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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)
Vernal Point Advisors
5501
Vernal Point Advisors
California
USD 246 M +USD 3.45 M +1% 0.29% – 23 8.7% 1.7
Caldwell Sutter Capital
5502
Caldwell Sutter Capital
California
USD 246 M +USD 10 M +4% 5.39% 85.9% 913 6.24% 2.5
Retirement Planning Company of New England
5503
Retirement Planning Company of New England
Rhode Island
USD 246 M -USD 3.45 M -1% 0.24% 125% 257 8.17% 3.1
MY.Alpha Management HK Advisors
5504
MY.Alpha Management HK Advisors
Hong Kong
USD 246 M +USD 59.4 M +32% 6.34% 423% 14 50% 0.9
Investment Research Partners
5505
Investment Research Partners
Pennsylvania
USD 246 M +USD 12.8 M +5% 4.34% – 261 16.86% 0.4
Mirabaud & Cie
5506
Mirabaud & Cie
Switzerland
USD 246 M -USD 64.5 M -21% 6.62% 151% 65 29.23% 1.6
HighMark Wealth Management
5507
HighMark Wealth Management
Minnesota
USD 246 M +USD 215 k +0.1% 0.34% 110% 615 14.63% 3.4
Equinox Partners Investment Management
5508
Equinox Partners Investment Management
Connecticut
USD 245 M +USD 53.9 M +28% 83.1% 241% 13 23.08% 2
Cooper Investors
5509
Cooper Investors
Australia
USD 245 M -USD 55.6 M -18% 1.13% 57.5% 52 40.38% 1.4
School Employees Retirement Board of Ohio
5510
School Employees Retirement Board of Ohio
Ohio
USD 245 M +USD 40.6 M +20% 8.13% – 6 16.67% 0.8
NTCM
5511
Nut Tree Capital Management
New York
USD 245 M -USD 285 M -54% 20.4% 101% 8 62.5% 2.7
MRA Advisory Group
5512
MRA Advisory Group
New Jersey
USD 245 M +USD 7.08 M +3% 1.33% 86.8% 149 14.09% 2.3
Kinloch Capital
5513
Kinloch Capital
Virginia
USD 245 M +USD 13.2 M +6% 4.72% 63.4% 90 22.22% 3.3
Shared Vision Wealth Group
5514
Shared Vision Wealth Group
United States
USD 245 M -USD 1.84 M -0.7% 2.64% 65% 106 16.98% 1.6
Exeter Financial
5515
Exeter Financial
Arizona
USD 245 M +USD 9.7 M +4% 3.01% 59.1% 99 3.03% 5.9
Melone Private Wealth
5516
Melone Private Wealth
Michigan
USD 245 M +USD 9.05 M +4% 0.95% 30.4% 63 12.7% 2.9
Aspect Partners
5517
Aspect Partners
Virginia
USD 245 M +USD 16.2 M +7% 2.29% 66.7% 744 9.27% 1.6
Lloyd Harbor Capital Management
5518
Lloyd Harbor Capital Management
New York
USD 245 M +USD 37 M +18% 35% 144% 37 78.38% 0.5
Lewis Asset Management
5519
Lewis Asset Management
California
USD 245 M -USD 978 k -0.4% 1.48% 142% 218 23.85% 1.3
Ridgewood Investments
5520
Ridgewood Investments
New Jersey
USD 244 M – – 1.73% – 208 – 3.7
JNE Partners
5521
JNE Partners
United Kingdom
USD 244 M +USD 3.66 M +2% 1.96% 100% 7 0% 1.5
O'Connor Financial Group
5522
O'Connor Financial Group
Illinois
USD 244 M -USD 6.36 M -3% 0.4% 48.4% 59 1.69% 2.1
Longitude (Cayman)
5523
Longitude (Cayman)
Cayman Islands
USD 244 M +USD 12.9 M +6% 11.5% – 54 38.89% 1.3
Investors Asset Management of Georgia
5524
Investors Asset Management of Georgia
Georgia
USD 244 M +USD 2.46 M +1% 2.65% 118% 191 8.38% 6.6
Cresta Advisors
5525
Cresta Advisors
Texas
USD 244 M +USD 5.7 M +2% 2.21% 66.8% 169 69.82% 2.4