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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)
Brookside Equity Partners
2526
Brookside Equity Partners
Connecticut
USD 572 M +USD 66 M +13% 40.2% 87.4% 7 14.29% 0.2
Alpha Omega Wealth Management
2527
Alpha Omega Wealth Management
Virginia
USD 572 M -USD 18.9 M -3% 10.5% 65.9% 222 5.41% 3.3
Berkshire Money Management
2528
Berkshire Money Management
Massachusetts
USD 572 M +USD 29.8 M +6% 4.12% 61.8% 34 26.47% 2.4
Whitney & Co
2529
Whitney & Co
New York
USD 570 M -USD 49.9 M -8% 6.98% 110% 126 7.14% 3.7
Ropes Wealth Advisors
2530
Ropes Wealth Advisors
Massachusetts
USD 570 M -USD 74.6 M -12% 8.12% 71% 885 72.66% 4.5
JCI
2531
Jet Capital Investors
New York
USD 570 M +USD 172 M +43% 9.86% 147% 49 73.47% 0.5
Empirical Finance
2532
Empirical Finance
Pennsylvania
USD 569 M USD 0 0% 7.98% 138% 325 0% 1.3
Avalon Global Asset Management
2533
Avalon Global Asset Management
California
USD 568 M +USD 210 M +59% 3.82% 278% 64 57.81% 1.6
M.D. Sass LLC
2534
M.D. Sass LLC
New York
USD 568 M +USD 101 M +22% 12.4% 80.1% 39 25.64% 1.7
IQ EQ Fund Management
2535
IQ EQ Fund Management
Ireland
USD 568 M +USD 136 M +31% 11.7% 139% 255 16.86% 2
Arch Capital Group
2536
Arch Capital Group
Bermuda
USD 568 M -USD 64.7 M -10% 6.48% 2.89% 22 59.09% 0.1
NAH
2537
Neumann Advisory (HK)
Hong Kong
USD 568 M +USD 39.1 M +7% 4.95% 77.3% 11 9.09% 2
Facet Wealth Inc
2538
Facet Wealth Inc
Maryland
USD 567 M +USD 139 M +32% 5.11% 52.9% 50 18% 0.2
Parkwood LLC
2539
Parkwood LLC
Ohio
USD 566 M -USD 260 M -31% 6.4% 120% 139 41.01% 1.1
North Growth Management
2540
North Growth Management
British Columbia, Canada
USD 564 M +USD 75.9 M +16% 14.1% 243% 51 9.8% 2.3
Sentinel Trust
2541
Sentinel Trust
Texas
USD 564 M -USD 8.73 M -2% 5.49% 93.3% 78 21.79% 2.1
Private Ocean
2542
Private Ocean
California
USD 563 M +USD 67.3 M +14% 1.3% 2.82% 638 22.26% 2.3
Focused Wealth Management
2543
Focused Wealth Management
New York
USD 563 M +USD 49.3 M +10% 4.49% 80.9% 1,046 25.33% 3.2
Vision Capital Management
2544
Vision Capital Management
Oregon
USD 562 M +USD 24 M +4% 5.32% 78.4% 107 2.8% 3.6
Oasis Management Company
2545
Oasis Management Company
Cayman Islands
USD 562 M +USD 30.2 M +6% 3.99% 368% 73 60.27% 0.3
Six Columns Capital
2546
Six Columns Capital
Texas
USD 562 M -USD 261 M -32% 27% – 76 75% 0.2
Greenwood Gearhart
2547
Greenwood Gearhart
Arkansas
USD 562 M +USD 48.1 M +9% 6.19% 79% 83 9.64% 3.6
Howard Capital Management
2548
Howard Capital Management
Georgia
USD 562 M +USD 59.8 M +12% 3.1% 144% 54 7.41% 0.9
Main Street Financial Solutions
2549
Main Street Financial Solutions
Pennsylvania
USD 562 M +USD 72.5 M +15% 3.4% 75.4% 429 14.92% 0.2
Liberty One Investment Management
2550
Liberty One Investment Management
Illinois
USD 561 M +USD 29.3 M +5% 4.89% 48.4% 146 9.59% 1