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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)
Fairtree Asset Management
6976
Fairtree Asset Management
South Africa
USD 124 M +USD 19.7 M +19% 0.35% – 114 25.44% 0.2
Leigh Baldwin & Co
6977
Leigh Baldwin & Co
New York
USD 124 M +USD 5.73 M +5% 2.29% – 178 14.61% 0.2
Finivi Inc
6978
Finivi Inc
Massachusetts
USD 124 M -USD 874 k -0.7% 1.02% 144% 91 7.69% 2
Kingstone Capital Partners Texas
6979
Kingstone Capital Partners Texas
Texas
USD 124 M +USD 1.17 M +1% 4.72% – 56 17.86% 0.2
Antonelli Financial Advisors
6980
Antonelli Financial Advisors
Michigan
USD 124 M +USD 5.9 M +5% 3.52% – 49 8.16% 0.2
JWM
6981
JP Wealth Management
South Carolina
USD 124 M -USD 12.1 M -9% 1.2% – 18 22.22% 0.2
Tower Trust & Investment Company
6982
Tower Trust & Investment Company
Iowa
USD 124 M – – 4.11% – 196 – 0
Silphium Asset Management
6983
Silphium Asset Management
United Kingdom
USD 124 M -USD 179 M -59% 1.17% 118% 61 57.38% 1.4
Washington Capital Management
6984
Washington Capital Management
Washington
USD 124 M -USD 2.89 M -2% 2.07% 81.8% 124 21.77% 2.7
Exchange Bank
6985
Exchange Bank
California
USD 124 M -USD 387 k -0.3% 1.05% 75.2% 117 7.69% 1.5
Retirement Wealth Solutions
6986
Retirement Wealth Solutions
Wisconsin
USD 124 M +USD 5.67 M +5% 0.98% – 457 8.97% 0.2
Pacific Financial Group
6987
Pacific Financial Group
Washington
USD 124 M -USD 10.9 M -8% 4.01% 61.1% 59 8.47% 7
Koa Wealth Management
6988
Koa Wealth Management
California
USD 124 M +USD 1.46 M +1% 1.87% 74.8% 53 13.21% 1.1
Paragon Capital Management (Utah)
6989
Paragon Capital Management (Utah)
Utah
USD 124 M -USD 4.07 M -3% 0.15% 72.3% 89 44.94% 1.2
Comprehensive Money Management Services
6990
Comprehensive Money Management Services
Florida
USD 124 M +USD 2.54 M +2% 2.42% – 183 4.92% 0.2
Prodigy Asset Management
6991
Prodigy Asset Management
Nebraska
USD 124 M +USD 6.52 M +6% 1.01% – 24 12.5% 0.2
Community Bank of Raymore
6992
Community Bank of Raymore
Missouri
USD 124 M -USD 3.46 M -3% 0.67% 91.9% 74 2.7% 5.5
Pollock Investment Advisors
6993
Pollock Investment Advisors
Michigan
USD 124 M +USD 564 k +0.5% 3.17% – 43 2.33% 0.2
Certior Financial Group
6994
Certior Financial Group
Pennsylvania
USD 124 M +USD 8.14 M +7% 0.56% – 129 17.83% 0.2
Pivotal bioVenture Partners Investment Advisor
6995
Pivotal bioVenture Partners Investment Advisor
California
USD 124 M -USD 24.5 M -17% 8.19% 667% 11 0% 2.5
BCM
6996
BML Capital Management
Indiana
USD 124 M -USD 37.4 M -23% 23.1% 376% 31 32.26% 1
venBio Partners
6997
venBio Partners
California
USD 124 M -USD 47.2 M -28% 20.6% 564% 7 0% 2.3
Genesis Wealth Advisors
6998
Genesis Wealth Advisors
Massachusetts
USD 123 M +USD 8.8 M +8% 0.68% – 66 12.12% 5.8
Greencape Capital
6999
Greencape Capital
Australia
USD 123 M -USD 212 M -63% 13.3% 98.1% 3 33.33% 5.3
Bravias Capital Group
7000
Bravias Capital Group
New Jersey
USD 123 M +USD 241 k +0.2% 1.62% – 110 26.36% 0.2