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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)
Atlas Capital Advisors
2576
Atlas Capital Advisors
Wyoming
USD 875 M -USD 23.2 M -3% 1.24% – 1,044 12.45% 3.3
Parthenon LLC
2577
Parthenon LLC
Kentucky
USD 875 M -USD 52 M -6% 1.52% 93.3% 131 3.05% 8.7
PAI
2578
Power Alpha Investment
British Virgin Islands
USD 874 M -USD 98.6 M -10% 4.56% – 5 0% 0.3
Archford Capital Strategies
2579
Archford Capital Strategies
Illinois
USD 873 M +USD 15.4 M +2% 0.66% 87.4% 378 21.43% 4
Novem Group
2580
Novem Group
New York
USD 873 M +USD 3.43 M +0.4% 0.67% – 477 20.13% 0.9
JWBC
2581
J.W. Burns & Co
New York
USD 873 M -USD 30.5 M -3% 2.09% 95.4% 190 7.37% 7.9
Genus Capital Management
2582
Genus Capital Management
British Columbia, Canada
USD 873 M +USD 14.1 M +2% 9.68% – 237 37.97% 0.6
SA
2583
SoftVest Advisors
Texas
USD 872 M +USD 417 M +92% 56.9% 178% 5 40% 2.8
Private Capital Advisors
2584
Private Capital Advisors
Connecticut
USD 872 M -USD 107 M -11% 6.13% 132% 84 22.62% 5.8
F1I
2585
Fund 1 Investments
Puerto Rico
USD 872 M +USD 54.4 M +7% 7.07% 128% 91 69.23% 0.6
Boulay Financial Advisors
2586
Boulay Financial Advisors
Minnesota
USD 871 M +USD 20.8 M +2% 0.65% – 6 33.33% 0.6
Twin Focus Capital Partners
2587
Twin Focus Capital Partners
Massachusetts
USD 871 M +USD 3.22 M +0.4% 2.96% 92.5% 199 22.61% 4.3
WCM
2588
Wallace Capital Management
Texas
USD 871 M +USD 40.4 M +5% 2.28% 62.3% 78 7.69% 5.6
River Wealth Advisors
2589
River Wealth Advisors
Pennsylvania
USD 871 M -USD 21 M -2% 1.76% 90.5% 214 7.01% 6.5
Pacific Life Fund Advisors
2590
Pacific Life Fund Advisors
California
USD 871 M -USD 100 M -10% 0.5% 47.6% 21 4.76% 1.8
Philip James Wealth Mangement
2591
Philip James Wealth Mangement
Georgia
USD 870 M +USD 6.5 M +0.8% 13.7% 76% 175 13.14% 1.4
Cabot Wealth Management
2592
Cabot Wealth Management
Massachusetts
USD 869 M -USD 35.1 M -4% 3.07% 75.9% 145 8.97% 5.9
Hanson & Doremus Investment Management
2593
Hanson & Doremus Investment Management
Vermont
USD 869 M +USD 37.3 M +4% 1.23% 86.3% 560 18.21% 5.9
HHM Wealth Advisors
2594
HHM Wealth Advisors
Tennessee
USD 869 M +USD 19.3 M +2% 0.6% 70.6% 928 14.01% 3.2
IDG China Capital Fund III Associates
2595
IDG China Capital Fund III Associates
China
USD 868 M +USD 67.2 M +8% 19.9% – 2 0% 1
Blue Grotto Capital
2596
Blue Grotto Capital
Georgia
USD 868 M -USD 105 M -11% 4.07% 296% 32 59.38% 0.7
L. Roy Papp & Associates
2597
L. Roy Papp & Associates
Arizona
USD 867 M -USD 37.1 M -4% 1.53% 80.1% 191 6.81% 7.5
Northcape Capital
2598
Northcape Capital
Australia
USD 867 M -USD 264 k -0% 2.51% – 8 0% 8.9
HP
2599
Havemeyer Place
Connecticut
USD 867 M +USD 359 M +71% 2.19% – 728 62.36% 0.1
RMG Wealth Management
2600
RMG Wealth Management
Wisconsin
USD 866 M +USD 94.2 M +12% 1.84% – 727 57.91% 0.3