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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)
Family Management
2951
Family Management
New York
USD 434 M +USD 24.1 M +6% 5.18% 69% 186 25.81% 2.6
Alera Investment Advisors
2952
Alera Investment Advisors
Illinois
USD 434 M +USD 10.9 M +3% 6.94% 28.9% 181 8.84% 1.9
DCM
2953
Divisar Capital Management
California
USD 434 M +USD 25.2 M +6% 7.93% 194% 35 14.29% 2.5
Citizens Business Bank
2954
Citizens Business Bank
California
USD 434 M -USD 2.83 M -0.6% 6% 120% 122 13.93% 6.3
Oak Harvest Investment Services
2955
Oak Harvest Investment Services
Texas
USD 434 M +USD 49.5 M +13% 6.19% 120% 106 16.04% 1.5
Center for Financial Planning
2956
Center for Financial Planning
Michigan
USD 434 M +USD 22.1 M +5% 6.06% 64.4% 559 6.8% 2.5
One William Street Capital Management
2957
One William Street Capital Management
New York
USD 433 M +USD 329 M +313% 3.46% 44% 4 25% 0.3
Peavine Capital
2958
Peavine Capital
Nevada
USD 433 M +USD 6.91 M +2% 4.07% 30.8% 13 7.69% 3.9
One Wealth Advisors
2959
One Wealth Advisors
California
USD 433 M -USD 4.98 M -1% 8.4% 66% 639 70.42% 1.4
Sapience Investments
2960
Sapience Investments
California
USD 433 M -USD 43.8 M -9% 1.48% 54.9% 82 7.32% 3.3
Klaas Financial Asset Advisors
2961
Klaas Financial Asset Advisors
Illinois
USD 432 M +USD 29.9 M +7% 4.13% 39.5% 46 10.87% 1.7
Land & Buildings Investment Management
2962
Land & Buildings Investment Management
Connecticut
USD 432 M -USD 31.8 M -7% 5.54% 53.9% 24 25% 1.2
Sagefield Capital
2963
Sagefield Capital
Texas
USD 432 M +USD 37.8 M +10% 3.58% 115% 123 44.72% 0.7
Hein Park Capital Management
2964
Hein Park Capital Management
New York
USD 432 M +USD 84.5 M +24% 2.22% 122% 9 11.11% 1.6
NWF Advisory Services
2965
NWF Advisory Services
California
USD 431 M – – 8.09% 120% 284 – 0
Domani Wealth
2966
Domani Wealth
Pennsylvania
USD 431 M +USD 31.3 M +8% 7.05% 48.6% 122 8.2% 4.9
Fractal Investments
2967
Fractal Investments
Connecticut
USD 430 M +USD 10.8 M +3% 2.37% 74.2% 104 19.23% 0.8
180 Wealth Advisors
2968
180 Wealth Advisors
Washington
USD 430 M +USD 4.58 M +1% 10.8% 165% 390 12.56% 2.8
Divergent Wealth Advisors
2969
Divergent Wealth Advisors
Utah
USD 429 M +USD 30.2 M +8% 6.03% 14.7% 32 15.63% 2.5
Confluence Wealth Services
2970
Confluence Wealth Services
Pennsylvania
USD 429 M +USD 44.1 M +11% 6.03% 69.4% 262 12.21% 1
PGCM
2971
Prescott Group Capital Management
Oklahoma
USD 428 M -USD 30.5 M -7% 2.08% 135% 205 30.24% 2
Winslow Asset Management
2972
Winslow Asset Management
Ohio
USD 428 M +USD 5.81 M +1% 8.31% 89.9% 76 7.89% 6.8
McIlrath & Eck
2973
McIlrath & Eck
Washington
USD 428 M +USD 40.1 M +10% 6.96% 44% 982 16.19% 3.1
American Assets Capital Advisers
2974
American Assets Capital Advisers
California
USD 428 M +USD 15.3 M +4% 11.2% 73.5% 41 29.27% 2.5
High Probability Advisors
2975
High Probability Advisors
New York
USD 428 M +USD 62.8 M +17% 4.19% 52.6% 44 2.27% 1.8