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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)
JT Stratford LLC
2926
JT Stratford LLC
Georgia
USD 608 M +USD 23.5 M +4% 4.54% 113% 331 26.89% 2.5
Chatham Capital Group
2927
Chatham Capital Group
Georgia
USD 608 M -USD 3.69 M -0.6% 0.37% 97% 204 7.84% 5.6
Enclave Advisors
2928
Enclave Advisors
Texas
USD 608 M +USD 17.7 M +3% 1.72% – 130 13.85% 0.2
Octagon Capital Advisors
2929
Octagon Capital Advisors
New York
USD 608 M -USD 35.2 M -5% 16.1% 2,969% 49 46.94% 1
Acorn Financial Advisory Services
2930
Acorn Financial Advisory Services
Virginia
USD 607 M +USD 41.9 M +7% 5.52% 108% 221 13.57% 3.2
12th Street Asset Management Company
2931
12th Street Asset Management Company
Tennessee
USD 607 M +USD 13.6 M +2% 2.44% 89.2% 33 15.15% 3.1
Tarbox Family Office
2932
Tarbox Family Office
California
USD 606 M -USD 3.91 M -0.6% 0.98% 66.4% 109 1.83% 7
Meridian Wealth Advisors
2933
Meridian Wealth Advisors
Texas
USD 606 M +USD 8.27 M +1% 0.75% 91.2% 181 6.08% 4.3
J.P. Marvel Investment Advisors
2934
J.P. Marvel Investment Advisors
Massachusetts
USD 606 M -USD 7.07 M -1% 3.28% 195% 76 11.84% 6.6
Kiltearn Partners
2935
Kiltearn Partners
United Kingdom
USD 605 M -USD 130 M -18% 8.14% 46.8% 34 11.76% 2.8
Legacy Financial Advisors
2936
Legacy Financial Advisors
Kentucky
USD 605 M +USD 9.5 M +2% 1.27% 97.8% 376 13.03% 2.5
Nelson Capital Management
2937
Nelson Capital Management
California
USD 605 M +USD 10.7 M +2% 2.32% 141% 117 13.68% 5.4
Portside Wealth Group
2938
Portside Wealth Group
Utah
USD 605 M +USD 19.1 M +3% 2.43% 90.1% 447 18.57% 1
Avenir Tech
2939
Avenir Tech
Hong Kong
USD 604 M +USD 581 M +2,605% 46.8% – 6 0% 0.5
Redwood Capital Management
2940
Redwood Capital Management
New York
USD 603 M -USD 53.4 M -8% 0.38% 313% 15 26.67% 2.8
Buffington Mohr McNeal
2941
Buffington Mohr McNeal
Idaho
USD 603 M -USD 4.94 M -0.8% 0.6% 29.3% 139 10.79% 5
Glen Eagle Advisors
2942
Glen Eagle Advisors
New Jersey
USD 603 M +USD 10.3 M +2% 0.4% 68.5% 1,172 6.74% 4.4
Cadinha & Co
2943
Cadinha & Co
Hawaii
USD 603 M +USD 17.9 M +3% 5.56% 132% 106 11.32% 6.2
Proffitt & Goodson
2944
Proffitt & Goodson
Tennessee
USD 603 M -USD 7.24 M -1% 1.8% 54% 322 25.78% 4.6
Wahed Invest
2945
Wahed Invest
New York
USD 602 M +USD 39.6 M +7% 3.29% 140% 229 6.99% 2.2
Advisory Research
2946
Advisory Research
Illinois
USD 602 M +USD 38.8 M +7% 3.49% 138% 165 13.33% 3.4
Eagle Rock Investment Company
2947
Eagle Rock Investment Company
Georgia
USD 602 M +USD 4.85 M +0.8% 2.91% 121% 159 7.55% 2.1
Financial Advisors Network
2948
Financial Advisors Network
California
USD 601 M – – 0.44% – 188 – 3.1
TRB Advisors
2949
TRB Advisors
New York
USD 601 M +USD 57.6 M +11% 4.04% 76.1% 8 37.5% 3.5
Liberty Wealth Management
2950
Liberty Wealth Management
California
USD 600 M +USD 11.4 M +2% 0.28% 73% 247 14.17% 2.4