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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)
SG
3326
Swarthmore Group
Pennsylvania
USD 421 M +USD 33.4 M +9% 14.9% 44.2% 58 27.59% 1.4
Synergy Asset Management
3327
Synergy Asset Management
Washington
USD 420 M -USD 10 M -2% 7.99% 113% 134 50% 0.4
Hamilton Point Investment Advisors
3328
Hamilton Point Investment Advisors
North Carolina
USD 420 M +USD 43.6 M +12% 10.3% 86.8% 84 9.52% 4.5
China Universal Asset Management Company
3329
China Universal Asset Management Company
China
USD 420 M – – 8.26% 292% 92 – 0
CloudAlpha Capital Management
3330
CloudAlpha Capital Management
Hong Kong
USD 420 M +USD 82.1 M +24% 18.4% 2,702% 26 73.08% 0.3
Cypress Asset Management
3331
Cypress Asset Management
Texas
USD 420 M +USD 34.4 M +9% 12% 141% 139 5.04% 4.8
Continental Grain Company
3332
Continental Grain Company
New York
USD 420 M -USD 82.8 M -16% 13% 5.73% 11 27.27% 1.5
11 Capital Partners
3333
11 Capital Partners
Connecticut
USD 420 M -USD 74 M -15% 4.97% 101% 22 27.27% 0.6
B&I Capital
3334
B&I Capital
Switzerland
USD 420 M +USD 44.9 M +12% 17.1% 30.5% 41 24.39% 0.8
Teewinot Capital Advisers
3335
Teewinot Capital Advisers
New York
USD 420 M -USD 29.1 M -6% 3.5% 149% 37 35.14% 3.4
Braun-Bostich & Associates
3336
Braun-Bostich & Associates
Pennsylvania
USD 420 M +USD 367 M +691% 12.1% 64.5% 155 91.61% 0.4
Human Investing
3337
Human Investing
Oregon
USD 419 M -USD 4.7 M -1% 6.21% 56.9% 115 41.74% 2.2
NG
3338
Northstar Group
New York
USD 419 M +USD 34.5 M +9% 8.98% 68.4% 158 9.49% 4.3
EWA
3339
ERTS Wealth Advisors
Michigan
USD 419 M +USD 37.8 M +10% 6.07% 39.3% 90 10% 2.1
RC
3340
Reik & Co
New York
USD 419 M +USD 32.5 M +8% 14.4% 47.2% 55 5.45% 5.8
Schneider Downs Wealth Management Advisors
3341
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 419 M +USD 31.5 M +8% 9.73% 61.5% 160 12.5% 1.9
Prestige Wealth Management Group
3342
Prestige Wealth Management Group
New Jersey
USD 419 M +USD 27.8 M +7% 7.33% 55.8% 1,090 7.25% 1.9
FinTrust Capital Advisors
3343
FinTrust Capital Advisors
South Carolina
USD 418 M +USD 38.9 M +10% 6.94% 23.6% 1,298 16.95% 2
LCM
3344
Lonestar Capital Management
California
USD 418 M -USD 582 M -58% 1.25% 260% 37 56.76% 0.5
Greystone Financial Group
3345
Greystone Financial Group
Michigan
USD 417 M +USD 80.9 M +24% 8.64% 79.3% 96 26.04% 0.7
Capital Advantage
3346
Capital Advantage
California
USD 417 M +USD 47.1 M +13% 4.7% 49.2% 50 12% 3.8
AIS
3347
AM Investment Strategies
Tennessee
USD 417 M +USD 35.9 M +9% 7.79% 135% 122 17.21% 1
Carderock Capital Management
3348
Carderock Capital Management
Maryland
USD 416 M +USD 61.6 M +17% 15.2% 97.6% 160 53.75% 4.4
Brian C. Broderick
3349
Brian C. Broderick
USD 416 M +USD 41.2 M +11% 10.7% 98.6% 82 12.2% 5.9
Diversified Portfolios Inc
3350
Diversified Portfolios Inc
Michigan
USD 416 M +USD 54.2 M +15% 6.56% 40.2% 142 22.54% 2.1