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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)
Evolution Wealth Advisors
3351
Evolution Wealth Advisors
Florida
USD 218 M -USD 1.6 M -0.7% 11.3% 96% 157 43.31% 0.2
Peak Financial Management
3352
Peak Financial Management
Massachusetts
USD 217 M +USD 14.2 M +7% 9.37% 58.2% 56 5.36% 1.8
AC
3353
Asturias Capital
New York
USD 217 M +USD 3.83 M +2% 20% 94.2% 25 56% 0.5
Finepoint Capital
3354
Finepoint Capital
Massachusetts
USD 217 M +USD 52.2 M +32% 7.57% 27.4% 4 75% 0.2
Pier 88 Investment Partners
3355
Pier 88 Investment Partners
California
USD 217 M +USD 19.7 M +10% 5.99% 40.3% 108 21.3% 1
Stewardship Financial Advisors
3356
Stewardship Financial Advisors
Georgia
USD 217 M +USD 22.1 M +11% 11.1% 39.1% 73 21.92% 1.8
First Sabrepoint Capital Management
3357
First Sabrepoint Capital Management
Texas
USD 217 M +USD 26.5 M +14% 18% 218% 34 35.29% 0.5
YorkBridge Wealth Partners
3358
YorkBridge Wealth Partners
New York
USD 217 M +USD 28 M +15% 13.8% 36.5% 799 7.88% 1.9
Matthew Goff Investment Advisor
3359
Matthew Goff Investment Advisor
Texas
USD 217 M +USD 19.9 M +10% 10.8% 89.6% 54 9.26% 1.6
Kestrel Investment Management
3360
Kestrel Investment Management
California
USD 216 M +USD 17.9 M +9% 16.1% 99.8% 50 20% 1.3
Aveo Capital Partners
3361
Aveo Capital Partners
Colorado
USD 216 M +USD 16.2 M +8% 7.87% 19.1% 175 30.86% 1.3
Wooster Corthell Wealth Management
3362
Wooster Corthell Wealth Management
Connecticut
USD 216 M +USD 37.4 M +21% 10.7% 39.1% 39 15.38% 2.8
TrueWealth LLC
3363
TrueWealth LLC
Georgia
USD 216 M +USD 18.6 M +9% 9.03% – 778 5.4% 1.2
APSP
3364
Asset Planning Services (Pennsylvania)
Pennsylvania
USD 216 M +USD 18.2 M +9% 10.4% 62.1% 285 8.42% 2.8
Shine Investment Advisory Services
3365
Shine Investment Advisory Services
Colorado
USD 215 M +USD 12.6 M +6% 13.4% 29% 734 11.72% 1.5
Inspire Investing
3366
Inspire Investing
Idaho
USD 215 M +USD 66.6 M +45% 14.7% 107% 323 33.13% 0.8
Think Investments
3367
Think Investments
California
USD 215 M +USD 47.6 M +28% 27.3% 285% 12 41.67% 1.6
McNamara Financial Services
3368
McNamara Financial Services
Massachusetts
USD 215 M -USD 21.7 M -9% 9.06% 47.7% 40 5% 2.4
CA
3369
Continental Advisors
Utah
USD 215 M -USD 112 M -34% 14.3% 73.6% 104 21.15% 3.1
Perkins Coie Trust Company
3370
Perkins Coie Trust Company
Washington
USD 215 M +USD 24 M +13% 13.8% 83.2% 315 5.71% 3.9
Roanoke Asset Management
3371
Roanoke Asset Management
New Jersey
USD 215 M +USD 26 M +14% 16.8% 50.3% 112 13.39% 3.9
Sharkey, Howes & Javer
3372
Sharkey, Howes & Javer
Colorado
USD 214 M +USD 60.9 M +40% 11.5% 60.2% 237 12.24% 2.8
LCP
3373
Legacy Capital Partners
Wisconsin
USD 214 M +USD 25.6 M +14% 12.8% 85.6% 138 10.14% 3.4
Trivium Point Advisory
3374
Trivium Point Advisory
Connecticut
USD 214 M +USD 49.4 M +30% 13.6% 106% 167 22.75% 0.2
Permit Capital
3375
Permit Capital
Pennsylvania
USD 214 M +USD 46.5 M +28% 18.4% 121% 27 0% 4.4