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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)
JCIC Asset Management
3276
JCIC Asset Management
Ontario, Canada
USD 228 M -USD 13.7 M -6% 0.01% – 140 9.29% 2.1
Pictet Bank & Trust
3277
Pictet Bank & Trust
Bahamas
USD 228 M +USD 151 k +0.1% 0.84% 82.7% 62 6.45% 3.4
Intellectus Partners
3278
Intellectus Partners
California
USD 228 M -USD 3.58 M -2% 1.26% 157% 201 9.95% 1.6
Bank OZK
3279
Bank OZK
Arkansas
USD 227 M -USD 3.02 M -1% 0.39% 112% 132 6.06% 4.2
Capital City Trust
3280
Capital City Trust
Florida
USD 227 M -USD 15.8 M -7% 2.77% 98.5% 101 7.92% 4.7
Liberty Capital Management
3281
Liberty Capital Management
Michigan
USD 227 M +USD 4.05 M +2% 2.83% – 121 1.65% 3.9
Goldstein Munger & Associates
3282
Goldstein Munger & Associates
California
USD 227 M -USD 2.23 M -1% 0.7% 11.9% 33 0% 4.5
Cedar Brook Financial Partners
3283
Cedar Brook Financial Partners
Ohio
USD 227 M +USD 9.9 M +5% 1.42% 47% 332 18.07% 0.6
Act Two Investors
3284
Act Two Investors
California
USD 227 M +USD 34.3 M +18% 3.14% 74.4% 42 21.43% 0.6
Growth Interface Management
3285
Growth Interface Management
Florida
USD 227 M +USD 55.5 M +32% 0.93% 12% 10 0% 0.7
AIP
3286
Ahrens Investment Partners
Louisiana
USD 226 M +USD 6.13 M +3% 1.58% 82.3% 184 21.74% 1.7
Simon Quick Advisors
3287
Simon Quick Advisors
New Jersey
USD 226 M +USD 29 M +15% 0.19% 77.8% 575 53.74% 1.1
Stansberry Asset Management
3288
Stansberry Asset Management
Texas
USD 226 M -USD 27.8 M -11% 3.55% 79.6% 56 19.64% 1
Riverpoint Wealth Management Holdings
3289
Riverpoint Wealth Management Holdings
Illinois
USD 226 M +USD 6.85 M +3% 0.58% 59.2% 68 5.88% 1.9
180 Wealth Advisors
3290
180 Wealth Advisors
Washington
USD 226 M +USD 3.96 M +2% 1.8% 165% 273 16.85% 1.3
Oakwood Capital Management
3291
Oakwood Capital Management
California
USD 226 M -USD 7.03 M -3% 1.55% 72.7% 54 18.52% 3.2
Hudson Way Capital Management
3292
Hudson Way Capital Management
Texas
USD 226 M +USD 20.3 M +10% 5.01% 51.3% 19 36.84% 1
Perkins Coie Trust Company
3293
Perkins Coie Trust Company
Washington
USD 226 M +USD 5.73 M +3% 1.74% 83.2% 323 1.86% 4
Redmond Asset Management
3294
Redmond Asset Management
Virginia
USD 225 M -USD 7.18 M -3% 1.5% 68.2% 166 12.05% 3
Technology Crossover Management IX
3295
Technology Crossover Management IX
California
USD 225 M -USD 26.2 M -10% 21.8% 6.24% 4 25% 0.8
TCI Wealth Advisors
3296
TCI Wealth Advisors
Arizona
USD 225 M +USD 3.16 M +1% 1.64% 68.2% 1,730 22.2% 3
Peak Financial Management
3297
Peak Financial Management
Massachusetts
USD 225 M +USD 2.42 M +1% 0.35% 58.2% 56 3.57% 2.2
SignalPoint Asset Management
3298
SignalPoint Asset Management
Missouri
USD 225 M +USD 15.3 M +7% 2.08% 36% 230 13.91% 3
Financial Partners Group (Kansas)
3299
Financial Partners Group (Kansas)
Kansas
USD 225 M +USD 12.1 M +6% 0.65% 76.7% 89 24.72% 1.2
ACON Equity Management
3300
ACON Equity Management
District of Columbia
USD 225 M -USD 88 M -28% 15% 32.1% 1 0% 1.8