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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)
SM
2701
Sciencast Management
New Jersey
USD 376 M +USD 74.3 M +25% 6.19% 72.5% 652 78.37% 0.1
Lathrop Investment Management
2702
Lathrop Investment Management
Arkansas
USD 376 M +USD 13.5 M +4% 7.26% 72.2% 65 3.08% 4.1
Coliseum Capital Management
2703
Coliseum Capital Management
Connecticut
USD 376 M +USD 13.3 M +4% 9.42% 41.1% 16 37.5% 1.7
WCA
2704
Windsor Creek Advisors
Vermont
USD 376 M -USD 31.4 M -8% 12.3% 48.3% 179 41.34% 0.6
Darwin Wealth Management
2705
Darwin Wealth Management
Florida
USD 375 M +USD 37.4 M +11% 4.79% 56.8% 162 13.58% 1.6
Cozad Asset Management
2706
Cozad Asset Management
Illinois
USD 375 M +USD 28.5 M +8% 9.58% 132% 257 8.56% 1.3
Traynor Capital Management
2707
Traynor Capital Management
Pennsylvania
USD 375 M +USD 55 M +17% 12.9% 244% 184 17.39% 2.6
Lyell Wealth Management
2708
Lyell Wealth Management
California
USD 375 M +USD 41.8 M +13% 8.45% 144% 136 15.44% 1.9
Eubel Brady & Suttman Asset Management
2709
Eubel Brady & Suttman Asset Management
Ohio
USD 374 M +USD 26 M +7% 9.31% 49% 80 15% 3.6
Sun Life Financial
2710
Sun Life Financial
Ontario, Canada
USD 374 M -USD 14.2 M -4% 8.29% 65.7% 619 25.53% 3
BlueDrive Global Investors
2711
BlueDrive Global Investors
United Kingdom
USD 374 M +USD 39.2 M +12% 2.87% 25.6% 14 64.29% 0.5
Baldwin Investment Management
2712
Baldwin Investment Management
Pennsylvania
USD 374 M +USD 30 M +9% 9.69% 74.8% 175 9.71% 3.5
Capital Investment Advisory Services
2713
Capital Investment Advisory Services
North Carolina
USD 374 M +USD 15.1 M +4% 5.8% 75.7% 1,443 62.58% 1.4
KM
2714
Kylin Management
New York
USD 374 M +USD 24.4 M +7% 18.4% 126% 13 30.77% 1.4
LHC
2715
Lodge Hill Capital
New York
USD 374 M +USD 26.9 M +8% 7.63% 17.9% 34 50% 0.8
P.J. Schmidt Investment Management (PJS)
2716
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 374 M +USD 21.5 M +6% 8.31% 75.9% 137 5.84% 4.5
Sound Income Strategies
2717
Sound Income Strategies
Florida
USD 373 M +USD 42 M +13% 2.41% 31.4% 825 10.91% 1.5
Montecito Bank & Trust
2718
Montecito Bank & Trust
California
USD 372 M +USD 35.9 M +11% 6.73% – 226 10.18% 3.3
Keystone Financial Group (Kentucky)
2719
Keystone Financial Group (Kentucky)
Kentucky
USD 372 M +USD 47.1 M +14% 8.2% 116% 255 12.16% 1.4
EVM
2720
Evelyn V. Moreno
USD 372 M +USD 7 M +2% 8.36% 39.4% 67 4.48% 4.3
Transcend Capital Advisors
2721
Transcend Capital Advisors
New Jersey
USD 371 M – – 9.86% 71.6% 211 – 0
CNA Financial
2722
CNA Financial
Illinois
USD 371 M -USD 76.5 M -17% 8.63% 48.6% 188 33.51% 3.1
Private Vista
2723
Private Vista
Illinois
USD 371 M -USD 5.94 M -2% 4.27% 10.1% 159 12.58% 1.8
FundX Investment Group
2724
FundX Investment Group
California
USD 371 M +USD 89.4 M +32% 4.54% 94.6% 67 44.78% 1.2
Advantage Alpha Capital Partners
2725
Advantage Alpha Capital Partners
California
USD 371 M – – 8.85% 79.2% 90 – 0