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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)
Financial Enhancement Group
2701
Financial Enhancement Group
Indiana
USD 329 M +USD 10.4 M +3% 9.41% 62.2% 350 37.71% 1
Calton & Associates
2702
Calton & Associates
Florida
USD 328 M +USD 56.4 M +21% 11.4% 73.9% 289 31.49% 0.8
PFG Advisors
2703
PFG Advisors
Arizona
USD 328 M +USD 9.41 M +3% 12.6% 82.7% 316 16.46% 0.7
Dorchester Wealth Management
2704
Dorchester Wealth Management
Quebec, Canada
USD 328 M +USD 40.7 M +14% 12.6% 18.3% 135 16.3% 2.4
FPFS
2705
First Personal Financial Services
North Carolina
USD 328 M +USD 37.9 M +13% 12.2% 31.5% 712 12.08% 2.3
Capital Planning Advisors
2706
Capital Planning Advisors
California
USD 328 M +USD 52.9 M +19% 12.8% 64.2% 126 15.87% 2.1
AIA Investment Management
2707
AIA Investment Management
Singapore
USD 327 M +USD 85.1 M +35% 27.6% 63.3% 14 28.57% 0.8
Montecito Bank & Trust
2708
Montecito Bank & Trust
California
USD 327 M +USD 37.8 M +13% 12% – 215 14.42% 2.9
Kontiki Capital Management (HK)
2709
Kontiki Capital Management (HK)
Hong Kong
USD 327 M +USD 100 M +44% 36.1% 90.6% 7 42.86% 0.8
America First Investment Advisors
2710
America First Investment Advisors
Nebraska
USD 326 M +USD 27.1 M +9% 10.5% 88.8% 96 6.25% 4.3
Corsair Capital Management
2711
Corsair Capital Management
New York
USD 326 M +USD 12.6 M +4% 17.5% 435% 75 26.67% 1.8
SlateStone Wealth
2712
SlateStone Wealth
Florida
USD 326 M +USD 108 M +50% 13% 79.1% 165 44.24% 0.1
Forest Hill Capital
2713
Forest Hill Capital
Arkansas
USD 325 M +USD 8.81 M +3% 6.75% 132% 61 14.75% 3
YRHAM
2714
Yong Rong (HK) Asset Management
Hong Kong
USD 325 M +USD 177 M +119% 17.9% 1,944% 33 69.7% 0.3
StrategIQ Financial Group
2715
StrategIQ Financial Group
Indiana
USD 325 M +USD 33.2 M +11% 8.89% 12.6% 195 10.26% 2
G2 Investment Partners Management
2716
G2 Investment Partners Management
New York
USD 325 M +USD 84.4 M +35% 24.1% 1,145% 84 50% 1
HJA
2717
Hugh Johnson Advisors
New York
USD 325 M +USD 53.4 M +20% 12.1% 41.5% 94 11.7% 3.8
Glade Brook Capital Partners
2718
Glade Brook Capital Partners
Connecticut
USD 325 M – – 0% – 1 – 0
Analyst IMS Investment Management Services
2719
Analyst IMS Investment Management Services
Israel
USD 325 M -USD 302 M -48% 15.8% 104% 108 19.44% 3
Parker Investment Management
2720
Parker Investment Management
California
USD 323 M +USD 58.7 M +22% 14% 208% 42 35.71% 1.1
Plante Moran Financial Advisors
2721
Plante Moran Financial Advisors
Michigan
USD 323 M +USD 35.5 M +12% 14.1% 69.2% 1,014 32.25% 3
Leith Wheeler Investment Counsel
2722
Leith Wheeler Investment Counsel
British Columbia, Canada
USD 323 M +USD 54.9 M +20% 14.7% 52.3% 32 15.63% 1.5
CCM
2723
Castine Capital Management
Massachusetts
USD 323 M +USD 30.1 M +10% 8.07% 13.9% 48 39.58% 1.7
Veritas Investment Management (UK)
2724
Veritas Investment Management (UK)
United Kingdom
USD 322 M +USD 15.8 M +5% 13.2% 151% 37 5.41% 3.1
MAA
2725
Mraz Amerine & Associates
California
USD 322 M +USD 19.9 M +7% 6.92% 63.2% 168 12.5% 3.6