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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)
Moloney Securities Asset Management
2601
Moloney Securities Asset Management
Missouri
USD 745 M -USD 509 k -0.1% 1.7% 86% 533 18.39% 3.6
AH Capital Management
2602
AH Capital Management
California
USD 745 M -USD 393 M -34% 1.85% – 14 21.43% 0.8
Bornite Capital Management
2603
Bornite Capital Management
New York
USD 744 M +USD 178 M +31% 5.47% 181% 51 60.78% 0.4
Relyea Zuckerberg Hanson
2604
Relyea Zuckerberg Hanson
Connecticut
USD 744 M +USD 86.4 M +13% 2.89% 95.9% 268 13.43% 2.6
TCM
2605
Trybe Capital Management
Connecticut
USD 742 M +USD 181 M +32% 12.7% 681% 16 37.5% 2.2
Perseverance Asset Management International
2606
Perseverance Asset Management International
Cayman Islands
USD 742 M -USD 126 M -14% 7.19% 101% 19 10.53% 1.8
Ascent Wealth Partners
2607
Ascent Wealth Partners
New York
USD 742 M +USD 24 M +3% 2.66% 105% 170 14.12% 4
Focused Wealth Management
2608
Focused Wealth Management
New York
USD 741 M -USD 27.7 M -4% 2.36% 80.9% 267 41.2% 6.2
Claro Advisors
2609
Claro Advisors
Massachusetts
USD 740 M -USD 33.8 M -4% 4.81% 98.8% 561 21.93% 2.3
Redhawk Wealth Advisors
2610
Redhawk Wealth Advisors
Minnesota
USD 740 M +USD 39.8 M +6% 2% 116% 337 21.96% 1.7
BIC
2611
Beach Investment Counsel
Pennsylvania
USD 740 M -USD 68.6 M -8% 6.43% 36% 225 46.67% 7.2
Pureheart Capital
2612
Pureheart Capital
USD 740 M – – 1.68% – 7 – 0
Cahill Financial Advisors
2613
Cahill Financial Advisors
Minnesota
USD 738 M +USD 6.67 M +0.9% 1% 55.9% 275 12.73% 4.4
PGCM
2614
Prescott Group Capital Management
Oklahoma
USD 737 M +USD 48.5 M +7% 2.39% 135% 258 22.09% 2.1
Genus Capital Management
2615
Genus Capital Management
British Columbia, Canada
USD 737 M -USD 26.7 M -3% – – 223 30.49% 0.4
EC
2616
Euclidean Capital
New York
USD 737 M -USD 170 M -19% 1.88% 79.7% 12 8.33% 2.9
OP
2617
ORG Partners
Indiana
USD 737 M +USD 112 M +18% 0.25% 69.5% 1,391 17.4% 0.6
JLB & Associates
2618
JLB & Associates
Michigan
USD 737 M -USD 40.6 M -5% 1.69% 69.9% 79 2.53% 7.4
Broad Run Investment Management
2619
Broad Run Investment Management
Virginia
USD 736 M -USD 92.3 M -11% 2.29% 202% 24 0% 6.2
HHM Wealth Advisors
2620
HHM Wealth Advisors
Tennessee
USD 735 M +USD 30.4 M +4% 0.62% 70.6% 1,050 29.33% 2.2
Ikarian Capital
2621
Ikarian Capital
Texas
USD 735 M +USD 18.1 M +3% 91.2% 5,184% 212 50.94% 0.6
Howard Financial Services
2622
Howard Financial Services
Texas
USD 735 M +USD 42.6 M +6% 0.75% 55.9% 194 17.53% 2.7
Consolidated Planning Corp
2623
Consolidated Planning Corp
Georgia
USD 735 M +USD 62.4 M +9% 1.85% 84.6% 214 15.89% 1.9
Greatmark Investment Partners
2624
Greatmark Investment Partners
Georgia
USD 734 M -USD 3.06 M -0.4% 0.1% 72.5% 143 8.39% 6
Hendershot Investments
2625
Hendershot Investments
Virginia
USD 734 M -USD 2.47 M -0.3% 1% 61.9% 132 2.27% 5.5