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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)
Jag Capital Management
2651
Jag Capital Management
Missouri
USD 717 M -USD 112 M -13% 11% 269% 153 20.26% 3.8
Souders Financial Advisors
2652
Souders Financial Advisors
Ohio
USD 716 M -USD 1.75 M -0.2% 0.39% 59.8% 184 11.41% 2.5
Inspirion Wealth Advisors
2653
Inspirion Wealth Advisors
Illinois
USD 716 M +USD 825 k +0.1% 0.14% 52.5% 164 10.37% 4.3
Skylands Capital
2654
Skylands Capital
Wisconsin
USD 716 M -USD 21.3 M -3% 1.34% 61% 165 15.76% 5.4
Coppell Advisory Solutions
2655
Coppell Advisory Solutions
Texas
USD 716 M +USD 35.9 M +5% 2.47% – 2,114 17.55% 1.1
Greenline Partners
2656
Greenline Partners
New York
USD 714 M +USD 15.7 M +2% 1.42% 69.6% 242 43.8% 2
Consolidated Investment Group
2657
Consolidated Investment Group
Colorado
USD 713 M +USD 40.1 M +6% 5.36% 150% 66 6.06% 5.9
MainStreet Investment Advisors
2658
MainStreet Investment Advisors
Illinois
USD 713 M -USD 39.8 M -5% 0.29% 70.6% 166 15.66% 4.2
TIM
2659
Total Investment Management
Arizona
USD 713 M -USD 180 M -20% 2.02% 44.4% 82 21.95% 2.9
Arbor Investment Advisors
2660
Arbor Investment Advisors
North Carolina
USD 712 M -USD 42.6 M -6% 1.89% 48.5% 125 21.6% 4.8
Quarry LP
2661
Quarry LP
New York
USD 712 M +USD 314 M +79% 5.25% 83.2% 2,134 51.41% 0.6
Lee Financial
2662
Lee Financial
Texas
USD 712 M +USD 8.01 M +1% 1.5% 75% 189 8.47% 4.4
Stanley-Laman Group
2663
Stanley-Laman Group
Pennsylvania
USD 712 M -USD 408 k -0.1% 5.68% 114% 309 14.56% 2.1
Qtron Investments
2664
Qtron Investments
Massachusetts
USD 712 M -USD 19.8 M -3% 3.33% 151% 437 13.04% 2.4
MidWestOne Financial Group
2665
MidWestOne Financial Group
Iowa
USD 712 M -USD 12.5 M -2% 0.89% 62.7% 300 9.33% 3.2
Sharkey, Howes & Javer
2666
Sharkey, Howes & Javer
Colorado
USD 712 M +USD 9.8 M +1% 1.18% 60.2% 155 14.19% 2.8
TrinityPoint Wealth
2667
TrinityPoint Wealth
Connecticut
USD 712 M +USD 16.1 M +2% 1.76% 28.4% 356 13.2% 3.3
WoodTrust Financial
2668
WoodTrust Financial
Wisconsin
USD 711 M +USD 7.39 M +1% 0.99% 80.3% 194 13.4% 2.6
American Financial Advisors
2669
American Financial Advisors
Georgia
USD 710 M -USD 23 M -3% 0.75% 52.7% 153 6.54% 3.1
Gilbert & Cook
2670
Gilbert & Cook
Iowa
USD 709 M -USD 18 M -2% 1.47% 63.2% 224 14.73% 3.5
Iron Gate Global Advisors
2671
Iron Gate Global Advisors
Utah
USD 709 M +USD 61.9 M +10% 6.29% 106% 97 17.53% 3.6
Scarborough Advisors
2672
Scarborough Advisors
Maryland
USD 708 M +USD 88.9 M +14% 0.94% 63.3% 120 34.17% 0.9
Moisand Fitzgerald Tamayo
2673
Moisand Fitzgerald Tamayo
Florida
USD 707 M -USD 21.1 M -3% 2.54% 51.1% 642 9.81% 3.5
PFMOSF
2674
Philadelphia Financial Management of San Francisco
California
USD 707 M +USD 76.5 M +12% 16.5% 209% 66 69.7% 0.4
Slow Capital
2675
Slow Capital
California
USD 706 M +USD 53.7 M +8% 7.6% 156% 125 6.4% 4.9