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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)
Kontiki Capital Management (HK)
2176
Kontiki Capital Management (HK)
Hong Kong
USD 907 M +USD 59.8 M +7% 25.8% 90.6% 8 0% 3.3
Strategic Wealth Partners Group
2177
Strategic Wealth Partners Group
Illinois
USD 906 M +USD 113 M +14% 7.73% – 70 5.71% 3.8
CM
2178
Conifer Management
New York
USD 906 M -USD 124 M -12% 6.1% 22.7% 7 0% 2.9
Verus Capital Partners
2179
Verus Capital Partners
Arizona
USD 906 M +USD 88.3 M +11% 10.7% 158% 366 13.93% 2.4
Jay A. Fishman Ltd
2180
Jay A. Fishman Ltd
Michigan
USD 905 M +USD 31.3 M +4% 8.37% 119% 97 12.37% 6.2
OneAscent Financial Services
2181
OneAscent Financial Services
Alabama
USD 905 M +USD 99.1 M +12% 6.64% 63.8% 405 15.8% 0.6
Quinn Opportunity Partners
2182
Quinn Opportunity Partners
Virginia
USD 904 M -USD 58.3 M -6% 4.32% 77.6% 299 37.12% 1.4
NEWAS
2183
N.E.W. Advisory Services
Wisconsin
USD 901 M +USD 74 M +9% 5.83% 56% 177 10.73% 2.4
Wealthcare Capital Management
2184
Wealthcare Capital Management
Virginia
USD 900 M +USD 23.4 M +3% 4.72% 46.2% 86 9.3% 4.6
Technology Crossover Management VIII
2185
Technology Crossover Management VIII
California
USD 900 M -USD 215 M -19% 19.5% 70% 7 14.29% 4.3
North Peak Capital Management
2186
North Peak Capital Management
New York
USD 900 M -USD 52 M -5% 6.11% 301% 11 45.45% 1.4
Tran Capital Management
2187
Tran Capital Management
California
USD 898 M +USD 39.6 M +5% 11.6% 173% 50 22% 2.7
Verity & Verity
2188
Verity & Verity
South Carolina
USD 898 M +USD 25.4 M +3% 7.04% 90.4% 122 20.49% 4.8
Southernsun Asset Management
2189
Southernsun Asset Management
Tennessee
USD 898 M +USD 30.5 M +4% 7.94% 54.7% 29 6.9% 5.8
Greenland Capital Management
2190
Greenland Capital Management
New York
USD 897 M -USD 172 M -16% 8.33% 210% 557 69.12% 0.2
Sunbelt Securities
2191
Sunbelt Securities
Texas
USD 896 M +USD 102 M +13% 11.5% 83.5% 1,814 10.86% 1.6
Quest Investment Management
2192
Quest Investment Management
Oregon
USD 896 M +USD 99.1 M +12% 12.4% 105% 92 9.78% 5.4
Pictet North America Advisors
2193
Pictet North America Advisors
Switzerland
USD 896 M +USD 122 M +16% 6.83% 67.7% 152 23.03% 3.7
Webster Bank
2194
Webster Bank
Connecticut
USD 895 M +USD 78.3 M +10% 10.7% 77.5% 657 18.72% 5.2
Private Capital Management (Florida)
2195
Private Capital Management (Florida)
Florida
USD 894 M -USD 5.35 M -0.6% 7.59% 118% 155 19.35% 2.1
Soltis Investment Advisors
2196
Soltis Investment Advisors
Utah
USD 893 M +USD 7.36 M +0.8% 7.93% 95.1% 318 17.61% 2.3
Sheets Smith Wealth Management
2197
Sheets Smith Wealth Management
North Carolina
USD 893 M +USD 190 M +27% 8.64% 83.4% 397 15.62% 4.4
Amplius Wealth Advisors
2198
Amplius Wealth Advisors
Pennsylvania
USD 892 M +USD 64.8 M +8% 6.99% 58% 187 12.83% 1.6
Asset Advisors Investment Management
2199
Asset Advisors Investment Management
Georgia
USD 892 M +USD 73.1 M +9% 9.25% 67.5% 92 6.52% 4.3
Anderson Hoagland & Co
2200
Anderson Hoagland & Co
Missouri
USD 892 M +USD 76.5 M +9% 11.4% 104% 136 12.5% 3.3