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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)
UIM
3576
Underhill Investment Management
California
USD 189 M +USD 32.4 M +21% 14.3% 59.8% 21 19.05% 2.5
CWAG
3577
Compton Wealth Advisory Group
Virginia
USD 189 M -USD 5.57 M -3% 14.6% 76.1% 72 9.72% 0.2
Hamilton Lane Advisors
3578
Hamilton Lane Advisors
Pennsylvania
USD 189 M +USD 74.2 M +65% 28.9% 167% 68 54.41% 0.6
Alliance Wealth Management Group
3579
Alliance Wealth Management Group
New Jersey
USD 189 M +USD 21.1 M +13% 8.09% 43.4% 60 16.67% 1.8
ORIX Corporation USA
3580
ORIX Corporation USA
Texas
USD 188 M +USD 166 M +740% 24.6% – 1 0% 1.3
Artemis Wealth Advisors
3581
Artemis Wealth Advisors
New York
USD 188 M -USD 9.6 M -5% 15.8% 180% 42 28.57% 1.9
Twin Securities
3582
Twin Securities
New York
USD 188 M -USD 8.75 M -4% 19.7% 506% 23 78.26% 0.2
Zebra Capital Management
3583
Zebra Capital Management
Connecticut
USD 188 M +USD 26.5 M +16% 14.5% 142% 499 38.68% 1.1
Teza Capital Management
3584
Teza Capital Management
Illinois
USD 188 M -USD 75.6 M -29% 15.5% 133% 479 76.62% 0.2
Spring Creek Capital
3585
Spring Creek Capital
Kansas
USD 188 M +USD 43.8 M +30% 48.3% 312% 39 94.87% 0
PWP
3586
Personal Wealth Partners
Minnesota
USD 188 M +USD 28.7 M +18% 10.3% 37.2% 69 56.52% 0.1
Stadium Capital Management
3587
Stadium Capital Management
Connecticut
USD 188 M -USD 53.4 M -22% 3.76% 10.9% 19 47.37% 1.7
Financial Synergies Wealth Advisors
3588
Financial Synergies Wealth Advisors
Texas
USD 188 M – – 14.5% 79% 28 – 0
DC
3589
DPM Capital
Florida
USD 188 M +USD 16.6 M +10% 15.8% 110% 13 38.46% 0.3
NAH
3590
Neumann Advisory (HK)
Hong Kong
USD 188 M +USD 43.9 M +30% 28.2% 77.3% 12 8.33% 1.2
Axel Capital Management
3591
Axel Capital Management
New York
USD 188 M +USD 36.6 M +24% 12.4% 194% 12 25% 1.8
Peter Svennilson
3592
Peter Svennilson
USD 188 M +USD 74.3 M +65% 153% – 4 0% 0.3
Verger Capital Management
3593
Verger Capital Management
North Carolina
USD 188 M +USD 5.05 M +3% 9.77% 58.3% 13 0% 2.8
Biltmore Wealth Management
3594
Biltmore Wealth Management
Arizona
USD 188 M +USD 97 M +107% 9.05% 59.8% 72 79.17% 0.9
LFG
3595
LifePlan Financial Group
Ohio
USD 188 M +USD 27.3 M +17% 11.1% 20.2% 578 8.3% 1.5
Investors Research Corp
3596
Investors Research Corp
Georgia
USD 188 M +USD 44.3 M +31% 12.5% 62.1% 1,052 70.15% 0.4
Integrated Investment Consultants
3597
Integrated Investment Consultants
Michigan
USD 188 M +USD 788 k +0.4% 13.8% 70.2% 179 26.82% 2.5
WA
3598
Winfield Associates
Ohio
USD 187 M +USD 24.1 M +15% 13.6% 77.8% 130 13.85% 3.6
Fernwood Investment Management
3599
Fernwood Investment Management
Massachusetts
USD 187 M +USD 32.2 M +21% 21.2% 83.4% 159 11.32% 2.7
Avalon Global Asset Management
3600
Avalon Global Asset Management
California
USD 187 M +USD 22.7 M +14% 24.1% 278% 40 50% 2.3