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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)
MJP Associates
2676
MJP Associates
Connecticut
USD 824 M +USD 24.2 M +3% 1.57% 69.1% 277 27.44% 2.2
Parkside Investments
2677
Parkside Investments
Illinois
USD 823 M +USD 29 M +4% 2.11% 70.4% 106 17.92% 4.2
Volterra Technologies
2678
Volterra Technologies
New York
USD 823 M -USD 167 M -17% 0.36% – 494 73.28% 0.2
Jamison Private Wealth Management
2679
Jamison Private Wealth Management
Georgia
USD 822 M -USD 824 k -0.1% 1.74% 130% 224 10.27% 2.1
Arista Wealth Management
2680
Arista Wealth Management
Nevada
USD 822 M +USD 8.32 M +1% 1.53% 67% 292 28.42% 0.9
Cadian Capital Management
2681
Cadian Capital Management
New York
USD 821 M -USD 563 M -41% 23.2% 19.5% 31 41.94% 1.1
Alley Investment Management Company
2682
Alley Investment Management Company
Illinois
USD 821 M -USD 33.4 M -4% 0.91% 63.2% 91 7.69% 3.3
Avenir Corporation
2683
Avenir Corporation
Virginia
USD 820 M -USD 101 M -11% 8.27% 49.1% 76 11.84% 6.4
DUMAC Inc
2684
DUMAC Inc
North Carolina
USD 820 M +USD 169 M +26% 3.25% – 11 18.18% 1.9
Oak Root LLC
2685
Oak Root LLC
California
USD 820 M -USD 7.22 M -0.9% 0.11% 75.4% 11 9.09% 2.3
MayTech Global Investments
2686
MayTech Global Investments
New York
USD 820 M -USD 168 M -17% 8.74% 158% 28 21.43% 5.1
BSW Wealth Partners
2687
BSW Wealth Partners
Colorado
USD 819 M -USD 13.9 M -2% 0.62% 75.4% 348 17.82% 3.9
Nelson Capital Management
2688
Nelson Capital Management
California
USD 819 M -USD 35.4 M -4% 3.39% 141% 110 4.55% 6.2
Arvin Capital Management
2689
Arvin Capital Management
Texas
USD 819 M +USD 288 M +54% 4.89% 83.2% 70 71.43% 0.4
SJS Investment Consulting
2690
SJS Investment Consulting
Ohio
USD 819 M +USD 28.3 M +4% 0.75% 69.4% 2,597 24.3% 2
Bay Colony Advisors
2691
Bay Colony Advisors
Massachusetts
USD 818 M -USD 15.9 M -2% 0.05% 99.6% 544 18.38% 3.1
Brio Consultants
2692
Brio Consultants
California
USD 818 M +USD 48.5 M +6% 1.4% 46.9% 158 11.39% 3
Capital Investment Counsel Inc
2693
Capital Investment Counsel Inc
North Carolina
USD 816 M -USD 34.3 M -4% 0.93% 174% 273 13.19% 5.2
Kera Capital Partners
2694
Kera Capital Partners
California
USD 815 M +USD 3.98 M +0.5% 1.64% – 617 17.99% 0.6
Stanley-Laman Group
2695
Stanley-Laman Group
Pennsylvania
USD 814 M +USD 27.5 M +3% 8.64% 114% 337 22.26% 2.2
Victory Financial Group
2696
Victory Financial Group
Texas
USD 814 M +USD 18.8 M +2% 1.29% – 378 24.07% 0.9
RTD Financial Advisors
2697
RTD Financial Advisors
Pennsylvania
USD 814 M -USD 5.81 M -0.7% 1.01% 51.5% 118 7.63% 3.3
Advisory Research
2698
Advisory Research
Illinois
USD 813 M +USD 17.8 M +2% 3.63% 138% 156 20.51% 3.7
TFC Financial Management
2699
TFC Financial Management
Massachusetts
USD 812 M +USD 14.3 M +2% 0.75% 66.9% 1,070 16.73% 2.8
UAG
2700
United Advisor Group
Ohio
USD 811 M +USD 9.11 M +1% 1.14% 88% 545 17.61% 1.2