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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)
LWANC
2801
Laurel Wealth Advisors (North Carolina)
North Carolina
USD 473 M +USD 30.8 M +7% 5.37% 71.1% 610 8.52% 3.1
Dividend Assets Capital
2802
Dividend Assets Capital
South Carolina
USD 471 M USD 0 0% 3.42% 67.4% 545 0% 3.1
Marietta Wealth Management
2803
Marietta Wealth Management
Georgia
USD 471 M +USD 28.8 M +7% 9.04% 93% 112 8.04% 3.7
Lathrop Investment Management
2804
Lathrop Investment Management
Arkansas
USD 471 M +USD 18.7 M +4% 6.01% 72.2% 85 4.71% 5.3
Sherborne Investors Management
2805
Sherborne Investors Management
New York
USD 471 M -USD 13.5 M -3% 2.8% 54.2% 1 0% 0.3
Souders Financial Advisors
2806
Souders Financial Advisors
Ohio
USD 471 M +USD 33 M +8% 5.21% 59.8% 159 15.09% 1.9
Crestone Asset Management
2807
Crestone Asset Management
Colorado
USD 471 M -USD 5.91 M -1% 6.32% 6.65% 81 17.28% 2.9
Capital Planning Advisors
2808
Capital Planning Advisors
California
USD 470 M +USD 49.6 M +12% 6.5% 64.2% 129 10.85% 3.9
Sabadell Asset Management
2809
Sabadell Asset Management
Spain
USD 470 M -USD 11.5 M -2% 11.1% – 121 22.31% 1.4
Private Advisory Group
2810
Private Advisory Group
Washington
USD 470 M +USD 12.9 M +3% 14% 187% 244 41.39% 1.2
Capital Advantage
2811
Capital Advantage
California
USD 470 M +USD 24.6 M +6% 2.7% 49.2% 42 14.29% 4.7
Carolinas Wealth Consulting
2812
Carolinas Wealth Consulting
North Carolina
USD 470 M +USD 28 M +6% 6.24% 24.6% 1,132 12.28% 2
Tiger Pacific Capital
2813
Tiger Pacific Capital
New York
USD 470 M +USD 57 M +14% 9.59% 84.5% 13 15.38% 1.3
North Growth Management
2814
North Growth Management
British Columbia, Canada
USD 469 M +USD 29.3 M +7% 13.6% 243% 48 12.5% 2.9
TBH Global Asset Management
2815
TBH Global Asset Management
Tennessee
USD 469 M +USD 57.6 M +14% 5.37% 83.3% 216 31.94% 1.7
Bleichroeder LP
2816
Bleichroeder LP
New York
USD 469 M +USD 8.6 M +2% 12.8% 202% 88 11.36% 2.2
Moisand Fitzgerald Tamayo
2817
Moisand Fitzgerald Tamayo
Florida
USD 468 M +USD 29.5 M +7% 4.19% 51.1% 829 13.03% 1.8
Vitruvian Partners
2818
Vitruvian Partners
United Kingdom
USD 468 M -USD 6.9 M -1% 28% 96.9% 9 0% 1.9
Viola Ventures VC Management 4
2819
Viola Ventures VC Management 4
Israel
USD 467 M +USD 17.1 M +4% 3.67% 79.1% 5 0% 0.3
Blue Pool Management
2820
Blue Pool Management
Hong Kong
USD 467 M +USD 17.1 M +4% 4.64% 72.8% 3 33.33% 1
Hunter Associates Investment Management
2821
Hunter Associates Investment Management
Pennsylvania
USD 467 M +USD 52 M +13% 7.05% 81.7% 272 17.28% 3.4
Nishkama Capital LLC
2822
Nishkama Capital LLC
Puerto Rico
USD 467 M +USD 167 M +56% 27.3% 723% 83 78.31% 0.2
TrinityPoint Wealth
2823
TrinityPoint Wealth
Connecticut
USD 467 M +USD 27.6 M +6% 7.21% 28.4% 298 15.1% 2.6
Academy Capital Management
2824
Academy Capital Management
Texas
USD 467 M -USD 1.64 M -0.3% 15.8% 85% 36 8.33% 2.9
Euro Pacific Asset Management
2825
Euro Pacific Asset Management
Puerto Rico
USD 466 M +USD 20 M +4% 7.58% 172% 77 22.08% 2.2