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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)
Matisse Capital
3401
Matisse Capital
Oregon
USD 250 M -USD 51.1 M -17% 2.77% 73.3% 172 24.42% 1.6
Rowlandmiller & Partners
3402
Rowlandmiller & Partners
Georgia
USD 250 M -USD 45.5 M -15% 6.08% 84% 153 9.15% 4
D.B. Root & Company
3403
D.B. Root & Company
Pennsylvania
USD 249 M +USD 18.8 M +8% 7.48% 63% 210 10% 1.8
Physician Wealth Advisors
3404
Physician Wealth Advisors
Utah
USD 249 M +USD 1.02 M +0.4% 7.07% 79.9% 134 7.46% 0.8
Squadra Investments
3405
Squadra Investments
Brazil
USD 249 M +USD 140 M +128% 3.75% 1.55% 4 75% 0.3
Hudson Edge Investment Partners
3406
Hudson Edge Investment Partners
New Jersey
USD 249 M -USD 61.1 M -20% 3.54% 67.9% 146 16.44% 3.1
Canal Insurance Company
3407
Canal Insurance Company
South Carolina
USD 249 M -USD 4.72 M -2% 1.71% 114% 77 19.48% 3.7
Apella Capital
3408
Apella Capital
Connecticut
USD 249 M +USD 34.3 M +16% 5.43% 48.6% 123 10.57% 0.4
Fort Baker Capital Management
3409
Fort Baker Capital Management
California
USD 249 M +USD 123 M +98% 3.23% 46.3% 55 74.55% 0.1
Princeton Capital Management
3410
Princeton Capital Management
New Jersey
USD 249 M +USD 23.3 M +10% 11.5% 206% 96 2.08% 3.2
Private Advisory Group
3411
Private Advisory Group
Washington
USD 248 M +USD 4.1 M +2% 12% 187% 126 33.33% 1
New Leaf Venture Partners
3412
New Leaf Venture Partners
New York
USD 248 M -USD 100 M -29% 14.7% 3.91% 20 10% 2.1
GWSG
3413
GPS Wealth Strategies Group
Colorado
USD 248 M – – 12.5% 118% 149 – 0
Muzinich & Co
3414
Muzinich & Co
New York
USD 248 M -USD 84.8 M -25% 1.9% 13.5% 57 40.35% 3.4
Princeton Global Asset Management
3415
Princeton Global Asset Management
New Jersey
USD 248 M -USD 72.7 M -23% 8.31% 110% 559 20.93% 1.1
Cape Ann Asset Management
3416
Cape Ann Asset Management
United Kingdom
USD 248 M +USD 3.85 M +2% 1.02% 199% 11 0% 0.5
Franklin, Parlapiano, Turner & Welch
3417
Franklin, Parlapiano, Turner & Welch
Texas
USD 248 M +USD 5.78 M +2% 4.43% 49.3% 46 6.52% 5.2
Hoey Investments
3418
Hoey Investments
Pennsylvania
USD 248 M +USD 43.9 M +22% 19.5% 247% 166 25.3% 0.5
Tolleson Wealth Management
3419
Tolleson Wealth Management
Texas
USD 248 M +USD 19 M +8% 7.27% 56.2% 69 11.59% 1.2
Stone House Investment Management
3420
Stone House Investment Management
Pennsylvania
USD 247 M +USD 48.2 M +24% 6.77% 57.9% 39 17.95% 1
D'Orazio & Associates
3421
D'Orazio & Associates
Virginia
USD 247 M +USD 17.4 M +8% 8.94% 66.7% 367 16.62% 3.6
Blue Fin Capital
3422
Blue Fin Capital
Rhode Island
USD 247 M +USD 21.3 M +9% 11.4% 147% 120 7.5% 4.8
LCP
3423
Legacy Capital Partners
Wisconsin
USD 247 M +USD 14.2 M +6% 9.34% 85.6% 155 18.71% 4.3
Punch Card Management
3424
Punch Card Management
Florida
USD 247 M +USD 20.3 M +9% 12.9% 41% 3 0% 2.6
Cedar Mountain Advisors
3425
Cedar Mountain Advisors
Oregon
USD 247 M +USD 16.2 M +7% 7.42% 57.7% 274 9.49% 0.7