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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)
Siguler Guff Advisers
4651
Siguler Guff Advisers
New York
USD 269 M +USD 35.4 M +15% 16.4% 37.7% 5 0% 3.1
Northern Right Capital Management
4652
Northern Right Capital Management
Connecticut
USD 269 M -USD 2.79 M -1% 10.6% 187% 37 48.65% 1.8
Stone Run Capital
4653
Stone Run Capital
New York
USD 269 M +USD 18.2 M +7% 10.1% 77.8% 71 9.86% 6.5
Northeast Financial Group
4654
Northeast Financial Group
Pennsylvania
USD 269 M +USD 35 M +15% 5.23% 31.6% 88 17.05% 1.7
Accel Wealth Management
4655
Accel Wealth Management
Iowa
USD 269 M +USD 18.7 M +7% 5.98% 82.4% 274 17.52% 2.1
Divergent Planning
4656
Divergent Planning
Maryland
USD 268 M +USD 17.4 M +7% 5.36% 43.3% 29 3.45% 2.2
Ferguson Shapiro
4657
Ferguson Shapiro
Georgia
USD 268 M +USD 13.2 M +5% 4.64% 42.7% 81 48.15% 1
BHK Investment Advisors
4658
BHK Investment Advisors
Alabama
USD 268 M +USD 13.2 M +5% 6.71% 58.8% 65 4.62% 4.2
Ceeto Capital Group
4659
Ceeto Capital Group
Florida
USD 268 M +USD 10 M +4% 6.77% 94.4% 178 10.11% 4.1
Sterling Wealth Management
4660
Sterling Wealth Management
Illinois
USD 268 M +USD 57.2 M +27% 6.75% – 112 10.71% 0.6
IronBridge Private Wealth
4661
IronBridge Private Wealth
Texas
USD 268 M +USD 556 k +0.2% 2.12% 143% 55 29.09% 1.3
Seeds Investor
4662
Seeds Investor
New York
USD 268 M +USD 72.5 M +37% 6.46% – 272 26.1% 0.4
Yeomans Consulting Group
4663
Yeomans Consulting Group
Georgia
USD 267 M +USD 8.74 M +3% 6.15% – 105 33.33% 0.5
Jackson Grant Investment Advisers
4664
Jackson Grant Investment Advisers
Connecticut
USD 267 M +USD 19.8 M +8% 7.86% 54.3% 408 5.64% 4
Colton Groome Financial Advisors
4665
Colton Groome Financial Advisors
North Carolina
USD 267 M +USD 13.7 M +5% 5.76% 65.8% 130 8.46% 2.1
Somerset Trust
4666
Somerset Trust
Pennsylvania
USD 267 M +USD 23.4 M +10% 10% 80.5% 157 6.37% 5.5
Alpha DNA Investment Management
4667
Alpha DNA Investment Management
Maryland
USD 267 M +USD 9.6 M +4% 10.1% 134% 265 50.94% 0.8
Siemens Pension Trust
4668
Siemens Pension Trust
Germany
USD 267 M +USD 63.2 M +31% 31% 66.6% 1 0% 1.8
Clayton Financial Group
4669
Clayton Financial Group
Missouri
USD 267 M +USD 35.9 M +16% 7.26% 69.8% 127 19.69% 0.5
GL
4670
GHE LLC
Tennessee
USD 267 M +USD 17.7 M +7% 4.36% 188% 57 12.28% 2.3
Camarda Financial Advisors
4671
Camarda Financial Advisors
Florida
USD 267 M +USD 12.4 M +5% 7.05% 196% 94 32.98% 1.4
Olympus Peak Asset Management
4672
Olympus Peak Asset Management
Connecticut
USD 267 M – – 6.92% – 1 – 0
Financial Partners Group (Tennessee)
4673
Financial Partners Group (Tennessee)
Tennessee
USD 267 M +USD 9.04 M +4% 3.81% – 102 9.8% 1.3
Carmel Capital Management
4674
Carmel Capital Management
California
USD 267 M +USD 9.9 M +4% 6.66% 247% 29 10.34% 2.4
Medina Value Partners
4675
Medina Value Partners
California
USD 267 M +USD 66.9 M +33% 1.89% 80% 21 57.14% 0.4