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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)
BPM
3051
Bowling Portfolio Management
Ohio
USD 364 M -USD 32.6 M -8% 3.47% 45.7% 209 22.97% 4.5
BC
3052
Bruce & Co
Illinois
USD 364 M -USD 61.2 M -14% 6.68% 94.5% 34 2.94% 5.4
McIlrath & Eck
3053
McIlrath & Eck
Washington
USD 364 M +USD 42 M +13% 4.96% 44% 923 11.27% 2.9
AMCA
3054
Arthur M. Cohen & Associates
Illinois
USD 364 M -USD 37.9 M -9% 2.03% 129% 141 18.44% 4.1
Bourgeon Capital Management
3055
Bourgeon Capital Management
Connecticut
USD 364 M -USD 14.6 M -4% 5.08% 121% 466 36.7% 1.7
180 Wealth Advisors
3056
180 Wealth Advisors
Washington
USD 363 M -USD 28.3 M -7% 5.09% 165% 392 15.05% 2.6
Miramar Capital
3057
Miramar Capital
Illinois
USD 363 M +USD 10 M +3% 6.04% 47.3% 100 15% 1.8
Newfoundland Capital Management
3058
Newfoundland Capital Management
Brazil
USD 363 M +USD 10.6 M +3% 0.63% 49.5% 56 71.43% 0.4
Kingfisher Capital
3059
Kingfisher Capital
North Carolina
USD 363 M +USD 13.4 M +4% 1.72% 58.5% 190 18.95% 3.2
Vantage Wealth
3060
Vantage Wealth
California
USD 363 M +USD 8.25 M +2% 5.5% 56.1% 35 8.57% 4.5
Ullmann Wealth Partners Group
3061
Ullmann Wealth Partners Group
Florida
USD 363 M -USD 6.52 M -2% 5.89% 68% 87 9.2% 3
CAM
3062
Centre Asset Management
New York
USD 362 M -USD 15 M -4% 1.43% 45.3% 83 26.51% 1.6
ARMC
3063
American Research & Management Company
Massachusetts
USD 362 M -USD 26.9 M -7% 4.87% 35.1% 471 19.75% 4.6
Wealth Advisory Solutions
3064
Wealth Advisory Solutions
Indiana
USD 362 M -USD 44.5 M -11% 5.25% 60.5% 166 33.73% 1.5
Bridgewater Advisors
3065
Bridgewater Advisors
New York
USD 362 M -USD 121 M -25% 4.02% 61% 240 54.17% 2.4
Ellis Investment Partners
3066
Ellis Investment Partners
Pennsylvania
USD 361 M -USD 11.6 M -3% 5.89% 70.8% 850 6% 2.5
Compass Ion Advisors
3067
Compass Ion Advisors
Pennsylvania
USD 361 M +USD 15.6 M +5% 4.99% 75.6% 83 19.28% 1.5
TP
3068
Thunderbird Partners
United Kingdom
USD 360 M -USD 60.1 M -14% 6.93% 38% 14 57.14% 1.4
CCM
3069
Chimera Capital Management
New York
USD 360 M +USD 146 M +68% 3.69% – 227 86.78% 0.1
Wescott Financial Advisory Group
3070
Wescott Financial Advisory Group
Pennsylvania
USD 359 M -USD 9.2 M -2% 5.17% 61.1% 144 12.5% 0.9
Kesler Norman & Wride
3071
Kesler Norman & Wride
Utah
USD 359 M -USD 1.9 M -0.5% 5.48% 90% 159 8.18% 1.5
Security National Bank
3072
Security National Bank
Nebraska
USD 359 M -USD 1.14 M -0.3% 2.05% 125% 107 14.95% 3
HBW Advisory Services
3073
HBW Advisory Services
California
USD 359 M -USD 28.6 M -7% 5.11% 68.6% 251 21.12% 1.4
Incline Global Management
3074
Incline Global Management
New York
USD 358 M +USD 8.24 M +2% 3.56% 40.1% 22 4.55% 1.7
Affinity Asset Advisors
3075
Affinity Asset Advisors
New York
USD 358 M +USD 121 M +51% 19.8% 1,487% 85 60% 0.6