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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)
Evermay Wealth Management
2826
Evermay Wealth Management
Virginia
USD 622 M -USD 1.35 M -0.2% 6.57% 61.1% 640 13.13% 3.3
JAT Capital Management
2827
JAT Capital Management
Connecticut
USD 621 M -USD 154 M -20% 6.98% 734% 65 67.69% 0.3
KFS
2828
Kurt F. Somerville
USD 621 M +USD 28 M +5% 6.18% 92.9% 99 4.04% 7.4
CANC
2829
Culbertson A N & Co
Virginia
USD 621 M +USD 48.5 M +8% 8.02% 87.5% 126 3.97% 7.7
Towercrest Capital Management
2830
Towercrest Capital Management
Pennsylvania
USD 621 M +USD 13 M +2% 5.33% 42.6% 110 10.91% 5.1
Gateway Advisory
2831
Gateway Advisory
New Jersey
USD 620 M +USD 31.4 M +5% 5.67% 26% 146 14.38% 1.9
Occidental Asset Management
2832
Occidental Asset Management
California
USD 620 M +USD 50 M +9% 5.67% 97.4% 234 17.52% 3.6
VC
2833
Vision Capital
Ontario, Canada
USD 620 M +USD 4.16 M +0.7% 19.6% 19.8% 24 58.33% 0.4
New England Private Wealth Advisors
2834
New England Private Wealth Advisors
Massachusetts
USD 620 M +USD 46.5 M +8% 7.65% 55.8% 147 7.48% 4.4
Manchester Global Management
2835
Manchester Global Management
United Kingdom
USD 620 M +USD 50.9 M +9% 5.11% 156% 23 30.43% 1.1
Riverstone Holdings
2836
Riverstone Holdings
New York
USD 619 M -USD 136 M -18% 16.6% 89.8% 7 0% 4
Scarborough Advisors
2837
Scarborough Advisors
Maryland
USD 619 M +USD 375 M +154% 5.66% 63.3% 492 89.43% 0.9
Front Street Capital Management
2838
Front Street Capital Management
Montana
USD 618 M +USD 96.4 M +18% 80.2% 316% 72 9.72% 5.4
Two Seas Capital
2839
Two Seas Capital
New York
USD 617 M +USD 1.97 M +0.3% 5.9% 344% 28 35.71% 0.8
De Lisle Partners
2840
De Lisle Partners
United Kingdom
USD 617 M +USD 159 M +35% 13.7% – 205 18.54% 0.4
Engaged Capital
2841
Engaged Capital
California
USD 617 M +USD 32.6 M +6% 22.1% 26.2% 13 38.46% 1.9
CCM
2842
Cohen Capital Management
California
USD 617 M +USD 35.9 M +6% 6.48% 91.5% 155 9.68% 6.1
Live Oak Private Wealth
2843
Live Oak Private Wealth
North Carolina
USD 616 M +USD 34.9 M +6% 6.72% 74.6% 183 6.01% 3.2
CVA Family Office
2844
CVA Family Office
Colorado
USD 616 M +USD 60.5 M +11% 6.63% 71.6% 1,370 14.53% 1.1
University of Texas/Texas AM Investment Management Co (UTIMCO)
2845
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
USD 616 M +USD 103 M +20% 9.31% 94.2% 200 33.5% 0.9
Viking Fund Management
2846
Viking Fund Management
North Dakota
USD 615 M +USD 57 M +10% 7.7% 105% 139 15.11% 3.9
UNC Management Company
2847
UNC Management Company
North Carolina
USD 615 M +USD 439 M +248% 5.54% 92% 3 66.67% 0.3
ADAR1 Capital Management
2848
ADAR1 Capital Management
Texas
USD 615 M +USD 85.2 M +16% 12.6% – 366 51.37% 0.3
49 Wealth Management
2849
49 Wealth Management
Texas
USD 614 M +USD 107 M +21% 5.13% – 201 32.34% 0.5
J.P. Marvel Investment Advisors
2850
J.P. Marvel Investment Advisors
Massachusetts
USD 613 M +USD 3.26 M +0.5% 4.46% 195% 75 2.67% 6.1