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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)
HA
3276
Hamel Associates
New Jersey
USD 201 M -USD 30.1 M -13% 8.42% 59.4% 97 8.25% 3.3
FNBOMD
3277
First National Bank of Mount Dora
Florida
USD 201 M -USD 32.2 M -14% 11.9% 96.2% 104 14.42% 3.3
Birinyi Associates
3278
Birinyi Associates
Connecticut
USD 200 M -USD 80.7 M -29% 16.3% 134% 97 23.71% 3.9
Bogart Wealth LLC
3279
Bogart Wealth LLC
Virginia
USD 200 M +USD 27.7 M +16% 11.5% 60.5% 388 19.33% 1.1
Inspirion Wealth Advisors
3280
Inspirion Wealth Advisors
Illinois
USD 200 M -USD 35.5 M -15% 12.1% 52.5% 77 7.79% 2.8
Aveo Capital Partners
3281
Aveo Capital Partners
Colorado
USD 200 M -USD 23.6 M -11% 7.47% 19.1% 158 29.75% 1.4
Valicenti Advisory Services
3282
Valicenti Advisory Services
New York
USD 200 M -USD 30.3 M -13% 14.3% 134% 74 27.03% 3
Viridian RIA
3283
Viridian RIA
Washington
USD 200 M -USD 26.5 M -12% 13% 63.1% 61 31.15% 0.5
Northwest Quadrant Wealth Management
3284
Northwest Quadrant Wealth Management
Oregon
USD 200 M +USD 37.4 M +23% 10.2% 45.6% 62 17.74% 1.5
BCA
3285
Bray Capital Advisors
Florida
USD 200 M -USD 26.7 M -12% 12% 36.6% 393 15.78% 1.3
Cahill Financial Advisors
3286
Cahill Financial Advisors
Minnesota
USD 200 M -USD 26.8 M -12% 12.5% 55.9% 159 13.84% 3
Farmers & Merchants Trust Company
3287
Farmers & Merchants Trust Company
California
USD 199 M – – 8.21% 79.8% 136 – 0
Silicon Valley Capital Partners
3288
Silicon Valley Capital Partners
California
USD 199 M -USD 40.7 M -17% 14.9% 103% 33 39.39% 1.7
Alpha Omega Wealth Management
3289
Alpha Omega Wealth Management
Virginia
USD 199 M -USD 24.2 M -11% 10.7% 65.9% 518 10.04% 1.9
Mitsubishi UFJ Asset Management (UK)
3290
Mitsubishi UFJ Asset Management (UK)
United Kingdom
USD 199 M -USD 8.06 M -4% 9.9% 151% 98 41.84% 0.7
Kestrel Investment Management
3291
Kestrel Investment Management
California
USD 199 M -USD 48.1 M -20% 16.8% 99.8% 52 25% 1.1
HMS Capital Management
3292
HMS Capital Management
Tennessee
USD 199 M -USD 3.19 M -2% 15% 140% 232 32.76% 1
Covenant Asset Management
3293
Covenant Asset Management
New Jersey
USD 198 M -USD 7 k -0% 18% 177% 137 0% 1.6
Southport Capital Management
3294
Southport Capital Management
Tennessee
USD 198 M -USD 37.3 M -16% 13.6% 80% 651 74.65% 3.4
Bank OZK
3295
Bank OZK
Arkansas
USD 198 M -USD 52.9 M -21% 17% 112% 136 8.82% 3.8
Point View Wealth Management
3296
Point View Wealth Management
New Jersey
USD 198 M -USD 26.6 M -12% 12.4% 27% 280 12.14% 3.4
Strategic Wealth Partners
3297
Strategic Wealth Partners
Ohio
USD 198 M +USD 10.6 M +6% 8.15% – 747 15.53% 0.8
Iowa State Bank
3298
Iowa State Bank
Iowa
USD 198 M -USD 26.4 M -12% 9.18% 85.7% 103 3.88% 3.5
Artemis Wealth Advisors
3299
Artemis Wealth Advisors
New York
USD 198 M +USD 14 M +8% 17% 180% 42 30.95% 1.1
AWW
3300
Alan W. Weber
USD 198 M -USD 65.4 M -25% 17.7% 191% 80 13.75% 2.4