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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)
Pegasus Partners
2901
Pegasus Partners
Wisconsin
USD 308 M +USD 53.1 M +21% 21.4% 32.6% 142 15.49% 2
Filament
2902
Filament
Washington
USD 308 M +USD 42.1 M +16% 25.4% 46.9% 37 18.92% 4.4
Avalon Global Asset Management
2903
Avalon Global Asset Management
California
USD 308 M +USD 95.7 M +45% 46.6% 278% 58 58.62% 2
MCG
2904
McCollum Christoferson Group
New York
USD 308 M +USD 57.7 M +23% 26.6% 59.4% 69 14.49% 2
Pinnacle Wealth Planning Services
2905
Pinnacle Wealth Planning Services
Ohio
USD 308 M +USD 97.3 M +46% 22.2% 84.5% 289 26.64% 1.3
Intercontinental Wealth Advisors
2906
Intercontinental Wealth Advisors
Texas
USD 308 M +USD 118 M +63% 23.6% 46.7% 191 24.08% 1.8
Transcend Capital Advisors
2907
Transcend Capital Advisors
New Jersey
USD 307 M -USD 26.2 M -8% 21.4% 71.6% 227 57.27% 0.4
Cutter & Co Brokerage
2908
Cutter & Co Brokerage
Missouri
USD 307 M +USD 41.8 M +16% 25.8% 40.4% 290 33.79% 2.3
Clearline Capital
2909
Clearline Capital
New York
USD 307 M +USD 90.6 M +42% 17.9% 57.4% 98 69.39% 0.4
Marquette Asset Management
2910
Marquette Asset Management
Minnesota
USD 307 M +USD 64.9 M +27% 24.6% 69.6% 266 15.41% 1.8
LCM
2911
Lonestar Capital Management
California
USD 306 M +USD 207 M +208% 39.2% 260% 27 66.67% 0.6
Strategic Point Investment Advisors
2912
Strategic Point Investment Advisors
Rhode Island
USD 306 M +USD 72.5 M +31% 17.1% 58.2% 26 19.23% 2.9
Parkside Financial Bank & Trust
2913
Parkside Financial Bank & Trust
Missouri
USD 306 M +USD 42 M +16% 22.3% 85.4% 1,806 21.54% 2.9
Evolution Wealth Advisors
2914
Evolution Wealth Advisors
Florida
USD 305 M +USD 57.5 M +23% 24.8% 96% 585 56.92% 0.4
Matthew Goff Investment Advisor
2915
Matthew Goff Investment Advisor
Texas
USD 305 M +USD 67.3 M +28% 11.7% 89.6% 74 27.03% 1.9
Bishop Rock Capital
2916
Bishop Rock Capital
New York
USD 305 M +USD 36.3 M +14% 20.8% 35.4% 26 26.92% 2.7
KM
2917
Kylin Management
New York
USD 304 M +USD 72.9 M +31% 43.7% 126% 11 36.36% 1.7
Cable Hill Partners
2918
Cable Hill Partners
Oregon
USD 304 M +USD 25.7 M +9% 12.3% 20.3% 99 25.25% 3.9
LWANC
2919
Laurel Wealth Advisors (North Carolina)
North Carolina
USD 304 M +USD 38 M +14% 16.4% 71.1% 562 7.47% 1.3
Welch Capital Partners
2920
Welch Capital Partners
New York
USD 304 M +USD 53.7 M +21% 23.7% 79.2% 24 12.5% 2.2
Realta Investment Advisors
2921
Realta Investment Advisors
Delaware
USD 304 M +USD 71.1 M +31% 26.4% 151% 364 24.73% 1
MWM
2922
Madison Wealth Management
Ohio
USD 304 M +USD 54.6 M +22% 23.1% 35.1% 128 20.31% 0.4
Newport Asia
2923
Newport Asia
California
USD 304 M -USD 44.1 M -13% 12.6% – 6 16.67% 3.5
LSP Investment Advisors
2924
LSP Investment Advisors
New York
USD 304 M +USD 126 M +71% 41.6% 79.5% 19 52.63% 1.1
Terril Brothers
2925
Terril Brothers
Missouri
USD 304 M +USD 73.5 M +32% 20.8% 112% 61 13.11% 3