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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)
Lowell Blake & Associates
4376
Lowell Blake & Associates
Massachusetts
USD 255 M +USD 39.2 M +18% 12.7% 44.2% 58 8.62% 1.5
Westbourne Investment Advisors
4377
Westbourne Investment Advisors
Maryland
USD 255 M +USD 34.9 M +16% 10.3% 107% 102 20.59% 2.2
DI
4378
DAGCO Inc
Ohio
USD 254 M +USD 21.2 M +9% 7.92% 75% 107 2.8% 2.3
Whitcomb & Hess
4379
Whitcomb & Hess
Ohio
USD 254 M +USD 18.5 M +8% 2.09% 54% 32 6.25% 0.4
Murphy Pohlad Asset Management
4380
Murphy Pohlad Asset Management
Minnesota
USD 254 M +USD 9.48 M +4% 9.05% 83% 114 5.26% 4.9
Collective Family Office
4381
Collective Family Office
Pennsylvania
USD 254 M +USD 21.6 M +9% 5.42% 52.5% 191 15.71% 0.8
TLP
4382
Tri Locum Partners
New York
USD 254 M +USD 2.37 M +0.9% 31.9% 357% 58 81.03% 0.1
PCA
4383
Prospect Capital Advisors
California
USD 254 M -USD 49 M -16% 0.48% 202% 36 25% 2.1
Precept Management
4384
Precept Management
Texas
USD 254 M +USD 39.7 M +19% 17.3% 110% 104 68.27% 0.8
Global Trust Asset Management
4385
Global Trust Asset Management
Florida
USD 254 M +USD 30.2 M +14% 10% 178% 450 15.11% 2.4
Financial Life Advisors
4386
Financial Life Advisors
Texas
USD 254 M +USD 14.9 M +6% 3.4% 47% 55 3.64% 2.2
Highside Global Management
4387
Highside Global Management
Texas
USD 254 M +USD 5.61 M +2% 1.15% 11.1% 19 31.58% 0.8
Oarsman Capital
4388
Oarsman Capital
Wisconsin
USD 254 M +USD 6.6 M +3% 7.98% 74.9% 200 10.5% 4
BHK Investment Advisors
4389
BHK Investment Advisors
Alabama
USD 253 M +USD 10.7 M +4% 5.79% 54.6% 66 4.55% 3
CA
4390
Crumly & Associates
Illinois
USD 253 M +USD 38.3 M +18% 7.85% 58.1% 116 24.14% 1
KMWM
4391
Keudell/Morrison Wealth Management
Oregon
USD 253 M +USD 20 M +9% 9.78% – 203 19.21% 1.8
BlueDrive Global Investors
4392
BlueDrive Global Investors
United Kingdom
USD 253 M -USD 56.8 M -18% 3.99% 25.6% 12 0% 0.9
RPg Family Wealth Advisory
4393
RPg Family Wealth Advisory
Massachusetts
USD 253 M +USD 15.8 M +7% 7.62% 117% 293 10.24% 2.8
IAM Advisory
4394
IAM Advisory
Pennsylvania
USD 253 M +USD 17.3 M +7% 9.93% 74.5% 77 14.29% 0.2
Wills Financial Group
4395
Wills Financial Group
Virginia
USD 253 M +USD 30.1 M +14% 11% 57.5% 68 1.47% 3.8
Southern Wealth Management
4396
Southern Wealth Management
Texas
USD 253 M -USD 87.4 M -26% 4.54% 50% 59 11.86% 1.7
ValueWorks
4397
ValueWorks
New York
USD 253 M +USD 18 M +8% 4.03% 190% 35 8.57% 3.4
Waterfront Wealth
4398
Waterfront Wealth
Kansas
USD 253 M +USD 45.6 M +22% 7.8% 77.2% 222 21.17% 0.7
Horan Capital Advisors
4399
Horan Capital Advisors
Ohio
USD 252 M +USD 26.3 M +12% 11.2% 26.6% 93 10.75% 3.9
S. Muoio & Co
4400
S. Muoio & Co
New York
USD 252 M +USD 122 M +94% 8.55% 327% 125 47.2% 2