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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)
Warwick Investment Management
3301
Warwick Investment Management
Texas
USD 481 M -USD 3.97 M -0.8% 2.6% 69.9% 115 20% 1.3
Providence Capital Advisors
3302
Providence Capital Advisors
North Carolina
USD 481 M -USD 11.9 M -2% 3.07% 47.4% 129 10.85% 4.5
Ramirez Asset Management
3303
Ramirez Asset Management
New York
USD 481 M -USD 14.9 M -3% 0.83% 91.7% 421 19% 1.2
Robert Wood Johnson Foundation
3304
Robert Wood Johnson Foundation
New Jersey
USD 480 M -USD 840 M -64% 12.4% 3.79% 2 0% 8.4
Austin Asset Management
3305
Austin Asset Management
Texas
USD 480 M -USD 22.9 M -5% 3.3% 93.4% 85 16.47% 1.9
Oak Grove Capital
3306
Oak Grove Capital
New Hampshire
USD 480 M -USD 190 M -28% 5.11% 470% 82 26.83% 2.3
HughesLittle Investment Management
3307
HughesLittle Investment Management
USD 480 M -USD 48.5 M -9% 6.11% 113% 17 0% 5.8
Woodard & Company Asset Management Group
3308
Woodard & Company Asset Management Group
North Carolina
USD 480 M +USD 15.6 M +3% 2.66% 94.5% 152 23.68% 2.8
Essex Investment Management
3309
Essex Investment Management
Massachusetts
USD 479 M -USD 76.8 M -14% 4.96% 370% 334 17.37% 3.8
Caligan Partners
3310
Caligan Partners
New York
USD 479 M +USD 84.4 M +21% 16.6% 2,628% 17 23.53% 1.1
IFC Advisors
3311
IFC Advisors
California
USD 479 M +USD 20.4 M +4% 1.64% – 174 23.56% 0.2
SOA Wealth Advisors
3312
SOA Wealth Advisors
New York
USD 479 M -USD 63.9 M -12% 4.4% 94.4% 916 8.73% 3.4
Mengis Capital Management
3313
Mengis Capital Management
Oregon
USD 479 M -USD 10.6 M -2% 0.13% 104% 195 6.15% 5.6
IR
3314
IAT Reinsurance
New York
USD 479 M +USD 5.27 M +1% 2.57% 60.2% 82 17.07% 4.9
Lincoln Capital
3315
Lincoln Capital
Nebraska
USD 479 M +USD 3.26 M +0.7% 2.51% 67.1% 122 9.02% 5.9
Bellwether Advisors
3316
Bellwether Advisors
Nebraska
USD 479 M -USD 80.5 M -14% 4.36% 128% 533 7.13% 0.8
Trust Company of the South
3317
Trust Company of the South
North Carolina
USD 479 M -USD 12.5 M -3% 3.35% 70.2% 129 13.18% 1.1
FFT Wealth Management
3318
FFT Wealth Management
Pennsylvania
USD 478 M -USD 849 M -64% 2.5% 65.6% 203 62.07% 2.4
Retirement Income Solutions
3319
Retirement Income Solutions
Michigan
USD 478 M -USD 17.7 M -4% 4.06% 67.6% 157 12.1% 3.8
Moody Aldrich Partners
3320
Moody Aldrich Partners
Massachusetts
USD 478 M -USD 62.2 M -12% 2.48% 312% 222 36.04% 1.4
Abundance Wealth Counselors
3321
Abundance Wealth Counselors
Pennsylvania
USD 478 M +USD 18.1 M +4% 2.86% 107% 158 15.19% 1.5
Trifecta Capital Advisors
3322
Trifecta Capital Advisors
Illinois
USD 477 M -USD 29.1 M -6% 5.52% 149% 437 12.81% 1.9
Creekmur Asset Management
3323
Creekmur Asset Management
Illinois
USD 477 M +USD 40.4 M +9% 1.4% – 1,023 33.33% 1
Artemis Wealth Advisors
3324
Artemis Wealth Advisors
New York
USD 477 M -USD 83.9 M -15% 7.68% 180% 37 43.24% 3.8
Drexel Morgan & Co
3325
Drexel Morgan & Co
Pennsylvania
USD 476 M -USD 8.28 M -2% 7.89% 50.1% 56 5.36% 7.7