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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)
Resonant Capital Advisors
2651
Resonant Capital Advisors
Wisconsin
USD 575 M +USD 57.4 M +11% 0.71% 56.5% 191 11.52% 1.4
D.L. Carlson Investment Group
2652
D.L. Carlson Investment Group
New Hampshire
USD 575 M -USD 2.94 M -0.5% 1.53% 113% 156 13.46% 3.2
Baldwin Investment Management
2653
Baldwin Investment Management
Pennsylvania
USD 574 M -USD 13 M -2% 0.87% 74.8% 263 10.65% 3.2
Brouwer & Janachowski
2654
Brouwer & Janachowski
California
USD 574 M -USD 2.26 M -0.4% 0.74% 41.8% 72 23.61% 3.4
Caledonia Investments plc (UK)
2655
Caledonia Investments plc (UK)
United Kingdom
USD 572 M +USD 19.1 M +3% 2.48% 61.9% 11 0% 4.8
NFAM
2656
North Fourth Asset Management
New Jersey
USD 572 M +USD 3.71 M +0.7% 6.8% 104% 151 87.42% 0.1
Whetstone Capital Advisors
2657
Whetstone Capital Advisors
Kansas
USD 572 M +USD 33.6 M +6% 0.75% 282% 34 38.24% 1.5
Granger Management
2658
Granger Management
New York
USD 572 M +USD 77.5 M +16% 3.05% 69.9% 33 6.06% 0.7
Nicholas Hoffman & Company
2659
Nicholas Hoffman & Company
Georgia
USD 570 M +USD 16.1 M +3% 0.59% 71.9% 278 9.71% 2.9
RBO & Co
2660
RBO & Co
California
USD 570 M -USD 2.73 M -0.5% 0.04% 27.9% 63 6.35% 4.1
Night Owl Capital Management
2661
Night Owl Capital Management
Connecticut
USD 570 M +USD 63.3 M +13% 6.58% 162% 28 17.86% 3.7
Institute for Wealth Management
2662
Institute for Wealth Management
Colorado
USD 570 M +USD 192 k +0% 0.46% 149% 509 9.04% 2.2
Boenning & Scattergood
2663
Boenning & Scattergood
Pennsylvania
USD 569 M -USD 5.38 M -0.9% 0.52% 34.5% 395 9.11% 2.1
Dudley & Shanley
2664
Dudley & Shanley
Florida
USD 569 M -USD 37.6 M -6% 0.02% 67.9% 31 0% 2.7
Beach Point Capital Management
2665
Beach Point Capital Management
California
USD 568 M -USD 38.8 M -6% 1.12% 84.1% 45 28.89% 0.9
North Growth Management
2666
North Growth Management
British Columbia, Canada
USD 567 M -USD 48.1 M -8% 6.88% 243% 51 3.92% 2.7
ACME LLC
2667
ACME LLC
California
USD 566 M +USD 512 M +938% 17.5% 199% 8 50% 0.3
Aviance Capital Partners
2668
Aviance Capital Partners
Florida
USD 566 M -USD 5.53 M -1% 1.82% 109% 262 8.02% 3.9
Cornerstone Wealth Group
2669
Cornerstone Wealth Group
North Carolina
USD 566 M +USD 74.7 M +15% 0.35% 108% 168 23.21% 1.3
Virtue Capital Management
2670
Virtue Capital Management
Tennessee
USD 565 M +USD 64 M +13% 1.01% 97.9% 398 23.62% 0.8
Wolf Hill Capital Management
2671
Wolf Hill Capital Management
Connecticut
USD 565 M +USD 196 M +53% 4.1% 343% 39 53.85% 0.3
Golden Gate Private Equity
2672
Golden Gate Private Equity
California
USD 565 M -USD 234 M -29% 20.9% 8.72% 14 57.14% 0.9
Patriot Financial Group Insurance Agency
2673
Patriot Financial Group Insurance Agency
Massachusetts
USD 564 M +USD 16.8 M +3% 1.46% 97.3% 2,295 10.24% 2
Tanglewood Wealth Management
2674
Tanglewood Wealth Management
Texas
USD 563 M +USD 4.56 M +0.8% 1.06% 64.6% 23 4.35% 2.9
KWB Wealth
2675
KWB Wealth
California
USD 563 M +USD 41.8 M +8% 0.87% 54.8% 92 14.13% 0.7