital Advisors
Mississippi
USD 120 M -USD 17.5 M -13% 11.7% 78.7% 110 32.73% 1.3
QC
6654
Qalhat Capital
British Virgin Islands
USD 120 M -USD 27.2 M -19% 8.93% 90.3% 7 0% 2.1
Braun-Bostich & Associates
6655
Braun-Bostich & Associates
Pennsylvania
USD 119 M +USD 8.71 M +8% 6.91% 64.5% 134 16.42% 0.7
Keynote Financial Services
6656
Keynote Financial Services
Connecticut
USD 119 M – – 7.57% – 151 – 0
RCP
6657
RPM Capital Partners
New York
USD 119 M -USD 3.59 M -3% 2.93% 8.37% 1 0% 0.3
Gerber LLC
6658
Gerber LLC
Ohio
USD 119 M +USD 8.26 M +7% 8.25% 137% 106 17.92% 0.2
Physician Wealth Solutions
6659
Physician Wealth Solutions
Nevada
USD 119 M +USD 18.9 M +19% 3.87% 43.6% 38 2.63% 0.2
CM
6660
CM Management
Florida
USD 119 M -USD 5.38 M -4% 3.82% 110% 80 23.75% 1.7
Widmann Financial Services
6661
Widmann Financial Services
Maryland
USD 119 M +USD 8.01 M +7% 7.26% 75.2% 99 8.08% 1.8
Menard Financial Group
6662
Menard Financial Group
Texas
USD 119 M +USD 38.3 M +48% 15.9% 141% 112 48.21% 1.2
Ehrlich Financial Group
6663
Ehrlich Financial Group
California
USD 119 M +USD 19 M +19% 6.39% 56.2% 111 26.13% 0.2
CSI
6664
Cross Staff Investments
New York
USD 119 M +USD 5.86 M +5% 7.6% 80.3% 123 8.94% 1.8
Hofer & Associates
6665
Hofer & Associates
California
USD 119 M +USD 11 M +10% 7.89% 61.7% 57 10.53% 1.8
Old Well Partners
6666
Old Well Partners
North Carolina
USD 119 M +USD 5.49 M +5% 8.4% 97.8% 44 27.27% 2
SWP
6667
Semus Wealth Partners
Florida
USD 119 M -USD 3.32 M -3% 7.17% 107% 140 17.14% 1
Tenon Financial
6668
Tenon Financial
New Jersey
USD 118 M – – 6.26% – 38 – 0
PIM
6669
Pullen Investment Management
Florida
USD 118 M – – 8.51% – 97 – 0
NRI Wealth Management
6670
NRI Wealth Management
California
USD 118 M +USD 18.2 M +18% 15.7% – 29 6.9% 0.2
Old North State Trust
6671
Old North State Trust
North Carolina
USD 118 M – – 10.3% – 132 – 3.7
RenaissanceRe Holdings
6672
RenaissanceRe Holdings
Bermuda
USD 118 M +USD 13.1 M +12% 12.9% 40.8% 3 0% 4.3
Amitell Capital
6673
Amitell Capital
Singapore
USD 118 M -USD 6.45 M -5% 7.31% 188% 45 33.33% 0.8
Secured Retirement Advisors
6674
Secured Retirement Advisors
Minnesota
USD 118 M +USD 13.9 M +13% 8.39% 89% 121 26.45% 0.2
Starfox Financial Services
6675
Starfox Financial Services
Texas
USD 118 M +USD 9.8 M +9% 6.6% – 32 12.5% 1.5