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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)
Sowa Financial Group
5176
Sowa Financial Group
Rhode Island
USD 142 M -USD 6.6 M -4% 2.46% 100% 242 71.9% 1.2
Lederer & Associates Investment Counsel
5177
Lederer & Associates Investment Counsel
California
USD 142 M +USD 11.6 M +9% 3.95% 92.7% 157 46.5% 1.9
SAM
5178
Stenahm Asset Management
Guernsey
USD 142 M +USD 23 M +19% 20.5% – 29 31.03% 0.2
Disruptive Technology Advisers
5179
Disruptive Technology Advisers
Texas
USD 142 M -USD 824 M -85% 8.21% – 2 50% 0.1
Seneca House Advisors
5180
Seneca House Advisors
Virginia
USD 142 M +USD 3.9 M +3% 5.44% 58.2% 82 10.98% 2.4
Eastover Investment Advisors
5181
Eastover Investment Advisors
North Carolina
USD 142 M -USD 2.82 M -2% 5.5% 105% 55 18.18% 0.9
Brown Miller Wealth Management
5182
Brown Miller Wealth Management
Virginia
USD 141 M +USD 8.28 M +6% 4.52% 121% 122 18.85% 0.2
Garrett Wealth Advisory Group
5183
Garrett Wealth Advisory Group
Texas
USD 141 M +USD 8.38 M +6% 5.06% 74.6% 52 13.46% 1.5
Cooper/Haims Advisors
5184
Cooper/Haims Advisors
New York
USD 141 M +USD 10.9 M +8% 5.38% 58.8% 83 22.89% 1.7
SM
5185
Saya Management
New York
USD 141 M -USD 30.1 M -18% 8.67% 34.8% 18 55.56% 0.5
HPS Investment Partners
5186
HPS Investment Partners
New York
USD 141 M +USD 33.4 M +31% 40.3% 55.9% 8 62.5% 0.6
Oakwell Private Wealth Management
5187
Oakwell Private Wealth Management
Texas
USD 141 M +USD 14 M +11% 6.08% 68.2% 65 12.31% 0.2
Pointe Capital Management
5188
Pointe Capital Management
Michigan
USD 141 M +USD 23.9 M +20% 7.46% 62.6% 152 12.5% 2.9
Annandale Capital
5189
Annandale Capital
Texas
USD 141 M +USD 21.4 M +18% 9.24% 57.2% 74 29.73% 0.2
Altus Wealth Management
5190
Altus Wealth Management
Kentucky
USD 141 M +USD 12 M +9% 5.02% 73% 37 18.92% 0.9
Guardian Investment Management
5191
Guardian Investment Management
California
USD 141 M +USD 8.98 M +7% 9.94% 103% 59 11.86% 4.3
Cape Ann Savings Bank
5192
Cape Ann Savings Bank
Massachusetts
USD 141 M +USD 2.34 M +2% 7.8% 82% 92 6.52% 4.3
Vigilare Wealth Management
5193
Vigilare Wealth Management
Arizona
USD 141 M +USD 35.2 M +33% 5.75% 59.5% 216 40.28% 0.6
Prosperity Planning
5194
Prosperity Planning
Missouri
USD 141 M +USD 22.8 M +19% 8.33% 43.5% 89 3.37% 0.2
BNC Wealth Management
5195
BNC Wealth Management
Oregon
USD 141 M -USD 17.5 M -11% 3.14% 204% 107 38.32% 0.4
GCM
5196
Granby Capital Management
Florida
USD 141 M +USD 27.6 M +24% 6.42% 50% 30 40% 0.2
Fortis Advisors
5197
Fortis Advisors
Pennsylvania
USD 141 M +USD 27.3 M +24% 5.69% 74.4% 270 41.48% 1.6
Abacus Wealth Partners
5198
Abacus Wealth Partners
California
USD 141 M +USD 25.9 M +23% 9.06% 49.5% 117 26.5% 0.2
Founders Capital Management (Texas)
5199
Founders Capital Management (Texas)
Texas
USD 140 M -USD 913 k -0.6% 5.43% 131% 308 12.99% 3.2
ECM
5200
EMC Capital Management
Texas
USD 140 M +USD 9.25 M +7% 7.81% – 123 27.64% 0.2