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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)
MPEM
4026
Marathon Partners Equity Management
New York
USD 228 M +USD 9.8 M +4% 32.9% – 16 43.75% 2.1
Cowbird Capital
4027
Cowbird Capital
New York
USD 228 M +USD 72.8 M +47% 50.6% 21.3% 16 56.25% 0.5
Peterson Wealth Advisors
4028
Peterson Wealth Advisors
Utah
USD 227 M +USD 32 M +16% 13% 50.9% 50 12% 2
Bellwether Advisors
4029
Bellwether Advisors
Nebraska
USD 227 M – – 11.9% 128% 345 – 0
Citizens & Northern Corp
4030
Citizens & Northern Corp
Pennsylvania
USD 227 M +USD 39.3 M +21% 12.9% 84.6% 101 4.95% 4.4
Fairhaven Wealth Management
4031
Fairhaven Wealth Management
Illinois
USD 227 M +USD 58.2 M +34% 14.9% – 122 22.13% 1.1
WA
4032
Wealth Advisors
California
USD 227 M +USD 12.4 M +6% 11.7% 40% 90 20% 0.7
Chase Investment Counsel
4033
Chase Investment Counsel
Virginia
USD 227 M +USD 26.3 M +13% 14.7% 380% 112 29.46% 1.4
AMI Investment Management
4034
AMI Investment Management
Indiana
USD 227 M +USD 28.7 M +14% 14.1% 52% 74 8.11% 3.8
Doliver Advisors
4035
Doliver Advisors
Texas
USD 226 M +USD 29 M +15% 14.6% 92.3% 179 34.08% 1.5
HCM
4036
Hudson Capital Management
New Jersey
USD 226 M +USD 21 M +10% 11.2% 66.8% 67 7.46% 2
Cowen Prime Advisors
4037
Cowen Prime Advisors
New York
USD 226 M +USD 20.2 M +10% 22.7% 116% 185 10.27% 4
Parisi Gray Wealth Management
4038
Parisi Gray Wealth Management
New Jersey
USD 226 M +USD 33.2 M +17% 13.5% 137% 128 15.63% 2
Bedel Financial Consulting
4039
Bedel Financial Consulting
Indiana
USD 225 M +USD 25.4 M +13% 12.5% 97.4% 902 7.54% 2.1
Timber Creek Capital Management
4040
Timber Creek Capital Management
Massachusetts
USD 225 M +USD 43.6 M +24% 13.2% 139% 131 10.69% 4.5
Marino Stram & Associates
4041
Marino Stram & Associates
Massachusetts
USD 225 M +USD 37.9 M +20% 13% 72.2% 128 16.41% 1.8
FA
4042
Financial Advisors
Massachusetts
USD 225 M +USD 34.9 M +18% 12% 71.5% 83 19.28% 1.4
Beech Hill Advisors
4043
Beech Hill Advisors
New York
USD 225 M +USD 22.2 M +11% 14.4% 117% 96 17.71% 2.8
Norman Fields Gottscho Capital Management
4044
Norman Fields Gottscho Capital Management
New York
USD 225 M +USD 21.4 M +11% 12.8% 96.9% 65 13.85% 3.8
Scion Asset Management
4045
Scion Asset Management
California
USD 225 M -USD 106 M -32% 28.4% 1.91% 44 72.73% 0.2
West Paces Advisors
4046
West Paces Advisors
Georgia
USD 225 M +USD 29 M +15% 14.5% 57.7% 422 4.5% 3.5
Quadrant Private Wealth Management
4047
Quadrant Private Wealth Management
Pennsylvania
USD 225 M +USD 25.8 M +13% 16.3% 100% 188 8.51% 1.5
SWS Partners
4048
SWS Partners
Ohio
USD 224 M +USD 24.8 M +12% 17.3% 127% 123 17.89% 1.1
SA
4049
SoftVest Advisors
Texas
USD 224 M +USD 8.12 M +4% 63.7% 178% 9 22.22% 0.7
Miramar Capital
4050
Miramar Capital
Illinois
USD 224 M +USD 52 M +30% 11.1% 47.3% 74 35.14% 1.1