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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)
CRB
3176
Chad R. Baker
USD 444 M +USD 48.3 M +12% 12.4% 123% 57 14.04% 5.4
Deltec Asset Management
3177
Deltec Asset Management
New York
USD 444 M +USD 5.35 M +1% 13% 127% 178 30.9% 3.3
Crane Advisory
3178
Crane Advisory
California
USD 444 M +USD 45.6 M +11% 6.41% 38.2% 38 26.32% 0.8
PS
3179
Presima Securities
Quebec, Canada
USD 444 M +USD 58.3 M +15% 15.4% 10.3% 54 12.96% 3.8
American Money Management
3180
American Money Management
California
USD 444 M +USD 52.3 M +13% 10.8% 65% 137 7.3% 4.3
Crestone Asset Management
3181
Crestone Asset Management
Colorado
USD 443 M +USD 25 M +6% 11.7% 6.65% 128 24.22% 2.6
Security National Bank
3182
Security National Bank
Nebraska
USD 443 M +USD 86.4 M +24% 10.8% 125% 315 68.25% 1.2
Realta Investment Advisors
3183
Realta Investment Advisors
Delaware
USD 443 M +USD 7.52 M +2% 12.4% 151% 829 52.71% 2.8
Divisadero Street Capital Management
3184
Divisadero Street Capital Management
Florida
USD 443 M +USD 125 M +39% 22.9% 718% 81 66.67% 0.3
CFM Wealth Partners
3185
CFM Wealth Partners
Texas
USD 442 M +USD 60.4 M +16% 12.3% 175% 164 16.46% 2.8
SJS Investment Consulting
3186
SJS Investment Consulting
Ohio
USD 442 M +USD 43.6 M +11% 9.84% 69.4% 1,679 6.55% 1.6
Bellecapital
3187
Bellecapital
Switzerland
USD 442 M +USD 42.9 M +11% 13.9% 152% 172 18.02% 3.2
ML&R Wealth Management
3188
ML&R Wealth Management
Texas
USD 442 M +USD 58.7 M +15% 10.9% – 76 14.47% 1.4
Bright Rock Capital Management
3189
Bright Rock Capital Management
Massachusetts
USD 442 M +USD 32.1 M +8% 9.51% 53.1% 72 5.56% 5.4
Makena Capital Management
3190
Makena Capital Management
California
USD 442 M -USD 25.6 M -5% 15.3% 85.5% 56 55.36% 1
Hartford Financial Management
3191
Hartford Financial Management
Connecticut
USD 441 M +USD 49.8 M +13% 9.51% 87.9% 399 4.26% 5.5
Prestige Wealth Management Group
3192
Prestige Wealth Management Group
New Jersey
USD 441 M +USD 35.2 M +9% 9.99% 55.8% 1,088 9.28% 3.4
Summit Financial Wealth Advisors
3193
Summit Financial Wealth Advisors
Louisiana
USD 441 M +USD 33.6 M +8% 9.16% 71.4% 131 9.92% 4.5
CFMC
3194
Curbstone Financial Management Corp
New Hampshire
USD 441 M +USD 36.3 M +9% 9.86% 69.6% 192 7.29% 6.4
Martel Wealth Advisors
3195
Martel Wealth Advisors
Washington
USD 440 M +USD 38.4 M +10% 8.49% 43.4% 55 10.91% 3.5
Hussman Strategic Advisors
3196
Hussman Strategic Advisors
Maryland
USD 440 M -USD 83.9 M -16% 10.6% 43.1% 314 35.03% 2.8
Bulltick Wealth Management
3197
Bulltick Wealth Management
Florida
USD 440 M +USD 23.8 M +6% 11.3% 58.2% 126 22.22% 1.8
Ardmore Road Asset Management
3198
Ardmore Road Asset Management
New York
USD 440 M +USD 144 M +49% 18.3% 245% 44 59.09% 0.4
Sunflower Bank
3199
Sunflower Bank
Texas
USD 440 M +USD 24.8 M +6% 5.24% 42.7% 120 12.5% 2.7
Sio Capital Management
3200
Sio Capital Management
New York
USD 439 M +USD 116 M +36% 54.8% 564% 61 44.26% 1