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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)
VWM
5576
VCI Wealth Management
Missouri
USD 164 M – – 9.29% 86.3% 107 – 0
ShoreHaven Wealth Partners
5577
ShoreHaven Wealth Partners
New Jersey
USD 164 M +USD 19 M +13% 9.45% 72.4% 82 18.29% 1.4
Diametric Capital
5578
Diametric Capital
Massachusetts
USD 164 M -USD 74.8 M -31% 16.6% 175% 451 68.07% 0.6
Raelipskie Partnership
5579
Raelipskie Partnership
Ontario, Canada
USD 164 M – – 9.25% – 97 – 0
Canopy Partners
5580
Canopy Partners
Ohio
USD 164 M – – 11.8% 108% 162 – 0
Enterprise Financial Services Corp (EFSC)
5581
Enterprise Financial Services Corp (EFSC)
Missouri
USD 164 M +USD 19.4 M +13% 10.6% 112% 170 10% 6.8
SA
5582
Sunesis Advisors
Kansas
USD 164 M +USD 23.1 M +16% 9.85% – 78 20.51% 1.9
3G Capital Partners
5583
3G Capital Partners
New York
USD 164 M -USD 15.9 M -9% 10.3% 351% 13 38.46% 0.8
Wealth Quarterback
5584
Wealth Quarterback
New Jersey
USD 164 M +USD 48.2 M +42% 11% 109% 128 21.88% 2.5
TL
5585
TowerView LLC
New York
USD 164 M +USD 13.4 M +9% 9.81% 16.3% 33 42.42% 3.3
Cherry Creek Investment Advisors
5586
Cherry Creek Investment Advisors
Colorado
USD 164 M +USD 16.4 M +11% 12.1% 151% 104 17.31% 1.7
LFM
5587
Lumina Fund Management
New York
USD 164 M -USD 130 M -44% 11.3% 28.1% 57 94.74% 10.2
Arch Venture Management
5588
Arch Venture Management
Illinois
USD 164 M +USD 9.5 M +6% 4.72% 228% 8 25% 1.3
CIA
5589
Citadel Investment Advisory
Ohio
USD 163 M +USD 10.6 M +7% 6.73% 66.1% 82 1.22% 2.7
Kessler Investment Group
5590
Kessler Investment Group
Indiana
USD 163 M +USD 43.9 M +37% 18% 251% 181 19.34% 2.5
Eight 31 Financial
5591
Eight 31 Financial
Texas
USD 163 M – – 5.36% 31.6% 79 – 0
Cordant Inc
5592
Cordant Inc
Oregon
USD 163 M +USD 12 M +8% 7.36% 47% 172 59.3% 1.3
Banyan Capital Management
5593
Banyan Capital Management
Georgia
USD 163 M +USD 9.18 M +6% 7.84% 44.4% 21 19.05% 3.6
Trail Ridge Investment Advisors
5594
Trail Ridge Investment Advisors
Colorado
USD 163 M +USD 15.9 M +11% 11.8% 83.9% 111 9.01% 1.7
AllSquare Wealth Management
5595
AllSquare Wealth Management
New York
USD 163 M +USD 9.7 M +6% 8.56% 62.4% 553 4.52% 4.9
Cohanzick Management
5596
Cohanzick Management
New York
USD 163 M +USD 47.3 M +41% 0.48% 1.18% 77 51.95% 0.5
Resurgent Financial Advisors
5597
Resurgent Financial Advisors
Georgia
USD 163 M +USD 16.1 M +11% 9.44% 86.4% 536 17.16% 1.1
WIA
5598
Wetzel Investment Advisors
Indiana
USD 163 M – – 9.96% 72.2% 1,085 – 0
HMS Capital Management
5599
HMS Capital Management
Tennessee
USD 163 M +USD 11.6 M +8% 12.2% 140% 120 20.83% 2.4
BOCHK Asset Management
5600
BOCHK Asset Management
Hong Kong
USD 163 M – – 18.9% 503% 64 – 0