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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)
McMill Wealth Management
4301
McMill Wealth Management
Nebraska
USD 376 M +USD 20.5 M +6% 0.5% – 88 67.05% 0.6
St. Clair Advisors
4302
St. Clair Advisors
Ohio
USD 376 M -USD 11.7 M -3% 3.27% 77.5% 84 5.95% 3.5
Access Investment Management
4303
Access Investment Management
Georgia
USD 376 M +USD 3.44 M +0.9% 1.76% – 183 22.95% 1.3
JRM Investment Counsel
4304
JRM Investment Counsel
Nebraska
USD 375 M +USD 29.7 M +9% 3.28% 65.5% 22 9.09% 6
DA
4305
DCF Advisers
Connecticut
USD 375 M +USD 2.31 M +0.6% 1.78% 379% 108 32.41% 2.4
CIM
4306
CIM Investment Management
Pennsylvania
USD 375 M -USD 7.14 M -2% 0.51% 123% 265 12.08% 4.9
Prism Advisors
4307
Prism Advisors
California
USD 375 M -USD 561 k -0.1% 0.4% 54.6% 83 18.07% 3.1
Keystone Financial Planning
4308
Keystone Financial Planning
Ohio
USD 374 M +USD 29.6 M +9% 8.62% 46% 45 13.33% 7.2
Straight Path Wealth Management
4309
Straight Path Wealth Management
Michigan
USD 374 M +USD 3.47 M +0.9% 1.87% 70.4% 137 11.68% 1.8
BankPlus Trust Department
4310
BankPlus Trust Department
Mississippi
USD 374 M -USD 7.95 M -2% 0.34% – 487 10.06% 1.1
RIT Capital Partners
4311
RIT Capital Partners
United Kingdom
USD 374 M -USD 73.2 M -16% 3.47% 73.5% 14 28.57% 0.5
Able Wealth Management
4312
Able Wealth Management
New Jersey
USD 374 M +USD 57.9 M +18% 1.72% 58.1% 147 29.25% 1.1
Helix Partners Management
4313
Helix Partners Management
New York
USD 374 M +USD 76.3 M +26% 1.58% – 16 43.75% 0.6
Compass Advisory Group
4314
Compass Advisory Group
New York
USD 374 M +USD 3.6 M +1% 1.05% 49.2% 88 6.82% 3.3
Once Capital Management
4315
Once Capital Management
New York
USD 374 M -USD 114 M -23% 4.09% 627% 27 33.33% 2.4
West Branch Capital
4316
West Branch Capital
Massachusetts
USD 373 M -USD 14.6 M -4% 3.02% 156% 437 18.54% 3.8
Landmark Wealth Management (New York)
4317
Landmark Wealth Management (New York)
New York
USD 373 M +USD 112 M +43% 0.36% 42.7% 149 41.61% 1.4
Bull Harbor Capital
4318
Bull Harbor Capital
Maryland
USD 373 M – – 2.92% – 458 – 0
Highland Peak Capital
4319
Highland Peak Capital
Connecticut
USD 373 M +USD 69.4 M +23% 20.4% 260% 21 52.38% 0.5
JC
4320
Joho Capital
New York
USD 373 M -USD 95.5 M -20% 10.4% 80.2% 13 53.85% 1.7
Freedom Day Solutions
4321
Freedom Day Solutions
Texas
USD 373 M +USD 4.68 M +1% 3.69% 86.6% 104 18.27% 3.9
Mindset Wealth Management
4322
Mindset Wealth Management
Indiana
USD 372 M -USD 8.98 M -2% 2.03% – 198 18.69% 1.1
Doma Perpetual Capital Management
4323
Doma Perpetual Capital Management
Florida
USD 372 M +USD 16.8 M +5% 0.54% – 14 35.71% 1.3
Gavilan Investment Partners
4324
Gavilan Investment Partners
California
USD 372 M -USD 44.1 M -11% 14.9% 109% 14 7.14% 2.6
Blue Owl Capital Holdings
4325
Blue Owl Capital Holdings
New York
USD 372 M +USD 48.1 M +15% 4.2% 145% 99 42.42% 1.1