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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)
Strategic Planning Group
3126
Strategic Planning Group
Utah
USD 544 M +USD 37 M +7% 8.91% 162% 86 16.28% 0.9
PPP
3127
Private Portfolio Partners
New Jersey
USD 544 M +USD 10.4 M +2% 0.61% 16.9% 303 4.62% 1.2
Poplar Forest Capital
3128
Poplar Forest Capital
California
USD 543 M -USD 191 M -26% 0.79% 30% 56 7.14% 4.9
SOA Wealth Advisors
3129
SOA Wealth Advisors
New York
USD 543 M +USD 18.5 M +4% 2.44% 94.4% 912 12.39% 3.2
Ithaka Group
3130
Ithaka Group
Virginia
USD 543 M +USD 15.5 M +3% 10.2% 180% 37 10.81% 4.9
Blue Fin Capital
3131
Blue Fin Capital
Rhode Island
USD 543 M +USD 16.3 M +3% 3.77% 147% 143 6.99% 6.5
Hudson Edge Investment Partners
3132
Hudson Edge Investment Partners
New Jersey
USD 542 M +USD 1.56 M +0.3% 1.74% 67.9% 201 9.95% 3.9
Oak Hill Advisors
3133
Oak Hill Advisors
New York
USD 542 M -USD 126 M -19% 15.3% 42.4% 14 0% 4.3
Wealthstream Advisors
3134
Wealthstream Advisors
New York
USD 542 M -USD 8.64 M -2% 0.76% 88.2% 179 16.2% 1.6
Lineweaver Wealth Advisors
3135
Lineweaver Wealth Advisors
Ohio
USD 541 M +USD 15.9 M +3% 0.65% 68.4% 141 15.6% 2.6
Fortis Capital Management
3136
Fortis Capital Management
Washington
USD 541 M +USD 44.4 M +9% 3.35% 111% 142 13.38% 2.2
Peak Asset Management
3137
Peak Asset Management
Colorado
USD 541 M +USD 10 M +2% 3.26% 70.1% 154 5.84% 5.7
Northwest Bancshares
3138
Northwest Bancshares
Pennsylvania
USD 540 M -USD 46.9 M -8% 1.62% 84.8% 188 8.51% 4.4
Fourpath Capital Management
3139
Fourpath Capital Management
Oklahoma
USD 540 M -USD 2.87 M -0.5% 0.41% 82.1% 791 72.31% 1.2
Moody Aldrich Partners
3140
Moody Aldrich Partners
Massachusetts
USD 540 M -USD 9.9 M -2% 6.93% 312% 222 25.23% 1.3
NBW Capital
3141
NBW Capital
Massachusetts
USD 540 M +USD 9.25 M +2% 6.05% 86% 110 23.64% 4.7
Wilsey Asset Management
3142
Wilsey Asset Management
California
USD 539 M -USD 5.84 M -1% 2.95% 66.9% 24 12.5% 4.3
Index Venture Associates VI
3143
Index Venture Associates VI
Jersey
USD 539 M -USD 139 M -20% 59.1% 312% 1 0% 3.3
Sentinel Pension Advisors
3144
Sentinel Pension Advisors
Massachusetts
USD 539 M +USD 20 M +4% 1% 52.1% 117 11.11% 2.6
Duncker Streett & Co
3145
Duncker Streett & Co
Missouri
USD 539 M -USD 9.38 M -2% 2.46% 102% 559 17.89% 6
Matthew Goff Investment Advisor
3146
Matthew Goff Investment Advisor
Texas
USD 538 M +USD 12.5 M +2% 0.12% 89.6% 103 2.91% 4.2
Ramsay Stattman Vela & Price
3147
Ramsay Stattman Vela & Price
Colorado
USD 538 M -USD 260 k -0% 1.44% 81.8% 77 3.9% 7.2
Fortis Group Advisors
3148
Fortis Group Advisors
New Jersey
USD 537 M -USD 3.96 M -0.7% 4.61% 102% 527 10.63% 1.5
Coerente Capital Management
3149
Coerente Capital Management
Ontario, Canada
USD 536 M -USD 95.2 k -0% 1.9% 54.7% 46 8.7% 3
Farmers Trust Company
3150
Farmers Trust Company
Ohio
USD 536 M -USD 554 k -0.1% 2.55% 73.5% 198 8.08% 6