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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)
Financial Partners Group (Kansas)
3101
Financial Partners Group (Kansas)
Kansas
USD 424 M +USD 36.2 M +9% 0.08% 76.7% 163 14.72% 1.6
Kesler Norman & Wride
3102
Kesler Norman & Wride
Utah
USD 424 M -USD 10 M -2% 0.31% 90% 157 7.01% 0.7
Vectors Research Management
3103
Vectors Research Management
New York
USD 424 M +USD 32.2 M +8% 0.7% 71.4% 529 12.85% 1.9
Realta Investment Advisors
3104
Realta Investment Advisors
Delaware
USD 424 M +USD 2.68 M +0.6% 0.38% 151% 428 12.38% 1.5
Archford Capital Strategies
3105
Archford Capital Strategies
Illinois
USD 424 M +USD 25.2 M +6% 0.71% 87.4% 320 8.44% 2.9
Human Investing
3106
Human Investing
Oregon
USD 424 M +USD 13.3 M +3% 0.68% 56.9% 118 15.25% 1.9
Model Capital Management
3107
Model Capital Management
Massachusetts
USD 424 M -USD 16.9 M -4% 0.03% – 6 66.67% 0.2
Summit Wealth Partners
3108
Summit Wealth Partners
Florida
USD 423 M +USD 4.71 M +1% 0.9% 44.9% 156 5.77% 1.4
IMA Advisory Services
3109
IMA Advisory Services
Colorado
USD 423 M -USD 4.62 M -1% 0.38% 74.5% 295 4.75% 3
Crewe Advisors
3110
Crewe Advisors
Utah
USD 423 M +USD 20.1 M +5% 5.68% 96.1% 488 19.26% 1.8
EAM Global Investors
3111
EAM Global Investors
California
USD 423 M +USD 61.7 M +17% 27.6% 2,399% 270 78.52% 0.1
Exane Asset Management
3112
Exane Asset Management
France
USD 422 M -USD 18.4 M -4% 2.03% 74.5% 20 50% 0.7
Alpha Capital Management
3113
Alpha Capital Management
Texas
USD 422 M -USD 4.25 M -1% 0.94% 88% 121 14.88% 2.8
Act Two Investors
3114
Act Two Investors
California
USD 421 M -USD 90.3 M -18% 0.39% 74.4% 34 14.71% 2.3
Sax Wealth Advisors
3115
Sax Wealth Advisors
New Jersey
USD 421 M +USD 130 M +45% 0.87% 64.3% 174 11.49% 0.6
Cowen Investment Management
3116
Cowen Investment Management
New York
USD 421 M +USD 36.1 M +9% 5.75% 1.87% 255 32.16% 0.4
Trivium Point Advisory
3117
Trivium Point Advisory
Connecticut
USD 421 M +USD 20.2 M +5% 0.63% 106% 239 13.81% 1.4
Tortoise Index Solutions
3118
Tortoise Index Solutions
Kansas
USD 421 M -USD 57 M -12% 1.91% 52.2% 111 10.81% 3
Nan Fung Trinity
3119
Nan Fung Trinity
Hong Kong
USD 421 M -USD 56.7 M -12% 6.22% 81.5% 34 14.71% 1.1
HUB Investment Partners
3120
HUB Investment Partners
Texas
USD 420 M +USD 45.8 M +12% 1.3% 109% 240 25% 0.5
CCM
3121
Composite Capital Management
Hong Kong
USD 420 M -USD 395 M -48% 47.9% – 1 0% 0.3
MAM
3122
Morse Asset Management
Connecticut
USD 420 M +USD 6.19 M +1% 3.85% 224% 184 28.8% 1.9
MCG
3123
McCollum Christoferson Group
New York
USD 420 M -USD 877 k -0.2% 1.36% 59.4% 76 5.26% 2.6
Cutter & Co Brokerage
3124
Cutter & Co Brokerage
Missouri
USD 419 M -USD 15.3 M -4% 1.88% 40.4% 332 13.25% 2.5
SGH
3125
Sivik Global Healthcare
Connecticut
USD 419 M -USD 93.5 M -18% 1.75% 83.8% 63 53.97% 1.3