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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)
NorthLanding Financial Partners
7451
NorthLanding Financial Partners
New York
USD 102 M +USD 2.73 M +3% 0.72% 54.7% 40 15% 2.1
Ridgeline Wealth Planning
7452
Ridgeline Wealth Planning
Ohio
USD 102 M -USD 2.73 M -3% 2.7% – 40 20% 0.2
Centerpoint Advisory Group
7453
Centerpoint Advisory Group
Kansas
USD 102 M -USD 1.71 M -2% 3.74% – 98 14.29% 0.2
YC
7454
Yunqi Capital
Hong Kong
USD 102 M -USD 54.9 M -35% 3.72% 65.3% 5 20% 2.1
Jacksonville Wealth Management
7455
Jacksonville Wealth Management
Florida
USD 102 M -USD 5.54 M -5% 5.2% – 63 11.11% 0.2
PAYA
7456
Phil A. Younker & Associates
Alaska
USD 102 M +USD 1.54 M +2% 0.89% – 31 12.9% 0.2
Point72 Italy
7457
Point72 Italy
Italy
USD 102 M -USD 79.6 M -44% 4.97% – 42 76.19% 0.3
University of Pittsburgh
7458
University of Pittsburgh
Pennsylvania
USD 101 M +USD 3.04 M +3% 3.35% 69.2% 2 50% 2.3
Platt Investment Counsel
7459
Platt Investment Counsel
Florida
USD 101 M -USD 3.44 M -3% 5.68% 62.9% 12 33.33% 2.9
Riverview Trust Company
7460
Riverview Trust Company
Washington
USD 101 M -USD 8.66 M -8% 0.15% 87.6% 845 32.66% 1.6
Intrinsic Value Partners
7461
Intrinsic Value Partners
Arizona
USD 101 M +USD 1.76 M +2% 0.18% 134% 66 10.61% 2.3
Fiduciary Advisors Inc
7462
Fiduciary Advisors Inc
Missouri
USD 101 M +USD 1.94 M +2% 0.21% – 99 4.04% 0.3
Tandem Investment Partners
7463
Tandem Investment Partners
New Jersey
USD 101 M -USD 3.24 M -3% 1.94% – 65 6.15% 0.2
M.E. Allison & Co
7464
M.E. Allison & Co
Texas
USD 101 M +USD 10.4 M +11% 1.44% – 161 15.53% 0.2
FinDec Wealth Services
7465
FinDec Wealth Services
California
USD 101 M -USD 42.9 M -30% 1.39% 52.7% 42 16.67% 1.9
Santa Clara Valley Transportation Authority
7466
Santa Clara Valley Transportation Authority
California
USD 101 M +USD 1.74 M +2% 1.67% – 4 0% 0.5
Blue Water Life Science Advisors
7467
Blue Water Life Science Advisors
California
USD 101 M -USD 12 M -11% 4.95% 503% 9 22.22% 2.1
Villanova Investment Management
7468
Villanova Investment Management
Pennsylvania
USD 101 M -USD 11.4 M -10% 8.35% – 61 18.03% 0.6
Shade Tree Advisors
7469
Shade Tree Advisors
New York
USD 101 M +USD 1.71 M +2% 3.55% – 18 11.11% 0.2
Freestate Advisors
7470
Freestate Advisors
Kansas
USD 101 M +USD 4.04 M +4% 0.17% – 41 17.07% 0.8
ArborFi Advisors
7471
ArborFi Advisors
Michigan
USD 101 M +USD 1.05 M +1% 1.57% – 49 14.29% 0.2
Luts & Greenleigh Group
7472
Luts & Greenleigh Group
Maryland
USD 101 M -USD 625 k -0.6% 3.16% – 78 3.85% 1.8
Working Capital Advisors (UK)
7473
Working Capital Advisors (UK)
United Kingdom
USD 101 M -USD 74.3 M -42% 40.8% 17.1% 3 0% 2.8
American Asset Management
7474
American Asset Management
Florida
USD 101 M +USD 2.18 M +2% 1.7% 42.5% 25 24% 2.1
Mascagni Wealth Management
7475
Mascagni Wealth Management
Mississippi
USD 101 M USD 0 0% 3.85% – 112 0% 0.3