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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)
SJS Investment Consulting
2976
SJS Investment Consulting
Ohio
USD 567 M +USD 50.5 M +10% 5.91% 69.4% 1,730 8.15% 2.1
AMCI
2977
Al Mehwar Commercial Investments
United Arab Emirates
USD 567 M -USD 16.7 M -3% 2.86% – 1 0% 0.8
Hamilton Point Investment Advisors
2978
Hamilton Point Investment Advisors
North Carolina
USD 566 M +USD 39.5 M +7% 8.95% 86.8% 162 13.58% 3.6
Bornite Capital Management
2979
Bornite Capital Management
New York
USD 566 M -USD 41.5 M -7% 12.8% 181% 63 80.95% 0.3
Sirios Capital Management
2980
Sirios Capital Management
Massachusetts
USD 565 M -USD 9.3 M -2% 11.3% 177% 68 16.18% 1.7
CFO4Life Group
2981
CFO4Life Group
Texas
USD 565 M +USD 33.1 M +6% 5.35% 67.6% 230 15.22% 3
Acorn Financial Advisory Services
2982
Acorn Financial Advisory Services
Virginia
USD 565 M +USD 28.8 M +5% 5.92% 108% 216 10.19% 3.1
Te Ahumairangi Investment Management
2983
Te Ahumairangi Investment Management
New Zealand
USD 564 M +USD 43.7 M +8% 7.28% 55.5% 86 3.49% 3.4
Affinity Wealth Management
2984
Affinity Wealth Management
Delaware
USD 564 M +USD 15.7 M +3% 5.66% 125% 110 15.45% 2.8
CM
2985
Capital Management
Virginia
USD 563 M +USD 63.8 M +13% 11.7% 63.6% 80 7.5% 4
Advisory Research
2986
Advisory Research
Illinois
USD 563 M +USD 31.3 M +6% 10.3% 138% 167 10.78% 3.2
WAM
2987
Warberg Asset Management
Illinois
USD 562 M -USD 96.3 M -15% 0.04% 61.5% 270 40.74% 0.9
Wahed Invest
2988
Wahed Invest
New York
USD 562 M +USD 63.9 M +13% 4.81% 140% 244 13.93% 2.1
Embree Financial Group
2989
Embree Financial Group
Illinois
USD 561 M +USD 41 M +8% 5.81% 87.6% 203 13.3% 0.6
Montanaro Asset Management
2990
Montanaro Asset Management
United Kingdom
USD 561 M +USD 24.7 M +5% 7.06% 59.3% 48 6.25% 2.7
TCM
2991
Trybe Capital Management
Connecticut
USD 561 M +USD 1.65 M +0.3% 0.69% 681% 15 20% 2.2
Greystone Financial Group
2992
Greystone Financial Group
Michigan
USD 560 M +USD 48.3 M +9% 7.21% 79.3% 115 25.22% 1.3
Abacus Planning Group
2993
Abacus Planning Group
South Carolina
USD 560 M +USD 43.9 M +9% 7.18% 67.8% 236 15.68% 3.7
Oliver Luxxe Assets
2994
Oliver Luxxe Assets
New Jersey
USD 559 M +USD 88.3 M +19% 9.39% 137% 207 23.67% 2.7
FRG Family Wealth Advisors
2995
FRG Family Wealth Advisors
Washington
USD 559 M +USD 42.2 M +8% 3.87% 76.4% 147 6.12% 5.8
PAX Financial Group
2996
PAX Financial Group
Texas
USD 558 M +USD 45.5 M +9% 6.13% 56% 255 21.57% 2.4
White Lighthouse Investment Management
2997
White Lighthouse Investment Management
Massachusetts
USD 557 M +USD 39.1 M +8% 5.57% 62.1% 133 10.53% 4.5
Horst & Graben Wealth Management
2998
Horst & Graben Wealth Management
Oregon
USD 557 M +USD 33.7 M +6% 5.71% 62.2% 162 11.73% 2.6
Sky Investment Group
2999
Sky Investment Group
Connecticut
USD 557 M +USD 34.1 M +7% 7.07% 81.4% 141 5.67% 5.8
Sargent Investment Group
3000
Sargent Investment Group
Maryland
USD 557 M +USD 66.4 M +14% 10.7% 113% 228 8.77% 3.2