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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)
Great Lakes Retirement
2576
Great Lakes Retirement
Ohio
USD 676 M +USD 68.4 M +11% 12% 118% 234 17.95% 1.9
LaFleur & Godfrey
2577
LaFleur & Godfrey
Michigan
USD 676 M +USD 4.83 M +0.7% 9.03% 98.2% 139 5.76% 4
Stillwater Capital Advisors
2578
Stillwater Capital Advisors
Pennsylvania
USD 675 M +USD 51.6 M +8% 15% 121% 71 5.63% 5.6
Kahn Brothers Group
2579
Kahn Brothers Group
New York
USD 674 M +USD 39.6 M +6% 8.79% 53.4% 56 28.57% 5
Flaharty Asset Management
2580
Flaharty Asset Management
Florida
USD 674 M +USD 40.7 M +6% 4.86% 37.8% 126 13.49% 3.1
Ascent Wealth Partners
2581
Ascent Wealth Partners
New York
USD 674 M +USD 61.1 M +10% 9.79% 105% 167 10.78% 3.8
Aviance Capital Partners
2582
Aviance Capital Partners
Florida
USD 673 M +USD 206 M +44% 10.2% 109% 323 22.91% 4.1
Ullmann Wealth Partners Group
2583
Ullmann Wealth Partners Group
Florida
USD 673 M +USD 59.9 M +10% 8.34% 68% 116 12.93% 3.2
Freshford Capital Management
2584
Freshford Capital Management
New York
USD 672 M +USD 57 M +9% 5.37% 97.3% 24 41.67% 1.6
Heritage Financial Services
2585
Heritage Financial Services
Massachusetts
USD 672 M +USD 84.3 M +14% 4.16% 38.3% 113 20.35% 1.4
Baker Ellis Asset Management
2586
Baker Ellis Asset Management
Washington
USD 672 M +USD 47.6 M +8% 8.6% 91.9% 224 7.14% 5.2
Oslo Pensjonsforsikring
2587
Oslo Pensjonsforsikring
USD 671 M +USD 58.2 M +10% 12% 79% 16 0% 5.2
WestBridge Capital Management
2588
WestBridge Capital Management
Mauritius
USD 671 M -USD 334 M -33% 11.8% 21.9% 3 0% 2
Compound Global Advisors
2589
Compound Global Advisors
Washington
USD 671 M +USD 131 M +24% 15.8% – 48 35.42% 0.7
Vision Capital Management
2590
Vision Capital Management
Oregon
USD 670 M +USD 29 M +5% 6.6% 78.4% 121 4.96% 4
Silicon Valley Capital Partners
2591
Silicon Valley Capital Partners
California
USD 670 M +USD 73.9 M +12% 11.8% 103% 379 29.82% 1.5
Center for Financial Planning
2592
Center for Financial Planning
Michigan
USD 669 M +USD 125 M +23% 8.08% 64.4% 622 18.01% 2.8
Dock Street Asset Management
2593
Dock Street Asset Management
Florida
USD 669 M +USD 29 M +5% 18.7% 175% 47 8.51% 5
Stewart & Patten Company
2594
Stewart & Patten Company
California
USD 669 M +USD 29.6 M +5% 7.48% 27.5% 99 8.08% 6.9
NRA
2595
NSI Retail Advisors
Pennsylvania
USD 669 M +USD 49.6 M +8% 8.31% 26.2% 50 20% 1.8
First Turn Management
2596
First Turn Management
California
USD 668 M -USD 27.9 M -4% 21.4% – 40 37.5% 0.2
Bridgewater Advisors
2597
Bridgewater Advisors
New York
USD 668 M +USD 8.12 M +1% 5.94% 61% 107 12.15% 3.5
Continuum Advisory
2598
Continuum Advisory
Idaho
USD 668 M -USD 35 M -5% 7.44% 77% 1,710 73.98% 0.7
Torray Investment Partners
2599
Torray Investment Partners
Maryland
USD 668 M +USD 49.7 M +8% 10.1% 97.2% 98 10.2% 5.2
Patton Albertson Miller Group
2600
Patton Albertson Miller Group
Tennessee
USD 667 M +USD 68.1 M +11% 13% 117% 207 5.31% 4.9