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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)
Eubel Brady & Suttman Asset Management
2576
Eubel Brady & Suttman Asset Management
Ohio
USD 758 M -USD 8.25 M -1% 0.85% 49% 95 13.68% 4.4
Parkside Financial Bank & Trust
2577
Parkside Financial Bank & Trust
Missouri
USD 757 M +USD 39 M +5% 1.79% 85.4% 2,221 9.37% 4.6
Monograph Wealth Advisors
2578
Monograph Wealth Advisors
California
USD 756 M -USD 12.1 M -2% 0.57% 74.8% 116 9.48% 1.9
Clearline Capital
2579
Clearline Capital
New York
USD 755 M -USD 1601 M -68% 2.74% 57.4% 156 49.36% 1.2
North Peak Capital Management
2580
North Peak Capital Management
New York
USD 755 M +USD 43.7 M +6% 5.61% 301% 8 25% 1.7
ShawSpring Partners
2581
ShawSpring Partners
Massachusetts
USD 755 M -USD 36.7 M -5% 5.96% 3.53% 12 25% 2
Two Sigma Securities
2582
Two Sigma Securities
New York
USD 754 M -USD 5170 M -87% 1.97% 109% 3,525 77.42% 0.6
River Wealth Advisors
2583
River Wealth Advisors
Pennsylvania
USD 754 M +USD 4.22 M +0.6% 0.87% 90.5% 222 13.51% 5.8
Heritage Financial Services
2584
Heritage Financial Services
Massachusetts
USD 753 M +USD 894 k +0.1% 1.98% 38.3% 125 18.4% 1.9
AlphaQuest
2585
AlphaQuest
New York
USD 753 M -USD 371 M -33% 0.55% – 2,090 30.91% 0.6
QCM
2586
Qsemble Capital Management
New York
USD 751 M +USD 208 M +38% 0.54% 39.9% 560 70% 0.2
Parkman Healthcare Partners
2587
Parkman Healthcare Partners
Connecticut
USD 751 M -USD 32.5 M -4% 3.02% 306% 104 25% 1.4
Mechanics Bank - Trust Department
2588
Mechanics Bank - Trust Department
California
USD 750 M -USD 854 k -0.1% 1.57% 76.8% 223 11.66% 5.8
De Burlo Group
2589
De Burlo Group
Massachusetts
USD 749 M -USD 62.8 M -8% 1.83% 164% 84 11.9% 3.5
Center for Financial Planning
2590
Center for Financial Planning
Michigan
USD 749 M +USD 12.3 M +2% 0.53% 64.4% 700 20.29% 3
Phocas Financial Corp
2591
Phocas Financial Corp
California
USD 749 M – – 4.8% – 154 – 3.2
Patton Albertson Miller Group
2592
Patton Albertson Miller Group
Tennessee
USD 747 M +USD 13.2 M +2% 1.13% 117% 233 12.02% 4.9
McGowan Group Asset Management
2593
McGowan Group Asset Management
Texas
USD 747 M -USD 12.1 M -2% 0.12% 69.8% 136 18.38% 4
2Xideas
2594
2Xideas
Switzerland
USD 747 M +USD 4.4 M +0.6% 0.01% 40.6% 61 11.48% 2.5
ACK Asset Management
2595
ACK Asset Management
Connecticut
USD 746 M -USD 62.8 M -8% 2.29% 132% 25 40% 1.2
Hill Investment Group Partners
2596
Hill Investment Group Partners
Missouri
USD 746 M +USD 27.3 M +4% 2.94% 50.6% 87 27.59% 1.8
RIA
2597
RPG Investment Advisory
California
USD 746 M +USD 45.6 M +7% 7.61% 186% 87 9.2% 4.4
Affinity Asset Advisors
2598
Affinity Asset Advisors
New York
USD 746 M +USD 13.3 M +2% 1.03% 1,487% 107 40.19% 0.9
Patriot Financial Group Insurance Agency
2599
Patriot Financial Group Insurance Agency
Massachusetts
USD 746 M +USD 1.33 M +0.2% 4.25% 97.3% 543 19.15% 3.9
Insight Wealth Strategies
2600
Insight Wealth Strategies
California
USD 746 M -USD 13.6 M -2% 0.42% 83.5% 179 26.26% 2.7