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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 655 M -USD 6.3 M -1% 1.25% 75.1% 151 0.66% 7
Lee Financial
2752
Lee Financial
Texas
USD 655 M -USD 57.5 M -8% 0.17% 75% 188 27.66% 5.4
Nottingham Advisors
2753
Nottingham Advisors
New York
USD 654 M -USD 134 M -17% 0.69% 47.6% 141 23.4% 4.7
Total Wealth Planning
2754
Total Wealth Planning
Ohio
USD 654 M +USD 11.6 M +2% 0.45% 37.2% 94 4.26% 3.5
TFC Financial Management
2755
TFC Financial Management
Massachusetts
USD 653 M +USD 20.9 M +3% 0.33% 66.9% 1,068 18.63% 2.3
Consolidated Investment Group
2756
Consolidated Investment Group
Colorado
USD 653 M -USD 61 M -9% 6.35% 150% 70 11.43% 5.6
CVA Family Office
2757
CVA Family Office
Colorado
USD 652 M +USD 20.7 M +3% 0.67% 71.6% 1,485 19.93% 1.4
Planning Alternatives
2758
Planning Alternatives
Michigan
USD 652 M +USD 1.77 M +0.3% 2.74% 69.6% 78 24.36% 4.4
Phocas Financial Corp
2759
Phocas Financial Corp
California
USD 652 M -USD 96.5 M -13% 4.13% – 168 22.02% 3.3
Pandi LLC
2760
Pandi LLC
Kansas
USD 651 M -USD 18.2 M -3% 4.89% – 4 0% 0.3
Legacy Financial Group (Iowa)
2761
Legacy Financial Group (Iowa)
Iowa
USD 650 M +USD 32.5 M +5% 1.54% 48.8% 117 10.26% 1
One River Asset Management
2762
One River Asset Management
Connecticut
USD 650 M -USD 544 M -46% 6.41% 27% 272 79.04% 1.1
Stanley-Laman Group
2763
Stanley-Laman Group
Pennsylvania
USD 650 M -USD 62.2 M -9% 3.27% 114% 319 23.2% 2.2
AE Industrial Partners
2764
AE Industrial Partners
Florida
USD 650 M -USD 384 M -37% 37.3% – 5 20% 0.3
LS Investment Advisors
2765
LS Investment Advisors
Michigan
USD 650 M -USD 32.2 M -5% 2.06% 98.7% 135 5.19% 8.9
GR Financial Group
2766
GR Financial Group
Arizona
USD 649 M +USD 57.4 M +10% 3.8% 75.4% 27 33.33% 1.1
John G. Ullman & Associates
2767
John G. Ullman & Associates
New York
USD 648 M -USD 31.3 M -5% 2% 162% 180 10% 4.7
Hunter Associates Investment Management
2768
Hunter Associates Investment Management
Pennsylvania
USD 648 M -USD 8.69 M -1% 1.34% 81.7% 268 13.06% 4.8
Capital Planning Advisors
2769
Capital Planning Advisors
California
USD 648 M +USD 294 k +0% 0.05% 64.2% 143 9.79% 4.6
Financial Partners Group (Kansas)
2770
Financial Partners Group (Kansas)
Kansas
USD 648 M -USD 37.6 M -5% 4.92% 76.7% 200 14% 2.9
Sanders Morris Harris
2771
Sanders Morris Harris
Texas
USD 647 M -USD 22.5 M -3% 6.41% 85.8% 311 13.83% 1.7
New England Private Wealth Advisors
2772
New England Private Wealth Advisors
Massachusetts
USD 647 M +USD 15.5 M +2% 0.95% 55.8% 155 12.26% 4.6
GCM Grosvenor Holdings
2773
GCM Grosvenor Holdings
Illinois
USD 646 M -USD 52.9 M -8% 4.42% 78.7% 22 31.82% 1.1
PS
2774
Portfolio Strategies
New York
USD 646 M -USD 58.6 M -8% 9.91% 137% 48 18.75% 3.5
Cardinal Capital Management Inc (North Carolina)
2775
Cardinal Capital Management Inc (North Carolina)
North Carolina
USD 646 M +USD 8.08 M +1% 0.58% 86.4% 132 0.76% 8.3