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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)
WNY Asset Management
3001
WNY Asset Management
New York
USD 421 M +USD 51 M +14% 5.71% – 196 9.69% 1.5
VHMC
3002
Value Holdings Management Company
New York
USD 421 M -USD 22.5 M -5% 2.53% 110% 44 27.27% 5.7
First National Corp
3003
First National Corp
Massachusetts
USD 420 M +USD 15.9 M +4% 4.8% 56.3% 165 7.27% 2.7
Covenant Asset Management
3004
Covenant Asset Management
New Jersey
USD 420 M +USD 1.42 M +0.3% 14.5% 177% 187 10.16% 3
Bourgeon Capital Management
3005
Bourgeon Capital Management
Connecticut
USD 420 M +USD 12.4 M +3% 3.46% 121% 384 19.01% 2.8
Ironwood Investment Counsel
3006
Ironwood Investment Counsel
Arizona
USD 420 M +USD 7.62 M +2% 5.73% 78.2% 221 12.22% 4.7
Duncker Streett & Co
3007
Duncker Streett & Co
Missouri
USD 420 M +USD 5.69 M +1% 5.19% 102% 512 5.66% 5.6
Glynn Capital Management
3008
Glynn Capital Management
California
USD 420 M +USD 6.78 M +2% 20.3% 252% 47 4.26% 5.4
Montecito Bank & Trust
3009
Montecito Bank & Trust
California
USD 419 M +USD 6.85 M +2% 5.94% – 241 4.98% 5.3
ICA Group Wealth Management
3010
ICA Group Wealth Management
Colorado
USD 419 M -USD 6.58 M -2% 7.02% – 1,388 13.54% 0.4
Elwood & Goetz Wealth Advisory Group
3011
Elwood & Goetz Wealth Advisory Group
Georgia
USD 419 M +USD 90.9 M +28% 4.98% 63.7% 69 13.04% 2.4
Orion Resource Partners (USA)
3012
Orion Resource Partners (USA)
New York
USD 419 M +USD 18.9 M +5% 5.4% – 3 0% 0.3
EFG Asset Management (Americas)
3013
EFG Asset Management (Americas)
Florida
USD 418 M +USD 13.9 M +3% 9.99% 112% 142 13.38% 3.3
Allen Mooney & Barnes Investment Advisors
3014
Allen Mooney & Barnes Investment Advisors
Georgia
USD 418 M +USD 1.79 M +0.4% 3.97% 78.9% 136 5.15% 1
Synergy Asset Management
3015
Synergy Asset Management
Washington
USD 418 M +USD 27.4 M +7% 5.52% 113% 132 34.09% 0.7
Dark Forest Capital Management
3016
Dark Forest Capital Management
Puerto Rico
USD 418 M +USD 11 M +3% 3.19% 65.2% 1,684 66.21% 0.3
PAX Financial Group
3017
PAX Financial Group
Texas
USD 417 M +USD 23.5 M +6% 5.71% 56% 230 30.87% 1.8
Evolution Wealth Advisors
3018
Evolution Wealth Advisors
Florida
USD 417 M +USD 19.7 M +5% 7.01% 96% 138 27.54% 1.7
Advisor OS
3019
Advisor OS
Illinois
USD 417 M +USD 40 M +11% 4.02% 68.8% 251 19.52% 1.5
Strategic Vision Investment
3020
Strategic Vision Investment
Hong Kong
USD 416 M +USD 138 M +50% 31.1% 95.6% 37 72.97% 0.2
Ghisallo Capital Management
3021
Ghisallo Capital Management
Massachusetts
USD 416 M -USD 146 M -26% 2.97% 122% 170 82.35% 0.4
Cheviot Value Management
3022
Cheviot Value Management
California
USD 416 M +USD 9.4 M +2% 2.45% 87% 70 2.86% 4.4
Eudaimonia Partners
3023
Eudaimonia Partners
Tennessee
USD 416 M +USD 7.79 M +2% 7.73% – 389 21.34% 2
CAM
3024
Centre Asset Management
New York
USD 414 M +USD 36.1 M +10% 7.68% 45.3% 88 29.55% 1.7
Pier 88 Investment Partners
3025
Pier 88 Investment Partners
California
USD 413 M +USD 750 k +0.2% 2.82% 40.3% 101 19.8% 1.8