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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)
Adams Natural Resources Fund
3076
Adams Natural Resources Fund
Maryland
USD 406 M +USD 75.6 M +23% 25.3% 50.6% 57 5.26% 4.4
Winthrop Advisory Group
3077
Winthrop Advisory Group
Massachusetts
USD 406 M +USD 23.3 M +6% 5.03% 78.3% 145 17.24% 1.7
St Louis Trust
3078
St Louis Trust
Missouri
USD 406 M +USD 59.1 M +17% 7.73% 77.2% 96 27.08% 2.7
IBEX Wealth Advisors
3079
IBEX Wealth Advisors
New Jersey
USD 405 M +USD 22.6 M +6% 5.64% 234% 127 33.07% 1.4
Marietta Investment Partners
3080
Marietta Investment Partners
Wisconsin
USD 405 M +USD 12.9 M +3% 8.49% 160% 174 14.94% 3.1
RR Advisors
3081
RR Advisors
Texas
USD 405 M +USD 61.1 M +18% 24.2% 115% 22 31.82% 2.6
SlateStone Wealth
3082
SlateStone Wealth
Florida
USD 405 M +USD 3.74 M +0.9% 3.23% 79.1% 181 14.92% 1.4
McRae Capital Management
3083
McRae Capital Management
New Jersey
USD 404 M +USD 55.2 M +16% 13.1% 78.2% 109 10.09% 4
Cumberland Advisors
3084
Cumberland Advisors
Florida
USD 403 M +USD 130 M +48% 8.97% 80.7% 64 14.06% 2.2
180 Wealth Advisors
3085
180 Wealth Advisors
Washington
USD 403 M +USD 56.7 M +16% 6.09% 165% 369 22.76% 1.6
Hartford Financial Management
3086
Hartford Financial Management
Connecticut
USD 403 M +USD 25.9 M +7% 8.59% 87.9% 398 15.08% 3.6
TLP
3087
Tri Locum Partners
New York
USD 403 M +USD 128 M +46% 11.9% 357% 84 82.14% 0.1
Crewe Advisors
3088
Crewe Advisors
Utah
USD 403 M +USD 153 M +61% 9.32% 96.1% 498 12.45% 1.3
First National Corp
3089
First National Corp
Massachusetts
USD 403 M +USD 35.9 M +10% 4.93% 56.3% 156 6.41% 1.6
Dorchester Wealth Management
3090
Dorchester Wealth Management
Quebec, Canada
USD 403 M +USD 24.8 M +7% 8.11% 18.3% 162 21.6% 3.3
Kesler Norman & Wride
3091
Kesler Norman & Wride
Utah
USD 403 M +USD 43.8 M +12% 5.19% 90% 154 7.14% 0.2
Private Capital Group
3092
Private Capital Group
Connecticut
USD 403 M -USD 140 M -26% 6.28% 30.1% 2,301 13.26% 2.3
Tectonic Advisors
3093
Tectonic Advisors
Texas
USD 402 M +USD 36.6 M +10% 5.67% 44.9% 210 16.19% 0.2
State of New Jersey Common Pension Fund E
3094
State of New Jersey Common Pension Fund E
New Jersey
USD 402 M +USD 10.5 M +3% 8.77% 26.4% 3 66.67% 1.5
Abundance Wealth Counselors
3095
Abundance Wealth Counselors
Pennsylvania
USD 402 M +USD 3.86 M +1% 6.32% 107% 377 79.05% 0.3
CFO4Life Group
3096
CFO4Life Group
Texas
USD 402 M +USD 53.5 M +15% 6.73% 56.7% 158 18.35% 2
SIG China Investments Master Fund III
3097
SIG China Investments Master Fund III
Delaware
USD 402 M +USD 62.5 M +18% 31.9% – 3 0% 0.3
Marietta Wealth Management
3098
Marietta Wealth Management
Georgia
USD 401 M +USD 37.8 M +10% 4.59% 93% 119 16.81% 2.6
MRCM
3099
M&R Capital Management
New Jersey
USD 401 M -USD 38.2 M -9% 7.18% 52.6% 454 9.91% 4.6
SP
3100
Solel Partners
Massachusetts
USD 401 M -USD 4.08 M -1% 6.44% 25.9% 21 47.62% 0.6