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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)
Hengehold Capital Management
2201
Hengehold Capital Management
Ohio
USD 672 M +USD 52.6 M +8% 10.3% 54.5% 144 10.42% 3.4
Endeavour Capital Advisors
2202
Endeavour Capital Advisors
Connecticut
USD 672 M +USD 298 M +80% 37.5% 76.7% 63 25.4% 1.8
Fragasso Financial Advisors
2203
Fragasso Financial Advisors
Pennsylvania
USD 670 M +USD 70.3 M +12% 11.8% 73.7% 139 17.99% 2.8
TruWealth Advisors
2204
TruWealth Advisors
Louisiana
USD 670 M – – 9.18% 56.3% 109 – 0
Elm Partners Management
2205
Elm Partners Management
Pennsylvania
USD 669 M +USD 74.6 M +13% 13% 51.4% 43 6.98% 1.7
Red Cedar Investment Management
2206
Red Cedar Investment Management
Michigan
USD 669 M +USD 122 M +22% 15.5% 88.8% 94 30.85% 0.6
United Bank (Virginia)
2207
United Bank (Virginia)
Virginia
USD 669 M +USD 95.8 M +17% 14.2% 76.1% 170 21.76% 2.4
Permian Investment Partners
2208
Permian Investment Partners
Texas
USD 669 M +USD 160 M +31% 32.6% 78.6% 9 22.22% 1
Advocacy Wealth Management Services
2209
Advocacy Wealth Management Services
Georgia
USD 668 M +USD 47.4 M +8% 5.74% 48.3% 153 18.3% 2.4
PAM
2210
Private Asset Management
California
USD 667 M +USD 66.2 M +11% 17.1% 38.2% 148 8.78% 4.3
Omega Fund Management
2211
Omega Fund Management
Massachusetts
USD 667 M +USD 297 M +80% 30.9% 106% 20 25% 2.3
Bowie Capital Management
2212
Bowie Capital Management
Texas
USD 666 M +USD 39.4 M +6% 11.7% 32.5% 44 18.18% 1.9
NTCM
2213
Nine Ten Capital Management
Illinois
USD 665 M +USD 184 M +38% 75.9% 150% 9 0% 2.4
Estate Counselors
2214
Estate Counselors
Wisconsin
USD 665 M +USD 20.4 M +3% 8.62% 61.3% 140 23.57% 1.8
Cypress Capital Group
2215
Cypress Capital Group
Florida
USD 664 M +USD 63.6 M +11% 9.03% 111% 280 14.64% 3.6
North Point Portfolio Managers
2216
North Point Portfolio Managers
Ohio
USD 663 M +USD 75.5 M +13% 14.2% 72.8% 77 11.69% 4.1
PIMG
2217
Patriot Investment Management Group
Tennessee
USD 662 M -USD 176 M -21% 12% 52.9% 218 22.94% 1.5
Sheets Smith Wealth Management
2218
Sheets Smith Wealth Management
North Carolina
USD 661 M +USD 86.5 M +15% 12.9% 83.4% 345 18.26% 3.1
Caldwell Trust
2219
Caldwell Trust
Florida
USD 661 M +USD 52.7 M +9% 10.6% 97.5% 742 6.47% 0.9
WBI Investments
2220
WBI Investments
New Jersey
USD 661 M +USD 10.7 M +2% 10.4% 105% 211 66.82% 0.6
Stonebridge Capital Advisors
2221
Stonebridge Capital Advisors
Minnesota
USD 660 M +USD 103 M +18% 15.2% 96.6% 194 9.28% 4.3
Van Hulzen Asset Management
2222
Van Hulzen Asset Management
California
USD 660 M -USD 4.11 M -0.6% 12.4% 93% 314 23.57% 2
Stairway Partners
2223
Stairway Partners
Illinois
USD 660 M +USD 158 M +32% 15.7% 48.1% 10 0% 6.7
Intrust Bank
2224
Intrust Bank
Kansas
USD 660 M +USD 96.9 M +17% 14.8% 113% 372 10.75% 3.7
Charter Oak Capital Management
2225
Charter Oak Capital Management
New Hampshire
USD 659 M – – 9.9% 39.2% 773 – 0