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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)
American National Bank & Trust
3001
American National Bank & Trust
Texas
USD 451 M -USD 15.6 M -3% 0.39% 102% 336 26.49% 2.6
Willow Creek Wealth Management
3002
Willow Creek Wealth Management
California
USD 451 M +USD 32.3 M +8% 0.01% – 117 6.84% 2.4
Madison Avenue Partners
3003
Madison Avenue Partners
New York
USD 451 M +USD 116 M +35% 0.04% 284% 21 52.38% 0.6
Essex Woodlands Management
3004
Essex Woodlands Management
Texas
USD 451 M -USD 226 M -33% 25.8% 119% 9 0% 4
Plante Moran Financial Advisors
3005
Plante Moran Financial Advisors
Michigan
USD 450 M +USD 38.6 M +9% 0% 69.2% 1,050 19.9% 3.3
Gryphon Financial Partners
3006
Gryphon Financial Partners
Ohio
USD 450 M +USD 5.78 M +1% 1.06% 111% 210 24.76% 1.9
First Ascent Asset Management
3007
First Ascent Asset Management
Colorado
USD 450 M +USD 73.1 M +19% 1.47% 4.15% 34 29.41% 1
PWW
3008
Pettyjohn Wood & White
Virginia
USD 450 M +USD 3.86 M +0.9% 0.52% 70.9% 161 3.73% 5.2
Wealth Advisory Solutions
3009
Wealth Advisory Solutions
Indiana
USD 450 M +USD 28.7 M +7% 2.5% 60.5% 190 17.89% 0.8
Astor Investment Management
3010
Astor Investment Management
Illinois
USD 450 M -USD 17.2 M -4% 0.66% 23.3% 61 22.95% 1.5
Altavista Wealth Management
3011
Altavista Wealth Management
North Carolina
USD 450 M -USD 8.75 M -2% 0.21% 80.6% 187 5.35% 4.4
Strategy Asset Managers
3012
Strategy Asset Managers
California
USD 450 M -USD 23.3 M -5% 0.77% 115% 297 21.55% 2
Farmers Trust Company
3013
Farmers Trust Company
Ohio
USD 450 M -USD 2.11 M -0.5% 0.14% 73.5% 176 11.93% 4.7
Sky Investment Group
3014
Sky Investment Group
Connecticut
USD 449 M +USD 5.78 M +1% 0.06% 81.4% 132 7.58% 4.4
Winthrop Advisory Group
3015
Winthrop Advisory Group
Massachusetts
USD 449 M +USD 4.74 M +1% 0.04% 78.3% 145 11.72% 2.1
Stockman Wealth Management
3016
Stockman Wealth Management
Montana
USD 449 M +USD 30.5 M +7% 1.42% 77.5% 203 5.42% 3.4
Teewinot Capital Advisers
3017
Teewinot Capital Advisers
New York
USD 449 M +USD 18.3 M +4% 5.85% 149% 42 35.71% 2.6
Divergent Wealth Advisors
3018
Divergent Wealth Advisors
Utah
USD 449 M +USD 10.2 M +2% 0.47% 14.7% 19 15.79% 2.6
Well Done LLC
3019
Well Done LLC
Michigan
USD 449 M -USD 5.12 M -1% 0.76% 80.4% 181 9.39% 2.6
JHCM
3020
Juniper Hill Capital Management
California
USD 448 M +USD 149 M +50% 1.68% 33.6% 9 22.22% 0.8
Stonnington Group
3021
Stonnington Group
California
USD 447 M -USD 2.26 M -0.5% 2.73% – 301 24.58% 0.4
Strid Group
3022
Strid Group
Pennsylvania
USD 447 M +USD 3.77 M +0.9% 1.96% 55.2% 41 2.44% 2.3
Buckhead Capital Management
3023
Buckhead Capital Management
Georgia
USD 447 M -USD 3.61 M -0.8% 0.56% 76.1% 145 2.76% 3.6
Mitchell Capital Management
3024
Mitchell Capital Management
Kansas
USD 446 M -USD 9.27 M -2% 1.4% 234% 163 11.66% 2.4
First National Corp
3025
First National Corp
Massachusetts
USD 446 M +USD 155 M +53% 0.7% 56.3% 172 25% 1.8