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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)
TFC Financial Management
2751
TFC Financial Management
Massachusetts
USD 797 M +USD 16.8 M +2% 2.35% 66.9% 1,070 16.92% 2.7
Sargent Investment Group
2752
Sargent Investment Group
Maryland
USD 797 M +USD 95.5 M +14% 1.67% 113% 264 54.92% 2.1
Versant Capital Management
2753
Versant Capital Management
Arizona
USD 797 M +USD 62.2 M +8% 4.45% 97.3% 2,760 8.95% 4.3
1834 Investment Advisors
2754
1834 Investment Advisors
Wisconsin
USD 797 M -USD 17.8 M -2% 2.54% 68.7% 214 9.35% 5.9
ACK Asset Management
2755
ACK Asset Management
Connecticut
USD 797 M -USD 2.38 M -0.3% 2.67% 132% 26 34.62% 1.2
Pathway Financial Advisors
2756
Pathway Financial Advisors
Vermont
USD 796 M +USD 45.8 M +6% 1.31% 52.7% 148 5.41% 4.2
Advisory Research
2757
Advisory Research
Illinois
USD 796 M +USD 34.3 M +5% 2.73% 144% 161 18.63% 3.6
Gilbert & Cook
2758
Gilbert & Cook
Iowa
USD 796 M +USD 17.3 M +2% 2.48% 63.2% 232 14.66% 3.7
Arosa Capital Management
2759
Arosa Capital Management
Florida
USD 795 M +USD 340 M +75% 15% 536% 118 70.34% 0.3
Victory Financial Group
2760
Victory Financial Group
Texas
USD 795 M +USD 68.1 M +9% 1.49% – 326 26.69% 0.7
Castellan Group
2761
Castellan Group
Kentucky
USD 795 M +USD 105 M +15% 2.24% 184% 65 46.15% 1
Kirkoswald Asset Management
2762
Kirkoswald Asset Management
New York
USD 795 M +USD 712 M +861% 23.6% – 8 100% 0
Parkside Investments
2763
Parkside Investments
Illinois
USD 794 M -USD 6.16 M -0.8% 3.76% 70.4% 101 8.91% 4.3
Planning Alternatives
2764
Planning Alternatives
Michigan
USD 794 M +USD 15.2 M +2% 2.13% 69.6% 101 15.84% 4
Gemsstock Ltd
2765
Gemsstock Ltd
United Kingdom
USD 793 M +USD 307 M +63% 11.6% 149% 23 39.13% 0.6
CoreView Capital Management
2766
CoreView Capital Management
Hong Kong
USD 793 M -USD 116 M -13% 13.4% 50.9% 7 0% 3.3
SkyView Investment Advisors
2767
SkyView Investment Advisors
New Jersey
USD 792 M +USD 447 k +0.1% 2.34% 70.3% 373 14.48% 1.5
Cortland Associates
2768
Cortland Associates
Missouri
USD 792 M -USD 54.5 M -6% 3.99% 58.4% 65 6.15% 6.1
Wealth Enhancement Trust Services
2769
Wealth Enhancement Trust Services
South Dakota
USD 792 M – – 2.77% – 738 – 0
Family Management
2770
Family Management
New York
USD 791 M +USD 63.9 M +9% 2.92% 69% 327 32.42% 2.1
SJS Investment Consulting
2771
SJS Investment Consulting
Ohio
USD 790 M +USD 59.5 M +8% 3.48% 69.4% 2,160 27.69% 2.2
Freedom Together Foundation
2772
Freedom Together Foundation
New York
USD 789 M -USD 84.9 M -10% 1.99% – 2 0% 1
Wallington Asset Management
2773
Wallington Asset Management
Indiana
USD 788 M +USD 17.4 M +2% 5.68% 120% 76 10.53% 6.1
Accurate Wealth Management
2774
Accurate Wealth Management
Florida
USD 788 M +USD 37 M +5% 2.93% 101% 535 14.77% 1.8
Buck Wealth Strategies
2775
Buck Wealth Strategies
Colorado
USD 788 M +USD 58.3 M +8% 2.45% 48.4% 198 27.27% 0.9