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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)
Valley National Advisers
2601
Valley National Advisers
Pennsylvania
USD 400 M +USD 35.2 M +10% 8.39% 87.2% 868 11.29% 2.9
Evolution Wealth Advisors
2602
Evolution Wealth Advisors
Florida
USD 399 M +USD 190 M +90% 20.7% 96% 725 48.14% 0.3
Center for Financial Planning
2603
Center for Financial Planning
Michigan
USD 399 M – – 5.65% 64.4% 472 – 0
Taikang Asset Management (HK)
2604
Taikang Asset Management (HK)
Hong Kong
USD 399 M -USD 525 M -57% 19.7% 172% 78 8.97% 1.3
Lodbrok Capital
2605
Lodbrok Capital
United Kingdom
USD 399 M +USD 36.8 M +10% 0% 25.9% 5 0% 0.6
K.J. Harrison & Partners
2606
K.J. Harrison & Partners
Ontario, Canada
USD 398 M +USD 38.6 M +11% 7.21% 140% 204 26.47% 2
Permanens Capital
2607
Permanens Capital
New York
USD 398 M +USD 40.7 M +11% 7.09% 76.9% 149 41.61% 0.7
Veritas Investment Management (UK)
2608
Veritas Investment Management (UK)
United Kingdom
USD 398 M +USD 35.5 M +10% 13.5% 151% 38 5.26% 3.5
B. Riley Financial
2609
B. Riley Financial
California
USD 398 M +USD 127 M +47% 33.2% 682% 63 60.32% 0.7
Greenline Partners
2610
Greenline Partners
New York
USD 398 M +USD 48.8 M +14% 10.9% 69.6% 93 20.43% 1.2
Financial Enhancement Group
2611
Financial Enhancement Group
Indiana
USD 397 M +USD 26.6 M +7% 5.03% 62.2% 315 20% 1.5
Kettle Hill Capital Management
2612
Kettle Hill Capital Management
New York
USD 397 M -USD 24.1 M -6% 7.38% 37.4% 43 67.44% 0.3
Gerber Kawasaki Wealth & Investment Management
2613
Gerber Kawasaki Wealth & Investment Management
California
USD 397 M +USD 48.2 M +14% 11.7% 102% 142 15.49% 2
L.J. Altfest & Co
2614
L.J. Altfest & Co
New York
USD 397 M +USD 9.04 M +2% 4.19% 95.6% 205 18.05% 2.1
SOL Capital Management
2615
SOL Capital Management
Maryland
USD 396 M +USD 30.2 M +8% 9.58% 56.6% 248 10.48% 4.6
Cypress Wealth Services
2616
Cypress Wealth Services
California
USD 396 M +USD 31.9 M +9% 7.22% 82.7% 266 7.52% 1.5
NFC Investments
2617
NFC Investments
Tennessee
USD 396 M +USD 26.3 M +7% 11.1% 58% 41 4.88% 3.4
CCM
2618
Castine Capital Management
Massachusetts
USD 396 M +USD 29.9 M +8% 11.9% 13.9% 47 27.66% 1.6
Arcadia Investment Management
2619
Arcadia Investment Management
Michigan
USD 395 M +USD 29.7 M +8% 7.89% 83.5% 299 7.36% 3.5
Passport Capital
2620
Passport Capital
California
USD 394 M +USD 329 M +506% 7.29% 40.2% 9 88.89% 0.1
Absher Wealth Management
2621
Absher Wealth Management
North Carolina
USD 394 M – – 7.44% 65.3% 72 – 0
Csenge Advisory Group
2622
Csenge Advisory Group
Florida
USD 394 M +USD 28.9 M +8% 6.3% 72.3% 318 25.79% 0.9
New Leaf Venture Partners
2623
New Leaf Venture Partners
New York
USD 393 M +USD 62.6 M +19% 64.6% 3.91% 19 0% 1.4
Royal Fund Management
2624
Royal Fund Management
Florida
USD 393 M +USD 34.4 M +10% 6.35% 103% 746 13.4% 1.7
Winslow Evans & Crocker
2625
Winslow Evans & Crocker
Massachusetts
USD 393 M +USD 34.5 M +10% 9.17% 76.2% 1,179 6.53% 3.9