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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)
USAdvisors Wealth Management
4801
USAdvisors Wealth Management
Minnesota
USD 184 M -USD 22.7 M -11% 4.62% 59.6% 113 18.58% 1
Robinson Capital Management
4802
Robinson Capital Management
Michigan
USD 184 M -USD 2.81 M -2% 3.99% 7.8% 191 52.36% 0.6
Curated Wealth Partners
4803
Curated Wealth Partners
California
USD 184 M +USD 20.9 M +13% 14.3% 39.9% 152 12.5% 0.4
Adalta Capital Management
4804
Adalta Capital Management
New York
USD 184 M +USD 10.3 M +6% 5.48% 80.4% 103 12.62% 1.9
PBMares Wealth Management
4805
PBMares Wealth Management
Virginia
USD 184 M +USD 61.1 M +50% 4.58% 67.7% 153 11.11% 1
MCM
4806
McMillion Capital Management
North Carolina
USD 184 M +USD 12.6 M +7% 7.13% 59.3% 86 8.14% 4.4
RP
4807
RBS Partners
Florida
USD 183 M +USD 34.2 M +23% 30.5% 210% 3 33.33% 5
Jeppson Wealth Management
4808
Jeppson Wealth Management
California
USD 183 M +USD 15.2 M +9% 6.94% 107% 151 8.61% 0.7
KFA Private Wealth Group
4809
KFA Private Wealth Group
Virginia
USD 183 M +USD 11.8 M +7% 5.6% 62.8% 80 15% 1.1
Oldfather Financial Services
4810
Oldfather Financial Services
Nebraska
USD 183 M +USD 9.14 M +5% 5.91% 60.8% 63 7.94% 1.3
Strategic Vision Investment
4811
Strategic Vision Investment
Hong Kong
USD 183 M +USD 121 M +194% 9.87% 95.6% 23 56.52% 0.3
Michael & Susan Dell Foundation
4812
Michael & Susan Dell Foundation
New York
USD 183 M +USD 34.5 M +23% 22.8% 238% 3 0% 0.8
Matrix Private Capital Group
4813
Matrix Private Capital Group
New York
USD 183 M +USD 16.5 M +10% 7% 62.5% 258 12.4% 1
KMWM
4814
Keudell/Morrison Wealth Management
Oregon
USD 183 M +USD 10.3 M +6% 7.71% – 179 12.85% 1.7
Nationwide Asset Management
4815
Nationwide Asset Management
Ohio
USD 183 M +USD 39.3 M +27% 4% 8.56% 18 50% 0.7
ITIM
4816
Indiana Trust & Investment Management
Indiana
USD 183 M -USD 4.64 M -2% 3.52% 114% 119 5.88% 5.9
Verity Asset Management
4817
Verity Asset Management
North Carolina
USD 183 M +USD 14.9 M +9% 5.75% 87% 259 30.12% 1.3
Salem Capital Management
4818
Salem Capital Management
Massachusetts
USD 182 M +USD 14.5 M +9% 5.64% 32.3% 78 8.97% 5
WFA
4819
Wade Financial Advisory
California
USD 182 M +USD 24.2 M +15% 6.13% 15.9% 71 4.23% 1.3
Spark Investment Management
4820
Spark Investment Management
New York
USD 182 M +USD 33.2 M +22% 19.8% 459% 46 13.04% 0.8
Truvestments Capital
4821
Truvestments Capital
Florida
USD 182 M +USD 5.25 M +3% 5.99% 131% 715 18.88% 0.9
General Industrial Partners
4822
General Industrial Partners
United Kingdom
USD 182 M -USD 5.03 M -3% 3.47% – 16 75% 0.2
Palmer Knight Company
4823
Palmer Knight Company
Florida
USD 182 M +USD 8.24 M +5% 9.54% 78.9% 28 3.57% 2
Grandview Asset Management
4824
Grandview Asset Management
Pennsylvania
USD 182 M -USD 5.65 M -3% 12.5% 200% 533 80.11% 0.9
Beirne Wealth Consulting Services
4825
Beirne Wealth Consulting Services
Connecticut
USD 182 M +USD 11.6 M +7% 5.82% 81.9% 117 11.11% 1.4