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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)
Everhart Financial Group
2576
Everhart Financial Group
Ohio
USD 731 M +USD 245 M +51% 2.63% 123% 351 18.52% 2
Vancity Investment Management
2577
Vancity Investment Management
British Columbia, Canada
USD 730 M – – 1.36% – 73 – 2.2
AAA
2578
Adams Asset Advisors
Texas
USD 729 M -USD 49.5 M -6% 0.88% 66.8% 80 7.5% 5.2
Mainstay Capital Management
2579
Mainstay Capital Management
Michigan
USD 729 M +USD 71.8 M +11% 0.56% 135% 117 17.95% 2.7
Hill Investment Group Partners
2580
Hill Investment Group Partners
Missouri
USD 728 M -USD 18.1 M -2% 0.06% 54.5% 82 41.46% 2.5
ShawSpring Partners
2581
ShawSpring Partners
Massachusetts
USD 728 M -USD 27.2 M -4% 8.5% 3.53% 12 25% 1.2
Consolidated Planning Corp
2582
Consolidated Planning Corp
Georgia
USD 726 M -USD 8.33 M -1% 1.15% 84.6% 222 29.28% 2
AIC
2583
AWM Investment Company
New York
USD 726 M -USD 94.9 M -12% 7.58% 778% 104 25% 3.2
Cynosure Group
2584
Cynosure Group
Utah
USD 726 M +USD 56.4 M +8% 2.91% 63% 389 9.25% 1.1
Iron Gate Global Advisors
2585
Iron Gate Global Advisors
Utah
USD 725 M +USD 16.6 M +2% 1.66% 106% 103 23.3% 3.4
Silverback Asset Management
2586
Silverback Asset Management
North Carolina
USD 724 M +USD 56.6 M +8% 9.29% 92.1% 62 17.74% 0.7
Navellier & Associates
2587
Navellier & Associates
Nevada
USD 724 M -USD 110 M -13% 0.39% 361% 384 36.46% 1.8
CVC Management Holdings II
2588
CVC Management Holdings II
Jersey
USD 724 M -USD 163 M -18% 17.6% – 3 0% 1
Moisand Fitzgerald Tamayo
2589
Moisand Fitzgerald Tamayo
Florida
USD 723 M +USD 15.4 M +2% 0.2% 51.1% 620 7.42% 3.8
Central Pacific Bank - Trust Division
2590
Central Pacific Bank - Trust Division
Hawaii
USD 723 M -USD 41 M -5% 1.1% – 924 13.53% 0.8
Red Cedar Investment Management
2591
Red Cedar Investment Management
Michigan
USD 723 M -USD 73.1 M -9% 1.66% 88.8% 83 12.05% 2.8
Managed Asset Portfolios
2592
Managed Asset Portfolios
Michigan
USD 722 M +USD 47.2 M +7% 3.69% 99.2% 56 17.86% 3.9
Coppell Advisory Solutions
2593
Coppell Advisory Solutions
Texas
USD 721 M +USD 5.72 M +0.8% 0.51% – 2,023 85.62% 1.8
Great Waters Wealth Management
2594
Great Waters Wealth Management
Minnesota
USD 721 M -USD 58.5 M -8% 0.83% 49% 116 14.66% 1.8
Sendero Wealth Management
2595
Sendero Wealth Management
Texas
USD 721 M +USD 49.3 M +7% 2.83% 99.2% 192 19.27% 1.6
Minneapolis Portfolio Management Group
2596
Minneapolis Portfolio Management Group
Minnesota
USD 720 M -USD 38.5 M -5% 1.51% 138% 30 3.33% 4.7
Inspirion Wealth Advisors
2597
Inspirion Wealth Advisors
Illinois
USD 720 M +USD 3.97 M +0.6% 0.14% 52.5% 170 15.88% 4.3
Fractal Investments
2598
Fractal Investments
Connecticut
USD 720 M +USD 66.1 M +10% 7.77% 74.2% 82 18.29% 1.9
River Wealth Advisors
2599
River Wealth Advisors
Pennsylvania
USD 720 M -USD 34.9 M -5% 2.94% 90.5% 209 7.18% 6.1
Symmetry Partners
2600
Symmetry Partners
Connecticut
USD 719 M +USD 16 M +2% 0.57% 61.4% 143 15.38% 2.6