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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)
Glassman Wealth Services
2926
Glassman Wealth Services
Virginia
USD 587 M +USD 44.1 M +8% 6.57% 62.6% 198 11.62% 4.1
Sloy Dahl & Holst
2927
Sloy Dahl & Holst
Washington
USD 586 M +USD 110 M +23% 18.9% 132% 104 14.42% 2.2
Portside Wealth Group
2928
Portside Wealth Group
Utah
USD 586 M +USD 61.3 M +12% 7% 90.1% 413 16.71% 0.9
Cadinha & Co
2929
Cadinha & Co
Hawaii
USD 585 M +USD 45.6 M +8% 9.25% 132% 105 13.33% 6.2
JT Stratford LLC
2930
JT Stratford LLC
Georgia
USD 585 M +USD 46.5 M +9% 6.47% 103% 318 26.42% 2.4
Biltmore Family Office
2931
Biltmore Family Office
North Carolina
USD 585 M +USD 41.5 M +8% 6.98% 99% 277 12.64% 3.6
Main Management Fund Advisors
2932
Main Management Fund Advisors
California
USD 583 M +USD 28.1 M +5% 5.04% 80% 7 42.86% 1.4
FCPM III Services
2933
FCPM III Services
Netherlands
USD 582 M -USD 95.8 M -14% 2.91% – 7 0% 0.7
EEP
2934
Edgehill Endowment Partners
Connecticut
USD 581 M -USD 77.7 M -12% 5.22% 11.6% 6 0% 4.2
Kelman-Lazarov Inc
2935
Kelman-Lazarov Inc
Tennessee
USD 581 M +USD 44.9 M +8% 6.92% 51.6% 111 6.31% 4.7
Smithbridge Asset Management
2936
Smithbridge Asset Management
Pennsylvania
USD 581 M +USD 100 M +21% 6.3% – 136 5.88% 4.8
Kahn Brothers Group
2937
Kahn Brothers Group
New York
USD 581 M -USD 14.4 M -2% 0.88% 53.4% 55 9.09% 5
Herald Investment Management
2938
Herald Investment Management
United Kingdom
USD 580 M -USD 29.8 M -5% 0.45% 493% 97 4.12% 5.4
BDWCC
2939
B&D White Capital Company
Texas
USD 580 M +USD 102 M +21% 1.97% 44.2% 82 54.88% 0.9
Insight Advisors
2940
Insight Advisors
Pennsylvania
USD 580 M +USD 26.5 M +5% 4.14% 74% 310 10% 2.6
CT
2941
Chicago Trust
Illinois
USD 580 M +USD 87 M +18% 5.92% 96.7% 389 14.91% 3.6
P.J. Schmidt Investment Management (PJS)
2942
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 579 M +USD 31.8 M +6% 6.66% 75.9% 192 7.29% 4.9
Hudock Inc
2943
Hudock Inc
Pennsylvania
USD 579 M +USD 42.5 M +8% 6.43% 69.7% 173 7.51% 6.4
Mirova
2944
Mirova
France
USD 579 M +USD 31.4 M +6% 8.85% 64.6% 124 4.03% 2.7
Capital Investment Counsel (Colorado)
2945
Capital Investment Counsel (Colorado)
Colorado
USD 578 M +USD 68 M +13% 8.02% 68.7% 136 12.5% 0.6
Ionic Capital Management
2946
Ionic Capital Management
New York
USD 577 M -USD 8.48 M -1% 15.6% 163% 204 56.37% 0.9
Academy Capital Management
2947
Academy Capital Management
Texas
USD 577 M +USD 23.2 M +4% 5.45% 85% 35 11.43% 3.9
Engine Capital Management
2948
Engine Capital Management
New York
USD 577 M +USD 43.3 M +8% 5.76% 21.1% 44 31.82% 1.2
Klaas Financial Asset Advisors
2949
Klaas Financial Asset Advisors
Illinois
USD 577 M +USD 31.5 M +6% 5.38% 39.5% 48 0% 2.7
Founders Capital Management (Connecticut)
2950
Founders Capital Management (Connecticut)
Connecticut
USD 577 M +USD 19.8 M +4% 5.17% 99.9% 77 0% 5.8