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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)
Tran Capital Management
2601
Tran Capital Management
California
USD 837 M -USD 13 M -2% 7.59% 173% 74 12.16% 2.6
Cypress Capital Group
2602
Cypress Capital Group
Florida
USD 836 M +USD 32.8 M +4% 9.2% 111% 233 7.3% 6.6
Per Stirling Capital Management
2603
Per Stirling Capital Management
Texas
USD 836 M +USD 70.2 M +9% 6.03% 63.1% 303 16.83% 1.7
Condire Management
2604
Condire Management
Texas
USD 835 M +USD 141 M +20% 47.8% 187% 28 32.14% 1.7
Greatmark Investment Partners
2605
Greatmark Investment Partners
Georgia
USD 834 M +USD 37.5 M +5% 5.64% 72.5% 151 5.3% 6.1
Revolve Wealth Partners
2606
Revolve Wealth Partners
New Jersey
USD 834 M +USD 64 M +8% 6.55% 67.4% 248 14.52% 2.1
IAG Wealth Partners
2607
IAG Wealth Partners
Wisconsin
USD 833 M +USD 76.8 M +10% 5.84% 54.1% 538 12.64% 3.3
PCM
2608
Prime Capital Management
Hong Kong
USD 832 M +USD 627 M +305% 23% 569% 6 50% 0.4
RTD Financial Advisors
2609
RTD Financial Advisors
Pennsylvania
USD 832 M +USD 50.5 M +6% 6.04% 51.5% 109 2.75% 3.1
Morgan Stanley Institutional Investment Advisors
2610
Morgan Stanley Institutional Investment Advisors
Colorado
USD 832 M +USD 23.5 M +3% 5.34% – 3 0% 0.8
Goehring & Rozencwajg Associates
2611
Goehring & Rozencwajg Associates
New York
USD 831 M +USD 177 M +27% 26.8% 148% 42 2.38% 2.5
Passaic Partners
2612
Passaic Partners
New Jersey
USD 831 M +USD 3.8 M +0.5% 6.76% 53.2% 11 9.09% 2.1
De Burlo Group
2613
De Burlo Group
Massachusetts
USD 830 M +USD 70.8 M +9% 5.94% 164% 84 11.9% 3.8
Catalyst Financial Partners
2614
Catalyst Financial Partners
Massachusetts
USD 829 M -USD 87 M -9% 9.91% 110% 327 11.01% 1.8
VH
2615
V3 Holding
New York
USD 829 M +USD 363 M +78% 163% – 1 0% 0.8
Euro Pacific Asset Management
2616
Euro Pacific Asset Management
Puerto Rico
USD 829 M +USD 209 M +34% 33.7% 172% 91 9.89% 3.2
Patton Albertson Miller Group
2617
Patton Albertson Miller Group
Tennessee
USD 828 M +USD 68.6 M +9% 10.2% 117% 225 13.33% 5.7
QVR
2618
QVR
California
USD 827 M -USD 152 M -16% 24.1% – 151 74.83% 0.1
Viking Fund Management
2619
Viking Fund Management
North Dakota
USD 827 M +USD 99.4 M +14% 8.23% 105% 155 16.77% 4.2
Kingsway Capital Partners
2620
Kingsway Capital Partners
USD 827 M – – 0.19% – 5 – 0
Community Bank
2621
Community Bank
New York
USD 827 M +USD 66.4 M +9% 8.76% 86.3% 510 26.86% 5.5
Central Pacific Bank - Trust Division
2622
Central Pacific Bank - Trust Division
Hawaii
USD 827 M +USD 42.1 M +5% 8.08% – 863 6.72% 1.2
Curated Wealth Partners
2623
Curated Wealth Partners
California
USD 827 M -USD 26.1 M -3% 2.06% 39.9% 172 16.28% 0.9
LaFleur & Godfrey
2624
LaFleur & Godfrey
Michigan
USD 825 M +USD 23.9 M +3% 8.1% 98.2% 149 6.71% 4.8
MidWestOne Financial Group
2625
MidWestOne Financial Group
Iowa
USD 823 M +USD 53.3 M +7% 7.19% 62.7% 310 7.1% 3.5