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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)
Jackson Hole Capital Partners
3301
Jackson Hole Capital Partners
Oklahoma
USD 443 M +USD 50.3 M +13% 7.06% 71.4% 289 10.03% 3.3
SFS
3302
Security Financial Services
Indiana
USD 443 M +USD 35.4 M +9% 7.14% 67.7% 197 22.34% 1.3
Technology Crossover Management XI
3303
Technology Crossover Management XI
California
USD 443 M +USD 136 M +44% 44.6% 135% 2 0% 0.8
IDG China Venture Capital Fund IV Associates
3304
IDG China Venture Capital Fund IV Associates
Hong Kong
USD 443 M -USD 252 M -36% 20.6% 13.3% 4 0% 3.1
JWCA
3305
J.W. Coons Advisors
Ohio
USD 442 M +USD 72.8 M +20% 9.71% 61.2% 257 13.62% 2.9
Longfellow Investment Management
3306
Longfellow Investment Management
Massachusetts
USD 442 M +USD 37 M +9% 9.31% 42.8% 299 20.07% 1.8
MTC
3307
Matrix Trust Company
Colorado
USD 442 M +USD 14.7 M +3% 5.64% 51.4% 92 33.7% 1.6
Twele Capital Management
3308
Twele Capital Management
Minnesota
USD 442 M -USD 181 M -29% 4.35% 37.1% 43 16.28% 8.3
ORIX Corp
3309
ORIX Corp
Japan
USD 442 M -USD 64.1 M -13% 12.7% 11.7% 1 0% 6.3
Boston Standard Wealth Management
3310
Boston Standard Wealth Management
Massachusetts
USD 442 M +USD 62.8 M +17% 5.01% 47.1% 47 10.64% 4.7
TFG Asset Management
3311
TFG Asset Management
Cayman Islands
USD 441 M +USD 26.2 M +6% 2.11% 72.1% 35 20% 1.6
SevenBridge Financial Group
3312
SevenBridge Financial Group
Pennsylvania
USD 441 M +USD 18.1 M +4% 9.73% 93.2% 210 13.81% 4.2
Tobias Financial Advisors
3313
Tobias Financial Advisors
Florida
USD 441 M +USD 30.7 M +7% 4.43% 44.5% 102 5.88% 1.6
SFE Investment Counsel
3314
SFE Investment Counsel
California
USD 441 M +USD 57.2 M +15% 11.5% 114% 120 9.17% 5.6
Retirement Income Solutions
3315
Retirement Income Solutions
Michigan
USD 441 M +USD 38.7 M +10% 9.45% 67.6% 158 10.76% 2.9
ADAR1 Capital Management
3316
ADAR1 Capital Management
Texas
USD 441 M +USD 161 M +58% 15.1% – 304 58.22% 0.1
Stamos Capital Partners
3317
Stamos Capital Partners
California
USD 441 M +USD 72 M +20% 5.32% 36.7% 125 4.8% 1.7
Delta Investment Management
3318
Delta Investment Management
California
USD 440 M +USD 37 M +9% 6.89% 69.9% 233 21.46% 2
Quadcap Wealth Management
3319
Quadcap Wealth Management
Texas
USD 440 M +USD 53.1 M +14% 10.4% 94.2% 363 19.83% 0.2
Nan Fung Trinity
3320
Nan Fung Trinity
Hong Kong
USD 440 M -USD 42.9 M -9% 1.44% 81.5% 31 32.26% 0.9
Kelly Lawrence W & Associates
3321
Kelly Lawrence W & Associates
California
USD 439 M +USD 22.8 M +5% 7% 123% 188 13.83% 4.6
Park Presidio Capital
3322
Park Presidio Capital
California
USD 439 M +USD 21.5 M +5% 17.8% 94.1% 10 10% 4.7
DAFNA Capital Management
3323
DAFNA Capital Management
California
USD 439 M +USD 21.9 M +5% 32.6% 313% 86 27.91% 2.7
CFSG
3324
Community Financial Services Group
Vermont
USD 439 M – – 8.98% – 139 – 3.3
Wahed Invest
3325
Wahed Invest
New York
USD 439 M +USD 82.1 M +23% 8.7% 140% 258 19.38% 1.7