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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)
S.R. Schill & Associates
4126
S.R. Schill & Associates
Washington
USD 217 M +USD 19.9 M +10% 9.64% 42.7% 91 25.27% 2.5
Cincinnati Specialty Underwriters Insurance
4127
Cincinnati Specialty Underwriters Insurance
Ohio
USD 217 M +USD 23.7 M +12% 13.5% 137% 37 0% 4.8
RB Capital Management
4128
RB Capital Management
Nevada
USD 217 M +USD 3.76 M +2% 11.7% 79.4% 154 10.39% 2.5
Prosight Management
4129
Prosight Management
Texas
USD 216 M +USD 6.19 M +3% 15.9% 53.4% 62 56.45% 0.8
Cowen Investment Management
4130
Cowen Investment Management
New York
USD 216 M -USD 21.4 M -9% 9.88% 1.87% 198 70.71% 0.1
Monument Capital Management
4131
Monument Capital Management
Virginia
USD 216 M +USD 26.8 M +14% 10.7% 170% 99 15.15% 1.5
Total Wealth Planning
4132
Total Wealth Planning
Ohio
USD 216 M +USD 23.6 M +12% 10.8% 37.2% 42 4.76% 1.5
Hemington Wealth Management
4133
Hemington Wealth Management
Virginia
USD 216 M – – 13.9% 76.1% 81 – 0
Riversedge Advisors
4134
Riversedge Advisors
Delaware
USD 216 M +USD 26.8 M +14% 11.8% 71.3% 50 12% 0.9
Kowal Investment Group
4135
Kowal Investment Group
Wisconsin
USD 215 M – – 11.4% 21.1% 90 – 0
OFCM
4136
One Fin Capital Management
California
USD 215 M +USD 59.4 M +38% 24.2% 92% 30 70% 0.4
West Oak Capital
4137
West Oak Capital
California
USD 215 M +USD 33.4 M +18% 10.8% 110% 357 15.13% 3.9
Radnor Financial Advisors
4138
Radnor Financial Advisors
Pennsylvania
USD 215 M +USD 40.6 M +23% 17.3% 3.04% 21 14.29% 0.8
Blue Ridge Capital
4139
Blue Ridge Capital
New York
USD 215 M – – 148% – 1 – 0
Guardian Life Insurance
4140
Guardian Life Insurance
New York
USD 215 M – – 2.54% – 1 – 0
SimpliFi Inc
4141
SimpliFi Inc
California
USD 215 M +USD 13.8 M +7% 6.99% 27.9% 26 26.92% 1.4
HIM
4142
Hotaling Investment Management
Pennsylvania
USD 214 M +USD 29.4 M +16% 13.2% 52.6% 120 17.5% 1.3
BHK Investment Advisors
4143
BHK Investment Advisors
Alabama
USD 214 M +USD 36.6 M +21% 13.9% 58.8% 63 7.94% 2.2
Thomas J. Herzfeld Advisors
4144
Thomas J. Herzfeld Advisors
Florida
USD 214 M +USD 64.1 M +43% 18.8% 12.7% 313 23.64% 1.9
Bison Wealth
4145
Bison Wealth
Georgia
USD 214 M +USD 43.8 M +26% 12.8% 37.4% 423 14.66% 2
Tinicum
4146
Tinicum
New York
USD 214 M +USD 50.2 M +31% 31.2% 21.1% 2 0% 4.6
Atlanta Financial Associates
4147
Atlanta Financial Associates
Georgia
USD 214 M +USD 19.4 M +10% 9.25% – 78 15.38% 0.6
Windward Private Wealth Management
4148
Windward Private Wealth Management
Kansas
USD 214 M – – 9.12% 38.5% 43 – 0
Peregrine Asset Advisers
4149
Peregrine Asset Advisers
Oregon
USD 214 M +USD 32 M +18% 10.5% 189% 143 43.36% 1.7
PWP
4150
Personal Wealth Partners
Minnesota
USD 214 M +USD 23.2 M +12% 13.2% 37.2% 74 14.86% 1.2