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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)
Quattro Financial Advisors
3076
Quattro Financial Advisors
Texas
USD 379 M -USD 36 M -9% 7.11% 77.6% 53 32.08% 1
MWM
3077
Madison Wealth Management
Ohio
USD 379 M +USD 45.4 M +14% 15.1% 35.1% 143 10.49% 0.8
Sage Advisory Services
3078
Sage Advisory Services
Texas
USD 379 M +USD 75 M +25% 13.3% 37.8% 58 25.86% 1.5
Foresite Capital Management II
3079
Foresite Capital Management II
California
USD 379 M -USD 80.8 M -18% 12.7% 66.2% 4 0% 2.7
III
3080
Independent Investors Inc
New York
USD 379 M +USD 35.1 M +10% 14.7% 94.5% 73 6.85% 5.6
Ethic Inc
3081
Ethic Inc
New York
USD 378 M +USD 117 M +45% 14.3% 145% 436 25.92% 0.6
Dorchester Wealth Management
3082
Dorchester Wealth Management
Quebec, Canada
USD 378 M +USD 55.1 M +17% 14.8% 18.3% 155 20.65% 3.1
George Kaiser Family Foundation
3083
George Kaiser Family Foundation
Oklahoma
USD 378 M +USD 87.2 M +30% 32.3% 106% 45 11.11% 1.7
Terril Brothers
3084
Terril Brothers
Missouri
USD 378 M +USD 51.9 M +16% 19.1% 112% 63 14.29% 3.4
Hartford Financial Management
3085
Hartford Financial Management
Connecticut
USD 377 M +USD 40.1 M +12% 13.1% 87.9% 362 13.81% 3.9
Hohimer Wealth Management
3086
Hohimer Wealth Management
Washington
USD 377 M +USD 26.6 M +8% 13.9% 111% 207 11.11% 0.8
Toronado Partners
3087
Toronado Partners
California
USD 377 M +USD 18.3 M +5% 30.5% 192% 13 23.08% 1.4
Foresight Wealth Management
3088
Foresight Wealth Management
Utah
USD 377 M +USD 78.4 M +26% 11.2% 19.1% 133 27.82% 1.2
Crestone Asset Management
3089
Crestone Asset Management
Colorado
USD 376 M +USD 56.5 M +18% 16.7% 6.65% 68 19.12% 2.1
WFA of San Diego
3090
WFA of San Diego
California
USD 376 M +USD 270 M +256% 9.12% – 117 58.12% 0.3
Qtron Investments
3091
Qtron Investments
Massachusetts
USD 374 M +USD 86.8 M +30% 20.9% 151% 362 36.46% 0.7
MAK Capital One
3092
MAK Capital One
New York
USD 373 M +USD 135 M +57% 46.9% 200% 17 52.94% 1.1
Rational Advisors
3093
Rational Advisors
New York
USD 373 M +USD 139 M +60% 10.4% 39.2% 647 73.72% 1.1
Advisor OS
3094
Advisor OS
Illinois
USD 373 M +USD 134 M +56% 10.5% 68.8% 166 51.81% 0.2
OCM
3095
Ogborne Capital Management
California
USD 373 M +USD 23.2 M +7% 62.5% 251% 21 61.9% 0.6
SC Israel Venture V Management
3096
SC Israel Venture V Management
Israel
USD 373 M – – 146% – 1 – 0
MAS
3097
Managed Account Services
Florida
USD 372 M +USD 54.7 M +17% 13.4% 32.4% 109 12.84% 2.4
Vantage Wealth
3098
Vantage Wealth
California
USD 372 M +USD 60.3 M +19% 14.4% 56.1% 34 0% 3.5
Carolinas Wealth Consulting
3099
Carolinas Wealth Consulting
North Carolina
USD 372 M +USD 74.6 M +25% 17.3% 24.6% 1,089 24.98% 0.5
Cambridge Advisors
3100
Cambridge Advisors
Nebraska
USD 371 M +USD 32 M +9% 10.1% 58.6% 161 8.7% 3.9