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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)
Robertson Opportunity Capital
4976
Robertson Opportunity Capital
Texas
USD 222 M -USD 5.95 M -3% 13.1% 93.4% 24 0% 7
Tealwood Asset Management
4977
Tealwood Asset Management
Minnesota
USD 222 M +USD 12.7 M +6% 9.64% 128% 134 8.96% 3.6
Alfreton Capital
4978
Alfreton Capital
United Kingdom
USD 222 M -USD 22.5 M -9% 9.48% 22.2% 6 33.33% 1.2
SMART Wealth
4979
SMART Wealth
Nebraska
USD 222 M +USD 38.9 M +21% 6.05% 83.6% 133 49.62% 0.5
Bridger Management
4980
Bridger Management
New York
USD 222 M -USD 39 M -15% 13.9% 103% 38 39.47% 1.2
LWMM
4981
Legacy Wealth Management (Mississippi)
Mississippi
USD 222 M +USD 14.4 M +7% 9.47% 105% 74 9.46% 3.3
WCM
4982
Wunderlich Capital Managemnt
Tennessee
USD 222 M -USD 659 k -0.3% 8.68% 33.6% 107 7.48% 4.4
Ategra Capital Management
4983
Ategra Capital Management
Virginia
USD 222 M -USD 6.02 M -3% 1.51% 114% 98 14.29% 2.9
Revisor Wealth Management
4984
Revisor Wealth Management
Ohio
USD 221 M +USD 134 M +155% 6.45% 72% 205 44.88% 0.6
Stonehearth Capital Management
4985
Stonehearth Capital Management
Massachusetts
USD 221 M +USD 17.4 M +9% 8.6% 87.5% 83 16.87% 2.7
PWMG
4986
Private Wealth Management Group
New Jersey
USD 221 M +USD 17.2 M +8% 4.67% 63.2% 1,613 12.9% 0.2
Ameliora Wealth Management
4987
Ameliora Wealth Management
Switzerland
USD 221 M +USD 19.2 M +10% 6.99% 73.9% 207 16.91% 1.2
IP
4988
Investment Partners
Ohio
USD 221 M +USD 17.4 M +9% 8.29% 83.2% 145 10.34% 5.2
Texas Capital Bancshares
4989
Texas Capital Bancshares
Texas
USD 221 M +USD 32.8 M +17% 22.8% 175% 84 9.52% 3.4
Level Financial Advisors
4990
Level Financial Advisors
New York
USD 220 M +USD 18.2 M +9% 4.85% 44% 274 73.36% 1.9
Grandview Asset Management
4991
Grandview Asset Management
Pennsylvania
USD 220 M +USD 29.8 M +16% 21.4% 200% 113 7.08% 1.7
Velan Capital Investment Management
4992
Velan Capital Investment Management
Georgia
USD 220 M +USD 48.9 M +29% 104% 2,395% 27 48.15% 0.8
Ewing Morris & Co Investment Partners
4993
Ewing Morris & Co Investment Partners
Ontario, Canada
USD 220 M +USD 80.1 M +57% 1.26% 63.5% 36 16.67% 0.9
Clayton Financial Group
4994
Clayton Financial Group
Missouri
USD 220 M +USD 59.1 M +37% 7.37% 69.8% 106 66.04% 0.1
SWMG
4995
Signature Wealth Management Group
Georgia
USD 220 M +USD 3.48 M +2% 4.93% – 105 9.52% 3
Luminus Management
4996
Luminus Management
Texas
USD 220 M -USD 142 M -39% 4.08% 8.7% 35 65.71% 1.3
Sonata Capital Group
4997
Sonata Capital Group
Washington
USD 220 M +USD 18.8 M +9% 7.56% 66.5% 114 7.02% 5.8
DI
4998
DAGCO Inc
Ohio
USD 220 M +USD 111 M +102% 8.22% 75% 396 82.83% 0.8
Davis Rea
4999
Davis Rea
Ontario, Canada
USD 220 M +USD 24.2 M +12% 9.51% 66.9% 39 17.95% 6.1
Palisades Hudson Asset Management
5000
Palisades Hudson Asset Management
Florida
USD 220 M +USD 13.3 M +6% 6.91% 66.8% 101 10.89% 6.4