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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)
Aperture Investors
2601
Aperture Investors
New York
USD 875 M +USD 146 M +20% 4.7% 211% 104 37.5% 1.4
First Turn Management
2602
First Turn Management
California
USD 875 M +USD 209 M +31% 62.7% – 41 48.78% 0.7
Wealth Management Nebraska
2603
Wealth Management Nebraska
Nebraska
USD 875 M +USD 35.8 M +4% 2.46% – 97 11.34% 0.8
Iron Triangle Partners
2604
Iron Triangle Partners
Connecticut
USD 875 M +USD 171 M +24% 21% 152% 41 73.17% 0.2
Periscope Capital
2605
Periscope Capital
Ontario, Canada
USD 874 M +USD 246 M +39% 0.95% 26.5% 390 37.44% 0.5
Quadcap Wealth Management
2606
Quadcap Wealth Management
Texas
USD 874 M +USD 26.4 M +3% 2.09% 94.2% 425 11.06% 1.5
Greenline Partners
2607
Greenline Partners
New York
USD 874 M +USD 51.3 M +6% 5.02% 69.6% 154 9.74% 3.7
MPM BioImpact
2608
MPM BioImpact
Massachusetts
USD 874 M +USD 263 M +43% 45% 550% 55 58.18% 0.8
Disciplina Capital Management
2609
Disciplina Capital Management
Tennessee
USD 874 M +USD 51.9 M +6% 0.43% 33% 68 8.82% 3
Souders Financial Advisors
2610
Souders Financial Advisors
Ohio
USD 873 M +USD 32.3 M +4% 1.92% 59.8% 219 10.96% 2.7
Insight Wealth Strategies
2611
Insight Wealth Strategies
California
USD 872 M +USD 23.4 M +3% 3.28% 83.5% 186 16.13% 2.7
St Louis Trust
2612
St Louis Trust
Missouri
USD 872 M +USD 70 M +9% 2.26% 77.2% 149 20.13% 4.1
Destiny Wealth Partners
2613
Destiny Wealth Partners
Florida
USD 871 M +USD 55.2 M +7% 1.88% 70.4% 222 12.61% 2.6
Financial Plan Inc
2614
Financial Plan Inc
Washington
USD 871 M – – 2.03% – 94 – 0
Novem Group
2615
Novem Group
New York
USD 870 M +USD 15.8 M +2% 1.82% – 478 24.27% 0.7
Semper Augustus Investments Group
2616
Semper Augustus Investments Group
Colorado
USD 870 M +USD 68.4 M +9% 9.23% 95.4% 40 7.5% 6.3
CVA Family Office
2617
CVA Family Office
Colorado
USD 869 M +USD 92.6 M +12% 2.6% 71.6% 1,390 13.96% 2.1
Ascent Wealth Partners
2618
Ascent Wealth Partners
New York
USD 869 M +USD 6.89 M +0.8% 2.28% 105% 188 6.38% 4.1
8KM
2619
8 Knots Management
Texas
USD 868 M -USD 16 M -2% 13.5% – 22 59.09% 0.7
Twin Focus Capital Partners
2620
Twin Focus Capital Partners
Massachusetts
USD 868 M +USD 80.7 M +10% 4.02% 112% 198 14.14% 4.3
Aviance Capital Partners
2621
Aviance Capital Partners
Florida
USD 868 M +USD 25.5 M +3% 4.23% 109% 375 6.93% 4.8
Northcape Capital
2622
Northcape Capital
Australia
USD 867 M +USD 144 M +20% 1.48% – 8 0% 8.7
One Madison Group
2623
One Madison Group
New York
USD 867 M -USD 46.2 M -5% 0.88% – 31 12.9% 0.8
Keebeck Wealth Management
2624
Keebeck Wealth Management
Illinois
USD 867 M +USD 20.5 M +2% 1.91% 92.1% 393 16.28% 2.6
Mint Tower Capital Management
2625
Mint Tower Capital Management
Netherlands
USD 866 M +USD 22.1 M +3% 1.29% 40.2% 318 52.52% 0.5