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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)
Moody Aldrich Partners
2576
Moody Aldrich Partners
Massachusetts
USD 356 M +USD 51.6 M +17% 17.4% 312% 113 28.32% 1
Metropolis Capital
2577
Metropolis Capital
United Kingdom
USD 356 M +USD 88.8 M +33% 5.46% 61.7% 10 10% 0.3
VisionPoint Advisory Group
2578
VisionPoint Advisory Group
Texas
USD 356 M +USD 47.1 M +15% 6.98% 79.3% 149 44.97% 0.2
IA
2579
Independence Advisors
Pennsylvania
USD 356 M +USD 54.9 M +18% 10.8% 24.5% 100 15% 1.8
Thames Capital Management
2580
Thames Capital Management
New Jersey
USD 355 M +USD 118 M +50% 22.8% 1,177% 35 45.71% 0.6
Kettle Hill Capital Management
2581
Kettle Hill Capital Management
New York
USD 355 M +USD 11.1 M +3% 12.2% 37.4% 53 79.25% 0.3
City Holding Co
2582
City Holding Co
West Virginia
USD 355 M +USD 48.5 M +16% 11.7% 89.2% 515 5.83% 3.8
Antara Capital
2583
Antara Capital
New York
USD 354 M +USD 208 M +142% 1.02% 39.8% 61 68.85% 0.1
Weaver Consulting Group
2584
Weaver Consulting Group
California
USD 354 M – – 4.4% 56.4% 1,532 – 0
Traphagen Investment Advisors
2585
Traphagen Investment Advisors
New Jersey
USD 354 M – – 11% 65.8% 105 – 0
Emerson Point Capital
2586
Emerson Point Capital
New York
USD 354 M +USD 106 M +43% 26.6% 94.8% 30 20% 0.2
Serengeti Asset Management
2587
Serengeti Asset Management
New York
USD 354 M +USD 35.9 M +11% 1.99% 14.9% 32 53.13% 1.4
Evermay Wealth Management
2588
Evermay Wealth Management
Virginia
USD 354 M +USD 44.8 M +15% 11.5% 61.1% 148 12.84% 2.5
Almanack Investment Partners
2589
Almanack Investment Partners
Pennsylvania
USD 353 M +USD 14.6 M +4% 7.01% 82.2% 271 59.78% 0.9
Farmers Trust Company
2590
Farmers Trust Company
Ohio
USD 353 M +USD 33.4 M +10% 12% 73.5% 170 14.12% 3.4
Winslow Evans & Crocker
2591
Winslow Evans & Crocker
Massachusetts
USD 352 M +USD 54.5 M +18% 16.6% 76.2% 1,372 23.47% 3
Beaconlight Capital
2592
Beaconlight Capital
New York
USD 352 M +USD 63.1 M +22% 20.5% 282% 38 63.16% 0.6
Cutter & Co Brokerage
2593
Cutter & Co Brokerage
Missouri
USD 352 M +USD 88.8 M +34% 15.2% 40.4% 308 18.18% 2.2
Harber Asset Management
2594
Harber Asset Management
North Carolina
USD 351 M -USD 467 k -0.1% 19.2% 63.6% 47 31.91% 1.6
Rodgers Brothers
2595
Rodgers Brothers
Pennsylvania
USD 351 M +USD 40.3 M +13% 11.6% 108% 198 10.1% 3.6
Grosvenor Holdings
2596
Grosvenor Holdings
Illinois
USD 351 M +USD 16 M +5% 16.9% 54.3% 16 18.75% 0.5
Genovese Burford & Brothers Wealth & Retirement Plan Management
2597
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
USD 351 M +USD 40.7 M +13% 10.4% 28% 100 18% 1.6
ARMC
2598
American Research & Management Company
Massachusetts
USD 351 M +USD 53.8 M +18% 14.3% 35.1% 384 14.32% 3.5
NTV Asset Management
2599
NTV Asset Management
West Virginia
USD 350 M +USD 41.8 M +14% 12.9% 110% 184 10.33% 4.3
Tetrad Corporation
2600
Tetrad Corporation
Nebraska
USD 350 M +USD 19.7 M +6% 2.75% 45.6% 6 33.33% 3.8