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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)
Greenup Street Wealth Management
3026
Greenup Street Wealth Management
Michigan
USD 693 M +USD 41.7 M +6% 2.49% 69.8% 152 28.95% 1.7
Leelyn Smith
3027
Leelyn Smith
Illinois
USD 692 M +USD 27.6 M +4% 2.29% 86% 155 10.32% 3.4
ECM
3028
EagleClaw Capital Management
Massachusetts
USD 691 M -USD 23.7 M -3% 0.32% 109% 149 5.37% 7
Noesis Capital Mangement
3029
Noesis Capital Mangement
Florida
USD 690 M +USD 45.4 M +7% 7.14% 139% 135 8.15% 4.7
Klaas Financial Asset Advisors
3030
Klaas Financial Asset Advisors
Illinois
USD 689 M +USD 23 M +3% 1.13% 39.5% 59 25.42% 3
Apollon Financial
3031
Apollon Financial
South Carolina
USD 689 M +USD 87.3 M +15% 3.38% 103% 257 14.01% 1.3
KPP Advisory Services
3032
KPP Advisory Services
Kentucky
USD 689 M +USD 13.1 M +2% 2.44% 87.9% 349 11.75% 1.4
Thames Capital Management
3033
Thames Capital Management
New Jersey
USD 688 M -USD 13.1 M -2% 10.3% 1,159% 70 48.57% 1.8
Financial Advisory Corporation
3034
Financial Advisory Corporation
Michigan
USD 688 M +USD 8.41 M +1% 0.88% – 55 12.73% 0.8
Toews Corporation
3035
Toews Corporation
New Jersey
USD 688 M -USD 12.3 M -2% 0.6% 30.7% 15 0% 1.6
Deltroit Asset Management (UK)
3036
Deltroit Asset Management (UK)
USD 687 M – – 2.16% – 39 – 0
Formidable Asset Management
3037
Formidable Asset Management
Ohio
USD 687 M +USD 52.3 M +8% 0.22% 62.2% 422 13.51% 3.1
High Ground Investment Management
3038
High Ground Investment Management
United Kingdom
USD 687 M +USD 84.8 M +14% 8.94% 11.1% 8 25% 1.8
Wilkins Investment Counsel
3039
Wilkins Investment Counsel
Massachusetts
USD 686 M -USD 20.2 M -3% 3.91% 71.3% 125 6.4% 6
Wellington Shields Capital Management
3040
Wellington Shields Capital Management
New York
USD 686 M +USD 26.9 M +4% 6.07% 157% 352 15.06% 5.4
Convergence Financial
3041
Convergence Financial
Missouri
USD 685 M +USD 19.4 M +3% 1.42% 70.6% 204 14.71% 1.4
Rule One Partners
3042
Rule One Partners
Georgia
USD 685 M -USD 26.1 M -4% 8.6% – 15 33.33% 0.6
IFC Advisors
3043
IFC Advisors
California
USD 685 M +USD 139 M +25% 2.37% – 185 13.51% 0.8
Silverback Asset Management
3044
Silverback Asset Management
North Carolina
USD 684 M -USD 360 M -35% 0.48% 92.1% 64 23.44% 0.6
Topsail Wealth Management
3045
Topsail Wealth Management
North Carolina
USD 683 M +USD 92.1 M +16% 2.03% – 273 7.69% 0.8
AHT
3046
Amanah Holdings Trust
USD 683 M +USD 182 M +36% 43.8% – 31 90.32% 0.1
Perseverance Asset Management International
3047
Perseverance Asset Management International
Cayman Islands
USD 683 M +USD 101 M +17% 5.55% 101% 17 35.29% 1.6
Faithward Advisors
3048
Faithward Advisors
Pennsylvania
USD 682 M +USD 9.6 M +1% 2.64% 119% 342 15.5% 2.1
Blue Bell Private Wealth Management
3049
Blue Bell Private Wealth Management
Pennsylvania
USD 682 M +USD 24.1 M +4% 1.76% 68.2% 762 8.14% 3.5
Perryman Financial Advisory
3050
Perryman Financial Advisory
Texas
USD 681 M – – 2.66% – 170 – 0