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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)
Schwallier Wealth Management
7376
Schwallier Wealth Management
Michigan
USD 137 M -USD 19.6 M -13% 0.99% 42.3% 64 25% 1.1
Generation Capital Management
7377
Generation Capital Management
New York
USD 137 M -USD 17.3 M -11% 2.32% – 95 29.47% 1
Evolution Wealth Management
7378
Evolution Wealth Management
Florida
USD 137 M +USD 15.9 M +13% 2.33% – 870 16.21% 0.5
South Shore Capital Advisors
7379
South Shore Capital Advisors
Massachusetts
USD 137 M -USD 91.4 k -0.1% 1.32% – 170 38.24% 1.4
SL
7380
Sonnipe Ltd
Isle Of Man
USD 137 M -USD 155 M -53% 53.2% 57.8% 1 0% 3.3
URS Advisory
7381
URS Advisory
Florida
USD 137 M +USD 16.4 M +14% 1.19% – 53 20.75% 0.2
CFG
7382
Compass Financial Group
Ohio
USD 137 M +USD 13.6 k +0% 2.34% – 48 8.33% 0.2
Tenere Capital
7383
Tenere Capital
New York
USD 136 M +USD 7.32 M +6% 0.58% 131% 26 30.77% 1
MJT & Associates Financial Advisory
7384
MJT & Associates Financial Advisory
Minnesota
USD 136 M +USD 2.23 M +2% 0.67% – 470 11.06% 0.9
LuminArx Capital Management
7385
LuminArx Capital Management
New York
USD 136 M +USD 28.6 M +27% 0.06% – 146 80.82% 0.1
Leibman Financial Services
7386
Leibman Financial Services
Nebraska
USD 136 M -USD 2.36 M -2% 1.24% 59.2% 54 14.81% 1.4
Rahlfs Capital
7387
Rahlfs Capital
Texas
USD 136 M +USD 7.35 M +6% 5.14% – 88 6.82% 1.1
Flagship Capital Management
7388
Flagship Capital Management
Pennsylvania
USD 136 M -USD 5.33 M -4% 2.04% – 48 2.08% 0.2
Pine Haven Investment Counsel
7389
Pine Haven Investment Counsel
Massachusetts
USD 136 M -USD 4.52 M -3% 1.38% 86.3% 119 6.72% 3.3
Aurora Investment Managers
7390
Aurora Investment Managers
Florida
USD 136 M -USD 40.5 M -23% 8.4% 74.4% 49 46.94% 2.9
GA
7391
Gagnon Advisors
New York
USD 136 M -USD 21.6 M -14% 9.06% 214% 25 20% 5.8
Nalls Sherbakoff Group
7392
Nalls Sherbakoff Group
Tennessee
USD 136 M -USD 2.73 M -2% 0.43% – 451 10.2% 4.5
Womack Financial
7393
Womack Financial
Texas
USD 136 M +USD 473 k +0.3% 1.24% – 71 7.04% 1.1
Muirfield Wealth Advisors
7394
Muirfield Wealth Advisors
North Carolina
USD 136 M -USD 379 k -0.3% 1.95% – 84 15.48% 1.6
Sovereign's Capital Management
7395
Sovereign's Capital Management
Georgia
USD 136 M -USD 29 M -18% 8.96% – 82 12.2% 1.1
AGH Wealth Advisors
7396
AGH Wealth Advisors
Kansas
USD 136 M +USD 2.78 M +2% 0.32% – 130 16.92% 1
Black Diamond Capital Management I
7397
Black Diamond Capital Management I
USD 136 M -USD 14.5 M -10% 5.58% – 12 33.33% 0.5
Lionshead Wealth Management
7398
Lionshead Wealth Management
New York
USD 136 M +USD 2.7 M +2% 1.37% – 113 10.62% 1
WPG Advisers
7399
WPG Advisers
Maryland
USD 136 M +USD 986 k +0.7% 0.19% – 1,541 8.37% 1.1
New Vernon Capital Holdings II
7400
New Vernon Capital Holdings II
New Jersey
USD 136 M -USD 75.4 M -36% 5.84% 114% 97 29.9% 1.3