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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)
Mosaic Family Wealth
3501
Mosaic Family Wealth
Missouri
USD 299 M +USD 32.5 M +12% 13.4% 85.2% 158 14.56% 3.6
Court Place Advisors
3502
Court Place Advisors
Maryland
USD 299 M +USD 31.6 M +12% 12.7% 92% 179 8.94% 4.7
Sugarloaf Wealth Management
3503
Sugarloaf Wealth Management
Georgia
USD 299 M +USD 24.5 M +9% 8.37% 10.2% 781 13.44% 0.9
CDIA
3504
Capital Directions Investment Advisors
Georgia
USD 299 M +USD 34.4 M +13% 17.1% 7.53% 203 7.88% 2.1
YorkBridge Wealth Partners
3505
YorkBridge Wealth Partners
New York
USD 299 M +USD 60.5 M +25% 12.7% 36.5% 219 20.55% 2.5
One Day In July LLC
3506
One Day In July LLC
Vermont
USD 298 M +USD 17.6 M +6% 11.7% 48.2% 60 28.33% 1.2
Armbruster Capital Management
3507
Armbruster Capital Management
New York
USD 298 M +USD 37.7 M +14% 15.8% 66.7% 91 8.79% 3
Himension Capital (Singapore)
3508
Himension Capital (Singapore)
Singapore
USD 298 M – – 25.6% 464% 16 – 0
AIP LLC
3509
AIP LLC
New York
USD 298 M +USD 31.1 M +12% 11.7% 54.9% 1 0% 3
SP
3510
StackLine Partners
New York
USD 297 M +USD 36.1 M +14% 34.3% 12.7% 13 23.08% 1.3
Financial Planning & Information Services
3511
Financial Planning & Information Services
Wisconsin
USD 297 M +USD 40 M +16% 16.4% 13% 69 7.25% 3.6
Nalanda India Fund
3512
Nalanda India Fund
Mauritius
USD 297 M +USD 33.3 M +13% 12.6% 15.3% 1 0% 2
5AM Venture Management
3513
5AM Venture Management
California
USD 297 M -USD 83.4 M -22% 32.7% 546% 10 10% 0.9
CH
3514
Canton Hathaway
Rhode Island
USD 297 M +USD 52.6 M +22% 11.9% 87.8% 370 60% 1
HT Partners
3515
HT Partners
Connecticut
USD 296 M +USD 32.8 M +12% 10.6% 71.1% 46 23.91% 2.6
Matthew 25 Management Corp
3516
Matthew 25 Management Corp
Pennsylvania
USD 296 M +USD 33.5 M +13% 17.4% 155% 20 10% 4.8
BHZ Capital Management
3517
BHZ Capital Management
California
USD 296 M +USD 60.2 M +26% 43.6% 3.24% 154 18.18% 2.6
Northwest Quadrant Wealth Management
3518
Northwest Quadrant Wealth Management
Oregon
USD 296 M +USD 43.4 M +17% 13.5% 45.6% 61 11.48% 2.8
Heathbridge Capital Management
3519
Heathbridge Capital Management
Ontario, Canada
USD 296 M +USD 39.5 M +15% 22.5% 73.6% 24 0% 4.8
Fulcrum Asset Management
3520
Fulcrum Asset Management
United Kingdom
USD 296 M +USD 129 M +78% 15.2% – 142 0% 0
CCM
3521
Compton Capital Management
Rhode Island
USD 296 M +USD 35.1 M +13% 12.9% 75.6% 154 14.94% 4.6
McNamara Financial Services
3522
McNamara Financial Services
Massachusetts
USD 295 M -USD 218 k -0.1% 11% 47.7% 48 0% 3.1
Stevard LLC
3523
Stevard LLC
Illinois
USD 295 M +USD 55.5 M +23% 16.6% – 168 59.52% 0.7
LFA
3524
Lighthouse Financial Advisors
Maryland
USD 295 M +USD 32.1 M +12% 13.3% – 113 12.39% 0.7
Silver Rock Financial
3525
Silver Rock Financial
California
USD 295 M +USD 119 M +68% 22% 2.58% 46 73.91% 0.5