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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)
MJP Associates
3001
MJP Associates
Connecticut
USD 554 M -USD 2.35 M -0.4% 2.03% 60.9% 255 23.14% 1.8
Valley National Advisers
3002
Valley National Advisers
Pennsylvania
USD 554 M -USD 2.69 M -0.5% 2.28% 87.2% 846 13% 5.3
Gleason Group
3003
Gleason Group
Kentucky
USD 554 M -USD 15.5 M -3% 3.39% 69.1% 198 4.55% 4.3
Crane Advisory
3004
Crane Advisory
California
USD 553 M -USD 17.3 M -3% 2.16% 38.2% 47 12.77% 1.6
Acorn Financial Advisory Services
3005
Acorn Financial Advisory Services
Virginia
USD 553 M -USD 53.5 M -9% 2.85% 108% 211 13.74% 3.5
Fermata Advisors
3006
Fermata Advisors
California
USD 553 M +USD 17.1 M +3% 0.31% 58.3% 306 20.26% 1.3
Arcadia Investment Management
3007
Arcadia Investment Management
Michigan
USD 553 M -USD 72.9 M -12% 3.59% 83.5% 307 13.03% 5.6
Birnam Oak Advisors
3008
Birnam Oak Advisors
New York
USD 552 M +USD 346 M +168% 4.82% – 36 44.44% 0.2
III Capital Management
3009
III Capital Management
Florida
USD 552 M -USD 68.6 M -11% 1.78% 28.7% 48 37.5% 0.8
Schneider Downs Wealth Management Advisors
3010
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 552 M +USD 20.4 M +4% 1.65% 61.5% 143 4.9% 3.8
Stablepoint Partners
3011
Stablepoint Partners
Massachusetts
USD 552 M +USD 7.16 M +1% 1.82% 92.8% 246 3.66% 1.1
Goehring & Rozencwajg Associates
3012
Goehring & Rozencwajg Associates
New York
USD 552 M +USD 65 M +13% 2.68% 148% 44 4.55% 2
Well Done LLC
3013
Well Done LLC
Michigan
USD 552 M +USD 5.22 M +1% 2.08% 80.4% 190 12.63% 4.6
Wellington Shields Capital Management
3014
Wellington Shields Capital Management
New York
USD 551 M -USD 14 M -2% 4.97% 157% 334 14.67% 5.2
Euro Pacific Asset Management
3015
Euro Pacific Asset Management
Puerto Rico
USD 551 M +USD 87.3 M +19% 23.3% 172% 80 12.5% 3.1
Greystone Financial Group
3016
Greystone Financial Group
Michigan
USD 551 M -USD 24 M -4% 0.32% 79.3% 108 20.37% 1.5
Kelman-Lazarov Inc
3017
Kelman-Lazarov Inc
Tennessee
USD 551 M -USD 4.64 M -0.8% 0.58% 51.6% 123 17.07% 4.6
Permanens Capital
3018
Permanens Capital
New York
USD 551 M +USD 27 M +5% 0.07% 76.9% 64 25% 1.8
Buck Wealth Strategies
3019
Buck Wealth Strategies
Colorado
USD 550 M +USD 69.1 M +14% 0.33% 48.4% 138 52.9% 0.6
KFG Wealth Management
3020
KFG Wealth Management
Indiana
USD 550 M +USD 15.1 M +3% 1.39% 55.9% 203 17.24% 1.3
Hazelview Securities
3021
Hazelview Securities
Ontario, Canada
USD 550 M +USD 2.08 M +0.4% 2.91% – 40 50% 1.4
Algebris (UK)
3022
Algebris (UK)
United Kingdom
USD 550 M +USD 154 M +39% 1.32% 17% 51 35.29% 0.5
Anson Funds Management
3023
Anson Funds Management
Texas
USD 550 M -USD 442 M -45% 9.75% 2,010% 204 67.16% 0.6
RWC Asset Advisors
3024
RWC Asset Advisors
Florida
USD 549 M +USD 47.7 M +10% 27.8% 267% 20 30% 2.1
Capital Advantage
3025
Capital Advantage
California
USD 549 M USD 0 0% 0.24% 49.2% 135 0% 2