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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)
KC
3301
Keenan Capital
California
USD 495 M +USD 43.4 M +10% 28.2% 110% 10 10% 3.6
Thurston Springer Miller Herd & Titak
3302
Thurston Springer Miller Herd & Titak
Indiana
USD 495 M +USD 132 M +36% 0.68% – 1,706 30.07% 0.4
Edge Wealth Management
3303
Edge Wealth Management
New York
USD 494 M -USD 4.1 M -0.8% 1.14% 75.3% 84 9.52% 5.8
KPS Global Asset Management (UK)
3304
KPS Global Asset Management (UK)
United Kingdom
USD 494 M +USD 75.1 M +18% 18% 373% 4 0% 4.6
Spirit of America Management Corp
3305
Spirit of America Management Corp
New York
USD 494 M -USD 7.86 M -2% 2.81% 113% 315 2.86% 5.1
Land & Buildings Investment Management
3306
Land & Buildings Investment Management
Connecticut
USD 494 M +USD 4.47 M +0.9% 1.41% 53.9% 22 22.73% 1
Providence Capital Advisors
3307
Providence Capital Advisors
North Carolina
USD 493 M -USD 10.4 M -2% 1.31% 47.4% 359 68.25% 4.5
SM
3308
Scoggin Management
New York
USD 493 M +USD 73 M +17% 34.2% 889% 102 61.76% 0.6
Brickley Wealth Management
3309
Brickley Wealth Management
California
USD 493 M +USD 2.46 M +0.5% 0.02% 75.9% 48 6.25% 4.1
Armbruster Capital Management
3310
Armbruster Capital Management
New York
USD 492 M -USD 9.9 M -2% 2.3% 66.7% 141 14.18% 4.6
Walkner Condon Financial Advisors
3311
Walkner Condon Financial Advisors
Wisconsin
USD 492 M +USD 2.05 M +0.4% 0.59% 62.6% 296 15.2% 2.3
First Fiduciary Investment Counsel
3312
First Fiduciary Investment Counsel
Ohio
USD 492 M -USD 7.68 M -2% 1.12% 60% 70 8.57% 4.8
SFS
3313
Security Financial Services
Indiana
USD 491 M +USD 66.9 k +0% 0.62% 67.7% 174 10.34% 1.9
Trust Company of the South
3314
Trust Company of the South
North Carolina
USD 491 M +USD 18.8 M +4% 0.42% 70.2% 132 12.12% 0.9
RI
3315
RPTC Inc
Wyoming
USD 491 M +USD 30.7 M +7% 7.21% 66.4% 6 0% 5.9
Partners in Financial Planning
3316
Partners in Financial Planning
Virginia
USD 490 M -USD 5.44 M -1% 1.96% 42% 109 3.67% 2.8
Burling Wealth Partners
3317
Burling Wealth Partners
Illinois
USD 490 M – – 1.46% – 164 – 0
Requisite Capital Management
3318
Requisite Capital Management
Texas
USD 490 M +USD 11.5 M +2% 1.92% 41% 103 33.98% 1.4
Nan Fung Trinity
3319
Nan Fung Trinity
Hong Kong
USD 490 M -USD 38.7 M -7% 9.94% 81.5% 31 25.81% 0.8
Mengis Capital Management
3320
Mengis Capital Management
Oregon
USD 490 M -USD 18.7 M -4% 0.64% 104% 194 8.76% 5.4
WPWealth
3321
WPWealth
Texas
USD 489 M +USD 7.06 M +1% 2.89% 38.2% 97 16.49% 1.1
PBMares Wealth Management
3322
PBMares Wealth Management
Virginia
USD 489 M +USD 10.5 M +2% 1.05% 67.7% 206 9.22% 3.1
Matthews International Capital Management
3323
Matthews International Capital Management
California
USD 489 M -USD 118 M -19% 0.81% 186% 45 13.33% 2.7
TAP Consulting
3324
TAP Consulting
Missouri
USD 489 M -USD 19 M -4% 1.52% 3.08% 162 10.49% 2.3
Gibson Capital
3325
Gibson Capital
Pennsylvania
USD 489 M -USD 2.21 M -0.4% 0.49% 67.2% 81 17.28% 4.1