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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)
Ararat Capital Management
3576
Ararat Capital Management
Connecticut
USD 314 M +USD 13.5 M +4% 9.61% 99.2% 24 33.33% 1.1
Advisors Management Group
3577
Advisors Management Group
Wisconsin
USD 314 M +USD 48.8 M +18% 3.32% 132% 157 14.65% 3.6
Clearstead Trust
3578
Clearstead Trust
Maine
USD 313 M +USD 13.5 M +4% 11.1% 124% 405 12.35% 1.8
Westwind Capital
3579
Westwind Capital
New Mexico
USD 313 M +USD 19.1 M +6% 12.2% 87.6% 43 23.26% 3
Pacifica Capital Investments
3580
Pacifica Capital Investments
Texas
USD 313 M +USD 2.94 M +0.9% 8.68% 69.8% 20 15% 6.2
Cliffwater
3581
Cliffwater
California
USD 313 M -USD 42.4 M -12% 1.95% 29.4% 26 0% 4.4
Austin Asset Management
3582
Austin Asset Management
Texas
USD 312 M +USD 34.6 M +12% 3.94% 93.4% 63 26.98% 1
State of Wyoming
3583
State of Wyoming
Wyoming
USD 312 M +USD 11.2 M +4% 7.82% 135% 1,842 30.94% 0.9
Rainey & Randall Wealth Advisors
3584
Rainey & Randall Wealth Advisors
Florida
USD 312 M +USD 27.6 M +10% 5.2% 52.3% 46 17.39% 2.5
InceptionR
3585
InceptionR
California
USD 312 M +USD 122 M +64% 3.42% 62.9% 630 77.14% 0.1
Newman Dignan & Sheerar Inc
3586
Newman Dignan & Sheerar Inc
Rhode Island
USD 312 M +USD 9.6 M +3% 5.44% 82.6% 203 8.87% 4.7
Bulldog Investors
3587
Bulldog Investors
New Jersey
USD 311 M -USD 21.4 M -6% 2.63% 22.5% 336 38.99% 0.9
Retireful LLC
3588
Retireful LLC
Michigan
USD 311 M +USD 102 M +48% 2.64% 437% 70 95.71% 0
Pacific Sage Partners
3589
Pacific Sage Partners
Washington
USD 311 M +USD 9.7 M +3% 8.04% 58.9% 93 11.83% 0.2
Formula Growth
3590
Formula Growth
Quebec, Canada
USD 310 M -USD 42.6 M -12% 13.2% 118% 156 34.62% 2.8
O'Dell Group
3591
O'Dell Group
Ohio
USD 310 M +USD 27.5 M +10% 5.66% 72.2% 79 15.19% 2.5
tru Independence
3592
tru Independence
Oregon
USD 310 M +USD 1.85 M +0.6% 4.6% 67.4% 125 12% 1.7
Opes Wealth Management
3593
Opes Wealth Management
California
USD 310 M +USD 34.9 M +13% 8.61% 54.1% 116 18.1% 2.2
MHR
3594
Matthew Hamilton Rosenberg
USD 310 M +USD 14.8 M +5% 4.45% 52% 950 3.16% 1.9
Chan Zuckerberg Initiative
3595
Chan Zuckerberg Initiative
California
USD 310 M -USD 53.2 M -15% 4.07% 59% 5 20% 0.2
Progressive Investment Management
3596
Progressive Investment Management
Oregon
USD 310 M +USD 51.9 M +20% 15.2% 139% 63 12.7% 3.5
Adams Wealth Management
3597
Adams Wealth Management
Utah
USD 310 M +USD 26.6 M +9% 8.53% 112% 115 25.22% 1.7
Whitegate Investment Counselors
3598
Whitegate Investment Counselors
New Hampshire
USD 310 M +USD 16.7 M +6% 3.78% 51% 63 6.35% 5.9
LMG Wealth Partners
3599
LMG Wealth Partners
Louisiana
USD 310 M +USD 7.16 M +2% 3.12% 96.1% 112 11.61% 0.2
Astor Investment Management
3600
Astor Investment Management
Illinois
USD 310 M -USD 17.5 M -5% 2.05% 23.3% 28 35.71% 1.8