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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)
TM
3626
Tikvah Management
North Carolina
USD 359 M -USD 11.3 M -3% 8.7% 169% 25 32% 2.5
Atlantic Investment Management
3627
Atlantic Investment Management
New York
USD 358 M +USD 60.3 M +20% 11.9% 28.8% 12 25% 2.2
LA
3628
Latitude Advisors
Florida
USD 358 M +USD 42.1 M +13% 8.48% 79.6% 317 15.77% 0.6
Redmond Asset Management
3629
Redmond Asset Management
Virginia
USD 358 M +USD 38.6 M +12% 8.45% 68.2% 206 13.11% 3.2
Aaron Wealth Advisors
3630
Aaron Wealth Advisors
Illinois
USD 358 M +USD 3.14 M +0.9% 7.16% 108% 185 17.84% 0.7
Founders Circle Capital
3631
Founders Circle Capital
California
USD 358 M +USD 29.2 M +9% 23% 28% 15 33.33% 0.4
FCT
3632
Family Capital Trust
Massachusetts
USD 358 M +USD 6.97 M +2% 2.45% 39.1% 52 0% 6.2
DI
3633
Diligent Investors
California
USD 358 M +USD 63.6 M +22% 8.59% 82.2% 285 20.35% 3.2
Clare Market Investments
3634
Clare Market Investments
Texas
USD 358 M +USD 23.7 M +7% 10.1% – 173 31.79% 1.3
Princeton Global Asset Management
3635
Princeton Global Asset Management
New Jersey
USD 357 M +USD 29 M +9% 10.4% 110% 560 10.18% 1.9
EverSource Wealth Advisors
3636
EverSource Wealth Advisors
Alabama
USD 357 M – – 6.36% 98.1% 1,783 – 0
Olympus Peak Asset Management
3637
Olympus Peak Asset Management
Connecticut
USD 357 M +USD 125 M +54% 9.97% – 11 63.64% 0.1
Sage Rhino Capital
3638
Sage Rhino Capital
California
USD 357 M +USD 28.1 M +9% 3.66% 93.9% 232 15.52% 1.7
Washington University
3639
Washington University
Missouri
USD 357 M +USD 12.7 M +4% 8.03% 30.4% 6 0% 0.5
Gould Asset Management
3640
Gould Asset Management
California
USD 357 M +USD 32.7 M +10% 6.66% 48.3% 144 7.64% 4.5
AFT
3641
Alpha Family Trust
California
USD 357 M +USD 47.8 M +15% 7.82% 215% 25 28% 0.6
Strategies Wealth Advisors
3642
Strategies Wealth Advisors
Michigan
USD 356 M – – 6.77% 64.6% 81 – 0
Capricorn Fund Managers
3643
Capricorn Fund Managers
United Kingdom
USD 355 M – – 2.34% 173% 74 – 0
Hudock Inc
3644
Hudock Inc
Pennsylvania
USD 355 M +USD 23.2 M +7% 6.5% 69.7% 924 17.75% 4.3
Rock Point Advisors
3645
Rock Point Advisors
Vermont
USD 355 M +USD 13.7 M +4% 5.91% 94.1% 107 14.02% 3.6
Sterling Investment Advisors (Pennsylvania)
3646
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
USD 355 M +USD 18.9 M +6% 7.31% 111% 640 14.69% 2.5
Moisand Fitzgerald Tamayo
3647
Moisand Fitzgerald Tamayo
Florida
USD 355 M +USD 57.7 M +19% 5.8% 51.1% 427 14.52% 2.7
Riverwood Capital Management
3648
Riverwood Capital Management
California
USD 355 M – – 23.3% 46.5% 4 – 0
Concentric Wealth Management
3649
Concentric Wealth Management
California
USD 355 M +USD 27.6 M +8% 8.39% 33.4% 131 4.58% 3.5
Spectrum Asset Management (California)
3650
Spectrum Asset Management (California)
California
USD 355 M +USD 29.2 M +9% 6.32% 68.3% 132 18.94% 2.1