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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)
Probity Advisors
3126
Probity Advisors
Texas
USD 521 M +USD 1.31 M +0.3% 0.9% 61.7% 239 8.37% 4.9
D.L. Carlson Investment Group
3127
D.L. Carlson Investment Group
New Hampshire
USD 520 M -USD 40.7 M -7% 0.41% 130% 155 17.42% 4.2
Aspen Grove Capital
3128
Aspen Grove Capital
Colorado
USD 520 M +USD 48.5 M +10% 1.79% 90% 241 19.5% 1.5
JC
3129
JBF Capital
Colorado
USD 520 M -USD 64.8 M -11% 6.2% 93.6% 83 30.12% 2.4
Intelligence Driven Advisers
3130
Intelligence Driven Advisers
California
USD 519 M -USD 12.5 M -2% 1.71% 65.6% 119 25.21% 2.2
IFG Advisors
3131
IFG Advisors
Missouri
USD 519 M +USD 16.1 M +3% 1.62% 78.7% 153 8.5% 3.3
Tufton Capital Management
3132
Tufton Capital Management
Maryland
USD 519 M -USD 9.5 M -2% 0.05% 96.1% 124 6.45% 7.9
Pasadena Private Wealth
3133
Pasadena Private Wealth
California
USD 519 M +USD 31.2 M +6% 2.41% 60.8% 209 36.36% 1.8
SA
3134
Strategic Advisors
New York
USD 519 M -USD 34.7 M -6% 4.13% 106% 206 13.59% 5
Tolleson Wealth Management
3135
Tolleson Wealth Management
Texas
USD 519 M +USD 31 M +6% 0.28% 56.2% 107 23.36% 3.7
111 Capital
3136
111 Capital
France
USD 518 M +USD 41.8 M +9% 1.65% – 649 72.42% 0.1
AssuredPartners Investment Advisors
3137
AssuredPartners Investment Advisors
Florida
USD 518 M +USD 4.88 M +1% 1.92% – 344 12.5% 0.2
Martin & Co
3138
Martin & Co
Tennessee
USD 518 M +USD 114 M +28% 0.06% 72.3% 104 2.88% 9.1
Vega Investment Solutions
3139
Vega Investment Solutions
France
USD 518 M +USD 396 M +326% 2.45% – 211 66.82% 0.1
YLHM
3140
Yelin Lapidot Holdings Management
Israel
USD 518 M -USD 56.6 M -10% 5.43% 144% 105 12.38% 1.2
FRG Family Wealth Advisors
3141
FRG Family Wealth Advisors
Washington
USD 518 M -USD 33.2 M -6% 4% 76.4% 148 4.73% 6.2
Morton Capital Management
3142
Morton Capital Management
California
USD 518 M -USD 13 M -2% 5.19% 75.4% 116 6.9% 2.2
Peterson Wealth Advisors
3143
Peterson Wealth Advisors
Utah
USD 518 M -USD 37.4 M -7% 1.81% 50.9% 96 20.83% 3.4
Asio Capital
3144
Asio Capital
Kentucky
USD 517 M -USD 12 M -2% 4.43% 98% 116 18.97% 2.6
Octagon Capital Advisors
3145
Octagon Capital Advisors
New York
USD 517 M -USD 90.9 M -15% 6.73% 2,969% 40 30% 0.9
FBT
3146
First Bank & Trust
South Dakota
USD 517 M -USD 4.33 M -0.8% 0.14% 85.6% 246 8.94% 3.9
Stieven Capital Advisors
3147
Stieven Capital Advisors
Missouri
USD 516 M -USD 45.4 M -8% 6.55% 117% 53 22.64% 3.7
Regatta Capital Group
3148
Regatta Capital Group
California
USD 516 M +USD 473 k +0.1% 2.9% 78.1% 195 8.72% 2.4
Fulcrum Asset Management
3149
Fulcrum Asset Management
United Kingdom
USD 516 M +USD 495 M +2,314% – – 207 54.11% 0
Gries Financial
3150
Gries Financial
Ohio
USD 516 M -USD 47.1 M -8% 2.04% 71.3% 315 24.76% 1.8