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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)
Callodine Capital Management
3351
Callodine Capital Management
Massachusetts
USD 484 M +USD 4.65 M +1% 2.74% 48.1% 49 28.57% 1.6
SC&H Financial Advisors
3352
SC&H Financial Advisors
Maryland
USD 484 M +USD 26.3 M +6% 1.2% 66.2% 154 4.55% 2.4
Steadview Capital Management
3353
Steadview Capital Management
United Kingdom
USD 483 M +USD 159 M +49% 48.9% 839% 10 50% 1.6
Gemsstock Ltd
3354
Gemsstock Ltd
United Kingdom
USD 483 M +USD 276 M +134% 2.53% 162% 17 52.94% 0.4
Mountain Capital Investment Advisors
3355
Mountain Capital Investment Advisors
Colorado
USD 483 M +USD 27 M +6% 2.15% 70.1% 68 17.65% 1.5
TLP
3356
Tri Locum Partners
New York
USD 483 M +USD 65.3 M +16% 5.92% 357% 32 50% 0.7
Sensible Financial Planning & Management
3357
Sensible Financial Planning & Management
Massachusetts
USD 482 M -USD 24 M -5% 2.46% 24.5% 53 45.28% 6.2
Clifford Capital Partners
3358
Clifford Capital Partners
Utah
USD 482 M -USD 19.8 M -4% 0.66% 77.3% 59 27.12% 2.9
Austin Wealth Management
3359
Austin Wealth Management
Texas
USD 482 M +USD 26.8 M +6% 1.88% 52.4% 123 5.69% 1.1
MinichMacGregor Wealth Management
3360
MinichMacGregor Wealth Management
New York
USD 482 M +USD 15.1 M +3% 0.56% 130% 130 18.46% 1.9
Buck Wealth Strategies
3361
Buck Wealth Strategies
Colorado
USD 481 M +USD 163 M +51% 0.6% 48.4% 81 18.52% 0.9
Financial Management Network
3362
Financial Management Network
California
USD 481 M +USD 2.98 M +0.6% 0.29% 62.5% 182 17.58% 2.4
Prestige Wealth Management Group
3363
Prestige Wealth Management Group
New Jersey
USD 481 M -USD 2.6 M -0.5% 0.31% 55.8% 1,077 7.06% 4
Iowa State Bank
3364
Iowa State Bank
Iowa
USD 481 M -USD 5.71 M -1% 0.98% 85.7% 112 7.14% 6.1
AWAM
3365
Appian Way Asset Management
New York
USD 480 M +USD 35.6 M +8% 1.06% 49.4% 50 72% 0.3
Harfst & Associates
3366
Harfst & Associates
Wyoming
USD 480 M +USD 34.8 M +8% 10.9% 88.1% 98 8.16% 5.1
Unique Wealth
3367
Unique Wealth
Florida
USD 480 M +USD 43 M +10% 1.03% 68.5% 148 22.97% 1
Bearing Point Capital
3368
Bearing Point Capital
Minnesota
USD 480 M – – 2.14% – 162 – 0
Simplicity Wealth
3369
Simplicity Wealth
New Jersey
USD 480 M -USD 600 M -56% 1.78% 82.2% 535 47.29% 0.9
Chemung Canal Trust
3370
Chemung Canal Trust
New York
USD 480 M -USD 14.8 M -3% 1.17% 93.4% 125 4% 7.1
Schoolcraft Capital
3371
Schoolcraft Capital
Colorado
USD 479 M -USD 13.3 M -3% 2.42% 58.7% 69 2.9% 3.9
First National Bank & Trust Co of Newtown
3372
First National Bank & Trust Co of Newtown
Pennsylvania
USD 479 M -USD 42.9 M -8% 0.84% 64.8% 140 6.43% 8.7
Bricktown Capital
3373
Bricktown Capital
Michigan
USD 479 M -USD 58 M -11% 1.94% 46.2% 28 14.29% 1.3
Heron Bay Capital Management
3374
Heron Bay Capital Management
Michigan
USD 479 M +USD 3.22 M +0.7% 6.76% 80.3% 130 32.31% 1.6
Talon Private Wealth
3375
Talon Private Wealth
Florida
USD 479 M +USD 3.29 M +0.7% 1.21% – 354 32.77% 0.2