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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)
Summit Rock Advisors
4076
Summit Rock Advisors
New York
USD 312 M +USD 94.9 M +44% 16.4% – 9 66.67% 0.2
BCS Wealth Management
4077
BCS Wealth Management
Tennessee
USD 312 M +USD 40.1 M +15% 5.58% 51% 239 9.62% 1.1
Coston McIsaac & Partners
4078
Coston McIsaac & Partners
Maine
USD 311 M +USD 24.2 M +8% 6.56% 40.6% 841 4.28% 1.5
SIM
4079
SW Investment Management
Colorado
USD 311 M +USD 21.1 M +7% 7.55% 143% 13 23.08% 1.5
Hillman Capital Management
4080
Hillman Capital Management
Maryland
USD 311 M +USD 21.5 M +7% 6.02% 20.2% 57 15.79% 3
Whitcomb & Hess
4081
Whitcomb & Hess
Ohio
USD 311 M +USD 20.2 M +7% 3.82% 54% 51 11.76% 1.7
G2 Capital Management
4082
G2 Capital Management
Ohio
USD 311 M +USD 16.6 M +6% 5.61% 55.1% 65 3.08% 1.4
TC
4083
Teilinger Capital
Texas
USD 311 M +USD 136 M +78% 7.18% 8.46% 28 64.29% 0.4
Lantz Financial
4084
Lantz Financial
Illinois
USD 311 M +USD 33.9 M +12% 8.66% 74.3% 212 9.43% 2.8
Claar Advisors
4085
Claar Advisors
New York
USD 311 M +USD 29 M +10% 9.94% 65.5% 33 30.3% 3.8
TSP Capital Management Group
4086
TSP Capital Management Group
New Jersey
USD 311 M +USD 22 M +8% 7.93% 186% 48 2.08% 4.3
Davidson Capital Management
4087
Davidson Capital Management
Texas
USD 311 M +USD 35.2 M +13% 10.3% 79.4% 137 45.26% 2
Keating Investment Counselors
4088
Keating Investment Counselors
Florida
USD 310 M +USD 30.7 M +11% 2.45% 50% 89 15.73% 5.2
WA
4089
WealthTrust Axiom
Pennsylvania
USD 310 M +USD 11.4 M +4% 6.98% 123% 270 9.63% 5.6
Family Investment Center
4090
Family Investment Center
Missouri
USD 310 M +USD 111 M +56% 8.78% 53.1% 86 24.42% 0.8
Ionic Capital Management
4091
Ionic Capital Management
New York
USD 310 M -USD 97.3 M -24% 5.93% 163% 222 50% 1.1
Aries Wealth Management
4092
Aries Wealth Management
Maine
USD 310 M +USD 29.9 M +11% 8.8% 87.7% 215 8.84% 1.7
Cobalt Capital Management
4093
Cobalt Capital Management
New Jersey
USD 310 M +USD 23 M +8% 21% 235% 34 52.94% 0.9
Francis Financial
4094
Francis Financial
USD 310 M +USD 77.2 M +33% 9.17% 62% 73 16.44% 1.6
11 Capital Partners
4095
11 Capital Partners
Connecticut
USD 310 M +USD 17.5 M +6% 14.2% 101% 18 27.78% 1.2
Vickerman Investment Advisors
4096
Vickerman Investment Advisors
Washington
USD 310 M +USD 16.7 M +6% 5.1% 47.3% 64 0% 2.1
Court Place Advisors
4097
Court Place Advisors
Maryland
USD 310 M +USD 5.76 M +2% 11.1% 92% 167 10.78% 7
SimplyRich
4098
SimplyRich
California
USD 309 M +USD 18.7 M +6% 7.74% 105% 185 9.73% 3.1
FCA Corp
4099
FCA Corp
Texas
USD 309 M +USD 18.3 M +6% 5.97% 61.5% 183 2.19% 4.5
Colony Family Offices
4100
Colony Family Offices
North Carolina
USD 309 M +USD 19.9 M +7% 4.73% 53.9% 74 16.22% 1.4