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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)
1WCM
2701
12 West Capital Management
New York
USD 678 M -USD 277 M -29% 14.1% 169% 22 50% 2.4
De Burlo Group
2702
De Burlo Group
Massachusetts
USD 677 M -USD 72 M -10% 0.76% 164% 80 7.5% 3.7
Dean Investment Associates
2703
Dean Investment Associates
Ohio
USD 677 M -USD 24.7 M -4% 1.18% 71% 220 5.91% 4.3
Red Door Wealth Management
2704
Red Door Wealth Management
Tennessee
USD 676 M +USD 23.2 M +4% 0.76% 117% 251 14.74% 2.6
Bain Capital Life Sciences Investors
2705
Bain Capital Life Sciences Investors
Massachusetts
USD 676 M -USD 174 M -20% 13.3% 507% 26 7.69% 3.1
Stockman Wealth Management
2706
Stockman Wealth Management
Montana
USD 675 M +USD 36.7 M +6% 0.73% 77.5% 176 11.93% 5.2
FCP
2707
Fine Capital Partners
New York
USD 675 M +USD 7.98 M +1% 0.27% 95.5% 1 0% 11.8
Patton Albertson Miller Group
2708
Patton Albertson Miller Group
Tennessee
USD 673 M -USD 74.1 M -10% 3.3% 117% 233 13.73% 5.2
Camden National Bank
2709
Camden National Bank
Maine
USD 673 M +USD 4.91 M +0.7% 2.3% 58.2% 173 11.56% 4
CL
2710
CIM LLC
New York
USD 673 M -USD 29 M -4% 2.31% 108% 171 10.53% 4
Dillon & Associates
2711
Dillon & Associates
Michigan
USD 673 M -USD 48 M -7% 4.11% 117% 82 6.1% 7.7
Golden State Wealth Management
2712
Golden State Wealth Management
California
USD 673 M +USD 5.57 M +0.8% 3.29% – 1,655 12.57% 0.9
Pureheart Capital
2713
Pureheart Capital
USD 673 M -USD 66.7 M -9% 19.4% – 8 25% 0.2
McGuire Investment Group
2714
McGuire Investment Group
Rhode Island
USD 673 M -USD 19.7 M -3% 4.13% 202% 114 7.02% 4.2
SKBA Capital Management
2715
SKBA Capital Management
California
USD 672 M +USD 39.2 M +6% 4.22% 55.7% 86 11.63% 4.2
Torray Investment Partners
2716
Torray Investment Partners
Maryland
USD 671 M -USD 25.9 M -4% 1.69% 97.2% 107 11.21% 5
Auxier Asset Management
2717
Auxier Asset Management
Oregon
USD 671 M +USD 25.8 M +4% 5.71% 71.7% 178 7.3% 8.2
Quantum Financial Advisors
2718
Quantum Financial Advisors
California
USD 671 M +USD 14.8 M +2% 0.59% 68% 203 20.69% 1.6
Capital Investment Counsel Inc
2719
Capital Investment Counsel Inc
North Carolina
USD 671 M +USD 6.74 M +1% 5.7% 174% 259 10.81% 5.2
Turtle Creek Wealth Advisors
2720
Turtle Creek Wealth Advisors
Texas
USD 670 M +USD 237 M +55% 1.18% 112% 127 48.03% 0.7
One Wealth Advisors
2721
One Wealth Advisors
California
USD 670 M -USD 4.08 M -0.6% 1.84% 74.4% 309 28.16% 1.6
Redwood Capital Management
2722
Redwood Capital Management
New York
USD 670 M +USD 66.7 M +11% 10.3% 313% 13 7.69% 2.8
Manchester Global Management
2723
Manchester Global Management
United Kingdom
USD 670 M -USD 88.7 M -12% 6.9% 156% 29 37.93% 1.1
TT International Asset Management
2724
TT International Asset Management
United Kingdom
USD 670 M -USD 24.1 M -3% 1.74% 331% 73 49.32% 0.6
Johnson Bixby & Associates
2725
Johnson Bixby & Associates
Washington
USD 669 M +USD 13.4 M +2% 0.06% 48.7% 123 12.2% 2.6