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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)
Horst & Graben Wealth Management
3026
Horst & Graben Wealth Management
Oregon
USD 655 M +USD 50.7 M +8% 7.3% 62.2% 183 7.65% 2.9
Insight Advisors
3027
Insight Advisors
Pennsylvania
USD 655 M +USD 30.8 M +5% 6.29% 74% 302 8.61% 3.2
Essex Investment Management
3028
Essex Investment Management
Massachusetts
USD 653 M +USD 103 M +19% 26.7% 370% 327 17.43% 3.9
Marquette Asset Management
3029
Marquette Asset Management
Minnesota
USD 653 M +USD 56.8 M +10% 7% 69.6% 701 81.17% 0.9
ThornTree Capital Partners
3030
ThornTree Capital Partners
Massachusetts
USD 653 M +USD 52.7 M +9% 10.8% 217% 20 25% 1.6
Security National Bank
3031
Security National Bank
Nebraska
USD 653 M +USD 75.2 M +13% 9% 125% 393 23.66% 2.1
von Borstel & Associates
3032
von Borstel & Associates
Oregon
USD 652 M +USD 273 M +72% 6.28% – 171 76.61% 0.2
Acorn Financial Advisory Services
3033
Acorn Financial Advisory Services
Virginia
USD 652 M +USD 41.8 M +7% 5.97% 108% 214 10.28% 3.5
Affinity Capital Advisors
3034
Affinity Capital Advisors
California
USD 651 M +USD 69.5 M +12% 8.15% 72.7% 166 12.05% 3.5
Greenup Street Wealth Management
3035
Greenup Street Wealth Management
Michigan
USD 651 M +USD 76.3 M +13% 6.79% 69.8% 147 33.33% 1.3
Summit Asset Management
3036
Summit Asset Management
Tennessee
USD 650 M +USD 36.5 M +6% 5.34% 53.4% 179 9.5% 6.3
MAK Capital One
3037
MAK Capital One
New York
USD 650 M -USD 47.9 M -7% 6.87% 200% 19 42.11% 2.3
Globeflex Capital
3038
Globeflex Capital
California
USD 650 M -USD 558 M -46% 16% 186% 477 27.25% 2.1
McMorgan & Co
3039
McMorgan & Co
California
USD 649 M -USD 28.9 M -4% 3.95% 30.1% 60 6.67% 2.6
Arcadia Investment Management
3040
Arcadia Investment Management
Michigan
USD 649 M +USD 23.3 M +4% 7.69% 83.5% 267 8.99% 6
HA
3041
Harbor Advisors
Florida
USD 648 M +USD 37.3 M +6% 8.06% 125% 200 10% 4.9
Front Street Capital Management
3042
Front Street Capital Management
Montana
USD 648 M +USD 126 M +24% 17.5% 316% 78 17.95% 5.1
Almanack Investment Partners
3043
Almanack Investment Partners
Pennsylvania
USD 647 M +USD 18.2 M +3% 8.61% 82.2% 247 36.84% 2.3
Tolleson Wealth Management
3044
Tolleson Wealth Management
Texas
USD 646 M +USD 61.3 M +10% 6.58% 56.2% 90 6.67% 3.9
AIM
3045
Aigen Investment Management
New York
USD 646 M -USD 83.4 M -11% 6.16% 55.5% 1,138 66.96% 0.3
Point72 Asia (Singapore)
3046
Point72 Asia (Singapore)
Singapore
USD 646 M +USD 82.8 M +15% 16.2% – 1,302 68.13% 0.2
Valley National Advisers
3047
Valley National Advisers
Pennsylvania
USD 646 M +USD 33 M +5% 8% 87.2% 913 19.17% 5.2
Greystone Financial Group
3048
Greystone Financial Group
Michigan
USD 645 M +USD 38.2 M +6% 5.61% 79.3% 107 18.69% 1.7
Summit Financial Wealth Advisors
3049
Summit Financial Wealth Advisors
Louisiana
USD 645 M +USD 87.8 M +16% 6.63% 71.4% 182 8.79% 4.1
Noesis Capital Mangement
3050
Noesis Capital Mangement
Florida
USD 644 M +USD 68.4 M +12% 11.3% 139% 136 10.29% 4.7