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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)
Sloy Dahl & Holst
3126
Sloy Dahl & Holst
Washington
USD 470 M -USD 236 k -0.1% 24.8% 132% 91 1.1% 1
Kemper
3127
Kemper
Illinois
USD 470 M -USD 131 M -22% 4.72% 28.6% 43 4.65% 3.1
Cranbrook Wealth Management
3128
Cranbrook Wealth Management
Michigan
USD 469 M +USD 28.4 M +6% 4.55% 54.3% 441 17.91% 4.1
Brickley Wealth Management
3129
Brickley Wealth Management
California
USD 469 M +USD 71.8 M +18% 5.97% 75.9% 50 10% 2.3
WMS Partners
3130
WMS Partners
Maryland
USD 469 M -USD 213 M -31% 10.8% 10.8% 309 37.54% 3.6
Gateway Advisory
3131
Gateway Advisory
New Jersey
USD 469 M -USD 11.3 M -2% 5.2% 26% 126 25.4% 1.9
Procyon Advisors
3132
Procyon Advisors
Connecticut
USD 469 M +USD 76.6 M +20% 8.39% 92.3% 357 20.17% 1.3
VHMC
3133
Value Holdings Management Company
New York
USD 469 M +USD 25.8 M +6% 6.83% 110% 63 26.98% 3.8
SlateStone Wealth
3134
SlateStone Wealth
Florida
USD 468 M +USD 31.3 M +7% 9.16% 89.6% 192 18.23% 1.8
III
3135
Independent Investors Inc
New York
USD 468 M +USD 65.9 M +16% 18.2% 94.5% 77 5.19% 6
Steel Partners Holdings
3136
Steel Partners Holdings
New York
USD 468 M +USD 90.6 M +24% 27.5% – 3 0% 6.9
Invenomic Capital Management
3137
Invenomic Capital Management
Massachusetts
USD 468 M +USD 160 M +52% 4.09% 6.61% 170 46.47% 0.6
Private Wealth Advisors (California)
3138
Private Wealth Advisors (California)
California
USD 467 M +USD 49.3 M +12% 4.79% 63.6% 123 26.83% 1.5
Hanson & Doremus Investment Management
3139
Hanson & Doremus Investment Management
Vermont
USD 467 M +USD 34.8 M +8% 6.62% 86.3% 509 7.47% 4.7
Soundwatch Capital
3140
Soundwatch Capital
Connecticut
USD 467 M -USD 516 M -52% 11.2% 79.6% 39 20.51% 0.5
Adams Natural Resources Fund
3141
Adams Natural Resources Fund
Maryland
USD 467 M +USD 35.4 M +8% 9.95% 50.6% 56 5.36% 4.7
Untitled Investments
3142
Untitled Investments
New York
USD 467 M -USD 31.4 M -6% 10.6% 79.6% 31 54.84% 0.6
Cary Street Partners Asset Management
3143
Cary Street Partners Asset Management
Virginia
USD 467 M +USD 183 M +65% 7.49% 25.3% 173 24.28% 0.7
Wealthspring Capital
3144
Wealthspring Capital
New York
USD 466 M +USD 51.8 M +13% 0.53% 22.6% 432 36.57% 0.5
Summit Wealth Partners
3145
Summit Wealth Partners
Florida
USD 466 M +USD 43 M +10% 6.36% 44.9% 167 13.77% 1.5
Certuity
3146
Certuity
Florida
USD 466 M -USD 35 M -7% 8.88% 197% 428 37.62% 1.1
SP
3147
Solel Partners
Massachusetts
USD 465 M -USD 31.8 M -6% 2.63% 25.9% 22 18.18% 0.8
Stonnington Group
3148
Stonnington Group
California
USD 464 M +USD 16.7 M +4% 14% – 291 28.87% 0.6
Cowen Investment Management
3149
Cowen Investment Management
New York
USD 464 M +USD 42.6 M +10% 2.89% 1.87% 301 45.18% 0.4
HughesLittle Investment Management
3150
HughesLittle Investment Management
USD 464 M +USD 37.5 M +9% 11.1% 113% 16 0% 5.2