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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)
TFO Wealth Partners
3401
TFO Wealth Partners
Ohio
USD 314 M +USD 54.9 M +21% 15.4% 68.9% 184 70.11% 0.6
Bender Robert & Associates
3402
Bender Robert & Associates
California
USD 314 M +USD 35 M +13% 17% 146% 47 2.13% 6
Teewinot Capital Advisers
3403
Teewinot Capital Advisers
New York
USD 314 M +USD 77.2 M +33% 31.6% 149% 36 25% 2.5
Kentucky Farm Bureau Mutual Insurance
3404
Kentucky Farm Bureau Mutual Insurance
Kentucky
USD 314 M +USD 31.6 M +11% 11.4% 96.4% 88 10.23% 3
Great Diamond Partners
3405
Great Diamond Partners
Maine
USD 314 M +USD 41.2 M +15% 14.1% 86.1% 190 23.16% 0.7
CFM Wealth Partners
3406
CFM Wealth Partners
Texas
USD 314 M +USD 39.4 M +14% 13.6% 175% 172 17.44% 0.8
White Lighthouse Investment Management
3407
White Lighthouse Investment Management
Massachusetts
USD 313 M +USD 24.5 M +8% 10.3% 62.1% 119 10.92% 2.3
Sanford Advisory Services
3408
Sanford Advisory Services
Michigan
USD 313 M – – 12.1% – 98 – 0
Martin Investment Management
3409
Martin Investment Management
Florida
USD 313 M +USD 35.7 M +13% 14.2% 50% 48 10.42% 3.5
Leelyn Smith
3410
Leelyn Smith
Illinois
USD 313 M +USD 29.3 M +10% 11.4% 86% 379 14.78% 0.8
PL Capital Advisors
3411
PL Capital Advisors
Florida
USD 312 M +USD 72 M +30% 40.6% 86.4% 41 4.88% 3.2
SC
3412
Saybrook Capital
North Carolina
USD 312 M +USD 33.8 M +12% 12.4% 72.5% 50 6% 5.4
Three Peaks Capital Management
3413
Three Peaks Capital Management
Colorado
USD 312 M +USD 27.9 M +10% 19.1% 84.5% 146 37.67% 1.4
FCA Corp
3414
FCA Corp
Texas
USD 312 M +USD 20.6 M +7% 12.4% 61.5% 221 27.6% 3.5
TRV GP IV
3415
TRV GP IV
Massachusetts
USD 312 M +USD 21.2 M +7% 8.9% 1,102% 5 0% 1
MM
3416
Meridian Management
Arkansas
USD 312 M +USD 42.7 M +16% 13.3% 65.3% 80 6.25% 3.6
Delta Investment Management
3417
Delta Investment Management
California
USD 311 M +USD 127 M +69% 22.8% 69.9% 196 36.73% 0.6
Optas LLC
3418
Optas LLC
Texas
USD 311 M -USD 16.2 M -5% 12.1% 132% 176 27.27% 0.8
PI
3419
Pennant Investors
New Jersey
USD 311 M +USD 35.6 M +13% 30.6% 372% 21 23.81% 1.4
Viking Fund Management
3420
Viking Fund Management
North Dakota
USD 311 M +USD 41.6 M +15% 19% 105% 126 12.7% 2.7
Certuity
3421
Certuity
Florida
USD 311 M +USD 57.3 M +23% 14.9% 197% 280 38.21% 0.5
IFS
3422
Ifrah Financial Services
Arkansas
USD 311 M +USD 31.9 M +11% 11.8% 64.1% 207 21.74% 3.3
Pier 88 Investment Partners
3423
Pier 88 Investment Partners
California
USD 310 M -USD 19.2 M -6% 9.19% 40.3% 134 18.66% 1.1
Leo Brokerage
3424
Leo Brokerage
Texas
USD 310 M +USD 68.3 M +28% 11.9% – 186 39.78% 0.2
AAM
3425
AR Asset Management
California
USD 310 M +USD 25.6 M +9% 13.2% 78.2% 115 3.48% 5.6