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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)
Hudson Way Capital Management
3251
Hudson Way Capital Management
Texas
USD 440 M +USD 29 M +7% 15.4% 51.3% 18 11.11% 1.9
Hill City Capital
3252
Hill City Capital
Massachusetts
USD 439 M +USD 44.8 M +11% 13.3% 151% 25 28% 0.8
HL
3253
Hernani LP
Jersey
USD 439 M – – 4.66% 14% 8 – 0
Sargent Investment Group
3254
Sargent Investment Group
Maryland
USD 439 M +USD 26.8 M +7% 8.02% 135% 205 14.63% 2.1
TAP Consulting
3255
TAP Consulting
Missouri
USD 438 M +USD 65.7 M +18% 9.14% 3.08% 587 77% 0.4
Ironwood Investment Counsel
3256
Ironwood Investment Counsel
Arizona
USD 438 M +USD 47.6 M +12% 11% 78.2% 218 10.55% 3.9
Martin & Co
3257
Martin & Co
Tennessee
USD 437 M +USD 12.7 M +3% 8.45% 72.3% 112 0.89% 6.8
Archford Capital Strategies
3258
Archford Capital Strategies
Illinois
USD 437 M +USD 13 M +3% 5.62% 87.4% 323 11.46% 3.2
Armbruster Capital Management
3259
Armbruster Capital Management
New York
USD 437 M +USD 87 M +25% 5.93% 66.7% 123 24.39% 2.9
WA
3260
Win Advisors
Florida
USD 437 M – – 10.1% 266% 64 – 0
Matthew Goff Investment Advisor
3261
Matthew Goff Investment Advisor
Texas
USD 437 M +USD 28.7 M +7% 7.25% 89.6% 94 14.89% 2.7
9258 Wealth Management
3262
9258 Wealth Management
Ohio
USD 436 M +USD 61.5 M +16% 10.7% 49.6% 387 14.73% 1.8
QGA
3263
Q Global Advisors
Texas
USD 436 M +USD 316 M +263% 8.65% 93.2% 407 74.45% 0.1
IDG Technology Venture Investment IV
3264
IDG Technology Venture Investment IV
Hong Kong
USD 436 M – – 10.4% 420% 4 – 0
Legacy Financial Advisors
3265
Legacy Financial Advisors
Kentucky
USD 436 M +USD 27.9 M +7% 8.74% 97.8% 210 15.24% 1.3
Ackerman Capital Advisors
3266
Ackerman Capital Advisors
Texas
USD 436 M -USD 280 k -0.1% 3.32% 46.4% 131 23.66% 1.4
Ellis Investment Partners
3267
Ellis Investment Partners
Pennsylvania
USD 436 M +USD 39.9 M +10% 9.3% 70.8% 856 12.85% 2
Stevens Capital Management
3268
Stevens Capital Management
Pennsylvania
USD 435 M +USD 197 M +82% 6.54% 128% 299 67.89% 0.2
PWS
3269
Private Wealth Strategies
Ohio
USD 434 M +USD 34.7 M +9% 6.98% 18.8% 99 24.24% 1.5
Peak Asset Management
3270
Peak Asset Management
Colorado
USD 434 M +USD 27.9 M +7% 7.5% 70.1% 143 5.59% 4.2
Kathryn A. Hall
3271
Kathryn A. Hall
USD 433 M +USD 102 M +31% 0.82% 95.2% 58 18.97% 2
D'Orazio & Associates
3272
D'Orazio & Associates
Virginia
USD 433 M +USD 22.4 M +5% 6.22% 66.7% 778 87.15% 5.6
Soviero Asset Management
3273
Soviero Asset Management
New York
USD 433 M -USD 93.1 M -18% 4.86% 676% 48 56.25% 0.4
Kingfisher Capital
3274
Kingfisher Capital
North Carolina
USD 432 M +USD 47.5 M +12% 10.3% 58.5% 205 20.98% 2.9
KPCB DGF Associates
3275
KPCB DGF Associates
California
USD 432 M -USD 286 M -40% 37.3% – 2 0% 0.4