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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)
OneAscent Wealth Management
4526
OneAscent Wealth Management
Alabama
USD 261 M +USD 10 M +4% 5.15% 50.6% 199 27.14% 0.7
Seven Springs Wealth Group
4527
Seven Springs Wealth Group
Tennessee
USD 260 M +USD 38.6 M +17% 8.89% 59.2% 63 6.35% 2.8
Diana Davis Spencer Foundation
4528
Diana Davis Spencer Foundation
Maryland
USD 260 M -USD 3.76 M -1% 1.42% 13.4% 3 0% 9.3
SSCM
4529
Summit Street Capital Management
New York
USD 260 M +USD 24.2 M +10% 9.17% 217% 31 0% 5.4
Hiddenite Capital Partners
4530
Hiddenite Capital Partners
New York
USD 260 M +USD 92.8 M +55% 25.9% 466% 46 56.52% 0.6
BHK Investment Advisors
4531
BHK Investment Advisors
Alabama
USD 260 M +USD 86 M +49% 6.04% 54.6% 61 16.39% 4
Oak Family Advisors
4532
Oak Family Advisors
Illinois
USD 260 M +USD 22.4 M +9% 11.4% 81.9% 128 13.28% 2.1
Phraction Management
4533
Phraction Management
Connecticut
USD 260 M +USD 17.8 M +7% 7.77% 106% 64 20.31% 1.4
Truvestments Capital
4534
Truvestments Capital
Florida
USD 260 M +USD 38.4 M +17% 11% 131% 903 31.01% 1.9
Strategic Advocates
4535
Strategic Advocates
Utah
USD 260 M +USD 24.4 M +10% 7.3% 111% 182 48.35% 0.3
Nixon Capital
4536
Nixon Capital
Texas
USD 260 M +USD 36.6 M +16% 12% 118% 30 20% 1.3
NatWest Group
4537
NatWest Group
United Kingdom
USD 260 M +USD 20.4 M +9% 17% 207% 40 35% 3.3
Infusive Asset Management
4538
Infusive Asset Management
New York
USD 259 M +USD 38.8 M +18% 7.62% 33.8% 23 26.09% 1.2
Millstreet Capital Management
4539
Millstreet Capital Management
Massachusetts
USD 259 M +USD 13 M +5% 13.5% – 4 0% 0.3
Missouri Trust & Investment Company
4540
Missouri Trust & Investment Company
Missouri
USD 259 M +USD 11.8 M +5% 6.35% 81.6% 444 12.16% 1.8
KM
4541
KP Management
Minnesota
USD 259 M +USD 20.2 M +8% 18.5% – 94 38.3% 0.2
Forager Capital Management
4542
Forager Capital Management
Alabama
USD 259 M +USD 14.3 M +6% 12.1% 52.6% 13 7.69% 2
TA
4543
TrueWealth Advisors
Alabama
USD 259 M +USD 1.08 M +0.4% 6.34% 60.9% 218 14.22% 1.8
Helen Stephens Group
4544
Helen Stephens Group
Texas
USD 259 M +USD 35.8 M +16% 6.14% 53.4% 75 4% 1.7
Flagstone Financial Management
4545
Flagstone Financial Management
Nebraska
USD 259 M +USD 14.7 M +6% 4.76% 46.2% 46 10.87% 1
FAP
4546
Financial Advisory Partners
Florida
USD 259 M -USD 16.3 M -6% 5.88% 52.9% 73 21.92% 1.7
Tranquility Partners
4547
Tranquility Partners
Tennessee
USD 259 M +USD 20.2 M +8% 8.98% 77.3% 212 7.55% 2.9
Denver PWM
4548
Denver PWM
Colorado
USD 259 M +USD 42.9 M +20% 8.58% 48.6% 106 30.19% 2.3
Heathbridge Capital Management
4549
Heathbridge Capital Management
Ontario, Canada
USD 259 M +USD 25.5 M +11% 4.68% 73.6% 32 12.5% 5.1
Financial Partners Group (Tennessee)
4550
Financial Partners Group (Tennessee)
Tennessee
USD 258 M +USD 37.4 M +17% 8.57% – 97 17.53% 0.9