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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)
Symmetry Investments
2626
Symmetry Investments
Jersey
USD 712 M -USD 180 M -20% 3.91% 148% 226 71.68% 0.6
Avitas Wealth Management
2627
Avitas Wealth Management
California
USD 711 M +USD 28.6 M +4% 5.97% 56.2% 209 8.61% 3.2
North Peak Capital Management
2628
North Peak Capital Management
New York
USD 711 M -USD 140 M -16% 1.97% 301% 10 50% 1.5
Flaharty Asset Management
2629
Flaharty Asset Management
Florida
USD 711 M +USD 34.4 M +5% 4.77% 37.8% 450 74.22% 0.9
Covalis Capital
2630
Covalis Capital
United Kingdom
USD 711 M -USD 24.9 M -3% 11.5% 37.9% 89 74.16% 0.3
St Louis Trust
2631
St Louis Trust
Missouri
USD 711 M +USD 56.7 M +9% 7.34% 77.2% 125 14.4% 4.7
Dillon & Associates
2632
Dillon & Associates
Michigan
USD 711 M +USD 22.8 M +3% 4.61% 117% 85 10.59% 7.1
McGuire Investment Group
2633
McGuire Investment Group
Rhode Island
USD 710 M +USD 12.7 M +2% 2.42% 202% 116 5.17% 3.9
Pier Capital
2634
Pier Capital
Connecticut
USD 710 M +USD 37.4 M +6% 9.56% 223% 143 18.18% 1.8
Vision Capital Management
2635
Vision Capital Management
Oregon
USD 709 M +USD 37.2 M +6% 6.87% 78.4% 131 9.92% 4.2
Bedel Financial Consulting
2636
Bedel Financial Consulting
Indiana
USD 709 M +USD 26.4 M +4% 2.94% 97.4% 263 6.08% 4.3
AA
2637
AF Advisors
California
USD 708 M +USD 163 M +30% 30.1% 14.8% 23 8.7% 2.4
Managed Asset Portfolios
2638
Managed Asset Portfolios
Michigan
USD 708 M +USD 33.3 M +5% 7.48% 99.2% 48 10.42% 4
Baker Ellis Asset Management
2639
Baker Ellis Asset Management
Washington
USD 707 M +USD 43.1 M +6% 6.93% 91.9% 231 11.26% 5.2
D'Orazio & Associates
2640
D'Orazio & Associates
Virginia
USD 706 M +USD 54.3 M +8% 6.69% 66.7% 258 17.05% 2.9
HHM Wealth Advisors
2641
HHM Wealth Advisors
Tennessee
USD 705 M +USD 40.5 M +6% 7.09% 70.6% 842 13.9% 2.7
Beacon Capital Management LLC (Tennessee)
2642
Beacon Capital Management LLC (Tennessee)
Tennessee
USD 704 M +USD 161 M +30% 4.64% 83% 1,233 17.84% 1.7
Lee Financial
2643
Lee Financial
Texas
USD 704 M +USD 90.5 M +15% 6.63% 75% 188 26.06% 4.2
WoodTrust Financial
2644
WoodTrust Financial
Wisconsin
USD 703 M +USD 60.3 M +9% 7.05% 80.3% 193 18.65% 2.3
Pinnbrook Capital Management
2645
Pinnbrook Capital Management
New York
USD 703 M +USD 229 M +48% 17.6% 913% 107 69.16% 0.2
Power Corp of Canada
2646
Power Corp of Canada
Canada
USD 703 M -USD 88.7 M -11% 11% 14.4% 3 0% 1.6
Stevens Capital Management
2647
Stevens Capital Management
Pennsylvania
USD 703 M +USD 407 M +138% 5.99% 108% 314 67.2% 0.4
FCP
2648
Fine Capital Partners
New York
USD 702 M -USD 142 M -17% 13.5% 95.5% 2 50% 11.3
Sharkey, Howes & Javer
2649
Sharkey, Howes & Javer
Colorado
USD 702 M +USD 83.2 M +13% 5.28% 60.2% 152 28.95% 2.6
Towle & Co
2650
Towle & Co
Colorado
USD 701 M -USD 62 M -8% 2.31% 172% 62 19.35% 1.7