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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)
Cota Capital Management
2676
Cota Capital Management
California
USD 563 M -USD 13.9 M -2% 4.3% 46% 16 0% 1.3
Hardy Reed
2677
Hardy Reed
Mississippi
USD 563 M +USD 398 k +0.1% 0.63% 77.5% 108 8.33% 1.8
IAIM
2678
International Assets Investment Management
Florida
USD 562 M +USD 21.6 M +4% 0.26% 101% 575 22.43% 1
EFG Asset Management (Americas)
2679
EFG Asset Management (Americas)
Florida
USD 562 M +USD 23.3 M +4% 1.27% 112% 145 13.1% 2.5
NAH
2680
Neumann Advisory (HK)
Hong Kong
USD 561 M -USD 60.7 M -10% 5.87% 77.3% 15 20% 1.7
Capital Advisors Ltd
2681
Capital Advisors Ltd
Ohio
USD 560 M +USD 2.98 M +0.5% 1.16% 61.1% 512 6.64% 4.4
Silvant Capital Management
2682
Silvant Capital Management
Georgia
USD 560 M -USD 74.7 M -12% 1.23% 189% 340 5.88% 2.8
PS
2683
Presima Securities
Quebec, Canada
USD 559 M -USD 136 M -20% 0.67% 10.3% 54 5.56% 2.4
Donor Advised Charitable Giving
2684
Donor Advised Charitable Giving
California
USD 559 M -USD 330 M -37% 0.21% 418% 116 58.62% 1.8
CCM
2685
Contrarian Capital Management
Connecticut
USD 559 M -USD 117 M -17% 3.52% 29.4% 24 29.17% 1.3
Gilbert & Cook
2686
Gilbert & Cook
Iowa
USD 559 M +USD 3.34 M +0.6% 0.48% 63.2% 224 12.05% 2
Alley Company
2687
Alley Company
Illinois
USD 558 M +USD 7.69 M +1% 0.48% 88.2% 87 2.3% 5.5
Traphagen Investment Advisors
2688
Traphagen Investment Advisors
New Jersey
USD 557 M -USD 30.7 M -5% 0.83% 65.8% 147 8.16% 1.7
Covenant Multifamily Offices
2689
Covenant Multifamily Offices
Texas
USD 557 M +USD 7.49 M +1% 1.72% 38.3% 252 9.52% 1.2
Sunbelt Securities
2690
Sunbelt Securities
Texas
USD 556 M +USD 676 k +0.1% 0.78% 83.5% 442 0.9% 2.1
Berger Financial Group
2691
Berger Financial Group
Minnesota
USD 555 M +USD 1.78 M +0.3% 0.65% 69.4% 210 4.29% 0.6
Adero Partners
2692
Adero Partners
California
USD 555 M +USD 122 M +28% 0.02% 27.7% 149 13.42% 0.9
Advocacy Wealth Management Services
2693
Advocacy Wealth Management Services
Georgia
USD 554 M +USD 14 M +3% 0.59% 48.3% 209 11% 2
Eudaimonia Partners
2694
Eudaimonia Partners
Tennessee
USD 554 M +USD 21.3 M +4% 0.51% – 409 11.98% 1.4
Crosslink Capital
2695
Crosslink Capital
California
USD 554 M -USD 51.1 M -8% 0.27% 135% 21 19.05% 3
Keystone Financial Group (Kentucky)
2696
Keystone Financial Group (Kentucky)
Kentucky
USD 553 M +USD 593 k +0.1% 0.23% 116% 301 8.64% 2.2
Valley National Advisers
2697
Valley National Advisers
Pennsylvania
USD 553 M +USD 4.87 M +0.9% 1.09% 87.2% 981 8.97% 3.6
Permanens Capital
2698
Permanens Capital
New York
USD 552 M -USD 4.97 M -0.9% 0.55% 76.9% 113 62.83% 2.2
Isthmus Partners
2699
Isthmus Partners
Wisconsin
USD 551 M -USD 16.6 M -3% 1.64% 73.7% 271 46.49% 2.8
Tiger Pacific Capital
2700
Tiger Pacific Capital
New York
USD 551 M -USD 53.4 M -9% 16.9% 84.5% 18 33.33% 1.2