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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)
Salvus Wealth Management
6026
Salvus Wealth Management
New Jersey
USD 141 M +USD 14.3 M +11% 13.8% 108% 109 6.42% 2.2
New Republic Capital
6027
New Republic Capital
North Carolina
USD 141 M +USD 18 M +15% 11.2% 107% 240 18.75% 0.7
Cascade Investment Advisors
6028
Cascade Investment Advisors
Oregon
USD 140 M +USD 14.1 M +11% 11.7% 79.1% 114 12.28% 3.9
Strategic Investment Management
6029
Strategic Investment Management
Virginia
USD 140 M +USD 58.8 M +72% 5.66% 53.4% 12 16.67% 5.4
TLW Wealth Management
6030
TLW Wealth Management
Florida
USD 140 M +USD 8.79 M +7% 9.9% 98.3% 20 10% 3.2
SCM
6031
Soros Capital Management
New York
USD 140 M -USD 98.2 M -41% 18.3% 673% 43 46.51% 1.6
Fortis Advisors
6032
Fortis Advisors
Pennsylvania
USD 140 M +USD 7.28 M +5% 6.4% 74.4% 93 9.68% 3.3
iSAM Funds (UK)
6033
iSAM Funds (UK)
United Kingdom
USD 140 M -USD 17.8 M -11% 10.9% 53.7% 364 86.26% 0.1
Long Island Wealth Management
6034
Long Island Wealth Management
New York
USD 140 M – – 9.74% 58.2% 433 – 0
Planning Directions
6035
Planning Directions
Pennsylvania
USD 140 M +USD 9.5 M +7% 8.48% 46.3% 72 13.89% 2.9
InceptionR
6036
InceptionR
California
USD 140 M -USD 36.1 M -20% 11.5% 62.9% 560 74.11% 0.2
Superstring Capital Management
6037
Superstring Capital Management
New York
USD 140 M – – 49.5% – 30 – 0
Fairbanks Capital Management
6038
Fairbanks Capital Management
California
USD 140 M +USD 21.3 M +18% 14.6% 90% 54 3.7% 4.3
Aegon USA Investment Management
6039
Aegon USA Investment Management
Iowa
USD 140 M +USD 1.39 M +1% 8.46% 44.9% 39 15.38% 2.3
Ewing Morris & Co Investment Partners
6040
Ewing Morris & Co Investment Partners
Ontario, Canada
USD 140 M +USD 16.4 M +13% 1.38% 63.5% 37 35.14% 0.7
American Capital Advisory
6041
American Capital Advisory
Idaho
USD 140 M – – 9.51% 69% 439 – 0
Worth Asset Management
6042
Worth Asset Management
Texas
USD 140 M +USD 16.2 M +13% 9.49% 115% 137 52.55% 0.9
CarsonAllaria Wealth Management
6043
CarsonAllaria Wealth Management
Illinois
USD 140 M +USD 16.4 M +13% 10.3% 51.7% 389 14.91% 1.5
BCR Wealth Strategies
6044
BCR Wealth Strategies
Alabama
USD 139 M +USD 14 M +11% 8.99% 45.1% 19 0% 1.8
Black Diamond Capital Management
6045
Black Diamond Capital Management
Connecticut
USD 139 M +USD 446 k +0.3% 3.37% 28.3% 11 9.09% 2.4
William Allan Corp
6046
William Allan Corp
Colorado
USD 139 M +USD 13.1 M +10% 13.2% 94.2% 49 6.12% 1.8
EPIQ Partners
6047
EPIQ Partners
Minnesota
USD 139 M +USD 6.96 M +5% 7.28% 49.6% 74 14.86% 2.9
TFG
6048
Team Financial Group
California
USD 139 M +USD 18.3 M +15% 7.41% 46% 237 19.41% 0.2
Burke & Herbert Bank & Trust
6049
Burke & Herbert Bank & Trust
Virginia
USD 139 M +USD 15.6 M +13% 12.7% 81.5% 128 13.28% 7.4
Godshalk Welsh Capital Management
6050
Godshalk Welsh Capital Management
Pennsylvania
USD 139 M +USD 6.75 M +5% 9.78% 69.3% 121 9.09% 6.3