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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)
Adalta Capital Management
5576
Adalta Capital Management
New York
USD 194 M +USD 10 M +5% 6.95% 80.4% 103 9.71% 3.8
Mitsubishi UFJ Asset Management (UK)
5577
Mitsubishi UFJ Asset Management (UK)
United Kingdom
USD 194 M +USD 207 k +0.1% 7.97% 151% 124 25% 1.8
DRD
5578
Dennis R. Delaney
USD 194 M +USD 8.82 M +5% 6.37% 84.3% 47 4.26% 6.3
Cahill Wealth Management
5579
Cahill Wealth Management
Michigan
USD 194 M +USD 26.1 M +16% 8.6% 24.7% 51 7.84% 2
IMPACTfolio
5580
IMPACTfolio
Colorado
USD 194 M +USD 15.2 M +9% 5.92% 58.8% 55 30.91% 1.2
Heritage Family Offices
5581
Heritage Family Offices
Arizona
USD 194 M +USD 13.5 M +8% 7.67% – 188 14.89% 0.2
Briaud Financial Planning
5582
Briaud Financial Planning
Texas
USD 194 M +USD 20.4 M +12% 6.72% 113% 152 13.16% 0.6
Cherry Creek Investment Advisors
5583
Cherry Creek Investment Advisors
Colorado
USD 194 M +USD 1.87 M +1% 7.23% 151% 115 13.91% 2
Schrum Private Wealth Management
5584
Schrum Private Wealth Management
Florida
USD 194 M +USD 82.6 M +74% 6.96% 60.9% 179 36.31% 1.4
Creekside Partners
5585
Creekside Partners
California
USD 193 M +USD 12.9 M +7% 7.86% – 169 6.51% 0.2
Blackston Financial Advisory Group
5586
Blackston Financial Advisory Group
Florida
USD 193 M +USD 14.7 M +8% 6.65% 79.8% 145 50.34% 0.7
Pragma Gestao de Patrimonio
5587
Pragma Gestao de Patrimonio
Brazil
USD 193 M +USD 5.1 M +3% 5.08% 75.2% 22 18.18% 1.7
Everpar Advisors
5588
Everpar Advisors
Oklahoma
USD 193 M -USD 6.4 M -3% 7.6% – 282 14.89% 0.6
GCM
5589
Granby Capital Management
Florida
USD 193 M +USD 18.3 M +10% 5.98% 50% 23 13.04% 1.5
DCM
5590
Dudley Capital Management
Virginia
USD 193 M +USD 12.7 M +7% 6.96% 129% 136 16.18% 1.4
PCMK
5591
Paragon Capital Management (Kansas)
Kansas
USD 193 M +USD 7.91 M +4% 4.99% 87.5% 60 13.33% 5.8
State Insurance Fund
5592
State Insurance Fund
New York
USD 193 M +USD 10.2 M +6% 5.57% 77.9% 1 0% 0.8
Melia Wealth
5593
Melia Wealth
Oklahoma
USD 193 M +USD 9.9 M +5% 0.65% – 20 10% 0.6
Significant Wealth Partners
5594
Significant Wealth Partners
Illinois
USD 193 M +USD 15.2 M +9% 3.43% – 86 20.93% 0.5
Tieton Capital Management
5595
Tieton Capital Management
Washington
USD 193 M +USD 13.1 M +7% 9.71% 155% 40 2.5% 4.5
Pinnacle Family Advisors
5596
Pinnacle Family Advisors
Missouri
USD 193 M +USD 12.1 M +7% 6.48% 85.8% 133 30.08% 2
Moser Wealth Advisors
5597
Moser Wealth Advisors
Washington
USD 193 M +USD 8.96 M +5% 4.96% – 155 11.61% 3.4
Alhambra Investment Management
5598
Alhambra Investment Management
Florida
USD 193 M +USD 10.3 M +6% 7.65% 67.7% 183 12.57% 2.6
DSC Meridian Capital
5599
DSC Meridian Capital
New York
USD 193 M -USD 125 M -39% 8.08% – 23 56.52% 0.3
XXIP
5600
Xiamen Xinweidachuang Investment Partnership
China
USD 193 M +USD 29 M +18% 43.5% 66.6% 1 0% 2.8