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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)
AdamCapital Gestao de Recursos
1851
AdamCapital Gestao de Recursos
Brazil
USD 728 M +USD 109 M +18% 4.11% 10.7% 17 17.65% 1.1
L & S Advisors
1852
L & S Advisors
California
USD 727 M +USD 56.7 M +8% 15% 231% 349 30.95% 1.7
American Financial Group
1853
American Financial Group
Ohio
USD 726 M -USD 19.8 M -3% 2.71% 32.5% 124 10.48% 3.6
SFMG Wealth Advisors
1854
SFMG Wealth Advisors
Texas
USD 725 M +USD 23.2 M +3% 5.58% 76.1% 192 16.67% 2.5
Elite Wealth Management
1855
Elite Wealth Management
Washington
USD 724 M +USD 384 M +113% 11.4% 182% 50 32% 2.3
CAM
1856
Coltrane Asset Management
New York
USD 724 M +USD 583 M +412% 6.87% 50.3% 7 85.71% 0.1
Executive Wealth Management
1857
Executive Wealth Management
Michigan
USD 723 M +USD 57.4 M +9% 7.52% 18.4% 156 17.95% 1.1
Centaurus Financial
1858
Centaurus Financial
California
USD 722 M +USD 45.8 M +7% 7.34% 83.5% 718 24.51% 1.4
Henry H. Armstrong Associates
1859
Henry H. Armstrong Associates
Pennsylvania
USD 722 M +USD 54 M +8% 9.62% 70% 58 5.17% 4.8
Krilogy Financial
1860
Krilogy Financial
Missouri
USD 721 M +USD 68.4 M +10% 6.61% 79% 244 13.52% 2.4
Kentucky Retirement Systems Insurance Trust Fund
1861
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
USD 721 M +USD 101 M +16% 10.1% 115% 453 6.18% 5.1
KAS
1862
Kemnay Advisory Services
New York
USD 721 M +USD 45 M +7% 12.1% 167% 106 46.23% 2.4
LBMC Investment Advisors
1863
LBMC Investment Advisors
Tennessee
USD 721 M +USD 86.1 M +14% 6.05% 52.8% 121 17.36% 3.5
St. James Investment Company
1864
St. James Investment Company
Texas
USD 720 M +USD 66.7 M +10% 6.59% 43.8% 34 8.82% 1.6
CreativeOne Wealth
1865
CreativeOne Wealth
Kansas
USD 720 M +USD 76.8 M +12% 4.68% 67.6% 284 21.13% 1
Portfolio Solutions
1866
Portfolio Solutions
Michigan
USD 720 M +USD 19.5 M +3% 6.18% 11.6% 53 9.43% 2.5
Third Avenue Management
1867
Third Avenue Management
New York
USD 719 M +USD 5.84 M +0.8% 9.15% 113% 67 7.46% 3.3
Regents of the University of California
1868
Regents of the University of California
California
USD 719 M +USD 6.6 M +0.9% 1.1% 76.6% 35 28.57% 3.7
Antara Capital
1869
Antara Capital
New York
USD 719 M -USD 180 M -20% 7.57% 39.8% 99 68.69% 0.3
BTC Capital Management
1870
BTC Capital Management
Iowa
USD 717 M +USD 62.8 M +10% 8.68% – 203 14.29% 2.6
Bramshill Investments
1871
Bramshill Investments
Florida
USD 715 M +USD 82.3 M +13% 3.73% 3.6% 144 31.94% 1.1
Perigon Wealth Management
1872
Perigon Wealth Management
California
USD 715 M +USD 84.6 M +13% 12% 104% 401 14.21% 2
Eagle Ridge Investment Management
1873
Eagle Ridge Investment Management
Connecticut
USD 715 M +USD 54.7 M +8% 6.15% 28.2% 146 18.49% 3.4
MAM
1874
Mastrapasqua Asset Management
Tennessee
USD 715 M +USD 65.1 M +10% 11.7% 54.9% 150 12.67% 3.1
Connors Investor Services
1875
Connors Investor Services
Pennsylvania
USD 714 M +USD 40.6 M +6% 9.34% 125% 148 11.49% 4