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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)
Madrona Venture Group
3251
Madrona Venture Group
Washington
USD 427 M +USD 135 M +46% 58.6% 233% 6 0% 2
Gibson Capital
3252
Gibson Capital
Pennsylvania
USD 426 M +USD 56.5 M +15% 12.9% 67.2% 66 25.76% 3.9
Sensible Financial Planning & Management
3253
Sensible Financial Planning & Management
Massachusetts
USD 426 M +USD 28.7 M +7% 6.71% 24.5% 28 3.57% 5.6
Partners in Financial Planning
3254
Partners in Financial Planning
Virginia
USD 426 M +USD 37.5 M +10% 8.6% 42% 103 6.8% 2
Oliver Luxxe Assets
3255
Oliver Luxxe Assets
New Jersey
USD 425 M +USD 36 M +9% 12.2% 137% 184 22.28% 2.7
AMCA
3256
Arthur M. Cohen & Associates
Illinois
USD 425 M +USD 35 M +9% 11.7% 129% 145 16.55% 4.3
Commonwealth Financial Services
3257
Commonwealth Financial Services
West Virginia
USD 425 M +USD 88.4 M +26% 8.76% 64.2% 210 21.9% 3.3
KC
3258
Keenan Capital
California
USD 424 M -USD 142 M -25% 22.2% 110% 10 10% 3.1
Noesis Capital Mangement
3259
Noesis Capital Mangement
Florida
USD 424 M +USD 42.9 M +11% 12.3% 139% 100 5% 5.5
Lisanti Capital Growth
3260
Lisanti Capital Growth
New York
USD 424 M -USD 209 M -33% 29.4% 1,588% 171 59.06% 0.3
SevenBridge Financial Group
3261
SevenBridge Financial Group
Pennsylvania
USD 423 M +USD 36.4 M +9% 9.33% 93.2% 193 5.7% 4.2
TLWM Financial
3262
TLWM Financial
Texas
USD 423 M +USD 45.9 M +12% 9% 53.9% 74 12.16% 3
HCM
3263
Harspring Capital Management
New York
USD 422 M +USD 44.8 M +12% 19.2% 70.6% 19 15.79% 2.2
Strategy Asset Managers
3264
Strategy Asset Managers
California
USD 422 M +USD 39.5 M +10% 10.2% 115% 240 10% 2.7
Toews Corporation
3265
Toews Corporation
New Jersey
USD 421 M +USD 256 M +155% 7.16% 30.7% 111 95.5% 2.3
Peterson Wealth Advisors
3266
Peterson Wealth Advisors
Utah
USD 421 M +USD 49 M +13% 9.45% 50.9% 67 11.94% 3.5
GPI Capital
3267
GPI Capital
New York
USD 421 M -USD 87 M -17% 11.8% 261% 8 37.5% 2.4
Advanced Asset Management Advisors
3268
Advanced Asset Management Advisors
Ohio
USD 421 M +USD 3.42 M +0.8% 10.1% 93.6% 97 6.19% 4.1
Alibaba Group
3269
Alibaba Group
Hong Kong
USD 421 M -USD 57.2 M -12% 11.2% 2.06% 9 0% 4
Sweet Financial Partners
3270
Sweet Financial Partners
Minnesota
USD 420 M +USD 42.8 M +11% 9.71% 22.4% 188 12.23% 1.5
Sentinel Pension Advisors
3271
Sentinel Pension Advisors
Massachusetts
USD 420 M +USD 10.1 M +2% 8.39% 52.1% 107 14.95% 2.3
Sapience Investments
3272
Sapience Investments
California
USD 420 M +USD 4.1 M +1% 13.3% 54.9% 84 14.29% 3.1
James J. Burns & Company
3273
James J. Burns & Company
New York
USD 420 M +USD 47.5 M +13% 10.6% 70.2% 122 16.39% 0.9
Perseverance Asset Management International
3274
Perseverance Asset Management International
Cayman Islands
USD 420 M +USD 33.4 M +9% 16.6% 120% 20 25% 1.2
Fermata Advisors
3275
Fermata Advisors
California
USD 419 M +USD 64.3 M +18% 8.79% 58.3% 197 22.34% 0.8