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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)
Wellspring Financial Advisors
2676
Wellspring Financial Advisors
Ohio
USD 633 M +USD 231 M +57% 8.06% 77.2% 156 21.79% 2
PRC
2677
Pearl River Capital
Michigan
USD 633 M +USD 8.81 M +1% 8.45% 20.3% 695 69.78% 0.4
Honeycomb Asset Management
2678
Honeycomb Asset Management
New York
USD 633 M +USD 216 M +52% 18.7% 49% 51 72.55% 0.3
WoodTrust Financial
2679
WoodTrust Financial
Wisconsin
USD 631 M +USD 45.7 M +8% 6.99% 80.3% 199 33.17% 2.3
McIlrath & Eck
2680
McIlrath & Eck
Washington
USD 631 M +USD 62.3 M +11% 6.18% 44% 973 8.84% 3.7
Falcon Wealth Planning
2681
Falcon Wealth Planning
California
USD 631 M +USD 59.2 M +10% 4.78% 56.4% 138 7.97% 1.9
Nextech Invest
2682
Nextech Invest
Switzerland
USD 631 M +USD 94 M +18% 16.9% 982% 13 23.08% 1.3
Arvest Investments
2683
Arvest Investments
Arkansas
USD 631 M +USD 15.1 M +2% 5.18% 50% 160 6.88% 0.2
Parkside Investments
2684
Parkside Investments
Illinois
USD 631 M +USD 39.4 M +7% 5.82% 70.4% 104 21.15% 3.4
LS Investment Advisors
2685
LS Investment Advisors
Michigan
USD 630 M +USD 53.4 M +9% 9.7% 98.7% 138 5.8% 8
MONECO Advisors
2686
MONECO Advisors
Connecticut
USD 630 M +USD 105 M +20% 8.8% 77.7% 427 15.93% 2.1
LM Advisors
2687
LM Advisors
California
USD 630 M +USD 133 M +27% 8.29% – 750 74.13% 0.2
Patriot Financial Group Insurance Agency
2688
Patriot Financial Group Insurance Agency
Massachusetts
USD 629 M +USD 100 M +19% 9.48% 97.3% 523 19.31% 3.5
Greenline Partners
2689
Greenline Partners
New York
USD 627 M +USD 36.4 M +6% 4.61% 69.6% 125 3.2% 3.3
Institutional & Family Asset Management
2690
Institutional & Family Asset Management
Colorado
USD 627 M +USD 19.3 M +3% 6.64% 19% 785 15.8% 4
Financial Partners Group (Kansas)
2691
Financial Partners Group (Kansas)
Kansas
USD 627 M +USD 69.3 M +12% 8% 76.7% 184 15.22% 2.6
South Street Advisors
2692
South Street Advisors
New York
USD 627 M +USD 91.6 M +17% 18.1% 177% 77 12.99% 3.4
Third Avenue Management
2693
Third Avenue Management
New York
USD 627 M +USD 17.4 M +3% 7.05% 106% 60 5% 5.1
WCM
2694
Woodson Capital Management
Connecticut
USD 626 M +USD 140 M +29% 15% 235% 47 31.91% 1.4
Slow Capital
2695
Slow Capital
California
USD 624 M +USD 49.3 M +9% 8.44% 156% 126 6.35% 4.7
OLP Capital Management
2696
OLP Capital Management
Hong Kong
USD 624 M -USD 26.8 M -4% 1.78% 115% 4 25% 1.3
GIM
2697
Greylin Investment Management
Virginia
USD 624 M +USD 45.3 M +8% 11.3% 52.1% 80 7.5% 5.5
Running Oak Capital
2698
Running Oak Capital
Minnesota
USD 624 M +USD 116 M +23% 12.5% 40.8% 60 6.67% 2.6
Centerbridge Partners
2699
Centerbridge Partners
New York
USD 623 M +USD 19.2 M +3% 2.2% 15.9% 13 23.08% 1.8
PGCM
2700
Prescott Group Capital Management
Oklahoma
USD 623 M +USD 52.4 M +9% 9.63% 135% 215 26.05% 1.9