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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)
Cumberland Advisors
2901
Cumberland Advisors
Florida
USD 289 M +USD 9.5 M +3% 13.5% 80.7% 77 14.29% 0.9
Bishop Rock Capital
2902
Bishop Rock Capital
New York
USD 288 M +USD 132 M +84% 16.7% 35.4% 22 0% 2.1
Lake Point Wealth Management
2903
Lake Point Wealth Management
Texas
USD 288 M +USD 20.5 M +8% 3.23% – 1,058 42.91% 0.2
George Kaiser Family Foundation
2904
George Kaiser Family Foundation
Oklahoma
USD 288 M -USD 6.54 M -2% 11.2% 106% 21 4.76% 2.2
Asset Dedication LLC
2905
Asset Dedication LLC
California
USD 287 M +USD 43.7 M +18% 10.4% 71.9% 669 17.64% 1.7
Xponance
2906
Xponance
Pennsylvania
USD 287 M +USD 30.2 M +12% 9.58% 162% 70 22.86% 0.9
BCM
2907
BlueMar Capital Management
Florida
USD 287 M +USD 113 M +65% 21.8% 27.4% 63 53.97% 0.9
Albar Capital
2908
Albar Capital
United Kingdom
USD 287 M +USD 190 M +196% 14.6% 163% 39 89.74% 0
Spinnaker Capital
2909
Spinnaker Capital
Massachusetts
USD 287 M +USD 5.84 M +2% 18.8% 12.4% 2 0% 1.3
K.J. Harrison & Partners
2910
K.J. Harrison & Partners
Ontario, Canada
USD 287 M +USD 123 M +75% 15.3% 159% 175 36.57% 1.9
Coastal Bridge Advisors
2911
Coastal Bridge Advisors
Connecticut
USD 286 M +USD 33.1 M +13% 9.18% 88.1% 147 25.17% 1.8
CPH
2912
C Partners Holding
Switzerland
USD 286 M +USD 35.5 M +14% 26% 25.6% 23 0% 2.1
Diameter Capital Partners
2913
Diameter Capital Partners
New York
USD 286 M +USD 66.6 M +30% 15% 378% 28 78.57% 0.3
Fullerton Fund Management
2914
Fullerton Fund Management
Singapore
USD 286 M +USD 110 M +62% 27.8% 412% 33 15.15% 0.6
Hunter Associates Investment Management
2915
Hunter Associates Investment Management
Pennsylvania
USD 286 M +USD 39.8 M +16% 15.7% 81.7% 167 8.98% 4
Portland Global Advisors
2916
Portland Global Advisors
Maine
USD 285 M +USD 36.2 M +15% 12.6% 48.8% 107 9.35% 4.3
IBEX Wealth Advisors
2917
IBEX Wealth Advisors
New Jersey
USD 285 M +USD 66.3 M +30% 13.5% 234% 107 41.12% 0.8
Virtue Capital Management
2918
Virtue Capital Management
Tennessee
USD 285 M +USD 70.7 M +33% 5.55% 97.9% 128 40.63% 0.7
TD Ameritrade Trust
2919
TD Ameritrade Trust
Colorado
USD 285 M +USD 45.6 M +19% 10.7% 21.7% 22 13.64% 3.1
Gilman Hill Asset Management
2920
Gilman Hill Asset Management
Connecticut
USD 285 M +USD 46.9 M +20% 13.7% 54.2% 196 16.33% 3
KCP
2921
KDI Capital Partners
North Carolina
USD 284 M -USD 10.2 M -3% 12.4% 77.1% 58 37.93% 2.2
CC
2922
Cognios Capital
Kansas
USD 284 M +USD 36.3 M +15% 12.9% 28.5% 166 41.57% 1.8
Robotti Robert
2923
Robotti Robert
USD 283 M +USD 27.9 M +11% 13.4% 107% 71 18.31% 2.9
Crestone Asset Management
2924
Crestone Asset Management
Colorado
USD 283 M +USD 17.2 M +6% 15.7% 6.65% 50 16% 1.7
Mitchell Capital Management
2925
Mitchell Capital Management
Kansas
USD 283 M +USD 46.3 M +20% 16.1% 234% 128 13.28% 1.4