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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)
Pacific Capital Wealth Advisors
3151
Pacific Capital Wealth Advisors
California
USD 389 M +USD 1.8 M +0.5% 5.15% 54.1% 96 17.71% 2
Saudi Central Bank
3152
Saudi Central Bank
Saudi Arabia
USD 388 M -USD 16.1 M -4% 3.95% 147% 3 0% 1.4
Abacus Planning Group
3153
Abacus Planning Group
South Carolina
USD 388 M +USD 22.4 M +6% 5.84% 67.8% 199 11.56% 3
Tetrad Corporation
3154
Tetrad Corporation
Nebraska
USD 388 M -USD 8.83 M -2% 1.76% 45.6% 3 0% 9.8
James J. Burns & Company
3155
James J. Burns & Company
New York
USD 388 M +USD 143 M +59% 5.88% 70.2% 113 30.97% 0.3
Vectors Research Management
3156
Vectors Research Management
New York
USD 388 M +USD 1.77 M +0.5% 1.99% 71.4% 141 12.77% 3.5
Emerald Advisors
3157
Emerald Advisors
Washington
USD 388 M +USD 26.8 M +7% 8.47% 71.8% 79 5.06% 2.2
IMA Advisory Services
3158
IMA Advisory Services
Colorado
USD 388 M +USD 10 M +3% 7.46% 74.5% 352 13.64% 3.5
Resource Consulting Group
3159
Resource Consulting Group
Florida
USD 388 M +USD 5.21 M +1% 2.45% – 38 13.16% 1
Stamos Capital Partners
3160
Stamos Capital Partners
California
USD 388 M +USD 71.6 M +23% 4.5% 44.5% 136 32.35% 1.3
Ellis Investment Partners
3161
Ellis Investment Partners
Pennsylvania
USD 388 M +USD 20.3 M +6% 5% 70.8% 216 5.09% 3.6
IC
3162
Immersion Capital
United Kingdom
USD 387 M +USD 64 M +20% 21.1% 63.4% 12 25% 1
CCM
3163
Contrarian Capital Management
Connecticut
USD 387 M -USD 15.7 M -4% 4.12% 29.4% 40 20% 1.6
SXL
3164
Summit X LLC
Missouri
USD 387 M +USD 41.1 M +12% 7.68% 62.9% 296 29.73% 3
TFC Financial Management
3165
TFC Financial Management
Massachusetts
USD 387 M +USD 40.1 M +12% 4.65% 66.9% 705 27.09% 1.7
Tolleson Wealth Management
3166
Tolleson Wealth Management
Texas
USD 387 M +USD 17.5 M +5% 7.37% 56.2% 78 7.69% 2.8
Hartford Financial Management
3167
Hartford Financial Management
Connecticut
USD 387 M +USD 8.6 M +2% 3.57% 87.9% 389 5.66% 5.1
SF
3168
Symphony Financial
Texas
USD 386 M +USD 8.08 M +2% 6.81% 95.7% 212 16.51% 1.6
Consolidated Planning Corp
3169
Consolidated Planning Corp
Georgia
USD 386 M +USD 24.6 M +7% 5.36% 84.6% 131 18.32% 1.5
Graham Holdings Co Master Retirement Trust
3170
Graham Holdings Co Master Retirement Trust
Virginia
USD 386 M -USD 2.58 M -0.7% 0.66% 38.7% 1 0% 1.3
Ackerman Capital Advisors
3171
Ackerman Capital Advisors
Texas
USD 386 M +USD 13.7 M +4% 3.27% 46.4% 122 30.33% 2.2
D'Orazio & Associates
3172
D'Orazio & Associates
Virginia
USD 386 M -USD 36.6 M -9% 1.5% 66.7% 162 23.46% 4
FPFS
3173
First Personal Financial Services
North Carolina
USD 386 M +USD 16.5 M +4% 6.53% 31.5% 437 18.08% 4.2
Bulltick Wealth Management
3174
Bulltick Wealth Management
Florida
USD 386 M +USD 33.6 M +10% 11.4% 69.1% 158 33.54% 1.2
IBEX Wealth Advisors
3175
IBEX Wealth Advisors
New Jersey
USD 386 M -USD 57 M -13% 10.7% 234% 191 54.97% 1.8