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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)
CCM
2951
Cohen Capital Management
California
USD 599 M -USD 17.1 M -3% 0.07% 91.5% 158 8.23% 6.3
Capital Investment Counsel (Colorado)
2952
Capital Investment Counsel (Colorado)
Colorado
USD 599 M +USD 21.4 M +4% 0.27% 68.7% 132 15.91% 0.8
McGlone Suttner Wealth Management
2953
McGlone Suttner Wealth Management
Wisconsin
USD 599 M +USD 118 M +25% 0.91% 61.6% 188 17.02% 1.4
Pacific Capital Wealth Advisors
2954
Pacific Capital Wealth Advisors
California
USD 599 M +USD 3.85 M +0.6% 0.09% 54.1% 498 20.48% 1.2
Foundation Resource Management
2955
Foundation Resource Management
Arkansas
USD 599 M -USD 48.2 M -7% 6.85% 84.5% 53 3.77% 7.8
Deer Park Road Corp
2956
Deer Park Road Corp
Colorado
USD 598 M -USD 3195 M -84% 13.3% 55.9% 5 40% 4.9
Radnor Capital Management
2957
Radnor Capital Management
Pennsylvania
USD 598 M -USD 74.9 M -11% 0.63% 96.9% 340 10.88% 1.7
Evolution Wealth Advisors
2958
Evolution Wealth Advisors
Florida
USD 598 M +USD 41.3 M +7% 4.01% 96% 157 22.93% 2.4
Tennessee Valley Asset Management Partners
2959
Tennessee Valley Asset Management Partners
Tennessee
USD 597 M -USD 6.76 M -1% 0.03% 72.8% 169 15.98% 2.1
NG
2960
Northstar Group
New York
USD 597 M +USD 23 M +4% 1.71% 68.4% 162 8.64% 5.9
Endurance Services Ltd
2961
Endurance Services Ltd
New York
USD 597 M -USD 102 k -0% 0.08% 38.9% 17 0% 0.7
Praesidium Investment Management Company
2962
Praesidium Investment Management Company
New York
USD 596 M +USD 56.2 k +0% 14.7% 79% 14 21.43% 3.3
Market Street Wealth Management Advisors
2963
Market Street Wealth Management Advisors
Indiana
USD 596 M -USD 12.5 M -2% 1.79% 44% 98 5.1% 3.1
Mudrick Capital Management
2964
Mudrick Capital Management
New York
USD 596 M +USD 435 M +270% 81.5% 212% 3 100% 0
KFS
2965
Kurt F. Somerville
USD 596 M -USD 25.7 M -4% 0.65% 92.9% 99 8.08% 7.5
Biltmore Family Office
2966
Biltmore Family Office
North Carolina
USD 595 M +USD 10.8 M +2% 4.9% 99% 284 11.97% 3.8
Live Oak Private Wealth
2967
Live Oak Private Wealth
North Carolina
USD 595 M -USD 21.3 M -3% 0.38% 74.6% 189 7.41% 3.4
Hoey Investments
2968
Hoey Investments
Pennsylvania
USD 595 M +USD 60.5 M +11% 12.1% 247% 462 33.33% 2.2
Glassman Wealth Services
2969
Glassman Wealth Services
Virginia
USD 594 M +USD 7.67 M +1% 0.17% 62.6% 202 23.76% 4.3
Nalanda India Equity Fund
2970
Nalanda India Equity Fund
Mauritius
USD 594 M -USD 10.8 M -2% 6.36% 13.6% 2 0% 5.4
BDWCC
2971
B&D White Capital Company
Texas
USD 594 M +USD 13.4 M +2% 3.33% 44.2% 92 50% 1
Disciplina Capital Management
2972
Disciplina Capital Management
Tennessee
USD 593 M -USD 31 M -5% 3.06% 33% 73 1.37% 2.9
Crews Bank & Trust
2973
Crews Bank & Trust
Florida
USD 593 M – – 0.07% – 609 – 0
CFM Wealth Partners
2974
CFM Wealth Partners
Texas
USD 593 M +USD 20.3 M +4% 5.44% 175% 147 8.16% 3.7
Allen Mooney & Barnes Investment Advisors
2975
Allen Mooney & Barnes Investment Advisors
Georgia
USD 593 M +USD 5.38 M +0.9% 1.12% 78.9% 158 7.59% 2.3