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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)
Samalin Investment Counsel
5051
Samalin Investment Counsel
New York
USD 198 M +USD 23.8 M +14% 8.71% 68.3% 284 13.73% 2.2
Foresite Capital Management IV
5052
Foresite Capital Management IV
California
USD 198 M +USD 17.8 M +10% 42.8% 151% 7 28.57% 2.7
Jacobsen Capital Management
5053
Jacobsen Capital Management
Utah
USD 198 M +USD 13.5 M +7% 11.9% 97.3% 86 18.6% 1.9
Saiph Capital
5054
Saiph Capital
New Jersey
USD 198 M +USD 14.8 M +8% 9.24% 52.4% 47 27.66% 1.4
Bull Street Advisors
5055
Bull Street Advisors
Georgia
USD 198 M +USD 8.59 M +5% 7.16% 48.5% 92 5.43% 4
Investors Asset Management of Georgia
5056
Investors Asset Management of Georgia
Georgia
USD 197 M +USD 16.1 M +9% 13.4% 118% 172 12.79% 6.1
Alpha Financial Advisors
5057
Alpha Financial Advisors
North Carolina
USD 197 M +USD 39.4 M +25% 10.2% 41.6% 49 34.69% 0.8
Evernest Financial Advisors
5058
Evernest Financial Advisors
Indiana
USD 197 M – – 9.96% – 122 – 1.9
Consilio Wealth Advisors
5059
Consilio Wealth Advisors
Washington
USD 197 M +USD 25.1 M +15% 12% 66.4% 60 28.33% 1.1
Caldwell Sutter Capital
5060
Caldwell Sutter Capital
California
USD 197 M +USD 16.1 M +9% 10.9% 79.5% 991 13.42% 0.7
Mountaineer Partners Management
5061
Mountaineer Partners Management
New York
USD 197 M +USD 40.7 M +26% 16.9% 158% 15 13.33% 1.1
Precedent Wealth Partners
5062
Precedent Wealth Partners
Texas
USD 197 M – – 9.77% 61.1% 131 – 0
RFG Holdings
5063
RFG Holdings
Texas
USD 197 M +USD 19.6 M +11% 8.26% 74.2% 28 14.29% 1.3
Kathleen S. Wright Associates
5064
Kathleen S. Wright Associates
Pennsylvania
USD 197 M +USD 17.9 M +10% 9.64% 66% 221 23.98% 1.3
WorthPointe
5065
WorthPointe
California
USD 197 M +USD 26.9 M +16% 10.6% 59.7% 83 30.12% 0.9
First Financial Corp
5066
First Financial Corp
Indiana
USD 197 M +USD 26 M +15% 13.9% 95.3% 402 10.95% 6.3
Crestmont Private Wealth
5067
Crestmont Private Wealth
Texas
USD 197 M +USD 33 M +20% 9.93% 54.8% 50 6% 1.1
Reliant Investment Management
5068
Reliant Investment Management
Tennessee
USD 196 M +USD 24.8 M +14% 12.2% 129% 65 13.85% 2.7
ShankerValleau Wealth Advisors
5069
ShankerValleau Wealth Advisors
Illinois
USD 196 M +USD 18.4 M +10% 8.48% 60.3% 23 4.35% 1.5
TPG Financial Advisors
5070
TPG Financial Advisors
Oregon
USD 196 M +USD 2.86 M +1% 8.77% – 63 22.22% 2.5
CWM
5071
Capital Wealth Management
Rhode Island
USD 196 M +USD 13.9 M +8% 8.43% 51.3% 41 0% 2.7
Greencape Capital
5072
Greencape Capital
Australia
USD 196 M +USD 11.6 M +6% 16.6% 98.1% 3 0% 2.8
Sterling Investment Counsel
5073
Sterling Investment Counsel
New York
USD 196 M +USD 21.4 M +12% 11.1% 93.8% 171 19.88% 1.4
SL
5074
SIB LLC
New York
USD 196 M +USD 27.1 M +16% 18.9% 29.2% 18 0% 8.3
Investment Research & Advisory Group
5075
Investment Research & Advisory Group
Georgia
USD 196 M +USD 19.7 M +11% 12.6% 105% 236 13.98% 2.5