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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)
Delta Financial Advisors
3951
Delta Financial Advisors
Louisiana
USD 170 M +USD 24.5 M +17% 18.4% 107% 103 8.74% 0.9
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
3952
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
USD 170 M +USD 78.9 M +87% 55.9% 1,119% 16 56.25% 0.2
HCA
3953
Hyperion Capital Advisors
New York
USD 170 M +USD 28.9 M +21% 17.4% 86.1% 44 25% 0.4
Lowe Wealth Advisors
3954
Lowe Wealth Advisors
Maryland
USD 170 M +USD 27.7 M +20% 16% 63.3% 342 19.59% 3.5
Westside Investment Management
3955
Westside Investment Management
California
USD 170 M +USD 23.4 M +16% 39.6% 126% 720 12.08% 2.4
Long Road Investment Counsel
3956
Long Road Investment Counsel
Michigan
USD 170 M +USD 29.8 M +21% 23.8% 64.4% 67 4.48% 4.7
Susquehanna Foundation
3957
Susquehanna Foundation
Pennsylvania
USD 170 M +USD 39.3 M +30% 30.2% 36.7% 4 0% 2.3
Whalerock Point Partners
3958
Whalerock Point Partners
Rhode Island
USD 170 M +USD 29.7 M +21% 20% 103% 132 18.18% 3.7
Pacific Edge Advisors
3959
Pacific Edge Advisors
California
USD 169 M +USD 29.5 M +21% 18.9% 31.3% 36 11.11% 2
Defender Capital
3960
Defender Capital
North Carolina
USD 169 M +USD 32.6 M +24% 32.9% 101% 28 32.14% 0.8
AH Equity Partners III
3961
AH Equity Partners III
California
USD 169 M +USD 31.6 M +23% 22.9% 42.6% 1 0% 1.3
Hellman & Friedman
3962
Hellman & Friedman
California
USD 169 M +USD 18.3 M +12% 12.1% – 1 0% 0.5
SWMG
3963
Strategic Wealth Management Group
Maryland
USD 169 M +USD 35.1 M +26% 23.4% – 101 18.81% 1
TLWM Financial
3964
TLWM Financial
Texas
USD 169 M -USD 847 k -0.5% 14.1% 53.9% 62 12.9% 1.5
BHK Investment Advisors
3965
BHK Investment Advisors
Alabama
USD 169 M +USD 28.8 M +20% 18.9% 54.6% 62 20.97% 1.9
Financial Life Advisors
3966
Financial Life Advisors
Texas
USD 169 M +USD 23.2 M +16% 12.3% 47% 23 0% 2.4
Smart Money Group
3967
Smart Money Group
Texas
USD 169 M +USD 26.7 M +19% 14.6% 58.9% 100 38% 1
First United Bank & Trust
3968
First United Bank & Trust
Maryland
USD 169 M +USD 29.1 M +21% 19.7% 78% 130 17.69% 3.8
JGP Global Gestao de Recursos
3969
JGP Global Gestao de Recursos
Brazil
USD 169 M -USD 61.7 M -27% 44.2% 261% 76 48.68% 0.8
RIT Capital Partners
3970
RIT Capital Partners
United Kingdom
USD 169 M +USD 34.2 M +25% 24.3% 73.5% 17 64.71% 0.1
Harvest Investment Services
3971
Harvest Investment Services
Illinois
USD 169 M +USD 93.7 M +125% 33.1% 282% 212 61.32% 0.5
Twin Securities
3972
Twin Securities
New York
USD 169 M -USD 26.7 M -14% 22.7% 506% 22 86.36% 0.4
Oak Asset Management
3973
Oak Asset Management
California
USD 169 M +USD 31.1 M +23% 21% 91.8% 88 5.68% 2.2
MilWealth Group
3974
MilWealth Group
Wisconsin
USD 169 M +USD 39.6 M +31% 14.1% 39.6% 74 6.76% 1.1
Grant Street Asset Management
3975
Grant Street Asset Management
Pennsylvania
USD 169 M – – 12.7% 47.2% 30 – 0