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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)
Aprio Wealth Management
4876
Aprio Wealth Management
Georgia
USD 151 M +USD 10.5 M +7% 10.8% 66.1% 74 41.89% 0.8
KCS Wealth Advisory
4877
KCS Wealth Advisory
California
USD 151 M +USD 26 M +21% 17.1% 45.3% 155 13.55% 2.1
Plotkin Financial Advisors
4878
Plotkin Financial Advisors
Maryland
USD 151 M +USD 60.5 M +67% 17.8% 108% 76 26.32% 0.7
Investors Financial Group
4879
Investors Financial Group
Minnesota
USD 151 M +USD 17.6 M +13% 12.9% – 177 18.08% 0.7
KCM
4880
Kempner Capital Management
Texas
USD 151 M +USD 26.3 M +21% 25.3% 60.9% 48 10.42% 4.5
OFG
4881
OTA Financial Group
New York
USD 151 M +USD 43.4 M +40% 24.2% 320% 97 74.23% 0.3
Auxano Advisors
4882
Auxano Advisors
Washington
USD 151 M +USD 21.8 M +17% 11.2% 103% 53 16.98% 0.6
MA
4883
Menlo Advisors
California
USD 151 M +USD 23.5 M +18% 15.5% 108% 39 10.26% 3.5
HealthInvest Partners
4884
HealthInvest Partners
Sweden
USD 151 M – – 18.1% 146% 17 – 0.8
Sterling Investment Advisors (Missouri)
4885
Sterling Investment Advisors (Missouri)
Missouri
USD 151 M +USD 19.9 M +15% 11.5% 45.1% 27 18.52% 4.5
Mader & Shannon Wealth Management
4886
Mader & Shannon Wealth Management
Missouri
USD 151 M +USD 23.1 M +18% 4.87% 62.5% 27 33.33% 0.9
CTC (Chicago Trading Company)
4887
CTC (Chicago Trading Company)
Illinois
USD 151 M +USD 13.1 M +10% 8.28% 205% 89 33.71% 1.4
Watchman Group
4888
Watchman Group
Texas
USD 151 M +USD 15.3 M +11% 13.9% 54% 79 11.39% 0.8
Clarus Wealth Advisors
4889
Clarus Wealth Advisors
Arizona
USD 150 M +USD 21.4 M +17% 15.8% 89.7% 148 27.7% 1.4
Jeppson Wealth Management
4890
Jeppson Wealth Management
California
USD 150 M +USD 22.8 M +18% 10.6% 107% 513 73.88% 0.2
Harrington Investments
4891
Harrington Investments
California
USD 150 M +USD 9.14 M +6% 11.7% 109% 75 2.67% 2.9
Apogem Capital
4892
Apogem Capital
New York
USD 150 M – – 28.8% – 159 – 0
Stone Ridge Asset Management
4893
Stone Ridge Asset Management
New York
USD 150 M – – 38.3% – 1 – 0
Murphy Middleton Hinkle & Parker
4894
Murphy Middleton Hinkle & Parker
Georgia
USD 150 M +USD 13.4 M +10% 12.5% 66.8% 136 1.47% 2.5
Townsend Asset Management
4895
Townsend Asset Management
North Carolina
USD 150 M +USD 27 M +22% 15% 88.5% 185 11.89% 0.9
EP
4896
Elkhorn Partners
Nebraska
USD 150 M +USD 21.5 M +17% 20% 33.1% 45 26.67% 4.4
Blue Square Asset Management
4897
Blue Square Asset Management
New York
USD 150 M +USD 3.84 M +3% 13.7% 117% 82 9.76% 0.9
SL
4898
SIB LLC
New York
USD 150 M -USD 499 k -0.3% 12.5% 29.2% 22 9.09% 5.7
AllSquare Wealth Management
4899
AllSquare Wealth Management
New York
USD 150 M +USD 12.1 M +9% 11.6% 62.4% 499 10.02% 3.2
DI
4900
Disciplined Investments
Oklahoma
USD 150 M +USD 14.1 M +10% 12.3% 54.1% 434 27.88% 0.9