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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)
AO
3126
Allen Operations
New York
USD 374 M -USD 581 k -0.2% 4.3% 248% 44 6.82% 3.5
Scarborough Advisors
3127
Scarborough Advisors
Maryland
USD 373 M +USD 52.4 M +16% 7.42% 63.3% 62 29.03% 0.7
RIM
3128
Regent Investment Management
Kentucky
USD 373 M +USD 30.6 M +9% 11.3% 44% 203 4.93% 5.9
Cambridge Advisors
3129
Cambridge Advisors
Nebraska
USD 373 M +USD 23.6 M +7% 7.91% 58.6% 186 9.14% 4.9
Endeavour Capital Advisors
3130
Endeavour Capital Advisors
Connecticut
USD 372 M -USD 60.1 M -14% 4.85% 76.7% 49 14.29% 2.9
Symmetry Investments
3131
Symmetry Investments
Jersey
USD 372 M -USD 71.1 M -16% 13.1% 148% 154 72.73% 0.4
Wealth Advisory Solutions
3132
Wealth Advisory Solutions
Indiana
USD 372 M +USD 10.5 M +3% 10.1% 60.5% 139 12.95% 1.7
Ackerman Capital Advisors
3133
Ackerman Capital Advisors
Texas
USD 372 M +USD 20.5 M +6% 6.44% 46.4% 120 28.33% 2
5AM Venture Management
3134
5AM Venture Management
California
USD 372 M -USD 150 M -29% 8.74% 546% 23 17.39% 1.5
Founders Capital Management (Connecticut)
3135
Founders Capital Management (Connecticut)
Connecticut
USD 372 M +USD 15.3 M +4% 6.42% 99.9% 72 8.33% 4.8
Liberty Mutual Group Asset Management
3136
Liberty Mutual Group Asset Management
Massachusetts
USD 372 M +USD 38.9 M +12% 0.6% 47.9% 129 13.95% 0.8
3LCM
3137
3D/L Capital Management
Connecticut
USD 372 M +USD 34.9 M +10% 9.76% 13.9% 113 17.7% 1.4
SOA Wealth Advisors
3138
SOA Wealth Advisors
New York
USD 372 M +USD 39.4 M +12% 7.53% 79.1% 1,033 7.84% 1.7
Tanager Wealth Management
3139
Tanager Wealth Management
United Kingdom
USD 371 M +USD 245 M +194% 5.09% 53.4% 81 45.68% 0.5
Crestview Partners III
3140
Crestview Partners III
New York
USD 371 M -USD 32.2 M -8% 5.05% 51.2% 3 66.67% 2.8
Security National Bank
3141
Security National Bank
Nebraska
USD 371 M +USD 12.3 M +3% 9.92% 125% 107 13.08% 3.1
AW
3142
Atlas Wealth
Ohio
USD 371 M – – 7.22% 43.5% 128 – 0
Physician Wealth Advisors
3143
Physician Wealth Advisors
Utah
USD 371 M +USD 45.2 M +14% 8.09% 79.9% 159 13.84% 2.4
Providence Capital Advisors
3144
Providence Capital Advisors
North Carolina
USD 370 M +USD 36.9 M +11% 11.7% 47.4% 350 18.29% 2.7
WNY Asset Management
3145
WNY Asset Management
New York
USD 370 M +USD 94.2 M +34% 7.74% – 195 20% 1.3
Investors Research Corp
3146
Investors Research Corp
Georgia
USD 370 M +USD 43.1 M +13% 11% 62.1% 1,167 3.17% 2.9
Manchester Financial
3147
Manchester Financial
California
USD 370 M +USD 22.1 M +6% 3.82% 73% 105 15.24% 2.2
AlpInvest Partners
3148
AlpInvest Partners
Netherlands
USD 369 M +USD 23.6 M +7% 4.51% 178% 33 45.45% 0.8
Tolleson Wealth Management
3149
Tolleson Wealth Management
Texas
USD 369 M +USD 37.4 M +11% 9.74% 56.2% 78 12.82% 2.5
FPFS
3150
First Personal Financial Services
North Carolina
USD 369 M +USD 25.1 M +7% 10.4% 31.5% 446 14.13% 4.3