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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)
Winslow Asset Management
2901
Winslow Asset Management
Ohio
USD 423 M +USD 38.6 M +10% 14.5% 89.9% 80 8.75% 6.3
Dorchester Wealth Management
2902
Dorchester Wealth Management
Quebec, Canada
USD 422 M -USD 30.9 M -7% 10.2% 18.3% 158 12.03% 4.5
Ionic Capital Management
2903
Ionic Capital Management
New York
USD 422 M -USD 306 M -42% 6.34% 163% 516 39.73% 0.8
D'Orazio & Associates
2904
D'Orazio & Associates
Virginia
USD 422 M +USD 80.3 M +23% 10.2% 66.7% 161 28.57% 3.8
RK Capital Management (Colorado)
2905
RK Capital Management (Colorado)
Colorado
USD 422 M +USD 32 M +8% 13.5% 89% 54 27.78% 2.4
Affinity Wealth Management
2906
Affinity Wealth Management
Delaware
USD 422 M +USD 20.2 M +5% 9.49% 116% 125 39.2% 1.9
World Equity Group
2907
World Equity Group
Illinois
USD 421 M +USD 26 M +7% 6.98% 117% 347 13.54% 0.6
Shah Capital Management
2908
Shah Capital Management
North Carolina
USD 421 M +USD 71 M +20% 23.2% 287% 16 31.25% 2.9
Capital Planning Advisors
2909
Capital Planning Advisors
California
USD 421 M +USD 48.5 M +13% 7.53% 64.2% 132 17.42% 3.8
Wilsey Asset Management
2910
Wilsey Asset Management
California
USD 421 M +USD 40 M +11% 10.9% 66.9% 26 3.85% 3.3
SYM Financial Corp
2911
SYM Financial Corp
Indiana
USD 421 M +USD 214 M +104% 12.6% 64.3% 131 29.01% 2.2
Gryphon Financial Partners
2912
Gryphon Financial Partners
Ohio
USD 420 M +USD 23.4 M +6% 7.43% 111% 211 15.64% 2.7
Sanford Advisory Services
2913
Sanford Advisory Services
Michigan
USD 420 M +USD 69.7 M +20% 8.19% – 127 20.47% 1.5
Strid Group
2914
Strid Group
Pennsylvania
USD 420 M +USD 24.8 M +6% 6.75% 55.2% 48 22.92% 2.9
FRG Family Wealth Advisors
2915
FRG Family Wealth Advisors
Washington
USD 420 M +USD 14.7 M +4% 11.6% 76.4% 143 6.29% 5.1
Fractal Investments
2916
Fractal Investments
Connecticut
USD 420 M +USD 41.9 M +11% 11% 74.2% 96 14.58% 0.6
Covenant Asset Management
2917
Covenant Asset Management
New Jersey
USD 419 M +USD 68.1 M +19% 7.21% 177% 181 12.71% 2.9
CAS Investment Partners
2918
CAS Investment Partners
Connecticut
USD 419 M -USD 129 M -24% 2.23% 527% 6 16.67% 3
NEPC LLC
2919
NEPC LLC
Massachusetts
USD 419 M -USD 320 M -43% 2.26% 21.3% 28 7.14% 2.4
Jackson Thornton Wealth Management
2920
Jackson Thornton Wealth Management
Alabama
USD 419 M +USD 51.2 M +14% 12.1% 64.4% 37 27.03% 0.6
GA
2921
GRS Advisors
Illinois
USD 418 M +USD 89.7 M +27% 8.19% 54.3% 39 53.85% 0.8
JCP
2922
Jennifer C. Price
USD 418 M -USD 66.4 M -14% 12.9% – 100 18% 0.5
KWMG
2923
King Wealth Management Group
Florida
USD 418 M +USD 24.7 M +6% 8.85% 103% 159 15.72% 4.9
CIA
2924
Covington Investment Advisors
Pennsylvania
USD 418 M +USD 32.2 M +8% 8.55% 100% 75 4% 6.4
Campbell & Co Investment Adviser
2925
Campbell & Co Investment Adviser
Maryland
USD 418 M -USD 21.9 M -5% 13.8% 31% 1,064 66.17% 0.3