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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)
KMG Fiduciary Partners
2726
KMG Fiduciary Partners
Ohio
USD 474 M +USD 72.3 M +18% 13.3% 114% 156 10.26% 1.2
Winslow Asset Management
2727
Winslow Asset Management
Ohio
USD 474 M +USD 82.1 M +21% 24.2% 101% 78 6.41% 5.4
Affinity Wealth Management
2728
Affinity Wealth Management
Delaware
USD 474 M +USD 103 M +28% 15.6% 125% 99 28.28% 1.1
Quantitative Advantage
2729
Quantitative Advantage
Minnesota
USD 474 M +USD 64.1 M +16% 11.4% 45.9% 63 11.11% 2.3
Mass General Brigham
2730
Mass General Brigham
Massachusetts
USD 473 M +USD 347 M +275% 7.86% – 3 0% 0.8
EC
2731
Euclidean Capital
New York
USD 472 M – – 65.8% 79.7% 10 – 0
Royal Fund Management
2732
Royal Fund Management
Florida
USD 472 M +USD 81.2 M +21% 13.6% 103% 189 17.99% 2.4
Boenning & Scattergood
2733
Boenning & Scattergood
Pennsylvania
USD 472 M +USD 55.2 M +13% 13.3% 34.5% 355 11.83% 1.7
Meristem Family Wealth
2734
Meristem Family Wealth
Minnesota
USD 472 M +USD 81.9 M +21% 15.9% 67.7% 244 22.95% 2.7
South Street Advisors
2735
South Street Advisors
New York
USD 472 M +USD 58.1 M +14% 16.6% 177% 62 11.29% 3.2
GWI
2736
Grace & White Inc
New York
USD 472 M +USD 83.1 M +21% 34.2% 59.6% 134 8.21% 5.5
Strategic Wealth Partners Group
2737
Strategic Wealth Partners Group
Illinois
USD 472 M +USD 58 M +14% 14.5% – 59 8.47% 2.1
Hanlon Investment Management
2738
Hanlon Investment Management
New Jersey
USD 472 M +USD 149 M +46% 11.1% 86.2% 126 23.81% 0.7
HeadInvest LLC
2739
HeadInvest LLC
Maine
USD 471 M +USD 125 M +36% 10.8% 59.1% 243 37.04% 3.4
Susquehanna Foundation
2740
Susquehanna Foundation
Pennsylvania
USD 471 M +USD 281 M +147% 14.9% 36.7% 5 20% 2.2
Financial Enhancement Group
2741
Financial Enhancement Group
Indiana
USD 470 M +USD 39.3 M +9% 10.4% 62.2% 329 32.22% 1.7
Pinpoint Asset Management
2742
Pinpoint Asset Management
Hong Kong
USD 470 M +USD 50.8 M +12% 59.4% 185% 49 63.27% 0.4
Globeflex Capital
2743
Globeflex Capital
California
USD 469 M +USD 91 M +24% 28.1% 186% 534 23.97% 1.6
Creative Financial Designs
2744
Creative Financial Designs
Indiana
USD 468 M +USD 63 M +16% 11.1% 58.8% 1,345 11.67% 1.2
Inherent Group
2745
Inherent Group
New York
USD 468 M +USD 267 M +133% 135% 61.7% 31 48.39% 0.4
VCM
2746
Vivaldi Capital Management
Illinois
USD 468 M +USD 17.3 M +4% 11.4% 69.2% 353 33.71% 1.3
Wealthquest
2747
Wealthquest
Ohio
USD 467 M +USD 63.6 M +16% 12.3% 58.5% 137 20.44% 2.4
Academy Capital Management
2748
Academy Capital Management
Texas
USD 467 M +USD 8.53 M +2% 14.6% 85% 35 22.86% 4
Systelligence LLC
2749
Systelligence LLC
Minnesota
USD 467 M +USD 137 M +42% 14.6% 58.3% 65 46.15% 0.5
M.D. Sass LLC
2750
M.D. Sass LLC
New York
USD 467 M +USD 63.5 M +16% 24.9% 80.1% 36 16.67% 1.7