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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)
River Wealth Advisors
2576
River Wealth Advisors
Pennsylvania
USD 892 M +USD 36.4 M +4% 3.43% 90.5% 217 10.6% 6.2
Rock Creek Group
2577
Rock Creek Group
District of Columbia
USD 892 M -USD 58.6 M -6% 0.44% 38.5% 62 29.03% 1.7
Ophir Asset Management
2578
Ophir Asset Management
Australia
USD 892 M +USD 82 M +10% 2.46% 282% 39 43.59% 0.7
Evermay Wealth Management
2579
Evermay Wealth Management
Virginia
USD 891 M +USD 16.7 M +2% 2.14% 61.1% 593 9.78% 4.3
Fort Point Capital Partners
2580
Fort Point Capital Partners
California
USD 891 M +USD 41.4 M +5% 1.64% 62.2% 234 11.97% 4.1
Per Stirling Capital Management
2581
Per Stirling Capital Management
Texas
USD 891 M +USD 54.5 M +7% 2.12% 63.1% 317 16.72% 1.8
Quantum Financial Advisors
2582
Quantum Financial Advisors
California
USD 891 M +USD 70.1 M +9% 2.54% 68% 237 22.36% 1.7
Eubel Brady & Suttman Asset Management
2583
Eubel Brady & Suttman Asset Management
Ohio
USD 890 M +USD 19.7 M +2% 3.24% 49% 113 4.42% 3.9
Redwood Investment Management
2584
Redwood Investment Management
Arizona
USD 890 M -USD 33.5 M -4% 1.46% 62.5% 367 43.05% 1.4
Armis Advisers
2585
Armis Advisers
Georgia
USD 890 M -USD 207 M -19% 1.73% – 460 36.96% 0.5
Grove Bank & Trust
2586
Grove Bank & Trust
Florida
USD 889 M +USD 34.3 M +4% 2.97% 80.5% 891 10.89% 3.1
Schneider Downs Wealth Management Advisors
2587
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 887 M +USD 44.4 M +5% 1.18% 61.5% 160 10% 3.9
DCM
2588
Dupont Capital Management
Delaware
USD 887 M -USD 80 M -8% 4.11% 100% 113 11.5% 4.5
Capital Advisors Ltd
2589
Capital Advisors Ltd
Ohio
USD 887 M +USD 1.22 M +0.1% 1.32% 61.1% 1,611 9.93% 4
Baldwin Investment Management
2590
Baldwin Investment Management
Pennsylvania
USD 886 M +USD 12.4 M +1% 2.84% 74.8% 212 4.72% 5.9
Moisand Fitzgerald Tamayo
2591
Moisand Fitzgerald Tamayo
Florida
USD 886 M +USD 36.9 M +4% 2.46% 51.1% 587 13.29% 4.5
Permian Investment Partners
2592
Permian Investment Partners
Texas
USD 883 M -USD 2.95 M -0.3% 9.29% 78.6% 12 33.33% 1.8
RIA
2593
RPG Investment Advisory
California
USD 881 M +USD 34.6 M +4% 1.95% 186% 91 7.69% 4.6
Proem Advisors
2594
Proem Advisors
Texas
USD 880 M -USD 60.5 M -6% 0.98% – 56 62.5% 0.7
Romano Brothers & Co
2595
Romano Brothers & Co
Illinois
USD 880 M +USD 5.02 M +0.6% 3.06% 110% 325 5.23% 2.8
180 Wealth Advisors
2596
180 Wealth Advisors
Washington
USD 878 M +USD 57.6 M +7% 6.09% 165% 497 13.68% 3.7
Minneapolis Portfolio Management Group
2597
Minneapolis Portfolio Management Group
Minnesota
USD 878 M +USD 7.17 M +0.8% 4.49% 138% 31 6.45% 5
Goldstein Advisors
2598
Goldstein Advisors
Wisconsin
USD 878 M +USD 54.8 M +7% 2.06% 62.6% 234 9.4% 1.8
Absolute Investment Advisers
2599
Absolute Investment Advisers
Florida
USD 877 M +USD 80.8 M +10% 0.67% 0.5% 146 43.84% 1.1
Aperture Investors
2600
Aperture Investors
New York
USD 875 M +USD 146 M +20% 4.7% 211% 104 37.5% 1.4