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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)
HCP
2751
Holt Capital Partners
Texas
USD 559 M +USD 48.7 M +10% 9.81% 69.5% 158 6.96% 6.1
Battery Management Corp
2752
Battery Management Corp
Massachusetts
USD 559 M +USD 178 M +47% 3.77% 45.1% 5 0% 2.2
Towercrest Capital Management
2753
Towercrest Capital Management
Pennsylvania
USD 559 M +USD 45 M +9% 8.16% 42.6% 107 3.74% 4.4
D'Orazio & Associates
2754
D'Orazio & Associates
Virginia
USD 558 M +USD 113 M +25% 11% 66.7% 194 22.68% 3.3
Synergy Asset Management
2755
Synergy Asset Management
Washington
USD 558 M +USD 54 M +11% 8.01% 113% 177 48.59% 0.7
Skaana Management
2756
Skaana Management
New York
USD 558 M +USD 152 M +37% 1.91% 269% 241 22.41% 0.7
Financial Partners Group (Kansas)
2757
Financial Partners Group (Kansas)
Kansas
USD 558 M +USD 72.7 M +15% 9.42% 76.7% 173 10.4% 2.5
Monograph Wealth Advisors
2758
Monograph Wealth Advisors
California
USD 557 M +USD 51.6 M +10% 10.9% 68% 139 30.94% 1.3
Exchange Capital Management
2759
Exchange Capital Management
Michigan
USD 557 M +USD 27.2 M +5% 11.5% 57.8% 186 8.06% 5.2
Zevin Asset Management
2760
Zevin Asset Management
Massachusetts
USD 557 M +USD 59.5 M +12% 8.74% 71.7% 94 11.7% 5
Hazelview Securities
2761
Hazelview Securities
Ontario, Canada
USD 557 M +USD 6.6 M +1% 16.5% – 53 49.06% 1.4
Covenant Asset Management
2762
Covenant Asset Management
New Jersey
USD 557 M +USD 177 M +47% 15.6% 177% 167 11.98% 3.7
Cynosure Group
2763
Cynosure Group
Utah
USD 556 M +USD 230 M +71% 9.74% 63% 158 17.72% 0.8
Moody Aldrich Partners
2764
Moody Aldrich Partners
Massachusetts
USD 556 M +USD 28.1 M +5% 17.6% 312% 230 31.74% 1.1
StepStone Group
2765
StepStone Group
California
USD 556 M +USD 132 M +31% 34.9% 107% 28 42.86% 1.5
CFS Investment Advisory Services
2766
CFS Investment Advisory Services
New Jersey
USD 555 M -USD 72.2 M -12% 8.55% 59.7% 177 24.86% 1.3
Inspirion Wealth Advisors
2767
Inspirion Wealth Advisors
Illinois
USD 555 M +USD 42.1 M +8% 8.34% 52.5% 148 12.16% 3.9
Sompo Asset Management
2768
Sompo Asset Management
Japan
USD 554 M +USD 97.8 M +21% 12.7% 84.7% 203 15.76% 2.7
Redwood Capital Management
2769
Redwood Capital Management
New York
USD 552 M +USD 19.9 M +4% 17.1% 313% 22 13.64% 4.2
TrinityPoint Wealth
2770
TrinityPoint Wealth
Connecticut
USD 552 M +USD 50 M +10% 10.5% 28.4% 303 7.26% 2.9
JC
2771
Joho Capital
New York
USD 552 M +USD 107 M +24% 16.6% 80.2% 19 31.58% 1.4
Total Wealth Planning
2772
Total Wealth Planning
Ohio
USD 551 M +USD 62 M +13% 8.48% 37.2% 92 8.7% 2.5
Dillon & Associates
2773
Dillon & Associates
Michigan
USD 551 M +USD 31.7 M +6% 10% 117% 80 6.25% 6.9
Iridian Asset Management
2774
Iridian Asset Management
Connecticut
USD 551 M +USD 57.4 M +12% 9.93% 88.4% 53 7.55% 2.9
CIA
2775
Covington Investment Advisors
Pennsylvania
USD 551 M +USD 62.9 M +13% 11.6% 100% 77 9.09% 6.3