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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)
Certuity
3376
Certuity
Florida
USD 253 M +USD 38.6 M +18% 10.5% 197% 225 29.33% 0.5
TRB Advisors
3377
TRB Advisors
New York
USD 253 M +USD 50.7 M +25% 10.6% 76.1% 12 33.33% 2
TCI Wealth Advisors
3378
TCI Wealth Advisors
Arizona
USD 253 M +USD 19.2 M +8% 11.1% 68.2% 1,737 16.81% 3.2
Progressive Investment Management
3379
Progressive Investment Management
Oregon
USD 253 M +USD 23.6 M +10% 12.3% 139% 36 8.33% 3.8
Rothschild Capital Partners
3380
Rothschild Capital Partners
New York
USD 253 M +USD 12.9 M +5% 8.85% 90.8% 39 10.26% 3.4
Northwest Quadrant Wealth Management
3381
Northwest Quadrant Wealth Management
Oregon
USD 252 M +USD 15 M +6% 5.24% 45.6% 60 13.33% 2.8
Walter & Keenan Wealth Management
3382
Walter & Keenan Wealth Management
Indiana
USD 252 M +USD 5.74 M +2% 7.23% 92% 146 5.48% 2.1
CBTWT
3383
Community Bank & Trust (Waco, Texas)
Texas
USD 252 M +USD 13.1 M +5% 8.9% 124% 125 6.4% 3.6
Sunflower Bank
3384
Sunflower Bank
Texas
USD 252 M +USD 121 k +0% 5.05% 42.7% 108 17.59% 0.2
Rainier Group Investment Advisory
3385
Rainier Group Investment Advisory
Washington
USD 252 M +USD 20.7 M +9% 7.9% 41.4% 74 22.97% 0.7
Arbor Wealth Management (Florida)
3386
Arbor Wealth Management (Florida)
Florida
USD 252 M +USD 37.6 M +18% 14.2% 101% 43 11.63% 1.6
Firsthand Capital Management
3387
Firsthand Capital Management
California
USD 252 M +USD 33.2 M +15% 28.1% 265% 53 13.21% 2.5
Capco Asset Management
3388
Capco Asset Management
Florida
USD 252 M +USD 18.7 M +8% 11.4% 46.1% 23 4.35% 2.9
JCM
3389
JD Capital Management
Connecticut
USD 252 M +USD 74.8 M +42% 8.92% 47.8% 23 30.43% 0.4
Outlook Wealth Advisors
3390
Outlook Wealth Advisors
Texas
USD 252 M +USD 15.6 M +7% 6.92% 76% 178 15.73% 0.9
Financial Sense Advisors
3391
Financial Sense Advisors
California
USD 251 M -USD 28.8 M -10% 5.39% 152% 114 33.33% 1.2
FA
3392
FMA Advisory
Pennsylvania
USD 251 M +USD 28.4 M +13% 6.72% 46.7% 164 9.15% 2.4
Alera Investment Advisors
3393
Alera Investment Advisors
Illinois
USD 251 M +USD 61.1 M +32% 7.81% 28.9% 91 24.18% 1
SFE Investment Counsel
3394
SFE Investment Counsel
California
USD 251 M +USD 24.9 M +11% 10.8% 114% 112 10.71% 3.8
W.L. Ross & Co
3395
W.L. Ross & Co
Texas
USD 251 M +USD 29.4 M +13% 18% – 3 0% 0.8
Perkins Coie Trust Company
3396
Perkins Coie Trust Company
Washington
USD 250 M +USD 7.41 M +3% 9.41% 83.2% 302 18.21% 5.1
Bayview Asset Management
3397
Bayview Asset Management
Florida
USD 250 M +USD 20 M +9% 9.45% 55.4% 12 25% 1.2
HHM Wealth Advisors
3398
HHM Wealth Advisors
Tennessee
USD 250 M +USD 10.8 M +4% 7.75% 62.3% 551 10.71% 0.6
Fruth Investment Management
3399
Fruth Investment Management
Texas
USD 250 M +USD 12.9 M +5% 8.93% 79.4% 206 9.22% 5.3
Claar Advisors
3400
Claar Advisors
New York
USD 250 M -USD 3.6 M -1% 9.38% 65.5% 35 20% 1.3