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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)
SAM
4351
Security Asset Management
New York
USD 258 M +USD 10.4 M +4% 9.64% 67.4% 86 3.49% 4.6
Herold Advisors
4352
Herold Advisors
New York
USD 257 M +USD 462 k +0.2% 11.7% 90.2% 712 71.49% 0.2
Lumature Wealth Partners
4353
Lumature Wealth Partners
Georgia
USD 257 M +USD 12.7 M +5% 6.34% – 418 5.5% 0.8
Peoples Financial Services Corp
4354
Peoples Financial Services Corp
Pennsylvania
USD 257 M +USD 20.3 M +9% 10.9% 104% 289 5.88% 6
SYM Financial Corp
4355
SYM Financial Corp
Indiana
USD 257 M +USD 86.6 M +51% 7.46% 64.3% 126 26.98% 1.9
Ballast Inc
4356
Ballast Inc
Kentucky
USD 257 M +USD 19.7 M +8% 8.72% 71.3% 110 16.36% 2.6
AIA
4357
AIMZ Investment Advisors
California
USD 257 M +USD 35.3 M +16% 11.3% 81.3% 121 8.26% 4.7
Cornell Pochily Investment Advisors
4358
Cornell Pochily Investment Advisors
New York
USD 257 M +USD 25.9 M +11% 11% 97% 168 7.74% 2.8
OIA
4359
Optimum Investment Advisors
Illinois
USD 257 M +USD 19.5 M +8% 11.1% 125% 885 9.83% 3.7
Thomas Story & Son
4360
Thomas Story & Son
Indiana
USD 257 M +USD 12.6 M +5% 12.8% 101% 66 7.58% 5
Aubrey Capital Management
4361
Aubrey Capital Management
United Kingdom
USD 257 M -USD 60.8 M -19% 1.92% 319% 52 19.23% 1.2
Sovereign Investment Advisors
4362
Sovereign Investment Advisors
Arizona
USD 257 M +USD 5.96 M +2% 4.17% 46.6% 30 3.33% 1.7
Baldrige Asset Management
4363
Baldrige Asset Management
Pennsylvania
USD 257 M +USD 16.7 M +7% 5.42% 43.5% 366 10.38% 0.9
Pinnbrook Capital Management
4364
Pinnbrook Capital Management
New York
USD 257 M – – 14.7% 913% 38 – 0
Canaan Partners X
4365
Canaan Partners X
California
USD 257 M -USD 94.8 M -27% 17.6% 55.4% 5 20% 1.1
Eagle Strategies
4366
Eagle Strategies
New York
USD 257 M – – 8.14% 77.7% 143 – 0
Fairhaven Wealth Management
4367
Fairhaven Wealth Management
Illinois
USD 256 M +USD 13.6 M +6% 7.97% – 128 13.28% 1.9
Atticus Wealth Management
4368
Atticus Wealth Management
Florida
USD 256 M +USD 28.5 M +13% 9.14% 73.9% 508 29.53% 1.2
LBC
4369
Lawrence B. Cohen
USD 256 M +USD 66.6 M +35% 11.3% 41.8% 106 36.79% 3.8
Friess Associates
4370
Friess Associates
Delaware
USD 256 M +USD 18.1 M +8% 19.4% 256% 111 42.34% 0.7
Malaga Cove Capital
4371
Malaga Cove Capital
California
USD 256 M +USD 13 M +5% 8.47% 97.3% 184 13.59% 1.7
BigSur Wealth Management
4372
BigSur Wealth Management
Florida
USD 256 M +USD 33 M +15% 6.88% 94.8% 135 9.63% 2.7
Vantage Financial Partners (Wisconsin)
4373
Vantage Financial Partners (Wisconsin)
Wisconsin
USD 255 M – – 5.93% 53.8% 60 – 0
Howard Hughes Medical Institute
4374
Howard Hughes Medical Institute
Maryland
USD 255 M -USD 41.5 M -14% 2.67% 70.9% 23 4.35% 5.3
Cambridge Financial Group
4375
Cambridge Financial Group
Ohio
USD 255 M +USD 27.4 M +12% 9.61% – 33 12.12% 4