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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)
Nabity-Jensen Investment Management
6951
Nabity-Jensen Investment Management
Nebraska
USD 126 M -USD 6.56 M -5% 3.02% 85.3% 68 5.88% 1.1
Gordian Advisors
6952
Gordian Advisors
Arizona
USD 126 M -USD 515 k -0.4% 0.73% 55.4% 39 5.13% 0.9
Ellerson Group
6953
Ellerson Group
Maryland
USD 126 M -USD 11.3 M -8% 4.42% 178% 52 7.69% 1.7
Clio Asset Management
6954
Clio Asset Management
Virginia
USD 126 M -USD 9.8 M -7% 5.31% 60.6% 16 12.5% 1.3
ICMP
6955
Integrated Capital Management (Pennsylvania)
Pennsylvania
USD 126 M -USD 904 k -0.7% 1.02% 39.7% 75 9.33% 2.8
KCM
6956
KRS Capital Management
Michigan
USD 126 M -USD 15.8 M -11% 7.9% 272% 113 12.39% 2.5
EQ Wealth Advisors
6957
EQ Wealth Advisors
Texas
USD 126 M +USD 21.5 M +21% 3.66% – 280 81.07% 0
Armor Advisors
6958
Armor Advisors
New York
USD 125 M +USD 29.4 M +31% 2.37% 78.5% 20 40% 1.2
Balanced Rock Investment Advisors
6959
Balanced Rock Investment Advisors
Massachusetts
USD 125 M -USD 916 k -0.7% 0.56% – 92 5.43% 1.1
Davis Capital Management
6960
Davis Capital Management
Florida
USD 125 M +USD 2.68 M +2% 0.65% – 323 4.95% 3.3
S.R. Schill & Associates
6961
S.R. Schill & Associates
Washington
USD 125 M +USD 5.85 M +5% 0.43% 42.7% 33 39.39% 3.2
Industrial Alliance Investment Management
6962
Industrial Alliance Investment Management
Quebec, Canada
USD 125 M -USD 3.32 M -3% 5.31% 88.8% 6 0% 2.8
Parkworth Wealth Management
6963
Parkworth Wealth Management
California
USD 125 M +USD 5.06 M +4% 0.64% – 1,307 9.26% 0.2
Capstone Wealth Management Group (Oregon)
6964
Capstone Wealth Management Group (Oregon)
Oregon
USD 125 M -USD 6.39 M -5% 0.47% – 104 14.42% 0.2
APW
6965
Aurora Private Wealth
New Jersey
USD 125 M -USD 8.33 M -6% 2.87% – 169 18.34% 2.8
TRV GP V
6966
TRV GP V
Massachusetts
USD 125 M -USD 169 M -57% 53% – 4 25% 0.2
Enhancing Capital
6967
Enhancing Capital
Pennsylvania
USD 125 M -USD 474 k -0.4% 0.66% – 94 7.45% 2.3
Paladin Advisory Group
6968
Paladin Advisory Group
Iowa
USD 125 M -USD 5.61 M -4% 2.3% 78.7% 242 7.85% 1.8
MontVue Capital Management
6969
MontVue Capital Management
Virginia
USD 125 M -USD 6.16 M -5% 2.07% 76% 62 12.9% 1.1
Babb Wealth Advisors
6970
Babb Wealth Advisors
Arizona
USD 125 M +USD 688 k +0.6% 1.38% – 19 0% 0.3
RFL
6971
RD Finance Ltd
Cyprus
USD 125 M – – 7.1% – 28 – 0
Capstone Capital
6972
Capstone Capital
Nevada
USD 125 M +USD 2.4 M +2% 0.48% 62.8% 24 4.17% 1.1
Alpha Financial Partners
6973
Alpha Financial Partners
Kentucky
USD 125 M -USD 1.85 M -1% 2.71% 66.1% 90 13.33% 0.7
Gibson Wealth Advisors
6974
Gibson Wealth Advisors
Texas
USD 125 M +USD 3.47 M +3% 0.49% – 38 13.16% 2.6
Redwood Park Advisors
6975
Redwood Park Advisors
California
USD 125 M -USD 21.5 M -15% 1.4% – 363 10.47% 0.2