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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)
One Wealth Advisors
3901
One Wealth Advisors
California
USD 261 M +USD 76.8 M +42% 6.38% 66% 174 36.78% 0.9
CWM
3902
Cordatus Wealth Management
Pennsylvania
USD 261 M +USD 24.1 M +10% 5.87% 108% 158 17.09% 1.1
Arkos Global Advisors
3903
Arkos Global Advisors
Texas
USD 261 M +USD 16.1 M +7% 2.19% 43.6% 89 7.87% 1.2
Norwest Venture Partners XIII
3904
Norwest Venture Partners XIII
California
USD 260 M -USD 18.9 M -7% 6.77% – 1 0% 0.3
LJHT
3905
Laurie J. Hall Trustee
USD 260 M +USD 13.5 M +5% 5.32% 105% 357 8.68% 4.2
BRCA
3906
Birch Run Capital Advisors
Texas
USD 260 M +USD 49.4 M +23% 27.8% 8.22% 26 0% 2.5
OFCM
3907
One Fin Capital Management
California
USD 260 M +USD 44.8 M +21% 34.8% 92% 33 60.61% 0.3
AGC
3908
Alden Global Capital
Florida
USD 260 M -USD 68.1 M -21% 45.8% 99.8% 39 76.92% 0.3
TRB Advisors
3909
TRB Advisors
New York
USD 260 M +USD 37 M +17% 1.09% 76.1% 16 50% 1.9
Timber Creek Capital Management
3910
Timber Creek Capital Management
Massachusetts
USD 260 M +USD 34.7 M +15% 6.33% 139% 128 7.03% 4.7
Exane Asset Management
3911
Exane Asset Management
France
USD 260 M +USD 120 M +86% 0.41% 74.5% 26 69.23% 0.4
Globe Life
3912
Globe Life
Texas
USD 260 M +USD 14.7 M +6% 6% 67.5% 1 0% 4.3
LIC
3913
Laurus Investment Counsel
Canada
USD 260 M +USD 2.64 M +1% 10.4% 14.1% 48 4.17% 1.9
Stuart Chaussee & Associates
3914
Stuart Chaussee & Associates
California
USD 260 M +USD 11.5 M +5% 2.38% 58.6% 298 72.82% 0.8
Maso Capital Partners
3915
Maso Capital Partners
Hong Kong
USD 260 M -USD 107 M -29% 0.35% 8.67% 71 74.65% 0.4
HA
3916
Hamel Associates
New Jersey
USD 259 M +USD 15.2 M +6% 5.74% 59.4% 74 13.51% 4.8
Roof Eidam Maycock Peralta (REMP)
3917
Roof Eidam Maycock Peralta (REMP)
California
USD 259 M +USD 2.36 M +0.9% 3.97% 62.3% 104 17.31% 3.8
Meridian Investment Counsel
3918
Meridian Investment Counsel
California
USD 259 M +USD 22.4 M +9% 9.79% 116% 197 6.09% 4.7
Eldridge Investment Advisors
3919
Eldridge Investment Advisors
New Hampshire
USD 259 M +USD 19.7 M +8% 4.75% 50.9% 114 7.89% 2
Mathes Company
3920
Mathes Company
New York
USD 259 M +USD 12.7 M +5% 7.14% 121% 127 7.09% 4.2
Shepherd Kaplan Krochuk
3921
Shepherd Kaplan Krochuk
Massachusetts
USD 259 M -USD 11.8 M -4% 8.37% 38.5% 203 17.73% 2.2
Tamar Securities
3922
Tamar Securities
California
USD 259 M +USD 82.7 M +47% 6.62% 101% 57 26.32% 0.5
American National Registered Investment Advisor
3923
American National Registered Investment Advisor
Texas
USD 259 M +USD 7.98 M +3% 5.39% 95.8% 237 6.33% 4.8
EFL
3924
ERn Financial LLC
Wisconsin
USD 259 M +USD 15.6 M +6% 4.75% 61.2% 96 9.38% 1.4
Bedel Financial Consulting
3925
Bedel Financial Consulting
Indiana
USD 259 M +USD 33.1 M +15% 7.28% 97.4% 997 15.35% 2.1