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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)
Bay Harbor Wealth Management
3776
Bay Harbor Wealth Management
Maryland
USD 201 M +USD 13.3 M +7% 5.64% 52.9% 439 22.1% 1.1
Inherent Group
3777
Inherent Group
New York
USD 201 M +USD 125 M +164% 12.7% 61.7% 23 34.78% 0.4
SimpliFi Inc
3778
SimpliFi Inc
California
USD 201 M +USD 10.1 M +5% 3.69% 27.9% 25 20% 1.4
SCM
3779
Stormborn Capital Management
Connecticut
USD 201 M +USD 114 M +131% 31.8% 256% 35 51.43% 0.2
Corrigan Financial
3780
Corrigan Financial
Rhode Island
USD 201 M +USD 14.5 M +8% 8.09% 9.54% 67 19.4% 2.8
KCP
3781
KDI Capital Partners
North Carolina
USD 201 M +USD 8.28 M +4% 8.61% 77.1% 30 3.33% 3.1
SPC
3782
Stony Point Capital
New York
USD 200 M +USD 23.5 M +13% 15.8% 208% 33 39.39% 0.4
Chase Investment Counsel
3783
Chase Investment Counsel
Virginia
USD 200 M +USD 2.68 M +1% 14.7% 380% 117 41.03% 1.4
Albar Capital
3784
Albar Capital
United Kingdom
USD 200 M +USD 8 M +4% 17.3% 163% 49 77.55% 0.2
Physicians Financial Services
3785
Physicians Financial Services
North Carolina
USD 200 M +USD 19.4 M +11% 13.6% 116% 110 7.27% 3.7
Bedel Financial Consulting
3786
Bedel Financial Consulting
Indiana
USD 200 M +USD 14.5 M +8% 3.12% 97.4% 887 9.47% 1.9
Laffer Tengler Investments
3787
Laffer Tengler Investments
Tennessee
USD 200 M +USD 25.9 M +15% 5.68% 96.5% 286 15.73% 0.9
Stewardship Advisors
3788
Stewardship Advisors
Pennsylvania
USD 200 M +USD 19.4 M +11% 4.6% 46.1% 37 10.81% 0.6
SWS Partners
3789
SWS Partners
Ohio
USD 200 M +USD 121 M +154% 8.61% 127% 118 43.22% 1
SimplyRich
3790
SimplyRich
California
USD 199 M +USD 17.7 M +10% 8.99% 105% 150 9.33% 1.6
Perennial Investment Advisors
3791
Perennial Investment Advisors
California
USD 199 M +USD 51.7 M +35% 13.7% 84.3% 163 26.99% 0.5
1C
3792
1623 Capital
Virginia
USD 199 M +USD 55.9 M +39% 15.6% 11.9% 41 12.2% 0.6
Arkadios Wealth Advisors
3793
Arkadios Wealth Advisors
Georgia
USD 199 M +USD 19.1 M +11% 8.71% 91.1% 1,163 19.35% 0.5
SM
3794
Saya Management
New York
USD 199 M +USD 3.16 M +2% 16.2% 34.8% 14 42.86% 0.7
Ironwood Financial
3795
Ironwood Financial
Arizona
USD 199 M +USD 13.9 M +8% 3.11% 54.1% 458 8.3% 2.9
Quadrant Private Wealth Management
3796
Quadrant Private Wealth Management
Pennsylvania
USD 199 M +USD 25.5 M +15% 10.7% 100% 191 13.61% 1.3
Atlas Principals
3797
Atlas Principals
North Carolina
USD 199 M +USD 64.2 M +48% 27.5% – 47 46.81% 0.4
Peoples Financial Services Corp
3798
Peoples Financial Services Corp
Pennsylvania
USD 199 M +USD 8.82 M +5% 6.4% 104% 312 7.05% 5.2
Somerset Trust
3799
Somerset Trust
Pennsylvania
USD 199 M +USD 11 M +6% 8.37% 80.5% 124 8.87% 4
Engine Capital Management
3800
Engine Capital Management
New York
USD 198 M +USD 46.3 M +30% 8.6% 21.1% 43 41.86% 0.8