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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)
Cypress Wealth Services
3251
Cypress Wealth Services
California
USD 493 M -USD 4.96 M -1% 2.03% 82.7% 296 9.46% 2.6
First Pacific Financial
3252
First Pacific Financial
Washington
USD 493 M +USD 63 M +15% 1.92% 53.6% 554 32.85% 1.3
Personal CFO Solutions
3253
Personal CFO Solutions
New Jersey
USD 493 M -USD 15.7 M -3% 0.06% 98.9% 500 19% 2.4
Fortis Capital Advisors
3254
Fortis Capital Advisors
Kansas
USD 493 M +USD 200 M +68% 3.25% 142% 300 59.67% 0.7
MATAURO
3255
MATAURO
New York
USD 492 M +USD 30.4 M +7% 2.53% – 139 25.18% 0.2
Entrust Global Partners
3256
Entrust Global Partners
New York
USD 492 M +USD 365 M +288% 30.1% 82.3% 5 20% 2.2
Hudson Edge Investment Partners
3257
Hudson Edge Investment Partners
New Jersey
USD 492 M -USD 50.5 M -9% 0.23% 67.9% 192 50% 4.6
Burton Enright Welch
3258
Burton Enright Welch
California
USD 492 M +USD 15.5 M +3% 0.07% 66.6% 107 11.21% 2
Topsail Wealth Management
3259
Topsail Wealth Management
North Carolina
USD 492 M +USD 23.5 M +5% 1.25% – 232 15.95% 0.2
UNICOM Systems
3260
UNICOM Systems
Nevada
USD 491 M +USD 79.7 M +19% 20.4% – 27 29.63% 0.2
ARG
3261
Advisory Resource Group
Oklahoma
USD 491 M +USD 19.8 M +4% 0.01% 72% 167 8.38% 2.8
CRB
3262
Chad R. Baker
USD 491 M -USD 19.9 M -4% 2.39% 123% 52 7.69% 5.9
Brian C. Broderick
3263
Brian C. Broderick
USD 491 M -USD 19 M -4% 1.82% 114% 87 9.2% 6.4
MIC Capital Management (UK)
3264
MIC Capital Management (UK)
United Kingdom
USD 491 M -USD 215 M -31% 3% 68.2% 15 13.33% 1.9
Ithaka Group
3265
Ithaka Group
Virginia
USD 491 M -USD 52.1 M -10% 7.98% 180% 37 8.11% 4.8
Monaco Asset Management
3266
Monaco Asset Management
Monaco
USD 490 M -USD 200 M -29% 0.36% 136% 104 49.04% 0.9
Capital Group Investment Management
3267
Capital Group Investment Management
Singapore
USD 490 M -USD 36.7 M -7% 3.01% 163% 150 14% 1.8
Shah Capital Management
3268
Shah Capital Management
North Carolina
USD 490 M -USD 6.34 M -1% 6.52% 287% 18 16.67% 4
L2 Asset Management
3269
L2 Asset Management
Massachusetts
USD 490 M +USD 29.5 M +6% 2.66% 139% 290 19.66% 1.5
Jacobson & Schmitt Advisors
3270
Jacobson & Schmitt Advisors
Wisconsin
USD 489 M -USD 28.2 M -5% 4.53% 64.8% 82 53.66% 4.5
Silverarc Capital Management
3271
Silverarc Capital Management
Massachusetts
USD 489 M +USD 31.8 M +7% 1.98% 2,371% 85 47.06% 0.9
TS Financial Group (TSFG)
3272
TS Financial Group (TSFG)
Illinois
USD 489 M +USD 1.99 M +0.4% 1.27% 81% 877 12.66% 3.9
Wooster Corthell Wealth Management
3273
Wooster Corthell Wealth Management
Connecticut
USD 489 M +USD 29.3 M +6% 0.98% 39.1% 67 23.88% 4.5
Commonwealth Financial Services
3274
Commonwealth Financial Services
West Virginia
USD 488 M -USD 22 M -4% 1.88% 64.2% 212 15.09% 3.7
Paragon Capital Management (Colorado)
3275
Paragon Capital Management (Colorado)
Colorado
USD 488 M -USD 13.1 M -3% 3.2% 109% 204 11.76% 2.9