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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)
AIM
6951
AHL Investment Management
Florida
USD 146 M -USD 3.55 M -2% 6.48% 57.7% 74 13.51% 2.8
LIC
6952
Laurus Investment Counsel
Canada
USD 146 M -USD 6.88 M -4% 3.09% 14.1% 47 10.64% 3.4
Copley Financial Group
6953
Copley Financial Group
California
USD 146 M +USD 11.3 M +8% 7.97% – 129 39.53% 0.7
GreatBanc Trust
6954
GreatBanc Trust
Illinois
USD 146 M – – 6.87% – 76 – 0
Aspetuck Financial Management
6955
Aspetuck Financial Management
Connecticut
USD 146 M +USD 13.3 M +10% 11.7% – 73 4.11% 0.7
William Marsh Rice University
6956
William Marsh Rice University
Texas
USD 146 M +USD 5.52 M +4% 4.06% 1.81% 2 0% 4.8
TABR Capital Management
6957
TABR Capital Management
California
USD 146 M +USD 29.3 M +25% 7.25% – 61 44.26% 0.4
CFP
6958
Comprehensive Financial Planning
Pennsylvania
USD 146 M +USD 18.9 M +15% 9.5% – 357 8.4% 0.7
AIP
6959
Alapocas Investment Partners
Massachusetts
USD 146 M -USD 10 M -6% 5.13% 58.3% 20 5% 3.4
Stoneridge Investment Partners
6960
Stoneridge Investment Partners
Pennsylvania
USD 146 M +USD 13 M +10% 7.16% 44.2% 157 42.68% 1.5
FWG Investments
6961
FWG Investments
Kentucky
USD 146 M +USD 14.2 M +11% 6.73% 67.5% 121 26.45% 0.7
Morgens Waterfall Vintiadis & Co
6962
Morgens Waterfall Vintiadis & Co
New York
USD 146 M +USD 9.41 M +7% 14.8% 594% 29 51.72% 2
FWM
6963
FMA Wealth Management
Massachusetts
USD 146 M +USD 10.6 M +8% 4.88% 40.8% 43 9.3% 1.3
Brightwater Advisory
6964
Brightwater Advisory
Florida
USD 146 M +USD 6.57 M +5% 6.85% – 61 3.28% 1.6
Persistent Asset Partners
6965
Persistent Asset Partners
Hong Kong
USD 145 M +USD 10.7 M +8% 23.4% – 316 67.09% 0.2
Accredited Investor Services
6966
Accredited Investor Services
Minnesota
USD 145 M +USD 13.2 M +10% 7.71% – 77 10.39% 0.5
Fairscale Capital
6967
Fairscale Capital
New Hampshire
USD 145 M +USD 7.92 M +6% 9.75% – 445 0.9% 1
FP
6968
Factorial Partners
New York
USD 145 M +USD 7.28 M +5% 8.53% 88.7% 70 15.71% 3.2
CPR Investments
6969
CPR Investments
Michigan
USD 145 M +USD 16.5 M +13% 8.1% 84% 57 31.58% 0.9
Warner Group
6970
Warner Group
Connecticut
USD 145 M – – 8.42% – 60 – 0
Blodgett Wealth Advisors
6971
Blodgett Wealth Advisors
California
USD 145 M +USD 17.6 M +14% 12.7% 150% 66 10.61% 2.7
IFS
6972
Integrated Financial Solutions
Virginia
USD 145 M +USD 27.6 M +23% 21% – 27 14.81% 0.2
Mork Capital Management
6973
Mork Capital Management
California
USD 145 M +USD 8.05 M +6% 8.24% 61.9% 111 3.6% 3.5
Wildcat Capital Management
6974
Wildcat Capital Management
New York
USD 145 M -USD 23.2 M -14% 21% 77.7% 8 62.5% 2.4
Principia Wealth Advisory
6975
Principia Wealth Advisory
Texas
USD 145 M +USD 26.9 M +23% 17.2% – 1,022 13.01% 0.6