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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)
EFG Asset Management (Americas)
3226
EFG Asset Management (Americas)
Florida
USD 514 M +USD 3.2 M +0.6% 3.69% 112% 127 8.66% 4
Stanley Capital Management
3227
Stanley Capital Management
Texas
USD 514 M -USD 979 k -0.2% 1.15% 158% 40 15% 3.8
Sentry LLC
3228
Sentry LLC
Tennessee
USD 514 M -USD 5.12 M -1% 1.01% 52.6% 130 7.69% 1.6
GF
3229
Greenfield FTC
Nevada
USD 514 M +USD 52.4 M +11% 0.55% 75.4% 3 0% 4
Delta Investment Management
3230
Delta Investment Management
California
USD 514 M +USD 22.9 M +5% 2.3% 69.9% 273 17.95% 2.2
Act Two Investors
3231
Act Two Investors
California
USD 513 M -USD 16.7 M -3% 2.3% 74.4% 48 10.42% 2.5
AssuredPartners Investment Advisors
3232
AssuredPartners Investment Advisors
Florida
USD 513 M – – 2.71% – 320 – 0
American Money Management
3233
American Money Management
California
USD 513 M +USD 12.3 M +2% 0.25% 65% 144 8.33% 4.8
Martel Wealth Advisors
3234
Martel Wealth Advisors
Washington
USD 512 M +USD 23.2 M +5% 0.27% 43.4% 74 33.78% 3.2
Fourthstone LLC
3235
Fourthstone LLC
Missouri
USD 512 M +USD 63.3 M +14% 8.28% 104% 84 40.48% 0.9
CoreCommodity Management
3236
CoreCommodity Management
Connecticut
USD 512 M -USD 31.2 M -6% 7.55% 65.8% 141 14.89% 3.5
Summit Financial Wealth Advisors
3237
Summit Financial Wealth Advisors
Louisiana
USD 511 M -USD 22 M -4% 0.55% 71.4% 162 14.2% 4.3
Gallagher Fiduciary Advisors
3238
Gallagher Fiduciary Advisors
Illinois
USD 511 M +USD 17.1 M +3% 0.18% 25.1% 307 13.68% 1
CRB
3239
Chad R. Baker
USD 511 M +USD 1.79 M +0.4% 2.52% 123% 51 3.92% 5.9
SP
3240
Solel Partners
Massachusetts
USD 511 M +USD 1.09 M +0.2% 1.75% 25.9% 22 18.18% 1.9
Patton Fund Management
3241
Patton Fund Management
Texas
USD 510 M +USD 26.3 M +5% 6.71% 211% 96 41.67% 1.4
Commonwealth Financial Services
3242
Commonwealth Financial Services
West Virginia
USD 510 M +USD 3.79 M +0.7% 0.21% 64.2% 205 11.71% 3.7
Vanderbilt University
3243
Vanderbilt University
Tennessee
USD 510 M -USD 29.8 M -6% 5.44% 76.4% 85 27.06% 1.2
McRae Capital Management
3244
McRae Capital Management
New Jersey
USD 510 M -USD 2.19 M -0.4% 2.7% 78.2% 93 2.15% 6.5
Brian C. Broderick
3245
Brian C. Broderick
USD 510 M -USD 913 k -0.2% 0.18% 98.6% 86 6.98% 6.5
Carolinas Wealth Consulting
3246
Carolinas Wealth Consulting
North Carolina
USD 509 M -USD 42.4 M -8% 1.68% 24.6% 1,114 10.77% 2.9
Laffer Tengler Investments
3247
Laffer Tengler Investments
Tennessee
USD 509 M +USD 14.8 M +3% 3.77% 96.5% 182 25.27% 3
Principal Street Partners
3248
Principal Street Partners
Tennessee
USD 509 M -USD 103 M -17% 3.35% 91% 258 15.89% 2.6
TLWM Financial
3249
TLWM Financial
Texas
USD 508 M +USD 15.2 M +3% 0.89% 53.9% 78 12.82% 3.2
Personal CFO Solutions
3250
Personal CFO Solutions
New Jersey
USD 508 M -USD 208 M -29% 1.58% 98.9% 627 37.64% 2.3