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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)
Constant Guidance Financial
7351
Constant Guidance Financial
Massachusetts
USD 142 M +USD 16.9 M +14% 1.45% 79.6% 60 60% 0.6
Mountain Capital Management
7352
Mountain Capital Management
Texas
USD 142 M – – 17.4% – 1 – 0
Buckley Capital Advisors
7353
Buckley Capital Advisors
Florida
USD 142 M – – 9.05% – 15 – 0
Hopwood Financial Services
7354
Hopwood Financial Services
Virginia
USD 142 M -USD 7.58 M -5% 1.85% – 310 70.97% 1
Ibex Investors
7355
Ibex Investors
Colorado
USD 142 M +USD 21.2 M +18% 7.77% 1.71% 16 31.25% 1.1
GreatBanc Trust
7356
GreatBanc Trust
Illinois
USD 142 M -USD 4.15 M -3% 2.18% – 77 7.79% 0.2
Villanova Investment Management
7357
Villanova Investment Management
Pennsylvania
USD 142 M -USD 2.46 M -2% 3.59% – 61 13.11% 1.2
Visa Foundation
7358
Visa Foundation
California
USD 142 M +USD 2.96 M +2% 2.13% 58.1% 1 0% 4
HAM
7359
Hedges Asset Management
Nevada
USD 142 M +USD 11.2 M +9% 5.25% – 112 12.5% 2.8
Cannon Advisors
7360
Cannon Advisors
North Carolina
USD 142 M -USD 6.82 M -5% 4.32% – 87 9.2% 0.9
Cannon Wealth Management Services
7361
Cannon Wealth Management Services
North Carolina
USD 142 M +USD 9.6 M +7% 1.5% – 86 8.14% 1.1
S.R. Schill & Associates
7362
S.R. Schill & Associates
Washington
USD 142 M -USD 761 k -0.5% 0.84% 42.7% 26 7.69% 4.1
Sound Financial Strategies Group
7363
Sound Financial Strategies Group
Mississippi
USD 142 M +USD 4.64 M +3% 0.54% 27.1% 123 23.58% 1.5
TPC
7364
Twin Peaks Capital
USD 142 M – – 10.5% – 11 – 0
BTC
7365
Bank & Trust Company
Illinois
USD 142 M +USD 6.24 M +5% 5.97% – 302 6.95% 1.4
Marvin & Palmer Associates
7366
Marvin & Palmer Associates
Delaware
USD 142 M +USD 7.01 M +5% 10.7% 415% 36 50% 0.5
HFAS
7367
Hummer Financial Advisory Services
Illinois
USD 142 M +USD 4.22 M +3% 3.15% 71.8% 121 9.09% 4
Northeast Planning Associates NH
7368
Northeast Planning Associates NH
New Hampshire
USD 142 M +USD 23.7 M +20% 12.9% – 57 19.3% 0.7
Aegon USA Investment Management
7369
Aegon USA Investment Management
Iowa
USD 141 M -USD 5.33 M -4% 1.75% 44.9% 45 8.89% 1.9
Arsenal Capital Advisors
7370
Arsenal Capital Advisors
Pennsylvania
USD 141 M – – 1.71% – 98 – 0
JWM
7371
JP Wealth Management
South Carolina
USD 141 M -USD 7.17 M -5% 2.18% – 16 6.25% 0.8
Flagship Capital Management
7372
Flagship Capital Management
Pennsylvania
USD 141 M – – 5.56% – 47 – 0
Kerntke Otto McGlone Wealth Management Group
7373
Kerntke Otto McGlone Wealth Management Group
Wisconsin
USD 141 M +USD 9.07 M +7% 2.6% 64.9% 90 11.11% 2.8
Lykos Global Management
7374
Lykos Global Management
Connecticut
USD 141 M – – 14.3% – 36 – 0
IUC
7375
Ivory Union Consulting
USD 141 M – – 2.54% – 4 – 0