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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)
Marotta Asset Management
3176
Marotta Asset Management
Virginia
USD 509 M +USD 31.4 M +7% 0.43% 51% 114 6.14% 4
Adams Wealth Management
3177
Adams Wealth Management
Utah
USD 509 M -USD 13.5 M -3% 1.32% 112% 159 36.48% 2
Convergence Financial
3178
Convergence Financial
Missouri
USD 509 M +USD 7.83 M +2% 3.75% 70.6% 182 20.88% 1
Schoolcraft Capital
3179
Schoolcraft Capital
Colorado
USD 509 M +USD 29.8 M +6% 0.62% 58.7% 74 8.11% 3.8
SC&H Financial Advisors
3180
SC&H Financial Advisors
Maryland
USD 508 M +USD 24.3 M +5% 1.23% 66.2% 152 3.29% 2.6
Stanley Capital Management
3181
Stanley Capital Management
Texas
USD 508 M -USD 5.42 M -1% 7.68% 158% 39 10.26% 3.8
SevenBridge Financial Group
3182
SevenBridge Financial Group
Pennsylvania
USD 508 M -USD 20.4 M -4% 1.93% 93.2% 232 9.48% 4.6
Triasima Portfolio Management
3183
Triasima Portfolio Management
Quebec, Canada
USD 508 M -USD 7.12 M -1% 3.08% 224% 170 30.59% 1
Buffington Mohr McNeal
3184
Buffington Mohr McNeal
Idaho
USD 507 M -USD 96 M -16% 3.07% 29.3% 141 26.95% 5.3
Oakmont Corp
3185
Oakmont Corp
California
USD 507 M -USD 65.1 M -11% 7.58% 96% 31 9.68% 3.6
FA
3186
Financial Advisors
Massachusetts
USD 507 M -USD 14.5 M -3% 1.67% 71.5% 83 2.41% 4.4
WPWealth
3187
WPWealth
Texas
USD 506 M +USD 17 M +3% 0.88% 38.2% 96 15.63% 1.4
Bellecapital
3188
Bellecapital
Switzerland
USD 506 M -USD 59.8 M -11% 3.93% 152% 162 22.84% 3.4
Beverly Hills Private Wealth
3189
Beverly Hills Private Wealth
California
USD 506 M +USD 10.6 M +2% 1.22% 91.6% 352 9.38% 1.7
First Reserve GP XIII
3190
First Reserve GP XIII
Connecticut
USD 505 M +USD 48.3 M +11% 4.61% 5.56% 2 50% 0.6
Strategic Global Advisors
3191
Strategic Global Advisors
California
USD 505 M -USD 41.8 M -8% 2.85% 137% 152 21.71% 2.1
Golden State Equity Partners
3192
Golden State Equity Partners
California
USD 505 M -USD 18.1 M -3% 1.58% – 477 19.29% 1.7
Duncker Streett & Co
3193
Duncker Streett & Co
Missouri
USD 505 M -USD 33.9 M -6% 1.6% 102% 541 9.06% 6.5
Moment Partners
3194
Moment Partners
California
USD 505 M -USD 20.2 M -4% 3.05% – 119 11.76% 0.2
Greenup Street Wealth Management
3195
Greenup Street Wealth Management
Michigan
USD 505 M +USD 1.11 M +0.2% 0.7% 69.8% 118 37.29% 1.5
Almanack Investment Partners
3196
Almanack Investment Partners
Pennsylvania
USD 505 M -USD 144 M -22% 2.48% 82.2% 204 35.29% 2.6
Affinity Capital Advisors
3197
Affinity Capital Advisors
California
USD 504 M -USD 27.1 M -5% 2.32% 72.7% 160 10% 3.2
HP
3198
Hound Partners
New York
USD 504 M +USD 244 M +94% 15.8% 19.7% 22 36.36% 1.3
TFO Wealth Partners
3199
TFO Wealth Partners
Ohio
USD 504 M +USD 294 M +139% 0.46% 68.9% 39 74.36% 0.9
Summit Financial Wealth Advisors
3200
Summit Financial Wealth Advisors
Louisiana
USD 504 M -USD 7.26 M -1% 1.15% 71.4% 158 9.49% 4.5