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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)
Callan Family Office
2901
Callan Family Office
Pennsylvania
USD 595 M +USD 74.2 M +14% 6.74% 93.4% 195 24.62% 0.8
Pacific Capital Wealth Advisors
2902
Pacific Capital Wealth Advisors
California
USD 595 M +USD 47.2 M +9% 6.19% 54.1% 614 30.78% 0.8
Nelson Capital Management
2903
Nelson Capital Management
California
USD 594 M +USD 30.6 M +5% 3.59% 141% 115 12.17% 5.2
AO
2904
Allen Operations
New York
USD 594 M +USD 82.6 M +16% 25.8% 248% 35 14.29% 4.9
Secure Asset Management
2905
Secure Asset Management
Michigan
USD 594 M +USD 65 M +12% 5.75% 97.2% 327 19.88% 1.4
12th Street Asset Management Company
2906
12th Street Asset Management Company
Tennessee
USD 593 M +USD 45 M +8% 10.7% 106% 31 6.45% 3.4
Glen Eagle Advisors
2907
Glen Eagle Advisors
New Jersey
USD 593 M +USD 46.3 M +8% 6.41% 68.5% 1,195 7.95% 4.1
St. James Investment Company
2908
St. James Investment Company
Texas
USD 592 M +USD 20.4 M +4% 9.51% 43.8% 28 14.29% 3.9
Flagship Pioneering
2909
Flagship Pioneering
Massachusetts
USD 592 M -USD 251 M -30% 16.3% 13.3% 6 0% 5.3
Semper Augustus Investments Group
2910
Semper Augustus Investments Group
Colorado
USD 592 M +USD 32.6 M +6% 1.14% 95.4% 41 14.63% 6.1
Fractal Investments
2911
Fractal Investments
Connecticut
USD 592 M +USD 17 M +3% 2.49% 74.2% 87 10.34% 1.6
FinTrust Capital Advisors
2912
FinTrust Capital Advisors
South Carolina
USD 591 M +USD 40.7 M +7% 6.5% 23.6% 1,488 13.51% 3.1
Primavera Capital Management
2913
Primavera Capital Management
Cayman Islands
USD 591 M +USD 73.7 M +14% 46.7% 1.21% 4 25% 3.3
LCM
2914
Lonestar Capital Management
California
USD 591 M +USD 501 M +558% 13.3% 260% 24 62.5% 0.8
MG
2915
Magnolia Group
Nebraska
USD 591 M -USD 67.7 M -10% 8.83% 11.4% 10 10% 4.5
Enclave Advisors
2916
Enclave Advisors
Texas
USD 590 M – – 5.26% – 119 – 0
Radcliffe Capital Management
2917
Radcliffe Capital Management
Pennsylvania
USD 589 M +USD 74.8 M +15% 0.02% 4.8% 44 20.45% 0.8
Black Diamond Financial
2918
Black Diamond Financial
Maryland
USD 589 M +USD 71.2 M +14% 6.17% 68.3% 154 15.58% 2.9
Liberty Wealth Management
2919
Liberty Wealth Management
California
USD 589 M +USD 43 M +8% 6.07% 64.2% 267 26.59% 2.2
Olstein Capital Management
2920
Olstein Capital Management
New York
USD 588 M +USD 25.5 M +5% 8.22% 16.6% 101 4.95% 5.8
Allen Mooney & Barnes Investment Advisors
2921
Allen Mooney & Barnes Investment Advisors
Georgia
USD 587 M +USD 28.2 M +5% 7.09% 78.9% 160 8.75% 2.1
High Probability Advisors
2922
High Probability Advisors
New York
USD 587 M +USD 35.7 M +6% 5.61% 52.6% 57 5.26% 2.5
Gabelli & Co Investment Advisers
2923
Gabelli & Co Investment Advisers
New York
USD 587 M -USD 11.3 M -2% 9.42% 248% 301 38.21% 1.6
Northwest Bancshares
2924
Northwest Bancshares
Pennsylvania
USD 587 M +USD 36.9 k +0% 6.21% 84.8% 192 9.9% 4.2
Montecito Bank & Trust
2925
Montecito Bank & Trust
California
USD 587 M +USD 95.5 M +19% 5.1% – 289 13.84% 5.3