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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)
Cabot-Wellington
4351
Cabot-Wellington
Massachusetts
USD 210 M +USD 13.2 M +7% 6.68% 73.1% 17 0% 3.9
Family Legacy Inc
4352
Family Legacy Inc
South Carolina
USD 210 M +USD 15.9 M +8% 7.36% 89% 120 14.17% 2.8
Crestwood Capital Management
4353
Crestwood Capital Management
New York
USD 209 M -USD 1.82 M -0.9% 6.74% 203% 24 37.5% 2.1
ACM
4354
Aljian Capital Management
Nevada
USD 209 M +USD 12 M +6% 1.7% 162% 60 20% 1.5
Pacific Center for Financial Services
4355
Pacific Center for Financial Services
California
USD 209 M -USD 61.1 M -23% 5.5% 60.1% 352 6.25% 3.2
Oregon Health & Science University
4356
Oregon Health & Science University
Oregon
USD 209 M +USD 54.3 M +35% 5.1% – 1 0% 0.3
VisionPoint Advisory Group
4357
VisionPoint Advisory Group
Texas
USD 209 M +USD 10.3 M +5% 5.03% 79.3% 148 31.08% 0.8
Horan Capital Advisors
4358
Horan Capital Advisors
Ohio
USD 209 M +USD 15.3 M +8% 7.06% 26.6% 88 6.82% 3.5
Towerpoint Wealth
4359
Towerpoint Wealth
California
USD 208 M +USD 8.55 M +4% 3.19% 67.7% 78 7.69% 1.9
Strategic Wealth Investment Group
4360
Strategic Wealth Investment Group
Kentucky
USD 208 M +USD 37.8 M +22% 2.32% – 87 17.24% 0.9
Cornell Pochily Investment Advisors
4361
Cornell Pochily Investment Advisors
New York
USD 208 M +USD 458 k +0.2% 5.96% 97% 154 7.14% 2.4
Sonata Capital Group
4362
Sonata Capital Group
Washington
USD 208 M +USD 6.12 M +3% 6.04% 66.5% 133 9.77% 3.8
Keating Investment Counselors
4363
Keating Investment Counselors
Florida
USD 208 M +USD 8.35 M +4% 6.88% 50% 60 3.33% 5.3
PM
4364
Parametrica Management
Hong Kong
USD 208 M +USD 45.9 M +28% 8.15% 543% 253 75.1% 0.2
MilWealth Group
4365
MilWealth Group
Wisconsin
USD 208 M +USD 6.24 M +3% 2.63% 39.6% 72 33.33% 1.6
AAFMAA Wealth Management & Trust
4366
AAFMAA Wealth Management & Trust
North Carolina
USD 208 M +USD 1.2 M +0.6% 7.65% 62.3% 69 17.39% 0.2
Ballast Inc
4367
Ballast Inc
Kentucky
USD 208 M +USD 11.9 M +6% 5.63% 71.3% 95 8.42% 2.4
BOC
4368
Barbara Oil Co
Illinois
USD 208 M +USD 9.05 M +5% 6.42% 76.9% 89 8.99% 5
Pacific Edge Advisors
4369
Pacific Edge Advisors
California
USD 208 M +USD 15.6 M +8% 5.98% 31.3% 38 7.89% 2.5
Wellspring Financial Advisors
4370
Wellspring Financial Advisors
Ohio
USD 207 M -USD 79.2 M -28% 5.19% 77.2% 111 36.04% 0.8
Berkeley Capital Partners
4371
Berkeley Capital Partners
Georgia
USD 207 M +USD 12.5 M +6% 4.98% 62.8% 140 32.14% 2.5
NatWest Group
4372
NatWest Group
United Kingdom
USD 207 M -USD 64.8 M -24% 7.43% 221% 81 18.52% 4.2
Pettee Investors
4373
Pettee Investors
Connecticut
USD 207 M +USD 18.4 M +10% 8.63% 102% 127 6.3% 3.9
Tri-Star Advisors
4374
Tri-Star Advisors
Texas
USD 207 M +USD 25.7 M +14% 3% 3.07% 51 31.37% 0.6
AMJ Financial Wealth Management
4375
AMJ Financial Wealth Management
Virginia
USD 207 M +USD 11.2 M +6% 3.93% 167% 98 39.8% 0.5