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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)
BT Wealth Management
3676
BT Wealth Management
Georgia
USD 197 M +USD 22.6 M +13% 19.9% 34.8% 62 22.58% 1
EFL
3677
ERn Financial LLC
Wisconsin
USD 197 M +USD 45.3 M +30% 18.2% 61.2% 79 24.05% 0.9
Beech Hill Advisors
3678
Beech Hill Advisors
New York
USD 197 M +USD 50.8 M +35% 22.2% 117% 89 25.84% 2.6
FSA
3679
Financial Services Advisory
Maryland
USD 197 M +USD 189 M +2,369% 16.7% 82.5% 26 80.77% 0.2
Nixon Peabody Trust
3680
Nixon Peabody Trust
Massachusetts
USD 197 M +USD 35.2 M +22% 21.1% 101% 79 13.92% 3.2
Financial Consulate
3681
Financial Consulate
Maryland
USD 197 M +USD 28.4 M +17% 23.6% 61.4% 105 14.29% 2.8
Taylor Wealth Management Partners
3682
Taylor Wealth Management Partners
Massachusetts
USD 197 M +USD 33.8 M +21% 29.7% 62% 53 20.75% 1.9
Lineweaver Wealth Advisors
3683
Lineweaver Wealth Advisors
Ohio
USD 197 M +USD 37.6 M +24% 16.4% 68.4% 86 27.91% 0.4
AO
3684
Allen Operations
New York
USD 197 M +USD 35.2 M +22% 24.4% 248% 24 8.33% 3.8
Mendon Capital Advisors
3685
Mendon Capital Advisors
Florida
USD 196 M -USD 7.17 M -4% 14.9% – 70 40% 1.8
Harrell Investment Partners
3686
Harrell Investment Partners
Texas
USD 196 M +USD 12.7 M +7% 19.4% 121% 88 22.73% 0.4
Kadensa Capital
3687
Kadensa Capital
Hong Kong
USD 196 M -USD 13.1 M -6% 45.4% 191% 18 61.11% 0.2
VCU Investment Management
3688
VCU Investment Management
Virginia
USD 196 M -USD 62.6 M -24% 9.82% – 11 27.27% 1.9
Opes Wealth Management
3689
Opes Wealth Management
California
USD 196 M +USD 63.4 M +48% 21% 54.1% 70 35.71% 0.7
Bessemer Securities
3690
Bessemer Securities
New York
USD 196 M -USD 5.45 M -3% 21.6% 45% 106 21.7% 1.3
SM
3691
Saya Management
New York
USD 196 M +USD 20.2 M +12% 22.1% 34.8% 15 40% 0.7
Brightlight Capital Management
3692
Brightlight Capital Management
Connecticut
USD 196 M +USD 66.2 M +51% 106% 202% 15 40% 0.4
MAK Capital One
3693
MAK Capital One
New York
USD 196 M +USD 82.7 M +73% 28.4% 200% 7 14.29% 2
Meridian Investment Counsel
3694
Meridian Investment Counsel
California
USD 196 M +USD 41.9 M +27% 26.8% 116% 183 7.1% 4.6
Stevard LLC
3695
Stevard LLC
Illinois
USD 195 M +USD 40.4 M +26% 24.1% – 166 68.67% 0.2
WA
3696
Winfield Associates
Ohio
USD 195 M +USD 37 M +23% 23.4% 77.8% 138 16.67% 3.4
Rezny Wealth Management
3697
Rezny Wealth Management
Florida
USD 195 M – – 19.9% 99.6% 10 – 2.4
Akaris Global Partners
3698
Akaris Global Partners
New York
USD 195 M -USD 9.5 M -5% 40% 35% 31 67.74% 0.2
Rice Partnership
3699
Rice Partnership
Hawaii
USD 195 M +USD 46 M +31% 19.8% 135% 104 23.08% 1.6
Trinity Legacy Partners
3700
Trinity Legacy Partners
Texas
USD 195 M +USD 53 M +37% 29.6% 63.3% 84 32.14% 0.7