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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)
ForthRight Wealth Management
5101
ForthRight Wealth Management
Georgia
USD 147 M +USD 20.1 M +16% 5.92% 50.4% 193 83.94% 0.2
Washburn Capital Management
5102
Washburn Capital Management
Florida
USD 147 M +USD 3.51 M +2% 5.18% 123% 62 22.58% 0.8
Triton Wealth Management
5103
Triton Wealth Management
Arizona
USD 147 M -USD 9.9 M -6% 4.23% – 112 25% 0.6
Orleans Capital Management
5104
Orleans Capital Management
Louisiana
USD 147 M +USD 8.1 M +6% 6.3% 94.6% 80 6.25% 0.9
Goepper Burkhardt
5105
Goepper Burkhardt
South Carolina
USD 147 M +USD 9.28 M +7% 3.69% 50.4% 64 9.38% 0.2
Tilden Park Management I
5106
Tilden Park Management I
New York
USD 147 M +USD 49.9 M +52% 1.93% 29.6% 58 96.55% 0.1
New Silk Road Investment
5107
New Silk Road Investment
Singapore
USD 147 M -USD 26 M -15% 2.17% 21.2% 13 30.77% 1.3
Highline Capital Management
5108
Highline Capital Management
New York
USD 147 M -USD 57.8 M -28% 15.9% 198% 31 67.74% 0.4
Precept Management
5109
Precept Management
Texas
USD 147 M -USD 100 M -41% 13.1% 110% 72 61.11% 0.9
RMSCM
5110
R.M. Sincerbeaux Capital Management
New York
USD 147 M +USD 9.1 M +7% 8.2% 76.4% 47 4.26% 5.9
Harbor Group
5111
Harbor Group
New Hampshire
USD 146 M +USD 12.6 M +9% 8.82% 43% 54 5.56% 0.2
BCGM Wealth Management
5112
BCGM Wealth Management
Indiana
USD 146 M +USD 5.04 M +4% 4.21% 58.3% 102 14.71% 0.2
SWMG LLC
5113
SWMG LLC
Texas
USD 146 M +USD 9.49 M +7% 7.3% 68.7% 61 11.48% 0.2
Sterling Investment Management
5114
Sterling Investment Management
Arizona
USD 146 M +USD 5.22 M +4% 4.39% 45.3% 61 11.48% 3.6
Arrow Capital Management
5115
Arrow Capital Management
New York
USD 146 M -USD 110 M -43% 7% – 22 40.91% 1.5
Insight Folios
5116
Insight Folios
North Carolina
USD 146 M +USD 11.4 M +8% 15.8% 32.9% 39 5.13% 1.2
Valley Forge Investment Consultants
5117
Valley Forge Investment Consultants
Pennsylvania
USD 146 M +USD 31.1 M +27% 6.82% 67.9% 71 12.68% 0.2
Burke & Herbert Bank & Trust
5118
Burke & Herbert Bank & Trust
Virginia
USD 146 M +USD 4.86 M +3% 8.79% 81.5% 145 6.21% 5.2
DB Wealth Management Group
5119
DB Wealth Management Group
California
USD 146 M +USD 10.3 M +8% 5.49% 19% 397 13.6% 0.2
CoreFirst Bank & Trust
5120
CoreFirst Bank & Trust
Kansas
USD 146 M +USD 10.7 M +8% 6.41% 61.4% 457 9.19% 0.2
ICW Investment Advisors
5121
ICW Investment Advisors
Arizona
USD 146 M +USD 5.82 M +4% 3.6% 58.6% 129 3.88% 1.2
Wiser Wealth Management
5122
Wiser Wealth Management
Georgia
USD 146 M +USD 12.2 M +9% 3.06% 53% 29 6.9% 0.2
Brown University
5123
Brown University
Rhode Island
USD 146 M +USD 7.33 M +5% 4.15% 40.1% 8 50% 0.7
PFG Private Wealth Management
5124
PFG Private Wealth Management
Florida
USD 145 M +USD 14.9 M +11% 1.62% 52.6% 66 37.88% 0.8
SWS Partners
5125
SWS Partners
Ohio
USD 145 M -USD 79.1 M -35% 6.39% 127% 121 38.84% 1.6