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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)
Advisor Resource Council
3101
Advisor Resource Council
Texas
USD 398 M +USD 192 M +93% 7.76% 84.8% 280 48.21% 0.7
TP
3102
Thunderbird Partners
United Kingdom
USD 398 M -USD 16.2 M -4% 11.3% 38% 13 7.69% 1.4
Prestige Wealth Management Group
3103
Prestige Wealth Management Group
New Jersey
USD 398 M +USD 14.1 M +4% 4.79% 55.8% 1,184 14.02% 2.8
HP
3104
Hound Partners
New York
USD 397 M +USD 59.1 M +17% 9.64% 19.7% 16 31.25% 1.6
White Lighthouse Investment Management
3105
White Lighthouse Investment Management
Massachusetts
USD 397 M +USD 28.9 M +8% 6.93% 62.1% 115 2.61% 4
Berry Street Capital Management
3106
Berry Street Capital Management
United Kingdom
USD 397 M +USD 33.5 M +9% 11.8% 331% 47 78.72% 0.2
Scarborough Advisors
3107
Scarborough Advisors
Maryland
USD 397 M +USD 23.6 M +6% 5.62% 63.3% 76 39.47% 0.7
Kesler Norman & Wride
3108
Kesler Norman & Wride
Utah
USD 397 M +USD 8.45 M +2% 2.98% 90% 158 4.43% 1.9
Drexel Morgan & Co
3109
Drexel Morgan & Co
Pennsylvania
USD 397 M -USD 89.5 M -18% 6.28% 62.4% 45 0% 7.3
Greystone Financial Group
3110
Greystone Financial Group
Michigan
USD 397 M +USD 56.4 M +17% 2.23% 79.3% 102 38.24% 0.7
ETH
3111
Exos TFP Holdings
New York
USD 397 M +USD 36.1 M +10% 8.95% – 622 37.46% 0.4
Compass Ion Advisors
3112
Compass Ion Advisors
Pennsylvania
USD 396 M +USD 6.94 M +2% 2.84% 75.6% 77 11.69% 1.8
Principal Street Partners
3113
Principal Street Partners
Tennessee
USD 396 M -USD 1.22 M -0.3% 4.12% 91% 255 23.14% 1.9
Coastal Bridge Advisors
3114
Coastal Bridge Advisors
Connecticut
USD 396 M +USD 43.2 M +12% 17.8% 88.1% 185 10.27% 3.4
Abundance Wealth Counselors
3115
Abundance Wealth Counselors
Pennsylvania
USD 395 M +USD 28 M +8% 6.75% 107% 159 15.72% 1.4
FA
3116
Financial Advisors
Massachusetts
USD 395 M +USD 28.9 M +8% 6.43% 71.5% 83 8.43% 2.9
PWS
3117
Private Wealth Strategies
Ohio
USD 395 M +USD 20.1 M +5% 5.38% 18.8% 79 11.39% 2.3
Noesis Capital Mangement
3118
Noesis Capital Mangement
Florida
USD 395 M +USD 43 M +12% 9.11% 139% 111 11.71% 4.8
Sentinel Pension Advisors
3119
Sentinel Pension Advisors
Massachusetts
USD 395 M +USD 75.8 M +24% 4.96% 52.1% 92 9.78% 2
AO
3120
Allen Operations
New York
USD 394 M +USD 20.3 M +5% 10% 248% 42 9.52% 3.7
Yakira Capital Management
3121
Yakira Capital Management
Connecticut
USD 394 M -USD 96.9 M -20% 2.81% 64.5% 470 37.66% 0.8
Fort Sheridan Advisors
3122
Fort Sheridan Advisors
Illinois
USD 394 M +USD 86.4 M +28% 9.48% 126% 198 9.6% 2.4
JMAC Enterprises
3123
JMAC Enterprises
Pennsylvania
USD 394 M +USD 30 M +8% 5.49% 68.5% 197 22.34% 1
CRB
3124
Chad R. Baker
USD 394 M +USD 37.1 M +10% 11.6% 123% 50 4% 5.5
Clear Sky Carbon Solutions Investment Management
3125
Clear Sky Carbon Solutions Investment Management
Texas
USD 394 M +USD 170 M +76% 6.26% – 76 47.37% 0.5