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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)
Accredited Investor Services
7076
Accredited Investor Services
Minnesota
USD 120 M -USD 5.3 M -4% 2.84% – 98 70.41% 0.1
Ariston Services Group
7077
Ariston Services Group
California
USD 120 M +USD 4.27 M +4% 2.91% 71.7% 71 5.63% 0.9
Barnett & Company
7078
Barnett & Company
Tennessee
USD 120 M -USD 33.1 M -22% 0.11% 65.9% 89 21.35% 3.9
Ulland Investment Advisors
7079
Ulland Investment Advisors
Minnesota
USD 120 M -USD 37.2 M -24% 5.69% 161% 230 10% 2.2
CNO Financial Group
7080
CNO Financial Group
Indiana
USD 120 M – – 0.98% – 9 – 1.4
David Wealth Management
7081
David Wealth Management
Virginia
USD 120 M -USD 1.53 M -1% 1.48% – 50 6% 0.2
Michelson Medical Research Foundation
7082
Michelson Medical Research Foundation
California
USD 120 M +USD 190 k +0.2% 1.55% 52.2% 30 23.33% 1.5
Robinson Smith Wealth Advisors
7083
Robinson Smith Wealth Advisors
Maine
USD 119 M +USD 1.52 M +1% 1.52% 62.6% 88 12.5% 1.1
Accelerate Investment Advisors
7084
Accelerate Investment Advisors
California
USD 119 M +USD 6.05 M +5% 0.72% – 124 26.61% 0.4
EDMP Inc
7085
EDMP Inc
Florida
USD 119 M +USD 14.1 M +13% 6.05% 78% 73 13.7% 4
Courant Investment Management
7086
Courant Investment Management
Tennessee
USD 119 M +USD 1.21 M +1% 4.54% 35.2% 8 0% 5
Objectivity Squared
7087
Objectivity Squared
South Carolina
USD 119 M -USD 24.5 M -17% 2.28% – 51 17.65% 1.1
Applied Fundamental Research
7088
Applied Fundamental Research
Massachusetts
USD 119 M -USD 8.54 M -7% 2.68% 44.6% 13 15.38% 2.6
Persistent Asset Partners
7089
Persistent Asset Partners
Hong Kong
USD 119 M -USD 1.36 M -1% 2.11% – 221 57.01% 0.1
TCM
7090
TAM Capital Management
Connecticut
USD 119 M -USD 157 M -57% 10.8% 4.15% 9 77.78% 0.5
Pine Haven Investment Counsel
7091
Pine Haven Investment Counsel
Massachusetts
USD 119 M -USD 2.52 M -2% 0.2% 86.3% 115 8.7% 2.6
AAA
7092
American Alpha Advisors
New York
USD 119 M +USD 5.34 M +5% 2.36% – 116 68.1% 0.2
Lansing Management
7093
Lansing Management
New York
USD 119 M +USD 5.61 M +5% 1.85% 76.9% 8 12.5% 2.9
BF
7094
Baring Financial
Washington
USD 119 M +USD 6.92 M +6% 3.18% – 66 7.58% 0.2
DW
7095
Durante & Waters
New York
USD 119 M -USD 2.15 M -2% 1.84% 59.1% 30 3.33% 1.2
Coastwise Capital Group
7096
Coastwise Capital Group
California
USD 119 M -USD 6.33 M -5% 1.95% 88.8% 128 9.38% 2.2
Guardian Investment Management
7097
Guardian Investment Management
California
USD 119 M -USD 21.3 M -15% 2.82% 103% 59 6.78% 6.4
TT Capital Management
7098
TT Capital Management
California
USD 119 M -USD 6.63 M -5% 1.52% – 82 23.17% 0.2
Kuhn & Co Investment Counsel
7099
Kuhn & Co Investment Counsel
Illinois
USD 119 M +USD 1.03 M +0.9% 0.44% 88.7% 135 11.11% 1.1
Legacy Advisory Services
7100
Legacy Advisory Services
Pennsylvania
USD 118 M +USD 1.17 M +1% 0.9% 59.4% 59 28.81% 0.9