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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)
Goldstein Advisors
2626
Goldstein Advisors
Wisconsin
USD 823 M +USD 78.5 M +11% 7.49% 62.6% 213 14.55% 1.8
Greenline Partners
2627
Greenline Partners
New York
USD 823 M +USD 80.8 M +11% 8.75% 69.6% 151 9.93% 3.6
SF
2628
Symphony Financial
Texas
USD 822 M +USD 58.5 M +8% 8.73% 95.7% 291 18.9% 1.1
Disciplina Capital Management
2629
Disciplina Capital Management
Tennessee
USD 822 M +USD 30.3 M +4% 4.13% 33% 65 7.69% 3.1
Occudo Quantitative Strategies
2630
Occudo Quantitative Strategies
Florida
USD 821 M -USD 69.4 M -8% 5.79% 94.6% 924 64.83% 0.3
Capital Investment Counsel Inc
2631
Capital Investment Counsel Inc
North Carolina
USD 821 M +USD 68.7 M +9% 12.6% 174% 259 29.34% 6.3
180 Wealth Advisors
2632
180 Wealth Advisors
Washington
USD 821 M +USD 104 M +14% 13.9% 165% 469 12.37% 3.7
Quantum Financial Advisors
2633
Quantum Financial Advisors
California
USD 820 M +USD 81.6 M +11% 7.08% 68% 208 16.35% 1.7
Hill Investment Group Partners
2634
Hill Investment Group Partners
Missouri
USD 820 M +USD 52.4 M +7% 6.46% 54.5% 55 9.09% 2.7
CVC Management Holdings II
2635
CVC Management Holdings II
Jersey
USD 818 M +USD 175 M +27% 28.5% – 3 0% 1.5
Marietta Wealth Management
2636
Marietta Wealth Management
Georgia
USD 818 M +USD 50.9 M +7% 7.63% 93% 125 12% 4.5
Newbrook Capital Advisors
2637
Newbrook Capital Advisors
New York
USD 818 M +USD 24.1 M +3% 17.3% 299% 26 38.46% 1
Angelo Gordon & Co
2638
Angelo Gordon & Co
New York
USD 818 M +USD 66.2 M +9% 27% 90.1% 76 36.84% 0.7
Howard Financial Services
2639
Howard Financial Services
Texas
USD 817 M +USD 56.7 M +7% 6% 55.9% 202 11.88% 3
PAMJ
2640
Parvus Asset Management Jersey
Jersey
USD 817 M -USD 1414 M -63% 11.1% – 1 0% 0.3
NM
2641
Newtyn Management
New York
USD 817 M +USD 157 M +24% 11.7% 52% 40 32.5% 1.8
Destiny Wealth Partners
2642
Destiny Wealth Partners
Florida
USD 816 M +USD 72.2 M +10% 7.4% 70.4% 208 9.13% 2.5
Brigade Capital Management
2643
Brigade Capital Management
New York
USD 815 M +USD 379 M +87% 10.5% 234% 23 26.09% 1.2
1834 Investment Advisors
2644
1834 Investment Advisors
Wisconsin
USD 815 M +USD 25.1 M +3% 5.7% 68.7% 213 7.98% 5.8
Consolidated Investment Group
2645
Consolidated Investment Group
Colorado
USD 814 M +USD 67.5 M +9% 9.58% 150% 71 11.27% 5.7
De Lisle Partners
2646
De Lisle Partners
United Kingdom
USD 814 M +USD 105 M +15% 15.6% – 191 17.8% 1.2
Bank Hapoalim BM
2647
Bank Hapoalim BM
Israel
USD 813 M +USD 80.2 M +11% 8.19% 80.5% 137 20.44% 4.7
Baker Ellis Asset Management
2648
Baker Ellis Asset Management
Washington
USD 812 M +USD 83.4 M +11% 8% 91.9% 252 15.48% 5.3
Rodgers Brothers
2649
Rodgers Brothers
Pennsylvania
USD 812 M +USD 19.3 M +2% 5.71% 108% 245 7.35% 6.5
Vision Capital Management
2650
Vision Capital Management
Oregon
USD 811 M +USD 49.6 M +7% 8.16% 78.4% 149 8.72% 4.2