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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)
MYDA Advisors
3251
MYDA Advisors
New York
USD 608 M +USD 82.7 M +16% 9.92% 232% 222 68.47% 0.4
Montecito Bank & Trust
3252
Montecito Bank & Trust
California
USD 607 M -USD 19.9 M -3% 0.45% – 276 7.61% 6.5
Everest Financial Group
3253
Everest Financial Group
Minnesota
USD 607 M +USD 160 M +36% 3.69% – 202 57.43% 0.1
Altiora Financial Group
3254
Altiora Financial Group
Ohio
USD 607 M +USD 26.9 M +5% 0.05% 41.1% 112 15.18% 2
SMI Advisory Services
3255
SMI Advisory Services
Indiana
USD 607 M +USD 26.6 M +5% 2.5% 80.7% 66 19.7% 1.3
Pier Capital
3256
Pier Capital
Connecticut
USD 606 M -USD 20.2 M -3% 7.23% 223% 144 28.47% 1.8
Topline Capital Management
3257
Topline Capital Management
California
USD 605 M -USD 500 M -45% 17.9% – 56 35.71% 0.7
Jackson Hole Capital Partners
3258
Jackson Hole Capital Partners
Oklahoma
USD 605 M +USD 21.1 M +4% 5.84% 71.4% 319 4.7% 4.4
Steginsky Capital
3259
Steginsky Capital
New York
USD 605 M +USD 11.6 M +2% 0.15% 99.4% 8 0% 8.1
Fortis Group Advisors
3260
Fortis Group Advisors
New Jersey
USD 605 M +USD 8.53 M +1% 1.36% 102% 632 16.61% 2.2
Elgethun Capital Management
3261
Elgethun Capital Management
South Dakota
USD 605 M +USD 25.7 M +4% 0.32% 61.5% 169 4.73% 4.8
San Luis Wealth Advisors
3262
San Luis Wealth Advisors
California
USD 604 M +USD 7.25 M +1% 0.21% 65% 190 12.11% 1.6
Partners in Financial Planning
3263
Partners in Financial Planning
Virginia
USD 603 M +USD 12.3 M +2% 0.33% 42% 123 7.32% 3.4
Intrinsic Edge Capital Management
3264
Intrinsic Edge Capital Management
Illinois
USD 603 M +USD 41.7 M +7% 6.79% 283% 141 59.57% 0.6
Elk River Wealth Management
3265
Elk River Wealth Management
Colorado
USD 602 M -USD 19.9 M -3% 1.08% 81.8% 107 11.21% 3.9
SA
3266
Strategic Advisors
New York
USD 602 M -USD 36.3 M -6% 3.51% 106% 186 4.84% 5.2
MTC
3267
Matrix Trust Company
Colorado
USD 602 M -USD 3.8 M -0.6% 0.03% 51.4% 257 47.08% 1.6
Capricorn Investment Group
3268
Capricorn Investment Group
California
USD 602 M -USD 224 M -27% 10.8% 95.9% 7 0% 2.9
North Peak Capital Management
3269
North Peak Capital Management
New York
USD 601 M -USD 575 M -49% 18.8% 301% 10 30% 2
Onex Canada Asset Management
3270
Onex Canada Asset Management
Ontario, Canada
USD 601 M -USD 119 M -17% 7.21% 87.8% 82 17.07% 4.7
Clear Trail Advisors
3271
Clear Trail Advisors
Texas
USD 601 M +USD 170 M +39% 5.66% – 151 17.88% 0.2
CNBTD
3272
Citizens National Bank Trust Department
Mississippi
USD 601 M +USD 20.9 M +4% 3.38% 124% 390 8.21% 3.8
Clifford Capital Partners
3273
Clifford Capital Partners
Utah
USD 600 M +USD 11.9 M +2% 1.9% 77.3% 48 25% 2.5
Beverly Hills Private Wealth
3274
Beverly Hills Private Wealth
California
USD 600 M +USD 15.8 M +3% 1.49% 91.6% 369 15.45% 2.2
Matthew Goff Investment Advisor
3275
Matthew Goff Investment Advisor
Texas
USD 600 M +USD 35.6 M +6% 2.98% 89.6% 121 39.67% 3.7