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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)
Keating Financial Advisory Services
2901
Keating Financial Advisory Services
Kansas
USD 737 M – – 3.18% – 2,227 – 0
Pasadena Private Wealth
2902
Pasadena Private Wealth
California
USD 735 M +USD 40.6 M +6% 1.84% 60.8% 292 31.85% 1.7
VCM
2903
Vivaldi Capital Management
Illinois
USD 735 M +USD 28.1 M +4% 6.58% 69.2% 293 9.9% 3.5
Vancity Investment Management
2904
Vancity Investment Management
British Columbia, Canada
USD 735 M -USD 16.6 M -2% 0.5% – 88 15.91% 2.2
Emerald Advisors
2905
Emerald Advisors
Washington
USD 735 M -USD 18.7 M -2% 4.57% 71.8% 114 11.4% 3.2
Manchester Capital Management
2906
Manchester Capital Management
Vermont
USD 735 M -USD 3.24 M -0.4% 4.55% 86.7% 1,531 28.09% 3.7
RIM
2907
Rovida Investment Management
Cayman Islands
USD 735 M -USD 147 M -17% 10.6% – 18 16.67% 0.7
Glen Eagle Advisors
2908
Glen Eagle Advisors
New Jersey
USD 735 M +USD 15.1 M +2% 2.54% 68.5% 1,166 13.89% 5
NG
2909
Northstar Group
New York
USD 734 M +USD 47.7 M +7% 3.4% 68.4% 170 10% 6.2
Live Oak Private Wealth
2910
Live Oak Private Wealth
North Carolina
USD 734 M +USD 16 M +2% 5.99% 74.6% 203 6.9% 3.9
Capital Advisors Wealth Management
2911
Capital Advisors Wealth Management
Washington
USD 734 M +USD 33.5 M +5% 1.95% 70.5% 229 10.48% 2.4
Claro Advisors
2912
Claro Advisors
Massachusetts
USD 734 M +USD 48.3 M +7% 1.78% 98.8% 447 17.67% 2.9
Nexus Investment Management
2913
Nexus Investment Management
Ontario, Canada
USD 734 M +USD 29.4 M +4% 8.27% 93.5% 71 2.82% 5.1
LM Advisors
2914
LM Advisors
California
USD 732 M +USD 37.8 M +5% 4.31% – 222 12.16% 1.5
Berman McAleer
2915
Berman McAleer
Maryland
USD 732 M +USD 16.9 M +2% 1.06% – 171 9.36% 0.2
CIA
2916
Covington Investment Advisors
Pennsylvania
USD 732 M -USD 32.2 M -4% 5.43% 114% 79 11.39% 6.2
Financial Consulate
2917
Financial Consulate
Maryland
USD 731 M +USD 23.2 M +3% 2.3% 61.4% 1,462 29.62% 0.3
FSM Wealth Advisors
2918
FSM Wealth Advisors
Ohio
USD 731 M +USD 24.2 M +3% 2.08% 68.4% 340 15.59% 1.7
Fourpath Capital Management
2919
Fourpath Capital Management
Oklahoma
USD 731 M +USD 27.3 M +4% 5.39% 82.1% 241 10.37% 1.9
Asset One Wealth Management
2920
Asset One Wealth Management
Washington
USD 730 M – – 5.76% – 275 – 0
Insight Wealth Partners
2921
Insight Wealth Partners
Texas
USD 730 M +USD 401 M +122% 1.89% 56.2% 127 18.9% 2.6
Financial Advisors Network
2922
Financial Advisors Network
California
USD 730 M +USD 23.5 M +3% 1.97% – 203 6.9% 3.6
Mirador Capital Partners
2923
Mirador Capital Partners
California
USD 730 M +USD 24.1 M +3% 3.98% 120% 224 12.5% 4
Larch Capital Partners
2924
Larch Capital Partners
Florida
USD 729 M – – 4.42% – 34 – 0
CANC
2925
Culbertson A N & Co
Virginia
USD 729 M +USD 22.3 M +3% 3.86% 87.5% 129 2.33% 8.6