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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)
JWBC
2501
J.W. Burns & Co
New York
USD 691 M +USD 52.2 M +8% 11% 95.4% 188 3.72% 5.4
Baxter Bros Inc
2502
Baxter Bros Inc
Connecticut
USD 690 M +USD 65.2 M +10% 11.4% 84.1% 132 5.3% 4.8
De Burlo Group
2503
De Burlo Group
Massachusetts
USD 688 M +USD 71.5 M +12% 17.2% 164% 99 13.13% 3.6
Callan Capital
2504
Callan Capital
California
USD 688 M +USD 86.5 M +14% 6.24% 20.1% 134 35.82% 2.5
SM
2505
Sabby Management
Florida
USD 688 M -USD 52 M -7% 14.6% 95.5% 231 38.1% 0.5
Navellier & Associates
2506
Navellier & Associates
Nevada
USD 687 M +USD 24 M +4% 13.7% 361% 362 27.62% 1.4
MV Capital Management
2507
MV Capital Management
Maryland
USD 687 M +USD 82.2 M +14% 8.66% 73.3% 739 9.74% 2.4
Burleson & Co
2508
Burleson & Co
California
USD 687 M +USD 13.5 M +2% 7.61% 49.1% 419 13.13% 1.3
S&T Bank
2509
S&T Bank
Pennsylvania
USD 685 M +USD 39.7 M +6% 9.96% 193% 144 11.81% 3.4
Bain Capital Credit
2510
Bain Capital Credit
Massachusetts
USD 685 M +USD 138 M +25% 0.97% 14.4% 21 9.52% 0.9
Berkshire Money Management
2511
Berkshire Money Management
Massachusetts
USD 684 M +USD 53.7 M +9% 8.27% 61.8% 31 25.81% 2.9
CEI
2512
Clark Estates Inc
New York
USD 683 M -USD 17.2 M -2% 3.3% 34.5% 101 19.8% 2
Focus Financial Network
2513
Focus Financial Network
Minnesota
USD 683 M -USD 66.1 M -9% 9.74% 106% 456 34.87% 1.5
V Wealth Advisors
2514
V Wealth Advisors
Kansas
USD 682 M +USD 35.7 M +6% 9.42% 36.9% 576 27.26% 1.4
First Command Financial Services
2515
First Command Financial Services
Texas
USD 681 M +USD 98.3 M +17% 8.55% 34.4% 507 23.47% 2.9
Whitney & Co
2516
Whitney & Co
New York
USD 681 M +USD 55.4 M +9% 10.6% 110% 139 11.51% 3.9
AGM
2517
Alpine Global Management
New York
USD 680 M +USD 240 M +54% 7.35% 149% 890 79.78% 0.2
Rockbridge Investment Management
2518
Rockbridge Investment Management
New York
USD 679 M +USD 74.2 M +12% 4.29% 38.6% 848 14.15% 1.2
Torray Investment Partners
2519
Torray Investment Partners
Maryland
USD 678 M +USD 24.6 M +4% 7.97% 97.2% 114 20.18% 3.8
Virtue Capital Management
2520
Virtue Capital Management
Tennessee
USD 678 M +USD 113 M +20% 8.51% 97.9% 450 25.78% 0.9
Canandaigua National Corp
2521
Canandaigua National Corp
New York
USD 678 M +USD 63.5 M +10% 10.2% – 292 9.25% 1.3
Mechanics Bank - Trust Department
2522
Mechanics Bank - Trust Department
California
USD 677 M +USD 58.4 M +9% 10.3% 76.8% 178 3.93% 5.3
Nadler Financial Group
2523
Nadler Financial Group
Illinois
USD 677 M +USD 63.9 M +10% 9.38% 81.8% 135 8.89% 4.1
Private Capital Management (Florida)
2524
Private Capital Management (Florida)
Florida
USD 676 M -USD 3.82 M -0.6% 5.39% 118% 93 56.99% 2.5
TCI Wealth Advisors
2525
TCI Wealth Advisors
Arizona
USD 676 M +USD 21 M +3% 7.34% 68.2% 2,658 19% 3