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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)
Slow Capital
2926
Slow Capital
California
USD 323 M +USD 40.6 M +14% 11.2% 156% 199 19.1% 1.3
GM Advisory Group
2927
GM Advisory Group
New York
USD 323 M +USD 1.46 M +0.5% 3.01% 53.6% 125 34.4% 2.4
Fulcrum Capital
2928
Fulcrum Capital
Washington
USD 323 M +USD 30.1 M +10% 9.86% 102% 77 7.79% 1.3
SkyOak Wealth
2929
SkyOak Wealth
Michigan
USD 323 M – – 9.87% 80.7% 310 – 0
Radnor Capital Management
2930
Radnor Capital Management
Pennsylvania
USD 323 M +USD 17.6 M +6% 6.92% 96.9% 191 9.42% 2.4
FNY Investment Advisers
2931
FNY Investment Advisers
New York
USD 323 M -USD 4.37 M -1% 22.4% 386% 1,291 65.92% 0.4
Beacon Pointe Advisors
2932
Beacon Pointe Advisors
California
USD 323 M +USD 91.1 M +39% 8.05% 76.7% 225 27.11% 0.7
Sand Grove Capital Management
2933
Sand Grove Capital Management
United Kingdom
USD 322 M -USD 210 M -39% 36.6% 410% 22 95.45% 0
M
2934
MRCap
New York
USD 322 M +USD 13.5 M +4% 18.8% – 18 66.67% 0.4
Hunter Associates Investment Management
2935
Hunter Associates Investment Management
Pennsylvania
USD 322 M +USD 31.2 M +11% 9.1% 81.7% 183 15.85% 4.2
Rowlandmiller & Partners
2936
Rowlandmiller & Partners
Georgia
USD 322 M +USD 26.8 M +9% 7.8% 84% 161 21.12% 3.4
PW
2937
Price Wealth
Texas
USD 321 M +USD 14.9 M +5% 8.06% 17.5% 490 60.61% 0.6
Glade Brook Capital Partners
2938
Glade Brook Capital Partners
Connecticut
USD 321 M -USD 33.3 M -9% 0.56% – 2 0% 0.6
Bruderman Asset Management
2939
Bruderman Asset Management
New York
USD 320 M -USD 75.6 M -19% 4.39% 31.7% 118 23.73% 2.7
Hartford Financial Management
2940
Hartford Financial Management
Connecticut
USD 320 M +USD 20.3 M +7% 8.53% 87.9% 365 9.04% 3.5
IAA
2941
Ironsides Asset Advisors
North Carolina
USD 320 M +USD 19.7 M +7% 7.15% 49.3% 100 12% 2.2
CL
2942
CIM LLC
New York
USD 319 M +USD 29.1 M +10% 9% 108% 111 14.41% 3.1
Clean Yield Group
2943
Clean Yield Group
Vermont
USD 319 M +USD 15.8 M +5% 6.63% 80.7% 372 14.52% 2.1
Tradewinds Capital Management
2944
Tradewinds Capital Management
Washington
USD 319 M +USD 66.5 M +26% 6.67% 96.9% 729 16.05% 3.4
WrapManager Inc
2945
WrapManager Inc
California
USD 318 M +USD 15.1 M +5% 5.95% 70.6% 292 14.38% 2.3
LWANC
2946
Laurel Wealth Advisors (North Carolina)
North Carolina
USD 318 M +USD 25 M +9% 7.11% 71.1% 560 6.79% 0.9
ECM
2947
Endurant Capital Management
California
USD 317 M +USD 38.8 M +14% 18.5% 18.4% 73 58.9% 0.5
Formidable Asset Management
2948
Formidable Asset Management
Ohio
USD 317 M +USD 209 M +194% 7.78% 62.2% 264 62.88% 0.3
Resonant Capital Advisors
2949
Resonant Capital Advisors
Wisconsin
USD 317 M – – 6.63% 56.5% 202 – 0
Blue Edge Capital
2950
Blue Edge Capital
Virginia
USD 316 M +USD 24.5 M +8% 7.41% 67.4% 96 6.25% 3.3