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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)
MKD Wealth Coaches
8301
MKD Wealth Coaches
Michigan
USD 100 M -USD 359 k -0.4% 2.03% – 27 3.7% 3.7
Square Peg Capital
8302
Square Peg Capital
Australia
USD 100 M -USD 10.6 M -10% 9.16% – 9 22.22% 0.8
Yanni & Associates Investment Advisors
8303
Yanni & Associates Investment Advisors
Pennsylvania
USD 100 M – – 2.1% – 36 – 0
Townsend Financial Planning
8304
Townsend Financial Planning
Kentucky
USD 100 M – – 0.98% – 26 – 0
Unified Investment Management
8305
Unified Investment Management
Georgia
USD 100 M -USD 366 k -0.4% 1.14% – 142 7.75% 0.8
Entelevest
8306
Entelevest
Florida
USD 100 M – – 2.59% – 143 – 0
Michelson Medical Research Foundation
8307
Michelson Medical Research Foundation
California
USD 100 M -USD 15.2 M -13% 2.88% 52.2% 22 18.18% 1.9
Shelter Rock Management
8308
Shelter Rock Management
New York
USD 100 M – – 1.17% – 42 – 0
Barnes Dennig Private Wealth Management
8309
Barnes Dennig Private Wealth Management
Ohio
USD 100 M +USD 6.51 M +7% 9.69% – 350 25.71% 0.5
PBK
8310
Peoples Bank (Kansas)
Kansas
USD 99.5 M -USD 1.21 M -1% 2.6% 74.5% 102 8.82% 2
Seven Six Capital Management
8311
Seven Six Capital Management
New York
USD 99.4 M -USD 2.07 M -2% 2.6% – 28 17.86% 0.8
BV
8312
Boxwood Ventures
Illinois
USD 99.4 M +USD 9.6 M +11% 3.59% 88% 34 8.82% 2.4
Jefferson Bridge Capital
8313
Jefferson Bridge Capital
Tennessee
USD 99.3 M – – 3.23% – 54 – 0
Hicks Capital Management
8314
Hicks Capital Management
Ohio
USD 99.3 M +USD 38.1 M +62% 1.72% – 34 20.59% 0.4
V.M. Manning & Co
8315
V.M. Manning & Co
South Carolina
USD 99.1 M -USD 10.6 M -10% 3.4% – 58 17.24% 0.4
Sulzberger Capital Advisors
8316
Sulzberger Capital Advisors
Florida
USD 99 M +USD 9.36 M +10% 2.53% – 57 19.3% 0.8
RCW Management
8317
RCW Management
Florida
USD 99 M – – 2.2% – 66 – 0
Burkett Asset Management
8318
Burkett Asset Management
USD 98.9 M – – 4.93% – 58 – 0
RFL
8319
RD Finance Ltd
Cyprus
USD 98.9 M +USD 5.56 M +6% 5.44% – 28 57.14% 0.3
Lionsbridge Wealth Management
8320
Lionsbridge Wealth Management
Florida
USD 98.8 M -USD 2.66 M -3% 1.38% 65.5% 58 3.45% 2
Box Hill Private Wealth
8321
Box Hill Private Wealth
Arizona
USD 98.8 M – – 2.74% – 55 – 0
Helium Advisors
8322
Helium Advisors
Washington
USD 98.7 M -USD 21 M -18% 1.22% – 97 23.71% 0.9
Triad Investment Management
8323
Triad Investment Management
California
USD 98.7 M – – 7.12% – 36 – 3.6
Apex Wealth Management
8324
Apex Wealth Management
New Hampshire
USD 98.5 M -USD 41.4 M -30% 1.92% – 62 24.19% 0.8
Whitford Management
8325
Whitford Management
New York
USD 98.5 M -USD 1.09 M -1% 0.19% 76.2% 32 62.5% 0.6