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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)
Biltmore Family Office
2901
Biltmore Family Office
North Carolina
USD 703 M +USD 111 M +19% 12.6% 99% 300 10.33% 4
Physician Wealth Advisors
2902
Physician Wealth Advisors
Utah
USD 703 M +USD 65.8 M +10% 8.23% 79.9% 2,084 22.5% 0.8
Stanley-Laman Group
2903
Stanley-Laman Group
Pennsylvania
USD 702 M +USD 28.5 M +4% 11.3% 114% 332 39.16% 2.3
Sargent Investment Group
2904
Sargent Investment Group
Maryland
USD 702 M -USD 37.9 M -5% 11.2% 113% 237 49.79% 4.3
Texas Treasury Safekeeping Trust Company
2905
Texas Treasury Safekeeping Trust Company
Texas
USD 701 M +USD 70.7 M +11% 7.45% 43.7% 4 50% 4
Academy Capital Management
2906
Academy Capital Management
Texas
USD 701 M +USD 1.31 M +0.2% 10.8% 85% 41 2.44% 3.8
Thames Capital Management
2907
Thames Capital Management
New Jersey
USD 701 M +USD 259 M +59% 81.3% 1,177% 69 53.62% 1.3
Capital Advisors Wealth Management
2908
Capital Advisors Wealth Management
Washington
USD 701 M +USD 64.3 M +10% 6.77% 70.5% 218 13.76% 2.2
Regeneron Pharmaceuticals
2909
Regeneron Pharmaceuticals
New York
USD 700 M -USD 785 M -53% 44% – 4 0% 0.8
Ellevest Inc
2910
Ellevest Inc
New York
USD 700 M +USD 73.3 M +12% 6.89% 73.8% 478 28.66% 3.2
Toews Corporation
2911
Toews Corporation
New Jersey
USD 700 M +USD 12.8 M +2% 3.73% 30.7% 15 0% 1.4
K.J. Harrison & Partners
2912
K.J. Harrison & Partners
Ontario, Canada
USD 699 M +USD 95.4 M +16% 15.6% 140% 241 38.59% 2.7
Cannon Financial Strategists
2913
Cannon Financial Strategists
Georgia
USD 699 M +USD 65.7 M +10% 6.65% 56.7% 106 7.55% 3.4
Steadview Capital Management
2914
Steadview Capital Management
United Kingdom
USD 698 M +USD 5.24 M +0.8% 39.4% 839% 13 30.77% 1.5
Proffitt & Goodson
2915
Proffitt & Goodson
Tennessee
USD 697 M +USD 41 M +6% 5.57% 48.5% 453 44.15% 3
Arvest Investments
2916
Arvest Investments
Arkansas
USD 697 M +USD 32.6 M +5% 5.65% 50% 186 8.06% 1.3
Strategic Point Investment Advisors
2917
Strategic Point Investment Advisors
Rhode Island
USD 696 M +USD 47.9 M +7% 6.28% 58.2% 35 5.71% 4.8
Foundation Resource Management
2918
Foundation Resource Management
Arkansas
USD 696 M +USD 49.4 M +8% 11.7% 84.5% 53 9.43% 8.2
Wexford Capital
2919
Wexford Capital
Florida
USD 696 M +USD 337 M +94% 15.7% 128% 481 67.57% 0.4
Dimension Capital Management
2920
Dimension Capital Management
Florida
USD 695 M +USD 50.2 M +8% 7.7% 65.5% 117 8.55% 3.8
Abacus Wealth Partners
2921
Abacus Wealth Partners
California
USD 695 M +USD 39.8 M +6% 5.56% 49.5% 122 23.77% 2.4
Chatham Capital Group
2922
Chatham Capital Group
Georgia
USD 695 M +USD 39.6 M +6% 8.47% 97% 202 5.45% 6.1
Daido Life Insurance Company
2923
Daido Life Insurance Company
Japan
USD 695 M +USD 26.7 M +4% 7.74% 78.3% 7 28.57% 5.2
Pasadena Private Wealth
2924
Pasadena Private Wealth
California
USD 695 M +USD 110 M +19% 8.19% 53% 226 14.16% 1.9
LM Advisors
2925
LM Advisors
California
USD 694 M -USD 82.7 M -11% 9.06% – 212 15.57% 1.3