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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)
Beacon Capital Management LLC (Tennessee)
3226
Beacon Capital Management LLC (Tennessee)
Tennessee
USD 420 M – – 3.08% 83% 970 – 0
OPPTF
3227
OPSEU Pension Plan Trust Fund
Ontario, Canada
USD 420 M -USD 20 M -5% 4.38% 13.4% 280 1.43% 1.7
G2 Investment Partners Management
3228
G2 Investment Partners Management
New York
USD 420 M -USD 160 M -28% 13.9% 1,145% 100 41% 1.1
Schnieders Capital Management
3229
Schnieders Capital Management
California
USD 420 M -USD 7.57 M -2% 2.95% 118% 218 14.68% 4.4
Cambridge Advisors
3230
Cambridge Advisors
Nebraska
USD 420 M -USD 23.1 M -5% 4.62% 58.6% 186 4.84% 4.5
Strategic Wealth Investment Group
3231
Strategic Wealth Investment Group
Kentucky
USD 419 M +USD 34.7 M +9% 4.82% – 114 22.81% 1.3
CVA Family Office
3232
CVA Family Office
Colorado
USD 418 M +USD 16.2 M +4% 3.44% 71.6% 1,020 16.27% 0.8
Bay Colony Advisors
3233
Bay Colony Advisors
Massachusetts
USD 418 M +USD 68 M +19% 0.71% 91.8% 414 25.12% 1.7
CFM Wealth Partners
3234
CFM Wealth Partners
Texas
USD 418 M -USD 30.1 M -7% 3.11% 175% 189 8.47% 1.7
GYL Financial Synergies
3235
GYL Financial Synergies
Connecticut
USD 418 M +USD 47.3 M +13% 4.65% 36% 232 22.41% 2
NM
3236
Newtyn Management
New York
USD 418 M +USD 40.9 M +11% 6.92% 52% 47 42.55% 1.2
Stonnington Group
3237
Stonnington Group
California
USD 418 M -USD 46.5 M -10% 0.4% – 277 27.8% 0.8
Diversified Portfolios Inc
3238
Diversified Portfolios Inc
Michigan
USD 417 M +USD 1.38 M +0.3% 4.41% 40.2% 149 19.46% 2.3
NG
3239
Northstar Group
New York
USD 416 M -USD 3.01 M -0.7% 0.4% 68.4% 154 1.95% 4.6
Noesis Capital Mangement
3240
Noesis Capital Mangement
Florida
USD 416 M -USD 80.6 M -16% 5.64% 139% 139 23.02% 4
Armbruster Capital Management
3241
Armbruster Capital Management
New York
USD 415 M -USD 21.5 M -5% 3.16% 66.7% 134 16.42% 3
Synergy Asset Management
3242
Synergy Asset Management
Washington
USD 415 M -USD 5.03 M -1% 0.15% 113% 139 54.68% 0.5
Unison Advisors
3243
Unison Advisors
District of Columbia
USD 415 M +USD 749 k +0.2% 0.98% 57.8% 204 24.51% 2.2
D'Orazio & Associates
3244
D'Orazio & Associates
Virginia
USD 415 M -USD 18.4 M -4% 2.9% 66.7% 116 20.69% 5.2
Hartford Financial Management
3245
Hartford Financial Management
Connecticut
USD 415 M -USD 15.5 M -4% 2.34% 87.9% 390 9.49% 4.4
Surevest
3246
Surevest
California
USD 414 M -USD 7.68 M -2% 3.19% 24.6% 579 9.84% 0.6
Welch Capital Partners
3247
Welch Capital Partners
New York
USD 414 M -USD 40.5 M -9% 5.38% 79.2% 48 27.08% 2.2
Great Point Partners
3248
Great Point Partners
Connecticut
USD 414 M -USD 36.3 M -8% 0.54% 710% 41 39.02% 0.4
Essex Woodlands Management
3249
Essex Woodlands Management
Texas
USD 414 M -USD 31.1 M -7% 8.99% 119% 10 10% 3.8
Sax Wealth Advisors
3250
Sax Wealth Advisors
New Jersey
USD 413 M -USD 66.5 M -14% 4.34% 64.3% 186 10.22% 1