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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)
Icon Wealth Partners
2276
Icon Wealth Partners
Texas
USD 518 M +USD 105 M +25% 6.19% – 329 46.5% 1.3
Blue Whale Capital
2277
Blue Whale Capital
United Kingdom
USD 518 M +USD 148 M +40% 10.2% 409% 17 5.88% 0.7
Kore Private Wealth
2278
Kore Private Wealth
New York
USD 518 M +USD 27.9 M +6% 10.1% 35.9% 1,246 78.89% 1.3
Summit Trail Advisors
2279
Summit Trail Advisors
New York
USD 517 M -USD 19 M -4% 9.93% 74.8% 252 48.81% 0.5
Bouchey Financial Group
2280
Bouchey Financial Group
New York
USD 516 M +USD 41.8 M +9% 6.84% 66.7% 73 12.33% 2.9
Ropes Wealth Advisors
2281
Ropes Wealth Advisors
Massachusetts
USD 516 M +USD 26.2 M +5% 9.57% 71% 681 24.23% 2.8
Cutler Investment Counsel
2282
Cutler Investment Counsel
Oregon
USD 516 M +USD 45.5 M +10% 6.78% 61.8% 89 4.49% 4.1
LVM Capital Management
2283
LVM Capital Management
Michigan
USD 516 M +USD 28.1 M +6% 6.26% 121% 112 7.14% 4.7
PKO Investment Management Joint-Stock
2284
PKO Investment Management Joint-Stock
Poland
USD 516 M +USD 75.4 M +17% 9.46% 145% 80 6.25% 3.1
Fortis Group Advisors
2285
Fortis Group Advisors
New Jersey
USD 516 M – – 5.91% 102% 493 – 0
10-15 Associates
2286
10-15 Associates
New York
USD 516 M +USD 19.8 M +4% 6.55% 33% 102 13.73% 3.7
Parthenon LLC
2287
Parthenon LLC
Kentucky
USD 516 M +USD 33.9 M +7% 8.55% 93.3% 107 2.8% 5.5
Hodges Capital Management
2288
Hodges Capital Management
Texas
USD 515 M +USD 25.7 M +5% 16.3% 200% 232 30.17% 2.8
Twele Capital Management
2289
Twele Capital Management
Minnesota
USD 515 M +USD 15 M +3% 3.58% 37.1% 42 0% 6.1
WMS Partners
2290
WMS Partners
Maryland
USD 515 M +USD 32.4 M +7% 8.91% 10.8% 245 17.14% 3.4
Adelphi Capital
2291
Adelphi Capital
United Kingdom
USD 515 M +USD 58.9 M +13% 9.39% – 3 0% 2.8
Greenwood Capital Associates
2292
Greenwood Capital Associates
South Carolina
USD 515 M +USD 76.5 M +17% 10.2% 87.7% 215 29.77% 1.5
Matrix Asset Advisors
2293
Matrix Asset Advisors
New York
USD 514 M -USD 7.73 M -1% 5.95% 84.9% 81 8.64% 4
Sigma Investment Counselors
2294
Sigma Investment Counselors
Michigan
USD 514 M -USD 428 M -45% 7.27% 59.4% 161 26.09% 4.8
Six Columns Capital
2295
Six Columns Capital
Texas
USD 514 M +USD 87.8 M +21% 26.4% – 76 77.63% 0.2
RG
2296
Riverstone Group
Virginia
USD 513 M +USD 110 M +27% 31% 305% 5 0% 1.5
Naples Global Advisors
2297
Naples Global Advisors
Florida
USD 513 M +USD 48.9 M +11% 8.08% 111% 353 7.37% 3.6
FinTrust Capital Advisors
2298
FinTrust Capital Advisors
South Carolina
USD 512 M +USD 260 M +103% 5% 23.6% 1,228 19.38% 1.3
Granite Investment Advisors
2299
Granite Investment Advisors
New Hampshire
USD 512 M +USD 49.6 M +11% 11.7% 55.6% 170 11.18% 3.5
OM
2300
Opaleye Management
Massachusetts
USD 511 M +USD 16.2 M +3% 21.8% 748% 68 48.53% 1