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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)
FRM
3126
Fox Run Management
Connecticut
USD 648 M +USD 6.48 M +1% 3.51% 71.7% 1,337 69.93% 0.2
Strategic Global Advisors
3127
Strategic Global Advisors
California
USD 647 M -USD 13 M -2% 2.13% 137% 163 33.13% 2.1
Allied Investment Advisors
3128
Allied Investment Advisors
Montana
USD 647 M +USD 18.5 M +3% 3.24% 68.4% 108 15.74% 3.8
CBT
3129
Central Bank & Trust
Kentucky
USD 647 M +USD 12.3 M +2% 3.27% 118% 183 4.37% 7.8
SC&H Financial Advisors
3130
SC&H Financial Advisors
Maryland
USD 646 M +USD 33 M +5% 2.67% 66.2% 162 11.11% 3
Foguth Wealth Management
3131
Foguth Wealth Management
Michigan
USD 645 M – – 1.57% – 175 – 1
Beacon Capital Management LLC (Tennessee)
3132
Beacon Capital Management LLC (Tennessee)
Tennessee
USD 645 M -USD 58.4 M -8% 2.26% 83% 166 20.48% 2.8
Blue Fin Capital
3133
Blue Fin Capital
Rhode Island
USD 645 M +USD 8.78 M +1% 3.52% 147% 154 5.19% 6.7
Soundwatch Capital
3134
Soundwatch Capital
Connecticut
USD 645 M +USD 21.2 M +3% 2.45% 79.6% 49 22.45% 1.3
Stone House Investment Management
3135
Stone House Investment Management
Pennsylvania
USD 644 M +USD 50.6 M +9% 1.44% 57.9% 950 34.84% 0.5
Horizon Wealth Management
3136
Horizon Wealth Management
Illinois
USD 644 M -USD 37 M -5% 2.61% 109% 140 19.29% 2
FRG Family Wealth Advisors
3137
FRG Family Wealth Advisors
Washington
USD 644 M +USD 22.8 M +4% 4.19% 76.4% 163 6.75% 6.1
Wilsey Asset Management
3138
Wilsey Asset Management
California
USD 644 M +USD 98.8 M +18% 1.05% 66.9% 32 21.88% 3.8
Newbridge Financial Services Group
3139
Newbridge Financial Services Group
Florida
USD 644 M -USD 25.2 M -4% 1.13% 189% 1,460 31.44% 1.8
Corsair Capital Management
3140
Corsair Capital Management
New York
USD 644 M +USD 38.7 M +6% 14.8% 435% 195 37.44% 1.8
Burling Wealth Partners
3141
Burling Wealth Partners
Illinois
USD 644 M +USD 39.7 M +7% 3.09% – 189 8.99% 0.8
Market Street Wealth Management Advisors
3142
Market Street Wealth Management Advisors
Indiana
USD 643 M +USD 13.5 M +2% 2.47% 44% 103 3.88% 3.8
ACPLP
3143
Amberjack Capital Partners, L.P.
Texas
USD 642 M +USD 97.8 M +18% 18% – 1 0% 1
Versor Investments
3144
Versor Investments
New York
USD 642 M +USD 98.5 M +18% 15.4% 240% 825 55.03% 0.4
Schnieders Capital Management
3145
Schnieders Capital Management
California
USD 642 M +USD 81.1 M +14% 4.67% 118% 228 8.77% 6.1
Cornerstone Planning Group
3146
Cornerstone Planning Group
New Jersey
USD 641 M +USD 16.9 M +3% 1.57% 60% 1,869 17.87% 1.6
Eclectic Associates
3147
Eclectic Associates
California
USD 641 M +USD 96.4 M +18% 1.35% 53.8% 153 22.22% 2.5
Nalanda India Equity Fund
3148
Nalanda India Equity Fund
Mauritius
USD 641 M +USD 110 M +21% 11.7% 13.6% 1 0% 7
Stablepoint Partners
3149
Stablepoint Partners
Massachusetts
USD 641 M +USD 10.9 M +2% 3.4% 92.8% 251 3.59% 1.8
Greystone Financial Group
3150
Greystone Financial Group
Michigan
USD 641 M -USD 4.7 M -0.7% 1.97% 79.3% 105 12.38% 1.9