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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)
MA Private Wealth
2551
MA Private Wealth
California
USD 424 M +USD 23.9 M +6% 6.24% 57.5% 83 1.2% 1.2
Steigerwald Gordon & Koch
2552
Steigerwald Gordon & Koch
Virginia
USD 423 M +USD 45.3 M +12% 11.6% 59.5% 98 6.12% 3.8
Kettle Hill Capital Management
2553
Kettle Hill Capital Management
New York
USD 422 M +USD 34.3 M +9% 11.2% 37.4% 64 70.31% 0.2
Atlas Capital Advisors
2554
Atlas Capital Advisors
Wyoming
USD 422 M -USD 4.03 M -0.9% 8.81% – 678 56.64% 1.8
Rockbridge Investment Management
2555
Rockbridge Investment Management
New York
USD 422 M +USD 36.5 M +9% 4.64% 43% 695 11.8% 0.2
EAM Investors
2556
EAM Investors
California
USD 422 M -USD 30.6 M -7% 64.2% 6,012% 395 69.11% 0.2
Gilbert & Cook
2557
Gilbert & Cook
Iowa
USD 422 M +USD 22.6 M +6% 5.98% 63.2% 166 16.87% 1.8
NTV Asset Management
2558
NTV Asset Management
West Virginia
USD 421 M +USD 34.7 M +9% 7.55% 110% 197 8.63% 4.6
Dividend Assets Capital
2559
Dividend Assets Capital
South Carolina
USD 421 M -USD 56.3 M -12% 5.88% 69.7% 195 6.67% 3.6
MGO One Seven
2560
MGO One Seven
Ohio
USD 421 M +USD 36.1 M +9% 10.1% 98.8% 504 17.26% 1.6
JFS Wealth Advisors
2561
JFS Wealth Advisors
Pennsylvania
USD 421 M +USD 34.7 M +9% 5.89% 60% 612 14.38% 3.5
SCM
2562
SIR Capital Management
New York
USD 421 M +USD 12.3 M +3% 11.2% 71.1% 63 52.38% 0.4
Pinpoint Asset Management
2563
Pinpoint Asset Management
Hong Kong
USD 420 M +USD 73.6 M +21% 19.2% 185% 54 51.85% 0.3
Chemung Canal Trust
2564
Chemung Canal Trust
New York
USD 419 M +USD 36 M +9% 9.21% 93.4% 118 7.63% 4.7
Gladstone Institutional Advisory
2565
Gladstone Institutional Advisory
Florida
USD 419 M +USD 25.5 M +6% 7.37% 85.6% 308 34.09% 1
CFMC
2566
Curbstone Financial Management Corp
New Hampshire
USD 418 M +USD 32.1 M +8% 6.07% 69.6% 171 5.85% 4.4
Legion Partners Asset Management
2567
Legion Partners Asset Management
California
USD 418 M +USD 60.5 M +17% 9.15% 206% 19 42.11% 1.3
Dean Investment Associates
2568
Dean Investment Associates
Ohio
USD 417 M -USD 937 k -0.2% 3.35% 63.5% 235 17.87% 2.5
Tradewinds Capital Management
2569
Tradewinds Capital Management
Washington
USD 417 M +USD 29.1 M +7% 7.35% 96.9% 732 11.07% 3.7
Boenning & Scattergood
2570
Boenning & Scattergood
Pennsylvania
USD 417 M +USD 42.4 M +11% 7.56% 34.5% 340 13.24% 1.5
Absher Wealth Management
2571
Absher Wealth Management
North Carolina
USD 416 M +USD 24.5 M +6% 12.4% 65.3% 71 5.63% 0.7
Sompo Asset Management
2572
Sompo Asset Management
Japan
USD 415 M +USD 21.2 M +5% 6.11% 84.7% 136 10.29% 1.7
Quattro Financial Advisors
2573
Quattro Financial Advisors
Texas
USD 415 M +USD 34.6 M +9% 4.44% 77.6% 46 17.39% 0.9
MPM BioImpact
2574
MPM BioImpact
Massachusetts
USD 415 M +USD 38.9 M +10% 5.64% 550% 12 8.33% 0.5
IP
2575
Isomer Partners
New York
USD 415 M +USD 40.5 M +11% 25.1% 57.2% 21 23.81% 0.6