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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)
PCG Wealth Advisors
4176
PCG Wealth Advisors
Kansas
USD 448 M +USD 52.8 M +13% 11.2% 87% 191 19.9% 1.7
Pacific Center for Financial Services
4177
Pacific Center for Financial Services
California
USD 448 M +USD 53.9 M +14% 13% 60.1% 522 5.94% 5.6
Hartford Financial Management
4178
Hartford Financial Management
Connecticut
USD 448 M +USD 55.8 M +14% 18.5% 87.9% 360 7.5% 7
Warren Street Wealth Advisors
4179
Warren Street Wealth Advisors
California
USD 448 M +USD 55.2 M +14% 13.3% 84.6% 165 27.27% 2
WHAM
4180
Windmill Hill Asset Management
United Kingdom
USD 448 M +USD 127 M +40% 15.6% 98.1% 24 16.67% 3.1
One Degree Advisors
4181
One Degree Advisors
California
USD 448 M +USD 66.8 M +18% 10.2% 54.1% 83 14.46% 1.7
Mudrick Capital Management
4182
Mudrick Capital Management
New York
USD 448 M +USD 273 M +157% 4.01% 212% 4 25% 0.8
WA
4183
WealthTrust Axiom
Pennsylvania
USD 448 M +USD 41.2 M +10% 17.3% 125% 309 8.41% 6
Wealthspring Capital
4184
Wealthspring Capital
New York
USD 448 M +USD 26.3 M +6% 2.94% 22.6% 260 45% 0.5
Level Financial Advisors
4185
Level Financial Advisors
New York
USD 448 M +USD 55.5 M +14% 9.66% 44% 97 7.22% 3
Watchman Group
4186
Watchman Group
Texas
USD 447 M +USD 34.2 M +8% 9.51% 54% 78 12.82% 3.7
DTL
4187
Dynamic Technology Lab
Singapore
USD 447 M -USD 167 M -27% 10% 30.8% 1,177 75.62% 0.2
Syquant Capital SAS
4188
Syquant Capital SAS
France
USD 447 M -USD 193 M -30% 0.4% 160% 48 37.5% 0.3
BWM
4189
Brown Wealth Management
Illinois
USD 447 M +USD 57.9 M +15% 10.4% 51.2% 139 20.14% 1.6
Flagstone Financial Management
4190
Flagstone Financial Management
Nebraska
USD 447 M +USD 44.3 M +11% 9.29% 46.2% 77 7.79% 2.1
O'Neil Global Advisors
4191
O'Neil Global Advisors
California
USD 447 M +USD 433 M +2,998% 56.6% 1,833% 69 92.75% 0
Quadrant Private Wealth Management
4192
Quadrant Private Wealth Management
Pennsylvania
USD 447 M -USD 200 M -31% 9.38% 100% 314 53.82% 3.1
Flagship Wealth Advisors
4193
Flagship Wealth Advisors
Massachusetts
USD 447 M +USD 214 M +92% 15.5% – 518 38.8% 1
World Equity Group
4194
World Equity Group
Illinois
USD 447 M +USD 60.5 M +16% 18.2% 117% 431 27.61% 1.8
Wellington Shields & Co
4195
Wellington Shields & Co
New York
USD 446 M +USD 54.1 M +14% 19.4% 127% 342 9.94% 4.2
Fosun International
4196
Fosun International
China
USD 446 M +USD 47.7 M +12% 31.6% 41.3% 81 28.4% 1.5
Umpqua Bank
4197
Umpqua Bank
Oregon
USD 446 M +USD 95.6 M +27% 18.6% – 167 7.78% 1.9
Channel Wealth
4198
Channel Wealth
California
USD 446 M +USD 33.1 M +8% 11.6% 68.1% 197 16.24% 2
Brown, Lisle/Cummings
4199
Brown, Lisle/Cummings
Rhode Island
USD 446 M +USD 45.3 M +11% 12.6% 82.3% 1,079 7.69% 2.3
ML
4200
Maniro Ltd
USD 446 M +USD 116 M +35% 9.53% – 30 20% 0.3