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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)
BSW Wealth Partners
3426
BSW Wealth Partners
Colorado
USD 398 M +USD 40.5 M +11% 8.49% 75.4% 276 16.3% 2.3
NorthStar Asset Management (Massachusetts)
3427
NorthStar Asset Management (Massachusetts)
Massachusetts
USD 398 M +USD 19.5 M +5% 11% 66.3% 84 5.95% 0.7
DAFNA Capital Management
3428
DAFNA Capital Management
California
USD 398 M +USD 20.8 M +6% 9.25% 313% 92 18.48% 2
SC
3429
Saybrook Capital
North Carolina
USD 397 M +USD 36 M +10% 10.2% 72.5% 56 10.71% 5.6
Monograph Wealth Advisors
3430
Monograph Wealth Advisors
California
USD 397 M – – 7.48% 74.8% 86 – 0
Harbert Fund Advisors
3431
Harbert Fund Advisors
Alabama
USD 397 M +USD 115 M +41% 2.85% 70.8% 53 45.28% 0.6
Goldstein Munger & Associates
3432
Goldstein Munger & Associates
California
USD 397 M +USD 24 M +6% 6.15% 11.9% 33 0% 6
Wright Investors Service
3433
Wright Investors Service
Connecticut
USD 395 M +USD 43.5 M +12% 10.6% 161% 156 17.95% 3.3
Oliver Luxxe Assets
3434
Oliver Luxxe Assets
New Jersey
USD 395 M +USD 31.9 M +9% 10.8% 137% 222 23.42% 1.8
PT
3435
Plimoth Trust
Massachusetts
USD 394 M +USD 40.7 M +12% 10.7% 110% 167 3.59% 3.4
One Wealth Advisors
3436
One Wealth Advisors
California
USD 394 M +USD 53.2 M +16% 7.75% 66% 246 32.93% 1.1
AAM
3437
AR Asset Management
California
USD 394 M +USD 36.8 M +10% 11.8% 78.2% 121 5.79% 6.1
SkyOak Wealth
3438
SkyOak Wealth
Michigan
USD 393 M +USD 22.2 M +6% 8.09% 80.7% 265 20% 1.4
Harfst & Associates
3439
Harfst & Associates
Wyoming
USD 393 M +USD 31.1 M +9% 9.77% 88.1% 132 12.12% 3
Shikiar Asset Management
3440
Shikiar Asset Management
New York
USD 393 M +USD 37.3 M +10% 10.9% 117% 119 25.21% 2.5
Univest Financial
3441
Univest Financial
Pennsylvania
USD 393 M +USD 34.5 M +10% 9.55% 96.9% 116 9.48% 3.8
Intellectus Partners
3442
Intellectus Partners
California
USD 392 M -USD 20.9 M -5% 3.69% 157% 302 18.54% 2.2
Hoey Investments
3443
Hoey Investments
Pennsylvania
USD 392 M +USD 57 M +17% 17.5% 247% 275 20.36% 1.1
High Falls Advisors
3444
High Falls Advisors
New York
USD 392 M +USD 23.7 M +6% 5.61% 56.9% 139 22.3% 1.8
Redhawk Wealth Advisors
3445
Redhawk Wealth Advisors
Minnesota
USD 392 M +USD 30.1 M +8% 9.75% 116% 264 35.23% 1.2
WCMN
3446
Westchester Capital Management (Nebraska)
Nebraska
USD 392 M +USD 32.7 M +9% 12% 121% 48 0% 5
Punch Card Management
3447
Punch Card Management
Florida
USD 391 M +USD 4.92 M +1% 1.81% 41% 3 0% 3.8
Rye Brook Capital
3448
Rye Brook Capital
Connecticut
USD 390 M +USD 248 M +175% 4.42% 77.2% 36 44.44% 0.5
Cedar Brook Financial Partners
3449
Cedar Brook Financial Partners
Ohio
USD 390 M +USD 57 M +17% 8% 47% 396 16.41% 1.7
Abundance Wealth Counselors
3450
Abundance Wealth Counselors
Pennsylvania
USD 390 M +USD 219 M +128% 7.53% 107% 120 64.17% 0.5