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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)
Okabena Investment Services
3551
Okabena Investment Services
Minnesota
USD 524 M +USD 9.6 M +2% 4.45% 72.4% 154 17.53% 2.1
Heron Bay Capital Management
3552
Heron Bay Capital Management
Michigan
USD 524 M -USD 11.5 M -2% 1.85% 58.9% 127 25.98% 1.9
Prestige Wealth Management Group
3553
Prestige Wealth Management Group
New Jersey
USD 524 M +USD 5.86 M +1% 2.08% 55.8% 1,039 7.03% 4.7
Machina Capital
3554
Machina Capital
France
USD 524 M -USD 44.5 M -8% 0.65% 34.8% 432 48.38% 0.5
TrueMark Investments
3555
TrueMark Investments
Illinois
USD 523 M -USD 51.9 M -9% 1.54% – 301 55.81% 0.5
M. Kulyk & Associates
3556
M. Kulyk & Associates
Georgia
USD 523 M +USD 31.1 M +6% 4.02% 63.3% 114 14.91% 3
Dividend Assets Capital
3557
Dividend Assets Capital
South Carolina
USD 523 M -USD 47.1 M -8% 0.69% 67.4% 146 6.85% 7.5
JMAC Enterprises
3558
JMAC Enterprises
Pennsylvania
USD 523 M +USD 17.6 M +3% 2.12% 68.5% 125 6.4% 2.6
Kirr Marbach & Co
3559
Kirr Marbach & Co
Indiana
USD 523 M -USD 30.7 M -6% 1.05% 121% 60 8.33% 4.1
KC
3560
KCM Capital
Kansas
USD 523 M – – 23.3% – 30 – 0
Blue Zone Wealth Advisors
3561
Blue Zone Wealth Advisors
California
USD 523 M +USD 22 M +4% 0.95% 91.1% 140 10.71% 2.6
CFMC
3562
Curbstone Financial Management Corp
New Hampshire
USD 523 M +USD 2.52 M +0.5% 2.53% 69.6% 222 15.32% 6.8
Kapitalo Investimentos
3563
Kapitalo Investimentos
Brazil
USD 523 M -USD 14.6 M -3% 3.75% 66.5% 73 61.64% 0.8
GoalVest Advisory
3564
GoalVest Advisory
New York
USD 522 M +USD 50.4 M +11% 2.3% 94.8% 558 35.84% 1.7
BCM Advisors
3565
BCM Advisors
Louisiana
USD 522 M +USD 24.9 M +5% 3.44% 66.3% 76 6.58% 4.7
Talaria Asset Management
3566
Talaria Asset Management
Australia
USD 522 M -USD 33.9 M -6% 2.16% – 15 40% 0.6
Seeds Investor
3567
Seeds Investor
New York
USD 522 M +USD 47.8 M +10% 2.61% – 284 18.31% 1.2
ESL Trust Services
3568
ESL Trust Services
New York
USD 521 M +USD 11.4 M +2% 1.98% 53.9% 327 27.52% 1.4
Varenne Capital Partners
3569
Varenne Capital Partners
France
USD 521 M -USD 5.82 M -1% 2.67% 212% 35 57.14% 0.4
Alvarez & Marsal Private Wealth Partners
3570
Alvarez & Marsal Private Wealth Partners
Florida
USD 521 M – – 4.54% – 112 – 0
Great Diamond Partners
3571
Great Diamond Partners
Maine
USD 520 M +USD 4.1 M +0.8% 2.21% 86.1% 241 12.45% 2.9
Financial Gravity Asset Management
3572
Financial Gravity Asset Management
Texas
USD 520 M +USD 13.6 M +3% 0.86% – 1,059 32.77% 2.2
Mattern Wealth Management
3573
Mattern Wealth Management
Kansas
USD 519 M +USD 18.6 M +4% 2.15% 62.2% 162 7.41% 3.9
OCP
3574
OCO Capital Partners
New York
USD 519 M +USD 208 M +67% 11.4% 679% 7 71.43% 0.8
Hazelview Securities
3575
Hazelview Securities
Ontario, Canada
USD 519 M -USD 11.5 M -2% 0.49% – 47 34.04% 1.2