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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)
Viola Ventures VC Management 4
5551
Viola Ventures VC Management 4
Israel
USD 199 M -USD 72.7 M -27% 5.52% 79.1% 4 0% 1.8
Forte Asset Management
5552
Forte Asset Management
New York
USD 199 M +USD 10.2 M +5% 0.66% 57.7% 67 11.94% 1.8
My Personal CFO LLC
5553
My Personal CFO LLC
Washington
USD 199 M +USD 3.47 M +2% 1.9% 83.4% 91 7.69% 2.4
Vantage Point Financial
5554
Vantage Point Financial
Illinois
USD 198 M +USD 12.9 M +7% 2.16% – 134 11.19% 0.2
Signet Investment Advisory Group
5555
Signet Investment Advisory Group
Rhode Island
USD 198 M +USD 2.44 M +1% 2.13% 68.2% 72 5.56% 4.7
WIA
5556
Wetzel Investment Advisors
Indiana
USD 198 M -USD 2.87 M -1% 1.04% 72.2% 126 7.14% 1.1
IMS Capital Management
5557
IMS Capital Management
Oregon
USD 198 M -USD 17.4 M -8% 2.64% 119% 145 14.48% 5.6
ORBA Wealth Advisors
5558
ORBA Wealth Advisors
Illinois
USD 198 M +USD 6.99 M +4% 1.6% 70.5% 108 6.48% 1.1
PCG
5559
PFC Capital Group
California
USD 198 M -USD 8.47 M -4% 4.79% 118% 86 23.26% 0.9
Farringdon Capital
5560
Farringdon Capital
United Kingdom
USD 198 M -USD 43.7 M -18% 3.89% – 640 83.75% 0.1
Rakuten Securities
5561
Rakuten Securities
Japan
USD 198 M -USD 55.7 M -22% 9.18% 999% 879 20.14% 0.9
Oracle Investment Management
5562
Oracle Investment Management
Connecticut
USD 198 M +USD 14.5 M +8% 6.78% 865% 24 50% 2.4
SVCM
5563
Saturn V Capital Management
Texas
USD 198 M -USD 57.2 M -22% 13.1% 1,083% 25 20% 1
Kirkwood Financial Services
5564
Kirkwood Financial Services
Texas
USD 198 M -USD 6.18 M -3% 4.74% – 26 15.38% 0.2
Mudita Advisors
5565
Mudita Advisors
United Kingdom
USD 198 M +USD 19.8 M +11% 2.63% 143% 20 25% 1.7
Crown Oak Advisors
5566
Crown Oak Advisors
California
USD 198 M +USD 3.65 M +2% 4.5% 53.3% 26 15.38% 1.2
Institutional Venture Management XV
5567
Institutional Venture Management XV
California
USD 198 M -USD 23.2 M -10% 9.52% 116% 4 0% 2.8
Investors Asset Management of Georgia
5568
Investors Asset Management of Georgia
Georgia
USD 198 M -USD 7.43 M -4% 0.31% 118% 166 6.63% 6.8
Abound Financial
5569
Abound Financial
California
USD 198 M +USD 292 k +0.1% 2.65% – 270 74.81% 0.1
Baugh & Associates
5570
Baugh & Associates
Georgia
USD 198 M +USD 4.72 M +2% 1.05% 98.8% 41 9.76% 5.6
Asset Allocation & Management Company
5571
Asset Allocation & Management Company
Illinois
USD 198 M +USD 14.6 M +8% 2.37% 58.5% 93 13.98% 1.8
CNB Bank
5572
CNB Bank
Pennsylvania
USD 198 M -USD 17.7 M -8% 4.05% 106% 519 7.71% 4.3
Financial Avengers
5573
Financial Avengers
California
USD 197 M -USD 14.6 M -7% 4.58% 108% 164 11.59% 3.2
I2I
5574
Insight 2811 Inc
Illinois
USD 197 M +USD 3.07 M +2% 1.04% 31.3% 92 8.7% 4.8
Grove Street Fiduciary
5575
Grove Street Fiduciary
New Hampshire
USD 197 M +USD 6.8 M +4% 2.63% – 74 27.03% 0.2