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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)
Steamboat Capital Partners
3201
Steamboat Capital Partners
New York
USD 351 M -USD 263 M -43% 28.9% 280% 60 51.67% 1.5
Kistler-Tiffany Companies
3202
Kistler-Tiffany Companies
Pennsylvania
USD 351 M +USD 37.8 M +12% 14.1% 52% 702 12.39% 3.7
FPFS
3203
First Personal Financial Services
North Carolina
USD 351 M +USD 36.4 M +12% 11.8% 31.5% 325 12.62% 4.1
NYL Investors
3204
NYL Investors
New York
USD 351 M +USD 93.1 M +36% 388% 10.8% 32 18.75% 1.7
Algert Global
3205
Algert Global
California
USD 351 M +USD 35.7 M +11% 30.4% 194% 548 55.29% 0.5
Hudson Way Capital Management
3206
Hudson Way Capital Management
Texas
USD 351 M +USD 41.8 M +14% 17.3% 51.3% 19 26.32% 1.7
Shulman DeMeo Asset Management
3207
Shulman DeMeo Asset Management
New York
USD 351 M +USD 51.3 M +17% 12.3% 79.3% 145 24.14% 1.2
Dimension Capital Management
3208
Dimension Capital Management
Florida
USD 350 M +USD 30.3 M +9% 15.6% 65.5% 95 17.89% 2.7
OPPTF
3209
OPSEU Pension Plan Trust Fund
Ontario, Canada
USD 349 M +USD 27.2 M +8% 14% 13.4% 276 4.71% 0.7
KM
3210
Kylin Management
New York
USD 349 M +USD 65.5 M +23% 37.1% 126% 12 50% 1.3
CFO4Life Group
3211
CFO4Life Group
Texas
USD 349 M +USD 53.3 M +18% 12% 67.6% 146 15.07% 1.9
McRae Capital Management
3212
McRae Capital Management
New Jersey
USD 349 M +USD 50.3 M +17% 19.7% 78.2% 104 14.42% 4.1
Kavar Capital Partners Group
3213
Kavar Capital Partners Group
Kansas
USD 348 M +USD 51.1 M +17% 14.3% 86.8% 156 10.26% 3.3
SIA
3214
Strategic Investment Advisors
Michigan
USD 347 M +USD 50.9 M +17% 9.36% 72.4% 217 32.26% 1.1
HughesLittle Investment Management
3215
HughesLittle Investment Management
USD 347 M +USD 47.3 M +16% 18.6% 113% 14 0% 4.9
180 Wealth Advisors
3216
180 Wealth Advisors
Washington
USD 347 M +USD 79.9 M +30% 15.8% 165% 328 24.39% 1.6
St Louis Trust
3217
St Louis Trust
Missouri
USD 346 M +USD 33.9 M +11% 17% 77.2% 87 20.69% 3.3
Founders Capital Management (Connecticut)
3218
Founders Capital Management (Connecticut)
Connecticut
USD 346 M +USD 31.2 M +10% 10.9% 99.9% 69 5.8% 3.5
Lake Street Private Wealth
3219
Lake Street Private Wealth
Illinois
USD 346 M +USD 48.6 M +16% 12.2% 105% 199 22.11% 1
Trivium Point Advisory
3220
Trivium Point Advisory
Connecticut
USD 346 M +USD 63.2 M +22% 16.7% 116% 188 16.49% 1.2
Klaas Financial Asset Advisors
3221
Klaas Financial Asset Advisors
Illinois
USD 346 M – – 7.65% 39.5% 81 – 0
Martel Wealth Advisors
3222
Martel Wealth Advisors
Washington
USD 346 M +USD 37.8 M +12% 8.78% 43.4% 46 15.22% 1.7
SA
3223
Strategic Advisors
New York
USD 346 M +USD 47.8 M +16% 12.9% 106% 169 17.75% 3.1
PGCM
3224
Prescott Group Capital Management
Oklahoma
USD 346 M +USD 121 M +54% 35.3% 135% 130 43.85% 2.4
Austin Private Wealth
3225
Austin Private Wealth
Texas
USD 346 M +USD 78 M +29% 13.2% 62.4% 118 27.12% 0.6