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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)
Gordian Advisors
6676
Gordian Advisors
Arizona
USD 125 M +USD 21.6 M +21% 5.65% 55.4% 41 36.59% 0.4
Barnes Pettey Financial Advisors
6677
Barnes Pettey Financial Advisors
Mississippi
USD 125 M +USD 9.11 M +8% 6.91% 79.7% 103 9.71% 2
CM
6678
CM Management
Florida
USD 125 M +USD 16.3 M +15% 13.6% 110% 71 21.13% 1.9
Revere Asset Management
6679
Revere Asset Management
Texas
USD 125 M +USD 24.7 M +25% 11.7% 592% 32 71.88% 0.2
Diker Management
6680
Diker Management
New York
USD 125 M +USD 7.27 M +6% 10.4% 210% 45 26.67% 2.4
A.D. Beadell Investment Counsel
6681
A.D. Beadell Investment Counsel
Wisconsin
USD 125 M +USD 5.62 M +5% 6.88% 83.3% 89 11.24% 4.4
Opinicus Capital
6682
Opinicus Capital
Florida
USD 125 M +USD 6.47 M +5% 5.36% 129% 100 5% 0.7
Crew Capital Management
6683
Crew Capital Management
Ohio
USD 125 M +USD 121 k +0.1% 7.03% 111% 139 23.02% 1.5
Bush Investment Group
6684
Bush Investment Group
Georgia
USD 125 M +USD 8.61 M +7% 5.63% – 32 9.38% 0.6
Guerra Pan Advisors
6685
Guerra Pan Advisors
New Jersey
USD 125 M +USD 5.54 M +5% 3.11% 149% 107 6.54% 2.1
Seed Wealth Management
6686
Seed Wealth Management
Illinois
USD 125 M +USD 10.2 M +9% 5.62% 62% 162 11.11% 1.3
Exane Asset Management
6687
Exane Asset Management
France
USD 125 M -USD 17.7 M -12% 3.07% 74.5% 25 56% 0.6
Klein Pavlis & Peasley Financial
6688
Klein Pavlis & Peasley Financial
California
USD 125 M +USD 12.3 M +11% 9.4% 97.4% 84 13.1% 0.6
RL
6689
RPO LLC
Connecticut
USD 125 M +USD 1.32 M +1% 2.43% 66.2% 52 30.77% 0.8
Oppenheimer & Close
6690
Oppenheimer & Close
New York
USD 125 M +USD 10.9 M +10% 15.8% 149% 57 12.28% 5
Viewpoint Investment Partners
6691
Viewpoint Investment Partners
Alberta, Canada
USD 125 M +USD 10.4 M +9% 4.72% 38.4% 9 0% 2.6
Perissos Private Wealth Management
6692
Perissos Private Wealth Management
Oklahoma
USD 125 M +USD 13 M +12% 4.62% – 94 21.28% 0.4
Sound Financial Strategies Group
6693
Sound Financial Strategies Group
Mississippi
USD 125 M +USD 9.43 M +8% 6.65% 27.1% 92 4.35% 1.1
Fidato Wealth
6694
Fidato Wealth
Ohio
USD 124 M +USD 11.3 M +10% 7.85% 61.1% 10 0% 1.8
Florin Court Capital
6695
Florin Court Capital
United Kingdom
USD 124 M +USD 51.7 M +71% 6.7% 129% 34 32.35% 0.7
Bank of Marin
6696
Bank of Marin
California
USD 124 M +USD 7.91 M +7% 5.46% 80.3% 130 11.54% 3.2
NavPoint Financial
6697
NavPoint Financial
Minnesota
USD 124 M +USD 8.91 M +8% 7.04% 58.5% 46 4.35% 0.7
Elizabeth Park Capital Advisors
6698
Elizabeth Park Capital Advisors
Ohio
USD 124 M +USD 8.33 M +7% 19.9% 119% 54 38.89% 1.8
Dopkins Wealth Management
6699
Dopkins Wealth Management
New York
USD 124 M -USD 40.7 M -25% 6.54% 64.4% 89 32.58% 1.3
Wasserstein Debt Opportunities Management
6700
Wasserstein Debt Opportunities Management
New York
USD 124 M +USD 13.1 M +12% 11% – 1 0% 0.8