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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)
Wealth Alliance Advisory Group
4626
Wealth Alliance Advisory Group
Kansas
USD 230 M +USD 24.3 M +12% 9.06% 72.7% 174 20.69% 2.4
HMS Capital Management
4627
HMS Capital Management
Tennessee
USD 230 M +USD 17.2 M +8% 9.74% 140% 124 10.48% 2
Stagwell Group
4628
Stagwell Group
Florida
USD 230 M – – 13% 8.47% 1 – 0
Moerus Capital Management
4629
Moerus Capital Management
New York
USD 230 M +USD 14.2 M +7% 5.22% 205% 13 0% 2.6
AAFMAA Wealth Management & Trust
4630
AAFMAA Wealth Management & Trust
North Carolina
USD 230 M +USD 18.9 M +9% 11.4% 62.3% 71 11.27% 0.8
TFG Advisers
4631
TFG Advisers
Michigan
USD 229 M +USD 22.9 M +11% 11.6% 61.8% 206 5.34% 2.3
AlphaCore Capital
4632
AlphaCore Capital
California
USD 229 M +USD 32.1 M +16% 8.08% 91.5% 142 38.73% 1
Lapides Asset Management
4633
Lapides Asset Management
Connecticut
USD 229 M -USD 11.9 M -5% 1.94% 63% 86 22.09% 2.8
Ironwood Wealth Management (Arizona)
4634
Ironwood Wealth Management (Arizona)
Arizona
USD 229 M +USD 16.9 M +8% 3.16% 34.2% 53 5.66% 3
Portland Investment Counsel
4635
Portland Investment Counsel
Ontario, Canada
USD 229 M +USD 9.8 M +4% 2.64% 121% 39 10.26% 2.9
Kercheville Advisors
4636
Kercheville Advisors
Texas
USD 229 M +USD 18.1 M +9% 9.46% 261% 127 18.9% 0.8
Atlas Venture Associates IX
4637
Atlas Venture Associates IX
Massachusetts
USD 229 M -USD 71.8 M -24% 23.2% 89.8% 7 0% 3.7
RG
4638
Retirement Group
California
USD 229 M +USD 11.6 M +5% 7.6% 33.7% 780 18.33% 1.4
Turim 21 Investimentos
4639
Turim 21 Investimentos
Brazil
USD 229 M +USD 12.7 M +6% 3.67% 73.9% 117 35.04% 0.4
SimpliFi Inc
4640
SimpliFi Inc
California
USD 229 M +USD 6.26 M +3% 3.55% 27.9% 33 24.24% 1.5
Lake Point Wealth Management
4641
Lake Point Wealth Management
Texas
USD 229 M +USD 11.9 M +5% 5.85% – 507 17.16% 1.8
Guinness Atkinson Asset Management
4642
Guinness Atkinson Asset Management
California
USD 229 M +USD 13.7 M +6% 12.7% 148% 95 0% 4
KFO
4643
Kopp Family Office
Minnesota
USD 229 M -USD 23.2 M -9% 10.9% 47.9% 14 0% 1.3
VisionPoint Advisory Group
4644
VisionPoint Advisory Group
Texas
USD 229 M +USD 4.5 M +2% 5.97% 79.3% 111 22.52% 1
Snow Phipps Group
4645
Snow Phipps Group
New York
USD 229 M +USD 100 M +78% 4.37% 58% 2 0% 1.8
GSI Capital Advisors
4646
GSI Capital Advisors
California
USD 229 M +USD 28.1 M +14% 16.4% 41.1% 40 45% 0.9
Bedford Ridge Capital
4647
Bedford Ridge Capital
New York
USD 228 M – – 36.1% – 1 – 0
Norway Savings Bank
4648
Norway Savings Bank
Maine
USD 228 M +USD 15.7 M +7% 8.43% 117% 329 9.12% 3.5
CNBT
4649
Cornerstone National Bank & Trust
Illinois
USD 228 M +USD 1.44 M +0.6% 3.72% 38.5% 66 10.61% 1.7
Accuvest Global Advisors
4650
Accuvest Global Advisors
Utah
USD 228 M +USD 16.2 M +8% 6.28% 163% 134 35.07% 0.8