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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)
First Financial Group
7476
First Financial Group
North Carolina
USD 115 M +USD 13 M +13% 6.55% – 78 12.82% 0.6
Capital Squared Financial
7477
Capital Squared Financial
Maryland
USD 115 M +USD 29.5 M +34% 8.15% – 78 15.38% 0.2
SNPAM
7478
St. Nicholas Private Asset Management
Florida
USD 115 M +USD 7.42 M +7% 9.53% – 39 10.26% 0.7
Eagle Harbor Asset Management
7479
Eagle Harbor Asset Management
Washington
USD 115 M +USD 11.6 M +11% 9.84% 76.2% 136 12.5% 2.5
R.H. Investment Group
7480
R.H. Investment Group
Arizona
USD 115 M +USD 6.11 M +6% 7.03% – 34 11.76% 0.7
Dynamic Financial Group
7481
Dynamic Financial Group
Iowa
USD 115 M +USD 11.4 M +11% 2.79% – 66 7.58% 0.6
Alpine Peaks Capital
7482
Alpine Peaks Capital
New York
USD 115 M +USD 1.81 M +2% 5.58% 24.3% 24 4.17% 2.9
Sentinel Wealth Management
7483
Sentinel Wealth Management
Virginia
USD 115 M +USD 8.68 M +8% 6.35% – 39 2.56% 0.3
AJU IB Investment Company
7484
AJU IB Investment Company
South Korea
USD 115 M +USD 23.2 M +25% 26.1% – 8 12.5% 4.3
TC
7485
Teilinger Capital
Texas
USD 115 M +USD 12.5 M +12% 11.9% 30.2% 10 50% 0.8
Golden Bell Financial Planning
7486
Golden Bell Financial Planning
Georgia
USD 115 M +USD 8.9 M +8% 4.32% – 36 8.33% 0.7
Michelson Medical Research Foundation
7487
Michelson Medical Research Foundation
California
USD 115 M +USD 10.8 M +10% 11.7% 52.2% 21 9.52% 1.7
Sherwood Financial Partners
7488
Sherwood Financial Partners
California
USD 115 M +USD 5.51 M +5% 5.27% – 9 11.11% 0.5
Parvin Asset Management
7489
Parvin Asset Management
South Dakota
USD 115 M +USD 15 M +15% 21.1% – 303 9.57% 0.7
Blalock Williams
7490
Blalock Williams
Alabama
USD 114 M +USD 14.1 M +14% 8.28% – 143 20.98% 0.6
New Dimensions Wealth Management
7491
New Dimensions Wealth Management
Texas
USD 114 M +USD 4.66 M +4% 5.07% – 20 5% 0.5
Mountain Hill Investment Partners
7492
Mountain Hill Investment Partners
New Jersey
USD 114 M -USD 5 M -4% 2.89% – 234 30.34% 0.5
Broyhill Asset Management
7493
Broyhill Asset Management
North Carolina
USD 114 M +USD 4.05 M +4% 1.24% – 85 14.12% 0.6
Ehrenkranz Partners
7494
Ehrenkranz Partners
New York
USD 114 M – – 7.9% – 32 – 0
MY Wealth Management
7495
MY Wealth Management
Maryland
USD 114 M +USD 9.7 M +9% 4.62% 41.2% 34 8.82% 2
M Wealth Management LLC
7496
M Wealth Management LLC
California
USD 114 M +USD 5.43 M +5% 5.43% – 50 10% 0.6
Houlihan Financial Resource Group
7497
Houlihan Financial Resource Group
Virginia
USD 114 M -USD 127 M -53% 6.37% 50.6% 107 32.71% 3.1
Bain Capital Venture Investors
7498
Bain Capital Venture Investors
Massachusetts
USD 114 M -USD 10.1 M -8% 8.11% 34.2% 2 0% 2.5
IFS Group
7499
IFS Group
Pennsylvania
USD 114 M – – 7.35% – 145 – 0
Fjell Capital
7500
Fjell Capital
North Dakota
USD 114 M +USD 5.7 M +5% 6.84% – 58 8.62% 0.6