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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)
CWM
4351
CCG Wealth Management
California
USD 369 M +USD 136 M +58% 2.87% 82.6% 139 30.94% 2.3
AYAL Capital Advisors
4352
AYAL Capital Advisors
Ontario, Canada
USD 369 M +USD 81.9 M +29% 6.62% – 69 57.97% 0.4
EPG Wealth Management
4353
EPG Wealth Management
Georgia
USD 369 M -USD 2.81 M -0.8% 0.62% 108% 334 8.68% 1.3
Newton One Investments
4354
Newton One Investments
Delaware
USD 368 M +USD 29.5 M +9% 1.29% 42% 121 0.83% 2.5
Merk Investments
4355
Merk Investments
California
USD 368 M +USD 7.19 M +2% 5.68% 303% 11 9.09% 3.6
WCM
4356
Westerly Capital Management
California
USD 368 M -USD 87.5 M -19% 0.78% 116% 45 26.67% 1.9
White Pine Capital
4357
White Pine Capital
Minnesota
USD 368 M +USD 4.3 M +1% 5.72% 143% 231 5.63% 6.6
Farmers & Merchants Trust Co of Chambersburg PA
4358
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
USD 367 M +USD 10.2 M +3% 0.9% 65.5% 346 6.94% 5.8
Prasad Wealth Partners
4359
Prasad Wealth Partners
Ohio
USD 367 M -USD 7.43 M -2% 2.45% – 158 15.82% 0.9
Birinyi Associates
4360
Birinyi Associates
Connecticut
USD 367 M -USD 32.7 M -8% 6.89% 134% 63 12.7% 6.8
ValueWorks
4361
ValueWorks
New York
USD 367 M -USD 13 M -3% 12.6% 190% 37 10.81% 5.2
Northcape Wealth Management
4362
Northcape Wealth Management
New York
USD 367 M +USD 12.4 M +3% 3.68% 74% 149 12.75% 2.9
Capco Asset Management
4363
Capco Asset Management
Florida
USD 367 M -USD 42.2 M -10% 10.6% 46.1% 31 22.58% 4.7
Princeton Capital Management
4364
Princeton Capital Management
New Jersey
USD 367 M -USD 21 M -5% 3.15% 206% 150 13.33% 4.1
CVA
4365
Central Valley Advisors
California
USD 366 M +USD 31.8 M +9% 0.6% 77.8% 190 22.63% 1.2
CV Advisors
4366
CV Advisors
Florida
USD 366 M -USD 25.6 M -7% 5.92% 112% 54 25.93% 1.4
Lexington Partners
4367
Lexington Partners
New York
USD 366 M +USD 26.9 M +8% 8.6% 24.5% 5 40% 1.8
Redmond Asset Management
4368
Redmond Asset Management
Virginia
USD 366 M -USD 25.9 M -7% 1.29% 68.2% 205 7.8% 4.6
Argent Advisors
4369
Argent Advisors
Louisiana
USD 366 M +USD 8.03 M +2% 2.91% 63.1% 181 10.5% 3.6
Measured Wealth Private Client Group
4370
Measured Wealth Private Client Group
New Hampshire
USD 366 M -USD 11.9 M -3% 1.19% 84.3% 786 14.63% 1.2
TriaGen Wealth Management
4371
TriaGen Wealth Management
California
USD 366 M -USD 20.5 M -5% 4.46% 132% 200 26.5% 2.6
Terril Brothers
4372
Terril Brothers
Missouri
USD 366 M -USD 15.6 M -4% 1.53% 112% 80 15% 3.4
Continental Grain Company
4373
Continental Grain Company
New York
USD 366 M +USD 30 M +9% 1.67% 5.73% 4 0% 2.9
First National Bank Sioux Falls
4374
First National Bank Sioux Falls
South Dakota
USD 366 M +USD 31.5 M +9% 0.62% 70.3% 151 10.6% 4.8
New England Capital Financial Advisors
4375
New England Capital Financial Advisors
Connecticut
USD 365 M +USD 109 M +43% 0.26% 58.3% 446 9.87% 2.5