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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)
Heritage Investment Group
3151
Heritage Investment Group
Florida
USD 536 M +USD 10.1 M +2% 0.77% 54.5% 114 17.54% 2
Fermata Advisors
3152
Fermata Advisors
California
USD 536 M +USD 43 M +9% 0.71% 58.3% 290 23.1% 1.2
Bourgeon Capital Management
3153
Bourgeon Capital Management
Connecticut
USD 536 M +USD 15.7 M +3% 2.76% 121% 130 28.46% 3.8
Clark Asset Management
3154
Clark Asset Management
New Hampshire
USD 535 M +USD 69.7 M +15% 1.36% 51.8% 147 23.13% 1
Bell Investment Advisors
3155
Bell Investment Advisors
California
USD 535 M -USD 10 M -2% 2.61% 45% 1,975 8.61% 2.6
KFG Wealth Management
3156
KFG Wealth Management
Indiana
USD 535 M +USD 75 M +16% 0.12% 55.9% 190 8.95% 1.3
Citizens Business Bank
3157
Citizens Business Bank
California
USD 535 M +USD 39.4 M +8% 5.22% 120% 113 11.5% 6
MA Private Wealth
3158
MA Private Wealth
California
USD 535 M -USD 64.9 k -0% 1.09% 63.4% 74 6.76% 2.6
Princeton Global Asset Management
3159
Princeton Global Asset Management
New Jersey
USD 535 M +USD 20.6 M +4% 3.61% 110% 697 10.47% 3.2
GWI
3160
Grace & White Inc
New York
USD 535 M -USD 19.1 M -3% 1.12% 59.6% 141 9.22% 6.6
CacheTech Inc
3161
CacheTech Inc
Utah
USD 533 M +USD 67.3 M +14% 1.48% – 133 23.31% 0.4
Capricorn Investment Group
3162
Capricorn Investment Group
California
USD 533 M +USD 126 M +31% 48.5% 95.9% 8 12.5% 2.8
Catalyst Financial Partners
3163
Catalyst Financial Partners
Massachusetts
USD 532 M +USD 20.7 M +4% 0.76% 110% 283 7.07% 1.4
Tree Line Advisors
3164
Tree Line Advisors
Hong Kong
USD 532 M +USD 101 M +24% 14.7% 610% 9 22.22% 1.1
Intelligence Driven Advisers
3165
Intelligence Driven Advisers
California
USD 532 M -USD 168 M -24% 0.27% 65.6% 122 22.13% 2
Schneider Downs Wealth Management Advisors
3166
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 532 M +USD 43.1 M +9% 0.55% 61.5% 146 7.53% 3.6
Affinity Capital Advisors
3167
Affinity Capital Advisors
California
USD 532 M +USD 15.3 M +3% 0.25% 72.7% 157 8.28% 3.2
Hohimer Wealth Management
3168
Hohimer Wealth Management
Washington
USD 531 M +USD 66.4 M +14% 3% 111% 264 22.73% 1.9
Advocate Group
3169
Advocate Group
Minnesota
USD 531 M -USD 20.5 M -4% 3.63% 56.3% 120 5.83% 2.2
Lawson Kroeker Investment Management
3170
Lawson Kroeker Investment Management
Nebraska
USD 531 M -USD 17.8 M -3% 0.25% 69.7% 91 3.3% 4.2
Morton Capital Management
3171
Morton Capital Management
California
USD 531 M +USD 22.6 M +4% 1.11% 75.4% 117 8.55% 2
Hutchinson Capital Management
3172
Hutchinson Capital Management
California
USD 530 M +USD 2.08 M +0.4% 0.71% 60.9% 94 6.38% 4.7
EWA
3173
ERTS Wealth Advisors
Michigan
USD 530 M -USD 4.2 M -0.8% 2.58% 39.3% 90 8.89% 4
HeadInvest LLC
3174
HeadInvest LLC
Maine
USD 530 M -USD 10.5 M -2% 0.86% 59.1% 250 11.6% 5.9
Asio Capital
3175
Asio Capital
Kentucky
USD 529 M +USD 2.6 M +0.5% 1.93% 98% 111 10.81% 2.7