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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)
Goldstein Advisors
2526
Goldstein Advisors
Wisconsin
USD 900 M +USD 22.5 M +3% 1.58% 62.6% 240 12.92% 2
Barlow Wealth Partners
2527
Barlow Wealth Partners
Kentucky
USD 900 M -USD 26.5 M -3% 1.39% 101% 144 11.11% 1.8
BlueStem Wealth Partners
2528
BlueStem Wealth Partners
Minnesota
USD 900 M -USD 5.86 M -0.6% 1.09% – 141 23.4% 0.9
Denali Advisors
2529
Denali Advisors
California
USD 900 M -USD 1.32 M -0.1% 2.32% 106% 351 21.08% 1.6
WealthShield Partners
2530
WealthShield Partners
North Carolina
USD 898 M -USD 9.19 M -1% 1.07% 71% 626 12.46% 2.9
Global Endowment Management
2531
Global Endowment Management
North Carolina
USD 896 M +USD 95 M +12% 1.23% 46.1% 145 17.93% 2.8
IAG Wealth Partners
2532
IAG Wealth Partners
Wisconsin
USD 896 M +USD 32.2 M +4% 0.42% 54.1% 532 11.09% 3.7
Insight Wealth Strategies
2533
Insight Wealth Strategies
California
USD 896 M +USD 23.6 M +3% 3.46% 83.5% 188 14.89% 2.8
Water Island Capital
2534
Water Island Capital
New York
USD 896 M -USD 32 M -3% 17.2% 438% 145 73.1% 0.2
First Turn Management
2535
First Turn Management
California
USD 895 M +USD 19.9 M +2% 17.6% – 38 26.32% 0.9
Squadra Investments
2536
Squadra Investments
Brazil
USD 894 M +USD 359 M +67% 10% 1.55% 7 28.57% 1.5
Baring Fintech Fund III Managers
2537
Baring Fintech Fund III Managers
Guernsey
USD 893 M -USD 190 M -18% 5.2% – 1 0% 1.3
Signet Financial Management
2538
Signet Financial Management
New Jersey
USD 892 M -USD 2.84 M -0.3% 0.07% 65.2% 310 10.97% 3.5
Financial Management Professionals
2539
Financial Management Professionals
Texas
USD 892 M -USD 78 M -8% 0.13% 67.3% 1,037 14.27% 4.4
AAA
2540
Adams Asset Advisors
Texas
USD 891 M +USD 131 M +17% 26.5% 66.8% 88 5.68% 5.3
Quantum Financial Advisors
2541
Quantum Financial Advisors
California
USD 891 M +USD 849 k +0.1% 0.31% 68% 251 20.32% 1.8
James Investment Research
2542
James Investment Research
Ohio
USD 891 M -USD 24.5 M -3% 2.57% 110% 379 10.03% 5
PCM
2543
Prime Capital Management
Hong Kong
USD 891 M +USD 49 M +6% 0.4% 569% 7 14.29% 0.8
Trustees of Columbia University in the City of New York
2544
Trustees of Columbia University in the City of New York
New York
USD 891 M +USD 61.2 M +7% 4.64% – 5 60% 1.9
Deeter Investments
2545
Deeter Investments
Texas
USD 891 M +USD 423 M +90% 14.9% – 166 71.69% 0.1
ZEGA Investments
2546
ZEGA Investments
Florida
USD 890 M +USD 41.5 M +5% 2.92% – 316 50.63% 0.4
Jag Capital Management
2547
Jag Capital Management
Missouri
USD 889 M -USD 32.8 M -4% 1.96% 269% 163 22.7% 3.6
Keebeck Wealth Management
2548
Keebeck Wealth Management
Illinois
USD 889 M +USD 22.5 M +3% 1.72% 81.3% 452 24.78% 2.4
Cypress Capital Group
2549
Cypress Capital Group
Florida
USD 889 M -USD 3.65 M -0.4% 1.64% 111% 260 16.15% 6.1
Foundation Resource Management
2550
Foundation Resource Management
Arkansas
USD 889 M +USD 141 M +19% 15.5% 84.5% 55 5.45% 8