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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)
Steel Grove Capital Advisors
3601
Steel Grove Capital Advisors
Tennessee
USD 306 M USD 0 0% 8.32% 106% 147 20.41% 2.7
CDIA
3602
Capital Directions Investment Advisors
Georgia
USD 306 M +USD 7.43 M +2% 0% 7.53% 385 99.48% 0
Patriot Financial Partners
3603
Patriot Financial Partners
Pennsylvania
USD 305 M +USD 71.9 M +31% 33.6% 16.6% 15 6.67% 2.1
FFT Wealth Management
3604
FFT Wealth Management
Pennsylvania
USD 305 M +USD 14.2 M +5% 9.16% 65.6% 27 11.11% 2.8
Kathryn A. Hall
3605
Kathryn A. Hall
USD 305 M +USD 17.9 M +6% 21% 95.2% 58 13.79% 1.3
FORA Capital
3606
FORA Capital
Florida
USD 305 M -USD 351 M -54% 9.17% 162% 1,266 72.2% 0.2
Sage Rhino Capital
3607
Sage Rhino Capital
California
USD 304 M +USD 51.2 M +20% 4.69% 93.9% 193 11.92% 1.4
Marks Wealth
3608
Marks Wealth
Maryland
USD 304 M +USD 16 M +6% 14.1% 165% 55 63.64% 0.1
Regent Peak Wealth Advisors
3609
Regent Peak Wealth Advisors
Georgia
USD 304 M +USD 4.26 M +1% 4.39% – 1,169 86.57% 0.9
Diversified Portfolios Inc
3610
Diversified Portfolios Inc
Michigan
USD 304 M +USD 24.4 M +9% 3.87% 40.2% 99 7.07% 2.5
OCM
3611
Ogborne Capital Management
California
USD 304 M -USD 68.6 M -18% 6.04% 251% 15 53.33% 1.1
Union Square Park Capital Management
3612
Union Square Park Capital Management
New York
USD 304 M +USD 52.2 M +21% 35.6% 75.8% 128 67.19% 0.1
Southern Wealth Management
3613
Southern Wealth Management
Texas
USD 304 M +USD 39.8 M +15% 4.62% 50% 57 3.51% 1.1
Community Bank of Raymore
3614
Community Bank of Raymore
Missouri
USD 303 M +USD 38.6 M +15% 11.4% 91.9% 68 17.65% 3.7
Alera Investment Advisors
3615
Alera Investment Advisors
Illinois
USD 303 M +USD 19.9 M +7% 5.31% 28.9% 91 9.89% 1.4
Golden State Wealth Management
3616
Golden State Wealth Management
California
USD 303 M -USD 41.8 M -12% 3.81% – 248 24.19% 0.9
Newfoundland Capital Management
3617
Newfoundland Capital Management
Brazil
USD 303 M +USD 217 M +253% 12.7% 49.5% 58 79.31% 0.5
Concentric Wealth Management
3618
Concentric Wealth Management
California
USD 303 M +USD 31.2 M +11% 8.11% 33.4% 129 3.88% 2.9
Paradiem
3619
Paradiem
Louisiana
USD 303 M +USD 66.7 M +28% 11.4% 107% 107 23.36% 0.2
HT Partners
3620
HT Partners
Connecticut
USD 303 M +USD 6.47 M +2% 3.02% 71.1% 48 6.25% 2.8
SeaBridge Investment Advisors
3621
SeaBridge Investment Advisors
New Jersey
USD 303 M +USD 25.3 M +9% 8.5% 139% 137 10.22% 4.6
Hudson Edge Investment Partners
3622
Hudson Edge Investment Partners
New Jersey
USD 302 M +USD 21.9 M +8% 12.9% 67.9% 141 13.48% 3.4
Mill Road Capital Management
3623
Mill Road Capital Management
Connecticut
USD 302 M +USD 19.4 M +7% 40.8% 85.1% 28 42.86% 1.3
General Pension Society PZU Joint Stock
3624
General Pension Society PZU Joint Stock
Poland
USD 302 M +USD 255 k +0.1% 17.8% 116% 17 11.76% 5.1
EEP
3625
Edgehill Endowment Partners
Connecticut
USD 302 M +USD 17.6 M +6% 3.21% 11.6% 6 0% 2.3