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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)
AWM
5401
Aberdeen Wealth Management
Illinois
USD 126 M -USD 6.73 M -5% 8.4% 73.1% 163 10.43% 1
Round Rock Advisors
5402
Round Rock Advisors
Connecticut
USD 126 M +USD 16.6 M +15% 6.87% 87.4% 69 23.19% 0.2
Chicago Wealth Management
5403
Chicago Wealth Management
Illinois
USD 126 M +USD 17.7 M +16% 7.93% 134% 43 44.19% 0.5
Greenspring Associates
5404
Greenspring Associates
Maryland
USD 126 M +USD 48.7 M +63% 0.66% – 13 84.62% 0.4
KLC
5405
Knowledge Leaders Capital
Colorado
USD 126 M +USD 10.6 M +9% 9.31% 51.6% 141 41.84% 0.6
HealthInvest Partners
5406
HealthInvest Partners
Sweden
USD 126 M -USD 25.4 M -17% 3.77% 146% 20 40% 1.1
Franklin Street Capital Partners
5407
Franklin Street Capital Partners
New York
USD 126 M +USD 22.1 M +21% 7.4% – 56 71.43% 0.3
SVB Investment Services
5408
SVB Investment Services
Utah
USD 126 M -USD 3.26 M -3% 4.27% – 63 42.86% 1.2
HighMark Wealth Management
5409
HighMark Wealth Management
Minnesota
USD 125 M +USD 9.03 M +8% 6.81% 110% 526 21.86% 0.9
GWA
5410
GGM Wealth Advisors
Maryland
USD 125 M +USD 24 M +24% 4.96% 25.9% 87 20.69% 0.2
SA
5411
Sunesis Advisors
Kansas
USD 125 M +USD 1.52 M +1% 2.38% – 32 3.13% 2.3
OFG
5412
OTA Financial Group
New York
USD 125 M -USD 26.1 M -17% 29.8% 320% 98 79.59% 0.1
Ritter Daniher Financial Advisory
5413
Ritter Daniher Financial Advisory
Ohio
USD 125 M +USD 9.9 M +9% 7.4% 56.7% 204 11.27% 0.2
CNO Financial Group
5414
CNO Financial Group
Indiana
USD 125 M +USD 13.5 M +12% 0.68% – 12 8.33% 1.3
St. Clair Advisors
5415
St. Clair Advisors
Ohio
USD 125 M +USD 19.1 M +18% 7.66% 77.5% 46 17.39% 0.2
WEO
5416
William E. Oberndorf
USD 125 M -USD 98.4 M -44% 10.6% 36.2% 8 12.5% 1.4
Texas Capital Bancshares
5417
Texas Capital Bancshares
Texas
USD 124 M +USD 49.7 M +67% 7.74% 175% 76 40.79% 1.6
Renasant Bank
5418
Renasant Bank
Mississippi
USD 124 M +USD 2.24 M +2% 6.44% 72.3% 204 20.59% 0.2
Yorktown Energy Partners VIII
5419
Yorktown Energy Partners VIII
New York
USD 124 M +USD 40.9 M +49% 71% 15.2% 2 0% 4.5
Summit Place Financial Advisors
5420
Summit Place Financial Advisors
New Jersey
USD 124 M +USD 8.9 M +8% 5.92% 111% 103 19.42% 0.6
Rain Capital Management
5421
Rain Capital Management
Oregon
USD 124 M -USD 3.92 M -3% 1.12% 18.2% 51 31.37% 2.3
OCP
5422
OCO Capital Partners
New York
USD 124 M +USD 10.2 M +9% 12.2% 679% 6 50% 0.9
Solitude Financial Services
5423
Solitude Financial Services
Virginia
USD 124 M +USD 10.2 M +9% 6.75% 62.4% 43 9.3% 0.2
Alhambra Investment Management
5424
Alhambra Investment Management
Florida
USD 124 M +USD 30.2 M +32% 4.41% 67.7% 150 23.33% 0.8
Security National Bank of Sioux City Iowa
5425
Security National Bank of Sioux City Iowa
Iowa
USD 124 M +USD 7.26 M +6% 7.64% 61% 106 11.32% 3.9