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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)
St Louis Trust
2701
St Louis Trust
Missouri
USD 498 M +USD 27.3 M +6% 5.49% 77.2% 102 1.96% 3.6
Ascent Wealth Partners
2702
Ascent Wealth Partners
New York
USD 498 M +USD 32.6 M +7% 6.84% 105% 152 10.53% 3.7
Amarillo National Bank
2703
Amarillo National Bank
Texas
USD 497 M +USD 65.9 M +15% 5.4% 63.5% 100 6% 5.3
Fund Management at Engine No 1
2704
Fund Management at Engine No 1
California
USD 497 M +USD 88.7 M +22% 10.6% – 409 11.25% 0.8
Integral Health Asset Management
2705
Integral Health Asset Management
New York
USD 496 M +USD 20 M +4% 7.36% 564% 92 56.52% 0.6
HVM
2706
Harvest Volatility Management
Connecticut
USD 496 M +USD 706 k +0.1% 22.9% 24.3% 134 2.99% 1.8
CI
2707
CPMG Inc
Texas
USD 496 M +USD 97.5 M +24% 64.6% 878% 5 20% 2.8
Evermay Wealth Management
2708
Evermay Wealth Management
Virginia
USD 496 M +USD 4.38 M +0.9% 5.05% 61.1% 592 13.51% 2.5
Moody Aldrich Partners
2709
Moody Aldrich Partners
Massachusetts
USD 495 M +USD 1.95 M +0.4% 8.36% 312% 182 29.67% 1.4
FAG
2710
Financial Advisory Group
Texas
USD 495 M +USD 24.2 M +5% 7.12% 20.6% 95 15.79% 4.8
Bensler
2711
Bensler
Washington
USD 495 M +USD 45.4 M +10% 8.24% 109% 164 12.8% 1
9258 Wealth Management
2712
9258 Wealth Management
Ohio
USD 495 M +USD 33 M +7% 7.53% 49.6% 339 9.44% 2.9
Arkos Global Advisors
2713
Arkos Global Advisors
Texas
USD 495 M +USD 103 M +26% 3.88% 47.8% 100 15% 2.4
Tarbox Family Office
2714
Tarbox Family Office
California
USD 495 M +USD 38.7 M +8% 5.23% 66.4% 101 7.92% 6.5
K.J. Harrison & Partners
2715
K.J. Harrison & Partners
Ontario, Canada
USD 495 M -USD 16.7 M -3% 9.34% 159% 277 28.88% 2.4
CCM
2716
Cohen Capital Management
California
USD 495 M +USD 3.07 M +0.6% 5.06% 91.5% 140 4.29% 6
Biondo Investment Advisors
2717
Biondo Investment Advisors
Pennsylvania
USD 495 M +USD 45.7 M +10% 10.4% 83.4% 80 13.75% 5.1
Index Venture Growth Associates III
2718
Index Venture Growth Associates III
Jersey
USD 494 M +USD 76.3 M +18% 46.2% 740% 3 0% 1.3
Passaic Partners
2719
Passaic Partners
New Jersey
USD 494 M +USD 15.8 M +3% 6.57% 60.1% 8 12.5% 1
Focused Wealth Management
2720
Focused Wealth Management
New York
USD 494 M +USD 2.3 M +0.5% 7.37% 80.9% 1,173 18.24% 4.2
SA
2721
Strategic Advisors
New York
USD 494 M +USD 44.9 M +10% 9.91% 106% 213 13.62% 3.7
Patriot Financial Group Insurance Agency
2722
Patriot Financial Group Insurance Agency
Massachusetts
USD 493 M -USD 251 M -34% 6.88% 97.3% 496 19.96% 3.5
Camden National Bank
2723
Camden National Bank
Maine
USD 493 M +USD 13.7 M +3% 4.24% 58.2% 127 10.24% 4.1
Crosslink Capital
2724
Crosslink Capital
California
USD 493 M +USD 77.9 M +19% 30.2% 135% 20 25% 3.6
Exchange Capital Management
2725
Exchange Capital Management
Michigan
USD 492 M +USD 36.4 M +8% 6.4% 57.8% 171 7.02% 5