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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)
PS
2701
Portfolio Strategies
New York
USD 811 M -USD 52.6 M -6% 5.87% 137% 77 24.68% 2.7
Rhenman & Partners Asset Management
2702
Rhenman & Partners Asset Management
Sweden
USD 810 M -USD 260 M -24% 5.71% 164% 105 28.57% 3.2
Baxter Bros Inc
2703
Baxter Bros Inc
Connecticut
USD 810 M -USD 54.1 M -6% 2.62% 84.1% 175 10.86% 6.2
Summit Securities Group
2704
Summit Securities Group
New York
USD 810 M +USD 42.3 M +6% 0.17% 149% 1,465 63.28% 0.5
Brookwood Investment Group
2705
Brookwood Investment Group
Arizona
USD 810 M -USD 23.3 M -3% 0.38% – 621 34.3% 0.6
Buck Wealth Strategies
2706
Buck Wealth Strategies
Colorado
USD 810 M +USD 22 M +3% 1.44% 48.4% 187 19.25% 1.1
Impact Partnership Wealth
2707
Impact Partnership Wealth
Georgia
USD 810 M +USD 29.9 M +4% 0.8% 50.9% 456 41.01% 0.9
Ashford Capital Management
2708
Ashford Capital Management
Delaware
USD 809 M -USD 88.5 M -10% 0.52% 150% 117 22.22% 4.4
BDWCC
2709
B&D White Capital Company
Texas
USD 809 M -USD 54.4 M -6% 1.49% 44.2% 84 26.19% 1.3
Pathway Financial Advisors
2710
Pathway Financial Advisors
Vermont
USD 808 M +USD 12.3 M +2% 0.14% 52.7% 150 11.33% 4.6
Emerald Advisors
2711
Emerald Advisors
Washington
USD 808 M +USD 72.6 M +10% 12% 71.8% 133 21.05% 3
Financial Enhancement Group
2712
Financial Enhancement Group
Indiana
USD 807 M +USD 38.5 M +5% 0.66% 62.2% 152 22.37% 3.2
Dorsey Wright & Associates
2713
Dorsey Wright & Associates
California
USD 807 M +USD 344 M +74% 9.4% 311% 187 50.8% 0.6
Strid Group
2714
Strid Group
Pennsylvania
USD 807 M +USD 3.45 M +0.4% 0.44% 55.2% 90 17.78% 2.9
Johnson Bixby & Associates
2715
Johnson Bixby & Associates
Washington
USD 806 M -USD 312 k -0% 0.86% 48.7% 130 7.69% 3.1
Brigade Capital Management
2716
Brigade Capital Management
New York
USD 806 M +USD 475 M +143% 1.85% 234% 27 66.67% 1.4
Flaharty Asset Management
2717
Flaharty Asset Management
Florida
USD 806 M +USD 4.81 M +0.6% 1.15% 37.8% 144 9.72% 3.6
Oarsman Capital
2718
Oarsman Capital
Wisconsin
USD 806 M +USD 34.9 M +5% 0.29% 74.9% 261 16.09% 4.6
Redwood Investment Management
2719
Redwood Investment Management
Arizona
USD 805 M -USD 84.6 M -10% 1.85% 62.5% 357 43.42% 1.5
Glendon Capital Management
2720
Glendon Capital Management
California
USD 805 M -USD 875 M -52% 1.68% 118% 27 14.81% 3.6
CVFG LLC
2721
CVFG LLC
Indiana
USD 804 M +USD 658 M +451% 4.5% – 240 57.08% 0.5
Ally Financial
2722
Ally Financial
Michigan
USD 804 M -USD 15.2 M -2% 6.88% 20.4% 142 34.51% 2
LaFleur & Godfrey
2723
LaFleur & Godfrey
Michigan
USD 803 M -USD 22.6 M -3% 0.63% 98.2% 147 5.44% 5.1
Inspirion Wealth Advisors
2724
Inspirion Wealth Advisors
Illinois
USD 803 M -USD 13.5 M -2% 0.94% 52.5% 188 13.83% 4.3
One Wealth Advisors
2725
One Wealth Advisors
California
USD 803 M -USD 15.4 M -2% 1.8% 74.4% 329 17.02% 2.1