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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)
Mitchell McLeod Pugh & Williams
3126
Mitchell McLeod Pugh & Williams
Alabama
USD 622 M +USD 85 M +16% 9.02% 90.7% 295 12.54% 6.1
Dudley & Shanley
3127
Dudley & Shanley
Florida
USD 622 M -USD 15.3 M -2% 3.2% 67.9% 37 16.22% 4.6
FRG Family Wealth Advisors
3128
FRG Family Wealth Advisors
Washington
USD 621 M +USD 45.9 M +8% 8.38% 76.4% 160 7.5% 6.2
SRFM
3129
Shannon River Fund Management
New York
USD 621 M -USD 131 M -17% 18.9% 554% 29 48.28% 0.9
Watts Gwilliam & Co
3130
Watts Gwilliam & Co
Arizona
USD 620 M +USD 10.6 M +2% 12.1% – 231 3.46% 1.2
Seven Mile Advisory
3131
Seven Mile Advisory
New Jersey
USD 619 M +USD 453 M +272% 7.12% 146% 306 41.83% 1
Bellecapital
3132
Bellecapital
Switzerland
USD 619 M +USD 56 M +10% 13.9% 152% 146 16.44% 3.6
Beck Bode LLC
3133
Beck Bode LLC
Massachusetts
USD 619 M +USD 28.2 M +5% 9.97% 155% 114 29.82% 1.3
Werba Rubin Papier Wealth Management
3134
Werba Rubin Papier Wealth Management
California
USD 619 M +USD 86.9 M +16% 7.86% 73.5% 256 16.02% 1.5
SFS
3135
Security Financial Services
Indiana
USD 619 M +USD 52.3 M +9% 7.07% 67.7% 207 14.98% 2.1
Hudson Edge Investment Partners
3136
Hudson Edge Investment Partners
New Jersey
USD 618 M +USD 33.3 M +6% 5.93% 67.9% 92 5.43% 5
PBMares Wealth Management
3137
PBMares Wealth Management
Virginia
USD 617 M +USD 70.5 M +13% 7% 67.7% 200 9% 3.6
Probity Advisors
3138
Probity Advisors
Texas
USD 617 M +USD 47.5 M +8% 5.89% 61.7% 244 9.43% 5
SeaBridge Investment Advisors
3139
SeaBridge Investment Advisors
New Jersey
USD 616 M +USD 78.4 M +15% 10.1% 139% 215 14.42% 3.3
Woodard & Company Asset Management Group
3140
Woodard & Company Asset Management Group
North Carolina
USD 616 M +USD 71.3 M +13% 8% 94.5% 154 12.34% 3
Primavera Capital Management
3141
Primavera Capital Management
Cayman Islands
USD 616 M -USD 6.37 M -1% 0.09% 1.21% 3 0% 4.3
Adventist Health System West
3142
Adventist Health System West
California
USD 614 M -USD 59.4 M -9% 6.49% 60.2% 10 40% 1.8
TFO Wealth Partners
3143
TFO Wealth Partners
Ohio
USD 613 M +USD 45.3 M +8% 6.33% 63.6% 51 19.61% 1.1
SC&H Financial Advisors
3144
SC&H Financial Advisors
Maryland
USD 613 M +USD 27.8 M +5% 7.05% 66.2% 160 10.63% 3
IFG Advisors
3145
IFG Advisors
Missouri
USD 613 M +USD 17.7 M +3% 6.63% 78.7% 165 11.52% 3.6
AdvisorShares Investments
3146
AdvisorShares Investments
Maryland
USD 612 M +USD 57.6 M +10% 19.1% 110% 370 41.89% 1.3
Bell Investment Advisors
3147
Bell Investment Advisors
California
USD 612 M +USD 30.4 M +5% 5.18% 45% 1,971 9.49% 3.1
WPWealth
3148
WPWealth
Texas
USD 612 M +USD 57.4 M +10% 4.88% 38.2% 96 8.33% 1.6
FCM
3149
Fieldview Capital Management
Michigan
USD 612 M -USD 49.8 M -8% 7.2% – 554 72.02% 0.2
AMG
3150
Asset Management Group
Connecticut
USD 611 M +USD 37.6 M +7% 7.19% 57% 137 2.19% 8.3