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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)
Gainplan
3876
Gainplan
Michigan
USD 190 M +USD 23.3 M +14% 8.32% 103% 67 59.7% 0.4
Regents of the University of California
3877
Regents of the University of California
California
USD 190 M +USD 137 M +263% 273% 76.6% 31 22.58% 3.2
CAGAS
3878
Capital Advisory Group Advisory Services
Minnesota
USD 190 M +USD 39.2 M +26% 6.94% 54.8% 477 63.1% 1.3
Cerebellum
3879
Cerebellum
California
USD 190 M +USD 34 M +22% 6.72% – 548 47.08% 0.6
ETF Portfolio Partners
3880
ETF Portfolio Partners
Kansas
USD 189 M +USD 15.1 M +9% 5.44% 50.2% 34 5.88% 3
Zeal Asset Management
3881
Zeal Asset Management
Hong Kong
USD 189 M – – 18.9% 26.9% 5 – 0
Archer Investment Corporation
3882
Archer Investment Corporation
Indiana
USD 189 M +USD 24.1 M +15% 5.99% 76.1% 689 30.91% 0.7
PhiloSmith Capital
3883
PhiloSmith Capital
Connecticut
USD 189 M +USD 3.25 M +2% 2.92% 47% 37 5.41% 2.2
Eads & Heald Wealth Management
3884
Eads & Heald Wealth Management
Georgia
USD 189 M +USD 10.2 M +6% 6.62% 93.3% 133 6.02% 4.9
Copperwynd Financial
3885
Copperwynd Financial
Arizona
USD 189 M +USD 12.7 M +7% 9.26% 90% 112 9.82% 1.4
SCC
3886
Second Curve Capital
Pennsylvania
USD 189 M +USD 25 M +15% 11.5% 160% 23 30.43% 2.3
Truvvo Partners
3887
Truvvo Partners
New York
USD 188 M +USD 8.89 M +5% 5.65% 21.1% 50 20% 1.3
Mizuho Securities
3888
Mizuho Securities
Japan
USD 188 M +USD 39 M +26% 12.3% – 180 47.22% 0.5
Harvest Investment Services
3889
Harvest Investment Services
Illinois
USD 188 M -USD 11 M -6% 8.02% 282% 190 42.11% 0.6
Emergence GP Partners
3890
Emergence GP Partners
California
USD 188 M – – 7.18% – 1 – 0
BOC
3891
Barbara Oil Co
Illinois
USD 188 M +USD 11.4 M +6% 7.44% 76.9% 92 7.61% 4.2
Whalerock Point Partners
3892
Whalerock Point Partners
Rhode Island
USD 188 M +USD 2.57 M +1% 9.12% 103% 151 4.64% 3.2
Great Hill Partners
3893
Great Hill Partners
Massachusetts
USD 188 M – – 15.7% 24% 1 – 0
Cynosure Group
3894
Cynosure Group
Utah
USD 188 M +USD 3.79 M +2% 11.9% 63% 68 0% 0.6
ACON Equity Management
3895
ACON Equity Management
District of Columbia
USD 188 M -USD 37.3 M -17% 16.6% 32.1% 1 0% 2
MA
3896
Minerva Advisors
Pennsylvania
USD 188 M +USD 7.8 M +4% 14.5% 166% 88 4.55% 4.2
PWAP
3897
Private Wealth Advisors (Pennsylvania)
Pennsylvania
USD 188 M -USD 8.61 M -4% 9.04% 58.5% 139 12.23% 4.7
Total Wealth Planning
3898
Total Wealth Planning
Ohio
USD 188 M +USD 11.5 M +7% 4.27% 37.2% 35 5.71% 0.9
AP
3899
Agilis Partners
Massachusetts
USD 188 M +USD 41 M +28% 4.23% 8.47% 25 40% 1.5
Pettinga Financial Advisors
3900
Pettinga Financial Advisors
Indiana
USD 187 M +USD 1.97 M +1% 5.34% 78.1% 95 21.05% 0.9