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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)
Mitchell McLeod Pugh & Williams
3001
Mitchell McLeod Pugh & Williams
Alabama
USD 700 M +USD 78.6 M +13% 2.9% 90.7% 301 11.3% 6.1
CFGSD
3002
Compass Financial Group (South Dakota)
South Dakota
USD 700 M +USD 35 M +5% 1.3% 72% 104 1.92% 2.5
Kelman-Lazarov Inc
3003
Kelman-Lazarov Inc
Tennessee
USD 700 M +USD 25.8 M +4% 2.11% 51.6% 137 5.84% 4.5
Dean Investment Associates
3004
Dean Investment Associates
Ohio
USD 700 M -USD 13.2 M -2% 3.05% 63.5% 209 8.13% 4.7
Intelligence Driven Advisers
3005
Intelligence Driven Advisers
California
USD 700 M -USD 21.7 M -3% 2.62% 65.6% 146 20.55% 2
Crews Bank & Trust
3006
Crews Bank & Trust
Florida
USD 699 M +USD 15.5 M +2% 2.12% – 659 8.95% 0.9
Summit Financial Wealth Advisors
3007
Summit Financial Wealth Advisors
Louisiana
USD 699 M +USD 53.3 M +8% 1.81% 71.4% 207 18.84% 3.9
Torray Investment Partners
3008
Torray Investment Partners
Maryland
USD 698 M -USD 38.6 M -5% 2.1% 97.2% 106 16.98% 4.6
TCM
3009
Trybe Capital Management
Connecticut
USD 698 M -USD 50.7 M -7% 8.67% 681% 14 42.86% 2.1
Titan Global Capital Management USA
3010
Titan Global Capital Management USA
New York
USD 698 M +USD 19 M +3% 6.19% 191% 60 6.67% 2.7
Arlington Financial Advisors
3011
Arlington Financial Advisors
California
USD 698 M +USD 18.3 M +3% 3.4% 67.6% 124 25.81% 3.2
Security National Bank
3012
Security National Bank
Nebraska
USD 698 M +USD 44.6 M +7% 6.09% 125% 402 13.18% 2.3
Cat Rock Capital Management
3013
Cat Rock Capital Management
Connecticut
USD 697 M -USD 113 M -14% 5.08% 66.7% 17 11.76% 2.3
BBES
3014
Buffalo Business & Estate Services
New York
USD 696 M – – 2.58% – 101 – 0
MainStreet Investment Advisors
3015
MainStreet Investment Advisors
Illinois
USD 696 M -USD 48.1 M -6% 1.9% 61% 168 9.52% 4.3
Artemis Wealth Advisors
3016
Artemis Wealth Advisors
New York
USD 695 M -USD 224 M -24% 5.04% 180% 47 34.04% 2.4
Integrity Advisory Solutions
3017
Integrity Advisory Solutions
Texas
USD 694 M +USD 67.8 M +11% 1.59% – 281 17.79% 0.2
Arkansas Financial Group
3018
Arkansas Financial Group
Arkansas
USD 694 M +USD 14.1 M +2% 1.41% 41.4% 99 13.13% 4.3
Mirova
3019
Mirova
France
USD 694 M -USD 13.9 M -2% 1.63% 64.6% 115 23.48% 3.6
Cigna Investments
3020
Cigna Investments
Connecticut
USD 693 M -USD 16.4 M -2% 1.57% 154% 485 7.84% 6.3
Baron Silver Stevens Financial Advisors
3021
Baron Silver Stevens Financial Advisors
Florida
USD 693 M +USD 9.7 M +1% 1.7% 58.1% 152 17.11% 2.8
CFM Wealth Partners
3022
CFM Wealth Partners
Texas
USD 693 M +USD 3.98 M +0.6% 3.4% 175% 148 3.38% 4.2
JC
3023
JBF Capital
Colorado
USD 693 M -USD 12.8 M -2% 2.55% 93.6% 97 39.18% 2.3
Tolleson Wealth Management
3024
Tolleson Wealth Management
Texas
USD 693 M +USD 46.2 M +7% 1.48% 56.2% 97 12.37% 4
Greenup Street Wealth Management
3025
Greenup Street Wealth Management
Michigan
USD 693 M +USD 41.7 M +6% 2.49% 69.8% 152 28.95% 1.7