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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)
CT
3151
Chicago Trust
Illinois
USD 640 M -USD 80.7 M -11% 3.77% 96.7% 425 13.41% 4.1
Bearing Point Capital
3152
Bearing Point Capital
Minnesota
USD 640 M +USD 58.7 M +10% 2.94% – 194 21.13% 0.8
Optas LLC
3153
Optas LLC
Texas
USD 639 M +USD 50.2 M +9% 5.31% 132% 512 32.42% 1.9
North Growth Management
3154
North Growth Management
British Columbia, Canada
USD 639 M +USD 65 M +11% 20.5% 243% 47 0% 4.7
Quarry LP
3155
Quarry LP
New York
USD 639 M +USD 183 M +40% 4.92% 83.2% 2,772 47.47% 0.6
Secure Asset Management
3156
Secure Asset Management
Michigan
USD 639 M +USD 32 M +5% 2.02% 97.2% 359 17.55% 1.8
WPWealth
3157
WPWealth
Texas
USD 639 M +USD 27.1 M +4% 1.57% 38.2% 98 6.12% 1.8
Drexel Morgan & Co
3158
Drexel Morgan & Co
Pennsylvania
USD 639 M +USD 2.18 M +0.3% 4.78% 62.4% 58 5.17% 8
SA
3159
Strategic Advisors
New York
USD 638 M +USD 15.8 M +3% 1.6% 106% 190 7.89% 5.1
SilverOak Wealth Management
3160
SilverOak Wealth Management
Minnesota
USD 638 M +USD 45.3 M +8% 1.94% 77.8% 124 11.29% 1.5
PWW
3161
Pettyjohn Wood & White
Virginia
USD 638 M +USD 32.4 M +5% 3% 81.9% 219 9.59% 6.6
SRFM
3162
Shannon River Fund Management
New York
USD 638 M +USD 16.3 M +3% 11.6% 477% 32 56.25% 0.8
SFS
3163
Security Financial Services
Indiana
USD 637 M +USD 18.4 M +3% 2.1% 67.7% 218 10.09% 2.2
Hughes Financial Services
3164
Hughes Financial Services
Virginia
USD 637 M +USD 8.03 M +1% 1.57% – 1,346 28.38% 0.5
American Money Management
3165
American Money Management
California
USD 636 M +USD 37 M +6% 1.91% 70.5% 175 16.57% 4.6
SSCM
3166
Summit Street Capital Management
New York
USD 636 M -USD 92.8 M -13% 9.31% 217% 31 3.23% 5.6
Sio Capital Management
3167
Sio Capital Management
New York
USD 636 M +USD 241 M +61% 18.2% 564% 77 45.45% 0.7
Summit Creek Advisors
3168
Summit Creek Advisors
Minnesota
USD 636 M -USD 50.5 M -7% 0.44% 84.6% 74 16.22% 4.2
Northwest Wealth Management
3169
Northwest Wealth Management
Iowa
USD 636 M +USD 28.8 M +5% 2.69% 68.2% 263 21.29% 3.1
Clearstead Trust
3170
Clearstead Trust
Maine
USD 635 M +USD 50 M +9% 2.94% 124% 1,586 41.87% 1.8
PenderFund Capital Management
3171
PenderFund Capital Management
British Columbia, Canada
USD 635 M +USD 41.9 M +7% 7.96% 129% 298 60.07% 0.6
Gilman Hill Asset Management
3172
Gilman Hill Asset Management
Connecticut
USD 635 M -USD 4.03 M -0.6% 1.87% 54.2% 244 12.7% 4.9
Towercrest Capital Management
3173
Towercrest Capital Management
Pennsylvania
USD 634 M +USD 10.9 M +2% 1.2% 42.6% 101 4.95% 5.9
NICM
3174
Neo Ivy Capital Management
New York
USD 633 M +USD 223 M +54% 3.42% – 555 72.07% 0.2
Bell Investment Advisors
3175
Bell Investment Advisors
California
USD 632 M +USD 20.4 M +3% 1.43% 45% 1,972 13.44% 3.3