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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)
Marathon Capital Management
3876
Marathon Capital Management
Maryland
USD 445 M -USD 19.4 M -4% 0.31% 74% 183 13.11% 3.4
NAMP
3877
NorthStar Asset Management (Pennsylvania)
Pennsylvania
USD 445 M -USD 26.3 M -6% 3.75% 90.2% 144 8.33% 7.6
Bulldog Investors
3878
Bulldog Investors
New Jersey
USD 445 M -USD 4 M -0.9% 1.71% 22.5% 273 39.93% 0.9
Benin Management Corp
3879
Benin Management Corp
Connecticut
USD 445 M -USD 3.21 M -0.7% 2.53% 91.7% 151 11.92% 6.4
Mandatum Life Insurance Company
3880
Mandatum Life Insurance Company
Finland
USD 445 M +USD 6.8 M +2% 3.71% 108% 91 23.08% 5
AMI Investment Management
3881
AMI Investment Management
Indiana
USD 445 M -USD 340 k -0.1% 2.31% 52% 78 6.41% 5.7
J. Derek Lewis & Associates
3882
J. Derek Lewis & Associates
California
USD 445 M +USD 17.7 M +4% 2.66% – 233 19.74% 0.2
Abacus FCF Advisors
3883
Abacus FCF Advisors
Florida
USD 444 M -USD 321 M -42% 13% 197% 77 53.25% 1.2
Collective Family Office
3884
Collective Family Office
Pennsylvania
USD 444 M +USD 8.39 M +2% 2.96% 52.5% 163 8.59% 3.7
Sand Grove Capital Management
3885
Sand Grove Capital Management
United Kingdom
USD 444 M +USD 149 M +51% 14.8% 410% 27 85.19% 0.1
Welch Capital Partners
3886
Welch Capital Partners
New York
USD 444 M -USD 54.7 M -11% 5.83% 79.2% 27 7.41% 4.4
Aspire Capital Advisors
3887
Aspire Capital Advisors
Washington
USD 444 M +USD 18.4 M +4% 1.14% 68.6% 134 19.4% 2
Augustine Asset Management
3888
Augustine Asset Management
Florida
USD 444 M -USD 56.7 M -11% 2.95% 316% 121 14.05% 4.4
Fermata Advisors
3889
Fermata Advisors
California
USD 444 M +USD 27.5 M +7% 0.86% 58.3% 243 14.81% 2.1
First Wilshire Securities Management
3890
First Wilshire Securities Management
California
USD 444 M +USD 46.3 M +12% 11.1% 135% 89 6.74% 5.1
Centurion Wealth Management
3891
Centurion Wealth Management
Virginia
USD 444 M -USD 12.7 M -3% 1.17% – 341 15.84% 1.7
TownSquare Capital
3892
TownSquare Capital
Utah
USD 444 M -USD 2.6 M -0.6% 0.2% 96.9% 267 14.23% 4.7
Lighthouse Financial Services
3893
Lighthouse Financial Services
California
USD 443 M +USD 8.51 M +2% 2.17% – 103 11.65% 0.2
Prentice Wealth Management
3894
Prentice Wealth Management
New York
USD 443 M +USD 5.54 M +1% 0.89% 47.8% 119 5.88% 2.9
Coston McIsaac & Partners
3895
Coston McIsaac & Partners
Maine
USD 443 M +USD 12.3 M +3% 1.62% 40.6% 1,003 15.05% 2.4
Aspire Private Capital
3896
Aspire Private Capital
North Carolina
USD 443 M -USD 6.51 M -1% 1.05% 55.3% 186 17.74% 3.9
Cornerstone Planning
3897
Cornerstone Planning
North Carolina
USD 443 M +USD 12.2 M +3% 0.78% – 152 21.05% 0.8
GWM
3898
GSB Wealth Management
Connecticut
USD 443 M +USD 748 k +0.2% 0.21% 69.8% 246 8.54% 3.6
Beacon Financial Advisory
3899
Beacon Financial Advisory
Ohio
USD 443 M +USD 11.3 M +3% 1.13% 76.8% 423 17.26% 2.5
Next Level Private
3900
Next Level Private
New York
USD 443 M +USD 61.2 M +16% 0.66% 95.9% 184 17.39% 2.1