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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)
Institute for Wealth Management
2676
Institute for Wealth Management
Colorado
USD 476 M +USD 30 M +7% 9.49% 149% 479 11.48% 3.2
Pelham Capital
2677
Pelham Capital
United Kingdom
USD 476 M +USD 45.1 M +10% 12.3% 135% 11 27.27% 1.6
PM Capital
2678
PM Capital
Australia
USD 475 M +USD 97.3 M +26% 25.8% 105% 11 9.09% 6.2
Vitruvian Partners
2679
Vitruvian Partners
United Kingdom
USD 475 M -USD 85.4 M -15% 12.1% 96.9% 9 0% 1.6
CANC
2680
Culbertson A N & Co
Virginia
USD 475 M +USD 43.9 M +10% 11.9% 87.5% 119 2.52% 6.7
Taikang Asset Management (HK)
2681
Taikang Asset Management (HK)
Hong Kong
USD 474 M -USD 12 M -2% 3.73% 172% 68 14.71% 3.1
Stillwater Capital Advisors
2682
Stillwater Capital Advisors
Pennsylvania
USD 474 M +USD 35.7 M +8% 10.6% 121% 73 16.44% 5.1
Avitas Wealth Management
2683
Avitas Wealth Management
California
USD 474 M +USD 37.2 M +9% 8.11% 56.2% 208 25% 2
HoldCo Asset Management
2684
HoldCo Asset Management
Florida
USD 473 M +USD 148 M +45% 18.5% – 22 9.09% 1.7
Wolf Hill Capital Management
2685
Wolf Hill Capital Management
Connecticut
USD 473 M -USD 14.4 M -3% 22% 384% 24 54.17% 0.6
AA
2686
Ancient Art
Texas
USD 473 M -USD 63.7 M -12% 2.87% 168% 23 17.39% 1.9
Personal CFO Solutions
2687
Personal CFO Solutions
New Jersey
USD 472 M +USD 74.3 M +19% 9.88% 98.9% 505 27.33% 1.5
Blueprint Investment Partners
2688
Blueprint Investment Partners
North Carolina
USD 472 M +USD 106 M +29% 7.51% 91.9% 260 51.54% 0.7
Inspirion Wealth Advisors
2689
Inspirion Wealth Advisors
Illinois
USD 472 M +USD 28.6 M +6% 10.6% 52.5% 130 10.77% 3.5
Carrhae Capital
2690
Carrhae Capital
United Kingdom
USD 472 M +USD 334 M +243% 16.2% 182% 27 55.56% 0.4
New England Private Wealth Advisors
2691
New England Private Wealth Advisors
Massachusetts
USD 472 M +USD 45.4 M +11% 8.93% 55.8% 106 13.21% 4.5
Financial Planning & Information Services
2692
Financial Planning & Information Services
Wisconsin
USD 472 M +USD 58.8 M +14% 7.62% 13% 86 17.44% 4.5
Arosa Capital Management
2693
Arosa Capital Management
Florida
USD 472 M +USD 4.17 M +0.9% 9.37% 536% 79 59.49% 0.3
FAG
2694
Financial Advisory Group
Texas
USD 471 M +USD 27.5 M +6% 6.02% 20.6% 96 14.58% 4.8
Strategic Wealth Partners Group
2695
Strategic Wealth Partners Group
Illinois
USD 471 M +USD 41.5 M +10% 7.65% – 52 5.77% 4.1
XTX Topco
2696
XTX Topco
Cayman Islands
USD 471 M +USD 67.3 M +17% 3.74% 87.3% 1,633 69.26% 0.2
Dividend Assets Capital
2697
Dividend Assets Capital
South Carolina
USD 471 M +USD 35.1 M +8% 10.1% 67.4% 587 10.05% 2.9
Acorn Financial Advisory Services
2698
Acorn Financial Advisory Services
Virginia
USD 471 M +USD 51.8 M +12% 6.91% 108% 227 9.69% 2.1
OLP Capital Management
2699
OLP Capital Management
Hong Kong
USD 471 M +USD 70.5 M +18% 28.7% 146% 4 25% 1.1
CFO4Life
2700
CFO4Life
Texas
USD 471 M – – 6.53% – 176 – 1.6