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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)
Marietta Wealth Management
3151
Marietta Wealth Management
Georgia
USD 243 M +USD 34.4 M +16% 10.2% 93% 121 9.92% 1.8
AO
3152
Allen Operations
New York
USD 243 M +USD 39.4 M +19% 17.2% 248% 28 0% 3.2
Ashton Thomas Private Wealth
3153
Ashton Thomas Private Wealth
Arizona
USD 243 M – – 10.8% 85.9% 195 – 0
Cavalier Investments
3154
Cavalier Investments
Georgia
USD 243 M -USD 66.9 M -22% 16% 171% 190 54.74% 0.6
MPM Asset Management
3155
MPM Asset Management
Massachusetts
USD 243 M +USD 124 M +105% 8.51% 5.89% 8 37.5% 2.7
MEAG MUNICH ERGO AssetManagement
3156
MEAG MUNICH ERGO AssetManagement
Germany
USD 242 M +USD 33.3 M +16% 15.8% 18.2% 15 0% 3.1
TFS
3157
Thoroughbred Financial Services
Tennessee
USD 242 M +USD 38.4 M +19% 13.5% 179% 243 36.21% 0.2
Cutler Capital Management
3158
Cutler Capital Management
Massachusetts
USD 242 M +USD 21.1 M +10% 5.31% 39.7% 101 17.82% 2.1
Kistler-Tiffany Companies
3159
Kistler-Tiffany Companies
Pennsylvania
USD 242 M +USD 26.9 M +13% 12.2% 52% 596 7.55% 3.6
Nicolet Bankshares
3160
Nicolet Bankshares
Wisconsin
USD 242 M +USD 34 M +16% 15% 75.5% 183 13.66% 2.4
Fieldpoint Private Securities
3161
Fieldpoint Private Securities
Connecticut
USD 242 M +USD 16.1 M +7% 11.6% 47.2% 398 7.79% 1.4
BCA
3162
Bray Capital Advisors
Florida
USD 241 M +USD 41.4 M +21% 12.2% 36.6% 383 12.79% 1.5
PAS
3163
Partnervest Advisory Services
California
USD 241 M +USD 33.9 M +16% 13% 45.1% 283 39.58% 2
FBL Investment Management Services
3164
FBL Investment Management Services
Iowa
USD 241 M +USD 202 M +515% 7.81% 16.6% 51 62.75% 1.8
Alatus Capital
3165
Alatus Capital
Switzerland
USD 241 M +USD 33.8 M +16% 26.6% 33% 2 0% 1.3
First National Corp
3166
First National Corp
Massachusetts
USD 240 M +USD 23.3 M +11% 11.8% 56.3% 540 33.7% 0.2
Edmonds Duncan Registered Investment Advisors
3167
Edmonds Duncan Registered Investment Advisors
Kansas
USD 240 M +USD 26.5 M +12% 10.9% 12.8% 115 0.87% 2.5
Cahill Financial Advisors
3168
Cahill Financial Advisors
Minnesota
USD 240 M +USD 40.3 M +20% 11.6% 55.9% 154 8.44% 3.1
McRae Capital Management
3169
McRae Capital Management
New Jersey
USD 240 M +USD 45.7 M +24% 16% 78.2% 93 6.45% 3.9
Boston Research & Management
3170
Boston Research & Management
Massachusetts
USD 240 M +USD 30 M +14% 11.8% 53.2% 105 5.71% 4.4
Cypress Capital
3171
Cypress Capital
Tennessee
USD 240 M +USD 22.5 M +10% 8.13% 43.6% 73 9.59% 0.2
Simon Quick Advisors
3172
Simon Quick Advisors
New Jersey
USD 240 M -USD 35.2 M -13% 12.8% 77.8% 468 44.23% 1
Wilsey Asset Management
3173
Wilsey Asset Management
California
USD 240 M +USD 34.2 M +17% 12.7% 66.9% 23 13.04% 3.1
Camelot Portfolios
3174
Camelot Portfolios
Ohio
USD 240 M +USD 25.1 M +12% 11.3% 47.2% 262 22.9% 2
PLFAM
3175
Pineno Levin & Ford Asset Management
Virginia
USD 240 M +USD 19.4 M +9% 11.1% 81.6% 105 8.57% 3.8