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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)
Cooper Financial Group
2901
Cooper Financial Group
California
USD 482 M -USD 9.7 M -2% 0.07% 87.2% 272 16.91% 1.4
Capital Planning Advisors
2902
Capital Planning Advisors
California
USD 482 M -USD 5.38 M -1% 1.48% 64.2% 150 5.33% 2.7
Tang Capital Management
2903
Tang Capital Management
California
USD 482 M -USD 20.7 M -4% 3.57% 493% 20 20% 1.2
JBJ Investment Partners
2904
JBJ Investment Partners
South Carolina
USD 482 M -USD 5.4 M -1% 1.33% 46.2% 63 7.94% 1.5
Amarillo National Bank
2905
Amarillo National Bank
Texas
USD 481 M +USD 133 M +38% 0.55% 63.5% 104 9.62% 4.5
Eubel Brady & Suttman Asset Management
2906
Eubel Brady & Suttman Asset Management
Ohio
USD 481 M -USD 661 M -58% 1.84% 49% 559 87.12% 4.8
Gateway Advisory
2907
Gateway Advisory
New Jersey
USD 480 M +USD 10.7 M +2% 0.81% 26% 132 32.58% 1.6
First National Bank & Trust Co of Newtown
2908
First National Bank & Trust Co of Newtown
Pennsylvania
USD 480 M -USD 3.4 M -0.7% 0.44% 64.8% 130 2.31% 6.4
AGF Investments America
2909
AGF Investments America
Ontario, Canada
USD 480 M +USD 56.3 M +13% 3.4% 72.1% 74 4.05% 3.7
Aveo Capital Partners
2910
Aveo Capital Partners
Colorado
USD 479 M +USD 26.7 M +6% 0.85% 19.1% 287 19.86% 0.9
Blue Edge Capital
2911
Blue Edge Capital
Virginia
USD 479 M -USD 2.79 M -0.6% 0.93% 67.4% 108 12.96% 4.1
Sound View Wealth Advisors Group
2912
Sound View Wealth Advisors Group
Georgia
USD 479 M +USD 3.06 M +0.6% 0.08% 80.8% 299 10.03% 1.7
Windham Capital Management
2913
Windham Capital Management
Massachusetts
USD 479 M -USD 14.9 M -3% 0.7% 8.3% 81 9.88% 2.4
Greenline Partners
2914
Greenline Partners
New York
USD 478 M -USD 10.2 M -2% 3.46% 69.6% 136 8.82% 1.8
WWM
2915
Windsor Wealth Management
Indiana
USD 478 M +USD 15.2 M +3% 0.43% 37.3% 226 7.52% 2.3
Domani Wealth
2916
Domani Wealth
Pennsylvania
USD 478 M -USD 17.9 M -4% 0.34% 48.6% 123 6.5% 4
Parkside Investments
2917
Parkside Investments
Illinois
USD 478 M -USD 42.1 M -8% 2.9% 70.4% 96 17.71% 2.4
Speece Thorson Capital Group
2918
Speece Thorson Capital Group
Minnesota
USD 478 M -USD 1.28 M -0.3% 2.43% 34.2% 49 6.12% 5.6
L.J. Altfest & Co
2919
L.J. Altfest & Co
New York
USD 477 M +USD 13.4 M +3% 1.58% 95.6% 289 20.76% 2.5
Hohimer Wealth Management
2920
Hohimer Wealth Management
Washington
USD 477 M -USD 11.6 M -2% 0.08% 111% 205 10.24% 1.3
Mengis Capital Management
2921
Mengis Capital Management
Oregon
USD 476 M -USD 6.39 M -1% 1.27% 104% 182 6.04% 3.7
Luminus Management
2922
Luminus Management
Texas
USD 476 M -USD 211 M -31% 0.87% 8.7% 95 57.89% 0.8
Column Capital Advisors
2923
Column Capital Advisors
Indiana
USD 476 M -USD 358 k -0.1% 1.19% 20.4% 753 5.71% 1.5
ACM
2924
AIGH Capital Management
Maryland
USD 476 M -USD 79.9 M -14% 6.87% 3,026% 60 36.67% 0.4
Core Alternative Capital
2925
Core Alternative Capital
Georgia
USD 475 M +USD 45 M +10% 0.52% 89% 99 27.27% 1