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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)
LaFleur & Godfrey
2701
LaFleur & Godfrey
Michigan
USD 826 M +USD 1.16 M +0.1% 3.53% 98.2% 150 8.67% 4.9
Triata Capital
2702
Triata Capital
Hong Kong
USD 825 M -USD 31.7 M -4% 12.8% – 15 0% 0.8
De Burlo Group
2703
De Burlo Group
Massachusetts
USD 824 M -USD 5.98 M -0.7% 4.71% 164% 83 10.84% 3.9
Octagon Capital Advisors
2704
Octagon Capital Advisors
New York
USD 824 M +USD 164 M +25% 53.7% 2,969% 35 45.71% 1.1
Ovata Capital Management
2705
Ovata Capital Management
Hong Kong
USD 823 M +USD 323 M +65% 0.61% 69.1% 64 53.13% 0.5
Jamison Private Wealth Management
2706
Jamison Private Wealth Management
Georgia
USD 823 M +USD 33.6 M +4% 4.77% 130% 213 2.82% 1.9
BPIM
2707
Brant Point Investment Management
New York
USD 823 M -USD 102 M -11% 3.43% 169% 154 37.01% 2.9
RTD Financial Advisors
2708
RTD Financial Advisors
Pennsylvania
USD 820 M -USD 12.6 M -2% 1.5% 51.5% 116 10.34% 3.1
Ally Financial
2709
Ally Financial
Michigan
USD 819 M +USD 9.14 M +1% 1.1% 9.28% 117 16.24% 2.2
One Wealth Advisors
2710
One Wealth Advisors
California
USD 818 M +USD 21.5 M +3% 2.5% 66% 334 18.86% 2
BDF Gestion
2711
BDF Gestion
France
USD 818 M -USD 26.8 M -3% 3.88% – 156 14.1% 1.2
F1I
2712
Fund 1 Investments
Puerto Rico
USD 818 M -USD 82.4 M -9% 10.8% 128% 76 53.95% 0.8
Lake Street Private Wealth
2713
Lake Street Private Wealth
Illinois
USD 817 M +USD 41.7 M +5% 1.52% 105% 291 9.28% 3.4
KPS Global Asset Management (UK)
2714
KPS Global Asset Management (UK)
United Kingdom
USD 817 M +USD 28.2 M +4% 5.34% 373% 4 0% 5.6
Syquant Capital SAS
2715
Syquant Capital SAS
France
USD 817 M +USD 469 M +135% 0.36% 160% 45 80% 0.1
Inspirion Wealth Advisors
2716
Inspirion Wealth Advisors
Illinois
USD 817 M +USD 102 M +14% 0.79% 52.5% 183 25.68% 4.5
Alpha Wave Global
2717
Alpha Wave Global
New York
USD 816 M -USD 172 M -17% 24% 226% 32 43.75% 1.7
Embree Financial Group
2718
Embree Financial Group
Illinois
USD 816 M +USD 69.5 M +9% 2.77% 87.6% 260 14.23% 1.4
Central Pacific Bank - Trust Division
2719
Central Pacific Bank - Trust Division
Hawaii
USD 815 M -USD 11.3 M -1% 3.3% – 885 12.66% 1.4
Cache Advisors
2720
Cache Advisors
California
USD 814 M +USD 241 M +42% 1.57% – 125 21.6% 0.7
Strategic Wealth Investment Group
2721
Strategic Wealth Investment Group
Kentucky
USD 814 M -USD 375 M -32% 2.19% – 134 33.58% 2.1
Arista Wealth Management
2722
Arista Wealth Management
Nevada
USD 813 M +USD 9.44 M +1% 2.59% 67% 323 39.32% 0.8
City Holding Co
2723
City Holding Co
West Virginia
USD 813 M +USD 17.5 M +2% 3.08% 89.2% 643 18.82% 5.9
Kera Capital Partners
2724
Kera Capital Partners
California
USD 811 M +USD 144 M +22% 4.04% – 597 36.52% 0.4
Mass General Brigham
2725
Mass General Brigham
Massachusetts
USD 810 M – – 5.22% – 7 – 0.5