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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)
Fusion Capital
4451
Fusion Capital
South Carolina
USD 344 M +USD 51.2 M +18% 10.5% 108% 100 10% 3.2
Pennsylvania Capital Management
4452
Pennsylvania Capital Management
Pennsylvania
USD 344 M +USD 30.9 M +10% 9.13% 90.8% 112 8.04% 3
ValueWorks
4453
ValueWorks
New York
USD 344 M +USD 39.8 M +13% 19.1% 161% 34 0% 5.6
TFB Advisors
4454
TFB Advisors
Kansas
USD 343 M -USD 38.3 M -10% 7.28% 85% 362 22.65% 1.4
Capital Planning
4455
Capital Planning
Washington
USD 343 M +USD 25 M +8% 7.37% 81.2% 82 7.32% 3.1
Palo Alto Wealth Advisors
4456
Palo Alto Wealth Advisors
California
USD 343 M +USD 78.9 M +30% 22.5% 108% 65 16.92% 1.6
PCG Wealth Advisors
4457
PCG Wealth Advisors
Kansas
USD 343 M +USD 148 M +76% 12.5% 92.6% 153 45.75% 1.4
Westend Capital Management
4458
Westend Capital Management
California
USD 343 M +USD 18.6 M +6% 14.3% – 279 27.24% 1.6
Tidemark
4459
Tidemark
California
USD 343 M +USD 33 M +11% 6.29% 56.1% 713 8.13% 1.4
S.E.E.D. Planning Group
4460
S.E.E.D. Planning Group
New York
USD 343 M +USD 24.2 M +8% 7.68% 57.3% 88 22.73% 3.1
Greenlea Lane Capital Management
4461
Greenlea Lane Capital Management
Connecticut
USD 343 M -USD 12.5 M -4% 5.97% 99.7% 8 0% 4.3
Pathway Financial Advisers
4462
Pathway Financial Advisers
Indiana
USD 343 M +USD 33.9 M +11% 7.7% 88.2% 382 58.9% 1
Granger Management
4463
Granger Management
New York
USD 343 M +USD 74.6 M +28% 7.4% 69.9% 6 0% 4
Argonautica Private Wealth Management
4464
Argonautica Private Wealth Management
Massachusetts
USD 343 M +USD 26.8 M +8% 11.2% 167% 190 6.32% 1.9
SRH Advisors
4465
SRH Advisors
Kansas
USD 343 M +USD 13.7 M +4% 4.02% 55.7% 286 9.44% 7
Northcape Wealth Management
4466
Northcape Wealth Management
New York
USD 342 M +USD 14.5 M +4% 5.94% 74% 144 8.33% 2.6
FAP
4467
Financial Advisory Partners
Florida
USD 342 M +USD 24.3 M +8% 6.01% 52.9% 71 9.86% 2.6
Quantum Private Wealth
4468
Quantum Private Wealth
Florida
USD 342 M +USD 33.3 M +11% 11% 240% 185 13.51% 2.6
VC
4469
Vision Capital
Ontario, Canada
USD 342 M -USD 35.7 M -9% 1.51% 19.8% 18 61.11% 0.9
Valley Forge Investment Consultants
4470
Valley Forge Investment Consultants
Pennsylvania
USD 342 M +USD 29.8 M +10% 7.08% 67.9% 103 27.18% 3.1
Neumann Capital Management
4471
Neumann Capital Management
California
USD 342 M +USD 23.9 M +8% 10.2% 89.9% 104 4.81% 7.3
FC Advisory
4472
FC Advisory
Pennsylvania
USD 342 M +USD 18 M +6% 5.41% 46.6% 117 5.13% 4.8
Main Street Group
4473
Main Street Group
Virginia
USD 341 M +USD 34.1 M +11% 9.86% 98.3% 880 13.75% 1.4
Corbyn Investment Management
4474
Corbyn Investment Management
Maryland
USD 341 M +USD 43.8 M +15% 3.85% 71% 71 7.04% 4.9
Metropolitan Life Insurance Company (MetLife)
4475
Metropolitan Life Insurance Company (MetLife)
New York
USD 341 M +USD 6.7 M +2% 5.14% 50.8% 11 0% 6.8