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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)
Fort Baker Capital Management
2526
Fort Baker Capital Management
California
USD 916 M +USD 284 M +45% 8.87% 46.3% 152 70.39% 0.2
James Investment Research
2527
James Investment Research
Ohio
USD 916 M +USD 892 k +0.1% 4.17% 110% 377 9.81% 4.9
Flat Footed LLC
2528
Flat Footed LLC
Wyoming
USD 915 M +USD 104 M +13% 10.3% 152% 35 51.43% 0.7
Cahill Financial Advisors
2529
Cahill Financial Advisors
Minnesota
USD 914 M +USD 36 M +4% 2.15% 55.9% 291 4.47% 4.9
L.J. Altfest & Co
2530
L.J. Altfest & Co
New York
USD 914 M +USD 17.3 M +2% 3.55% 95.6% 376 24.47% 3.9
Legacy Edge Advisors
2531
Legacy Edge Advisors
New York
USD 914 M +USD 64.7 M +8% 1.58% 58.9% 220 9.09% 1.5
Columbus Macro
2532
Columbus Macro
Pennsylvania
USD 913 M +USD 34.8 M +4% 1.2% 48.7% 218 11.01% 3.3
State of Wyoming
2533
State of Wyoming
Wyoming
USD 913 M +USD 35.7 M +4% 4.52% 135% 2,157 33.1% 1.5
SBCM
2534
Schwerin Boyle Capital Management
Massachusetts
USD 913 M -USD 2.23 M -0.2% 4.06% 72.3% 48 6.25% 6.9
Night Owl Capital Management
2535
Night Owl Capital Management
Connecticut
USD 912 M -USD 4.85 M -0.5% 2.98% 162% 31 9.68% 4.5
Mosaic Family Wealth Partners
2536
Mosaic Family Wealth Partners
Missouri
USD 912 M +USD 57.3 M +7% 2.89% 67.5% 256 12.5% 2.2
Sheets Smith Wealth Management
2537
Sheets Smith Wealth Management
North Carolina
USD 911 M +USD 27.8 M +3% 4.49% 83.4% 420 11.9% 5.1
Ardsley Advisory Partners
2538
Ardsley Advisory Partners
Connecticut
USD 911 M +USD 102 M +13% 18.5% 555% 195 60.51% 0.6
TFHU
2539
TLT Family Holdco ULC
USD 911 M -USD 185 M -17% 8.75% – 9 11.11% 0.5
Great Waters Wealth Management
2540
Great Waters Wealth Management
Minnesota
USD 909 M +USD 62.6 M +7% 1.94% 49% 119 5.88% 2.3
MAK Capital One
2541
MAK Capital One
New York
USD 909 M +USD 259 M +40% 26.4% 200% 25 52% 1.5
Nuance Investments
2542
Nuance Investments
Missouri
USD 908 M -USD 74.6 M -8% 0.82% 8.87% 50 18% 2.6
WealthShield Partners
2543
WealthShield Partners
North Carolina
USD 907 M +USD 24.9 M +3% 2.09% 71% 598 10.87% 3
FJ Capital Management
2544
FJ Capital Management
Virginia
USD 906 M -USD 30.8 M -3% 6% 97.9% 182 51.65% 1.2
BlueStem Wealth Partners
2545
BlueStem Wealth Partners
Minnesota
USD 906 M +USD 32.2 M +4% 1.57% – 137 18.25% 0.7
Wolf Hill Capital Management
2546
Wolf Hill Capital Management
Connecticut
USD 906 M -USD 186 M -17% 5.19% 384% 38 47.37% 0.9
VH
2547
V3 Holding
New York
USD 905 M +USD 76 M +9% 17.2% – 1 0% 1
NWF Advisory Services
2548
NWF Advisory Services
California
USD 905 M -USD 6.46 M -0.7% 5.4% 120% 447 14.77% 1.4
Cabot Wealth Management
2549
Cabot Wealth Management
Massachusetts
USD 905 M +USD 2.93 M +0.3% 2.65% 75.9% 143 10.49% 5.8
L. Roy Papp & Associates
2550
L. Roy Papp & Associates
Arizona
USD 905 M +USD 14.9 M +2% 4.48% 80.1% 189 5.82% 7.3