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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)
North Growth Management
2701
North Growth Management
British Columbia, Canada
USD 602 M +USD 34.5 M +6% 13.8% 243% 57 26.32% 2.4
KWB Wealth
2702
KWB Wealth
California
USD 602 M +USD 38.7 M +7% 5.78% 54.8% 91 6.59% 0.9
WealthShield Partners
2703
WealthShield Partners
North Carolina
USD 601 M +USD 227 M +61% 7.38% 71% 308 33.77% 1.5
Aviance Capital Partners
2704
Aviance Capital Partners
Florida
USD 600 M +USD 34.1 M +6% 10.1% 109% 267 11.61% 4.1
Biondo Investment Advisors
2705
Biondo Investment Advisors
Pennsylvania
USD 600 M +USD 17.4 M +3% 7.51% 101% 88 10.23% 3.9
Portland Global Advisors
2706
Portland Global Advisors
Maine
USD 600 M +USD 59.1 M +11% 6.11% 48.8% 161 5.59% 4.4
Voleon Capital Management
2707
Voleon Capital Management
California
USD 599 M +USD 505 M +539% 2.52% – 23 100% 0
Biltmore Capital Advisors
2708
Biltmore Capital Advisors
New Jersey
USD 599 M +USD 56.8 M +10% 9.47% 80.4% 192 38.02% 1.1
City Holding Co
2709
City Holding Co
West Virginia
USD 599 M +USD 13.8 M +2% 8.98% 89.2% 531 10.55% 4.8
Eclipse Ventures
2710
Eclipse Ventures
California
USD 599 M – – 30.6% – 3 – 0
Arcadia Investment Management
2711
Arcadia Investment Management
Michigan
USD 598 M +USD 56.8 M +10% 12.1% 83.5% 299 10.7% 4.1
Advocacy Wealth Management Services
2712
Advocacy Wealth Management Services
Georgia
USD 598 M +USD 43.6 M +8% 4.89% 51.4% 201 6.97% 2.2
Isthmus Partners
2713
Isthmus Partners
Wisconsin
USD 597 M +USD 45 M +8% 9.48% 73.7% 155 6.45% 2.9
Absher Wealth Management
2714
Absher Wealth Management
North Carolina
USD 596 M +USD 55.7 M +10% 7.99% 65.3% 64 12.5% 1.7
Atom Investors
2715
Atom Investors
Texas
USD 596 M -USD 639 M -52% 0.21% 83.4% 455 76.04% 0.3
Avitas Wealth Management
2716
Avitas Wealth Management
California
USD 596 M +USD 47 M +9% 11.2% 56.2% 204 19.61% 1.9
Cambria Investment Management
2717
Cambria Investment Management
California
USD 596 M +USD 50.1 M +9% 6.88% 72% 280 23.93% 1.7
Distillate Capital Partners
2718
Distillate Capital Partners
Illinois
USD 596 M +USD 220 M +59% 14.2% 9.94% 128 29.69% 0.6
Sandia Investment Management
2719
Sandia Investment Management
Massachusetts
USD 596 M – – 0.56% 20.5% 254 – 0
Greatmark Investment Partners
2720
Greatmark Investment Partners
Georgia
USD 596 M +USD 61.6 M +12% 12.4% 72.5% 142 8.45% 4.8
ARS Wealth Advisors Group
2721
ARS Wealth Advisors Group
Florida
USD 596 M +USD 44.6 M +8% 7.89% 89.5% 145 9.66% 0.2
Barometer Capital Management
2722
Barometer Capital Management
Ontario, Canada
USD 595 M +USD 76.8 M +15% 14.6% 354% 164 48.78% 0.7
EFG Asset Management (Americas)
2723
EFG Asset Management (Americas)
Florida
USD 595 M +USD 33.6 M +6% 9.12% 112% 138 6.52% 2.8
Deseret Mutual Benefit Administrators
2724
Deseret Mutual Benefit Administrators
Utah
USD 595 M +USD 51.6 M +10% 9.58% 81.9% 506 4.74% 0.5
True North Advisors
2725
True North Advisors
Texas
USD 592 M +USD 84.1 M +17% 10.6% 82.9% 246 16.26% 1.3