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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)
ABP
5726
Arthur B. Page
USD 146 M +USD 11.2 M +8% 11.3% 40.4% 61 8.2% 5.4
KCA
5727
Karn Couzens & Associates
Connecticut
USD 146 M +USD 14.5 M +11% 8.68% – 88 21.59% 0.7
Quaero Capital
5728
Quaero Capital
Switzerland
USD 146 M +USD 31 k +0% 7.39% 62.4% 76 27.63% 0.5
Capitol Family Office
5729
Capitol Family Office
Oregon
USD 146 M – – 10.8% 72% 24 – 0
Autonomy Capital (Jersey)
5730
Autonomy Capital (Jersey)
Jersey
USD 146 M -USD 37.6 M -21% 2.61% 33.4% 26 26.92% 0.9
AmeriServ Wealth Advisors
5731
AmeriServ Wealth Advisors
Pennsylvania
USD 146 M +USD 15.9 M +12% 15.3% – 66 6.06% 3.6
Waypoint Capital Advisors
5732
Waypoint Capital Advisors
Minnesota
USD 146 M – – 11.7% 50.3% 97 – 0
Wealth Management Partners
5733
Wealth Management Partners
Arizona
USD 146 M +USD 10.6 M +8% 10.8% 194% 121 18.18% 0.9
Davidson Trust Company
5734
Davidson Trust Company
Washington
USD 146 M +USD 14.6 M +11% 10.9% 77% 130 9.23% 1.6
Security National Bank of Sioux City Iowa
5735
Security National Bank of Sioux City Iowa
Iowa
USD 146 M +USD 15.7 M +12% 11.3% 61% 93 3.23% 4.1
McCarthy Asset Management
5736
McCarthy Asset Management
California
USD 145 M +USD 12.4 M +9% 8.2% – 371 15.9% 0.8
RHDIC
5737
R.H. Dinel Investment Counsel
California
USD 145 M +USD 12 M +9% 11.2% 55.9% 55 0% 6.1
Trinity Wealth Management
5738
Trinity Wealth Management
Pennsylvania
USD 145 M +USD 13.2 M +10% 5.3% 56.7% 38 10.53% 1.3
TTP Investments
5739
TTP Investments
California
USD 145 M – – 12.7% 232% 42 – 0.5
Cairn Investment Group
5740
Cairn Investment Group
Washington
USD 145 M +USD 10.1 M +8% 9.2% 67.4% 72 5.56% 1.7
GCM
5741
Garland Capital Management
Washington
USD 145 M +USD 5.22 M +4% 12.6% 55.7% 32 3.13% 5.3
Lowery Thomas LLC
5742
Lowery Thomas LLC
California
USD 145 M – – 6.08% 79.7% 49 – 0
Capital Impact Advisors
5743
Capital Impact Advisors
Massachusetts
USD 145 M -USD 107 M -43% 9.14% – 163 65.64% 1.4
One Plus One Wealth Management
5744
One Plus One Wealth Management
Florida
USD 145 M +USD 6.11 M +4% 6.63% 71.9% 99 15.15% 0.6
Chicago Capital Management
5745
Chicago Capital Management
Illinois
USD 145 M -USD 71.2 M -33% 15.2% 270% 53 73.58% 0.2
Capital Square
5746
Capital Square
Tennessee
USD 145 M +USD 3.7 M +3% 9.82% 62.5% 170 15.88% 1.3
InTrack Investment Management
5747
InTrack Investment Management
Vermont
USD 145 M +USD 7.47 M +5% 11.3% 99.2% 126 15.87% 0.8
Caliber Wealth Management (Utah)
5748
Caliber Wealth Management (Utah)
Utah
USD 145 M +USD 2.84 M +2% 6.63% 36.5% 80 30% 0.7
Matisse Capital
5749
Matisse Capital
Oregon
USD 145 M -USD 127 M -47% 3.85% 73.3% 172 33.14% 1.8
Summit Place Financial Advisors
5750
Summit Place Financial Advisors
New Jersey
USD 145 M +USD 7.51 M +5% 7.44% 111% 107 9.35% 1.3