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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)
Fort Sheridan Advisors
2951
Fort Sheridan Advisors
Illinois
USD 501 M +USD 60.1 M +14% 12.3% 109% 213 14.55% 2.9
Oak Harvest Investment Services
2952
Oak Harvest Investment Services
Texas
USD 501 M +USD 28.4 M +6% 9.02% 120% 117 12.82% 1.7
Security Benefit Life Insurance Company
2953
Security Benefit Life Insurance Company
Kansas
USD 501 M -USD 109 M -18% 6.53% 61.7% 52 21.15% 1.7
IIA
2954
IPG Investment Advisors
California
USD 500 M +USD 46.4 M +10% 12.8% 126% 216 38.43% 1.7
Shay Capital
2955
Shay Capital
New York
USD 500 M -USD 210 M -30% 12% 166% 468 66.03% 0.6
Hamilton Point Investment Advisors
2956
Hamilton Point Investment Advisors
North Carolina
USD 500 M +USD 94.7 M +23% 9.69% 86.8% 157 16.56% 3.3
180 Wealth Advisors
2957
180 Wealth Advisors
Washington
USD 500 M +USD 55.4 M +12% 12.4% 165% 401 10.97% 3.1
Hamilton Capital Partners (Canada)
2958
Hamilton Capital Partners (Canada)
USD 500 M +USD 224 M +82% 12.2% 143% 118 38.14% 0.6
Concord Wealth Partners
2959
Concord Wealth Partners
Virginia
USD 499 M +USD 28.8 M +6% 7.82% 71.1% 1,057 26.49% 1.3
AMG
2960
Asset Management Group
Connecticut
USD 499 M +USD 44.5 M +10% 10.8% 57% 131 4.58% 7.2
WBI Investments
2961
WBI Investments
New Jersey
USD 499 M +USD 2.13 M +0.4% 9.82% 105% 240 45% 0.9
ERFOTCOFW
2962
Employees Retirement Fund of the City of Fort Worth
Texas
USD 499 M +USD 44.8 M +10% 9.92% 30.5% 13 0% 1
World Equity Group
2963
World Equity Group
Illinois
USD 499 M +USD 17.4 M +4% 11.2% 117% 380 25.53% 1
Hackensack Meridian Health
2964
Hackensack Meridian Health
New Jersey
USD 498 M -USD 176 M -26% 8.42% 53.4% 6 33.33% 1.3
Buffington Mohr McNeal
2965
Buffington Mohr McNeal
Idaho
USD 498 M +USD 57.8 M +13% 13% 29.3% 133 12.78% 4.8
Evolution Wealth Advisors
2966
Evolution Wealth Advisors
Florida
USD 497 M +USD 49.5 M +11% 12.3% 96% 132 12.88% 2.1
Brandywine Trust
2967
Brandywine Trust
Delaware
USD 497 M +USD 82.8 M +20% 8.19% 32.7% 30 13.33% 7.2
LM Advisors
2968
LM Advisors
California
USD 497 M – – 11.5% – 734 – 0
Naviter Wealth
2969
Naviter Wealth
Arkansas
USD 497 M +USD 82.6 M +20% 8.91% 87.1% 232 15.52% 1.2
Financial Advisors Network
2970
Financial Advisors Network
California
USD 497 M +USD 51.7 M +12% 9.47% – 180 11.67% 2.6
JCP
2971
JB Capital Partners
New York
USD 496 M +USD 91.1 M +23% 28.3% 142% 77 1.3% 2.4
High Probability Advisors
2972
High Probability Advisors
New York
USD 496 M +USD 31.7 M +7% 9.14% 52.6% 54 5.56% 2.1
Onyx Bridge Wealth Group
2973
Onyx Bridge Wealth Group
New York
USD 496 M +USD 67.7 M +16% 9.43% 74.6% 267 17.98% 1.4
VHMC
2974
Value Holdings Management Company
New York
USD 495 M +USD 41.7 M +9% 10.2% 125% 28 3.57% 6.7
Overbrook Management Corp
2975
Overbrook Management Corp
New York
USD 495 M +USD 65.3 M +15% 14.1% 157% 69 11.59% 4.8