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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)
Harrington Investments
5626
Harrington Investments
California
USD 161 M +USD 16.1 M +11% 12.9% 109% 81 7.41% 4.8
Tower View Wealth Management
5627
Tower View Wealth Management
Wisconsin
USD 161 M +USD 19 M +13% 12.1% 135% 192 12.5% 2.9
Sterling Investment Advisors (Missouri)
5628
Sterling Investment Advisors (Missouri)
Missouri
USD 161 M +USD 4.43 M +3% 7.38% 45.1% 32 3.13% 5.7
Hanwha Asset Management
5629
Hanwha Asset Management
South Korea
USD 161 M -USD 8.13 M -5% 4.8% – 1 0% 1
Bluesphere Advisors
5630
Bluesphere Advisors
Pennsylvania
USD 161 M +USD 22.3 M +16% 12.5% 105% 94 18.09% 2
Tandem Capital Management
5631
Tandem Capital Management
New Jersey
USD 161 M +USD 15.5 M +11% 13.6% 128% 115 10.43% 2.4
Addison Capital
5632
Addison Capital
Pennsylvania
USD 161 M +USD 32.7 M +25% 8.88% 71.4% 118 21.19% 4.7
Solas Capital Management
5633
Solas Capital Management
Connecticut
USD 161 M +USD 18.1 M +13% 19.1% 62.5% 26 38.46% 1.5
State Insurance Fund
5634
State Insurance Fund
New York
USD 161 M – – 12.2% 77.9% 1 – 0
Visa Foundation
5635
Visa Foundation
California
USD 161 M +USD 9.8 M +6% 13.1% 58.1% 1 0% 2
Castellan Group
5636
Castellan Group
Kentucky
USD 161 M +USD 18.7 M +13% 14.5% 184% 65 20% 1.6
Parker Financial
5637
Parker Financial
Washington
USD 161 M +USD 17.7 M +12% 9.16% 49.7% 48 10.42% 0.8
Gables Capital Management
5638
Gables Capital Management
Florida
USD 161 M +USD 17.2 M +12% 12.5% 173% 390 9.49% 4
Meredith Wealth Planning
5639
Meredith Wealth Planning
Illinois
USD 161 M +USD 26.4 M +20% 11% 66.5% 49 26.53% 0.8
IVC Wealth Advisors
5640
IVC Wealth Advisors
Pennsylvania
USD 161 M +USD 11.3 M +8% 10.8% 81.9% 174 18.97% 2.1
Boyd Wealth Management
5641
Boyd Wealth Management
California
USD 161 M +USD 12 M +8% 9.38% 56.8% 43 6.98% 1.6
Clayton Financial Group
5642
Clayton Financial Group
Missouri
USD 161 M – – 11.5% 69.8% 37 – 0
AUA Capital Management
5643
AUA Capital Management
Pennsylvania
USD 161 M +USD 22.4 M +16% 9.29% 70.2% 82 8.54% 5.7
JPLA
5644
Joseph P. Lucia & Associates
New York
USD 161 M +USD 17.6 M +12% 10.9% 84% 120 11.67% 3.4
Pioneer Wealth Management Group
5645
Pioneer Wealth Management Group
Texas
USD 161 M +USD 29.4 M +22% 8.51% – 39 12.82% 0.9
Nan Fung Group Holdings
5646
Nan Fung Group Holdings
Hong Kong
USD 161 M +USD 37.1 M +30% 48.3% 281% 41 9.76% 1.7
Porter White Investment Advisors
5647
Porter White Investment Advisors
Alabama
USD 161 M +USD 29.6 M +23% 10.4% 58% 29 10.34% 0.8
CCP
5648
Cunning Capital Partners
North Carolina
USD 160 M +USD 8.48 M +6% 14.7% 268% 96 21.88% 0.3
Cetera Trust Company
5649
Cetera Trust Company
Minnesota
USD 160 M – – 13% 118% 419 – 0
ACM
5650
Aquilo Capital Management
California
USD 160 M +USD 50.1 M +45% 55.9% 6.84% 15 53.33% 1.8