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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)
Lee Financial
2701
Lee Financial
Texas
USD 559 M +USD 26.4 M +5% 1.06% 75% 1,011 29.77% 2.3
Intrua Financial
2702
Intrua Financial
Texas
USD 559 M -USD 13.4 M -2% 0.84% 77.4% 413 17.68% 1.1
Kanen Wealth Management
2703
Kanen Wealth Management
Florida
USD 558 M +USD 269 M +93% 4.91% 328% 26 23.08% 0.7
Dean Investment Associates
2704
Dean Investment Associates
Ohio
USD 558 M -USD 9.9 M -2% 0.59% 63.5% 238 7.56% 3.4
Rodgers Brothers
2705
Rodgers Brothers
Pennsylvania
USD 557 M -USD 4.85 M -0.9% 1.2% 108% 215 12.09% 5.1
Lake Street Private Wealth
2706
Lake Street Private Wealth
Illinois
USD 557 M -USD 13.1 M -2% 2.68% 105% 361 20.22% 1.3
Dock Street Asset Management
2707
Dock Street Asset Management
Florida
USD 557 M -USD 50.1 M -8% 5.34% 175% 82 20.73% 2.9
First Ascent Asset Management
2708
First Ascent Asset Management
Colorado
USD 556 M +USD 31.4 M +6% 5.59% 4.15% 41 19.51% 1.3
Bluescape Energy Partners
2709
Bluescape Energy Partners
Texas
USD 556 M -USD 72.4 M -12% 2.1% 57.9% 3 0% 2
FORA Capital
2710
FORA Capital
Florida
USD 555 M +USD 297 M +115% 0.78% 162% 671 82.71% 0.1
Tortoise Index Solutions
2711
Tortoise Index Solutions
Kansas
USD 554 M +USD 100 M +22% 18.4% 52.2% 111 2.7% 3.4
Avitas Wealth Management
2712
Avitas Wealth Management
California
USD 554 M -USD 42.1 M -7% 4.18% 56.2% 222 35.59% 1.7
IAIM
2713
International Assets Investment Management
Florida
USD 554 M -USD 18.9 M -3% 3.09% 101% 601 32.45% 1.2
SKBA Capital Management
2714
SKBA Capital Management
California
USD 554 M +USD 23 M +4% 6.48% 55.7% 85 8.24% 3.4
SOL Capital Management
2715
SOL Capital Management
Maryland
USD 554 M +USD 487 k +0.1% 4.82% 56.6% 272 8.82% 5.6
Heck Capital Advisors
2716
Heck Capital Advisors
Wisconsin
USD 553 M +USD 2.48 M +0.5% 3.8% 67% 136 19.12% 2.7
Means Investment Company
2717
Means Investment Company
Maine
USD 552 M -USD 13.9 M -2% 4.54% 106% 228 22.81% 2.2
HCP
2718
Holt Capital Partners
Texas
USD 552 M -USD 16.5 M -3% 2.32% 69.5% 164 3.66% 5.1
HHR Asset Management
2719
HHR Asset Management
New Jersey
USD 552 M -USD 286 M -34% 17.7% 76.3% 36 27.78% 2.4
TrinityPoint Wealth
2720
TrinityPoint Wealth
Connecticut
USD 552 M -USD 11.1 M -2% 3.63% 28.4% 330 14.55% 1.8
Camden National Bank
2721
Camden National Bank
Maine
USD 552 M -USD 17.4 M -3% 3.12% 58.2% 157 11.46% 3.3
Proffitt & Goodson
2722
Proffitt & Goodson
Tennessee
USD 551 M -USD 18.1 M -3% 5.07% 48.5% 288 15.97% 2.8
Vest Financial
2723
Vest Financial
Virginia
USD 551 M +USD 90.6 M +20% 1.52% 68.4% 66 4.55% 1.2
T
2724
TCWP
Ohio
USD 550 M +USD 46 M +9% 3.02% – 1,978 86.75% 0
Barometer Capital Management
2725
Barometer Capital Management
Ontario, Canada
USD 550 M -USD 45.7 M -8% 23% 339% 176 67.05% 0.6