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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)
Fidelis Capital Partners
3151
Fidelis Capital Partners
Florida
USD 452 M +USD 160 M +55% 11.9% 126% 336 21.73% 0.6
Pinpoint Asset Management
3152
Pinpoint Asset Management
Hong Kong
USD 452 M +USD 24.8 M +6% 17% 185% 90 53.33% 0.4
Matthew Goff Investment Advisor
3153
Matthew Goff Investment Advisor
Texas
USD 451 M +USD 35.3 M +8% 10.4% 89.6% 94 7.45% 3.8
Faithward Advisors
3154
Faithward Advisors
Pennsylvania
USD 451 M +USD 39.9 M +10% 11.4% 119% 272 15.44% 1.9
PWS
3155
Private Wealth Strategies
Ohio
USD 451 M +USD 49.8 M +12% 10.3% 18.8% 82 21.95% 2.6
Patton Fund Management
3156
Patton Fund Management
Texas
USD 450 M +USD 81.4 M +22% 13.7% 211% 100 50% 1.2
Cedar Brook Financial Partners
3157
Cedar Brook Financial Partners
Ohio
USD 450 M +USD 66.7 M +17% 10.7% 47% 436 16.97% 2.7
Bleichroeder LP
3158
Bleichroeder LP
New York
USD 450 M +USD 44.2 M +11% 13.9% 202% 81 13.58% 2.6
CT
3159
Chicago Trust
Illinois
USD 450 M +USD 51.6 M +13% 9.25% 96.7% 305 16.39% 4.3
Thrive Wealth Management
3160
Thrive Wealth Management
Pennsylvania
USD 449 M +USD 73.4 M +20% 10.9% 84.1% 197 15.23% 1.4
SOA Wealth Advisors
3161
SOA Wealth Advisors
New York
USD 449 M +USD 47.1 M +12% 12% 94.4% 962 7.69% 2.6
Heritage Investment Group
3162
Heritage Investment Group
Florida
USD 449 M +USD 83 M +23% 9.61% 54.5% 100 13% 1.4
CSNH
3163
Crow's Nest Holdings
Virginia
USD 449 M +USD 55.4 M +14% 21.4% 103% 10 20% 1.5
ICA Group Wealth Management
3164
ICA Group Wealth Management
Colorado
USD 448 M +USD 92.4 M +26% 10.3% – 1,338 82.36% 0.3
Physician Wealth Advisors
3165
Physician Wealth Advisors
Utah
USD 448 M +USD 59.2 M +15% 10.8% 79.9% 169 13.61% 2.8
Aprio Wealth Management
3166
Aprio Wealth Management
Georgia
USD 448 M +USD 83.9 M +23% 9.19% 66.1% 217 23.04% 1.2
EVR Research
3167
EVR Research
Virginia
USD 447 M +USD 69.5 M +18% 16.8% 165% 46 39.13% 0.8
McNamara Financial Services
3168
McNamara Financial Services
Massachusetts
USD 447 M +USD 46.4 M +12% 8.1% 47.7% 67 7.46% 4.4
Nelson Capital Management
3169
Nelson Capital Management
California
USD 447 M +USD 39.1 M +10% 10.4% 141% 96 7.29% 5.6
Tetrad Corporation
3170
Tetrad Corporation
Nebraska
USD 447 M +USD 19.6 M +5% 5.43% 45.6% 3 0% 10.5
Mudrick Capital Management
3171
Mudrick Capital Management
New York
USD 446 M +USD 106 M +31% 8.82% 212% 10 10% 2.3
FA
3172
Financial Advisors
Massachusetts
USD 446 M +USD 42.1 M +10% 10.5% 71.5% 77 6.49% 3.6
ADW Capital Management
3173
ADW Capital Management
Florida
USD 446 M +USD 74.2 M +20% 22.1% 78.2% 6 0% 3.5
Beck Bode LLC
3174
Beck Bode LLC
Massachusetts
USD 446 M +USD 54.1 M +14% 15.5% 165% 156 46.15% 0.8
SC XII Management
3175
SC XII Management
California
USD 445 M +USD 103 M +30% 30.3% 73.4% 1 0% 3.3