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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)
First Command Bank
2751
First Command Bank
Texas
USD 583 M USD 0 0% 8.29% 34.1% 452 0% 3
Corbin Capital Partners
2752
Corbin Capital Partners
New York
USD 582 M +USD 67.4 M +13% 4.02% 87.7% 149 54.36% 0.3
Quest Capital Management
2753
Quest Capital Management
Texas
USD 582 M +USD 72.7 M +14% 8.7% 87.7% 329 13.68% 1.7
Investidor Profissional Gestao de Recursos
2754
Investidor Profissional Gestao de Recursos
Brazil
USD 581 M -USD 102 M -15% 0.25% 51.8% 23 17.39% 1.9
Duncker Streett & Co
2755
Duncker Streett & Co
Missouri
USD 581 M +USD 52.7 M +10% 11.5% 102% 524 3.82% 4.4
Golden State Wealth Management
2756
Golden State Wealth Management
California
USD 581 M +USD 121 M +26% 8.88% – 377 22.81% 1
Tarbox Family Office
2757
Tarbox Family Office
California
USD 581 M +USD 34.5 M +6% 8.53% 66.4% 1,220 10.49% 4
G2 Investment Partners Management
2758
G2 Investment Partners Management
New York
USD 580 M +USD 4.22 M +0.7% 7.72% 1,145% 105 47.62% 0.9
Curi Wealth Management
2759
Curi Wealth Management
North Carolina
USD 579 M +USD 362 M +167% 8.41% 16.2% 623 85.87% 0.1
NAH
2760
Neumann Advisory (HK)
Hong Kong
USD 578 M +USD 17.2 M +3% 13.8% 77.3% 16 12.5% 1.7
Sanders Morris Harris
2761
Sanders Morris Harris
Texas
USD 578 M +USD 28.6 M +5% 3.5% 85.8% 363 22.31% 1.4
Dudley & Shanley
2762
Dudley & Shanley
Florida
USD 578 M +USD 8.97 M +2% 6.63% 67.9% 39 28.21% 2.5
CCM
2763
Contrarian Capital Management
Connecticut
USD 577 M +USD 18.2 M +3% 0.51% 29.4% 23 21.74% 1.4
Strategic Wealth Partners Group
2764
Strategic Wealth Partners Group
Illinois
USD 577 M +USD 51.6 M +10% 7.61% – 69 13.04% 2.6
Shepherd Financial Partners
2765
Shepherd Financial Partners
Massachusetts
USD 576 M +USD 58 M +11% 8.84% 88.4% 160 11.88% 2.6
Kathmere Capital Management
2766
Kathmere Capital Management
Pennsylvania
USD 576 M +USD 24.6 M +4% 5.22% 68.3% 153 16.34% 1.3
Hancock Whitney Investment Services
2767
Hancock Whitney Investment Services
Louisiana
USD 576 M – – 7.2% – 296 – 0
PAM
2768
Premier Asset Management
Illinois
USD 576 M -USD 146 M -20% 13.9% 104% 168 25% 2.5
Oak Grove Capital
2769
Oak Grove Capital
New Hampshire
USD 575 M +USD 112 M +24% 18.4% 470% 123 19.51% 1.4
New England Private Wealth Advisors
2770
New England Private Wealth Advisors
Massachusetts
USD 575 M +USD 38.8 M +7% 6.04% 55.8% 108 12.04% 4
Dillon & Associates
2771
Dillon & Associates
Michigan
USD 574 M +USD 51.8 M +10% 11.9% 117% 79 10.13% 5.3
IAIM
2772
International Assets Investment Management
Florida
USD 573 M +USD 10.8 M +2% 9.39% 101% 601 27.29% 1.1
Oasis Management Company
2773
Oasis Management Company
Cayman Islands
USD 573 M -USD 43.6 M -7% 7.62% 368% 90 33.33% 0.5
Intrua Financial
2774
Intrua Financial
Texas
USD 572 M +USD 29.5 M +5% 8.1% 77.4% 392 9.69% 0.9
Pinkerton Retirement Specialists
2775
Pinkerton Retirement Specialists
Idaho
USD 572 M +USD 54.8 M +11% 7.81% 98% 100 14% 2.8