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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)
Fort Baker Capital Management
2901
Fort Baker Capital Management
California
USD 621 M +USD 13.9 M +2% 1.36% 46.3% 93 54.84% 0.4
III Capital Management
2902
III Capital Management
Florida
USD 621 M -USD 740 M -54% 0.72% 28.7% 76 59.21% 0.9
Dimension Capital Management
2903
Dimension Capital Management
Florida
USD 620 M +USD 82.1 M +15% 0.36% 65.5% 113 15.04% 3.5
M Holdings Securities
2904
M Holdings Securities
Oregon
USD 620 M +USD 223 M +56% 2.35% 94.1% 140 40% 1.9
Arkansas Financial Group
2905
Arkansas Financial Group
Arkansas
USD 619 M +USD 8.65 M +1% 0.54% 41.4% 79 6.33% 4.5
VC
2906
Vision Capital
Ontario, Canada
USD 619 M -USD 913 k -0.1% 4.98% 13.9% 27 55.56% 0.4
Towercrest Capital Management
2907
Towercrest Capital Management
Pennsylvania
USD 619 M -USD 1.78 M -0.3% 1.46% 42.6% 108 11.11% 5
First National Advisers
2908
First National Advisers
Nebraska
USD 618 M -USD 8.64 M -1% 0.89% 101% 225 26.67% 1.7
Bank Hapoalim BM
2909
Bank Hapoalim BM
Israel
USD 618 M -USD 41.6 M -6% 1.25% 80.5% 133 9.02% 4.6
Legacy Financial Group (Iowa)
2910
Legacy Financial Group (Iowa)
Iowa
USD 618 M +USD 97.7 M +19% 0.72% 48.8% 112 50.89% 0.8
Canal Capital Management
2911
Canal Capital Management
Virginia
USD 618 M -USD 8.46 M -1% 0.6% 69.5% 183 21.86% 3.8
Makena Capital Management
2912
Makena Capital Management
California
USD 616 M +USD 200 M +48% 1.33% 85.5% 46 26.09% 1.1
Nextech Invest
2913
Nextech Invest
Switzerland
USD 616 M -USD 95.9 M -13% 15.3% 982% 15 0% 1.7
Wealth Management Nebraska
2914
Wealth Management Nebraska
Nebraska
USD 615 M – – 2.17% – 71 – 0
BC
2915
Belmont Capital
California
USD 615 M +USD 12.9 M +2% 10.1% 182% 173 33.53% 2.4
Strategic Point Investment Advisors
2916
Strategic Point Investment Advisors
Rhode Island
USD 614 M +USD 7.34 M +1% 0.16% 58.2% 36 11.11% 4.2
RBO & Co
2917
RBO & Co
California
USD 613 M -USD 20.9 M -3% 2.14% 33.5% 53 1.89% 7.5
Marquette Asset Management
2918
Marquette Asset Management
Minnesota
USD 613 M -USD 18 M -3% 0.2% 69.6% 237 22.78% 3.2
Destiny Wealth Partners
2919
Destiny Wealth Partners
Florida
USD 612 M +USD 41.9 M +7% 4.64% 70.4% 177 14.12% 2.5
Academy Capital Management
2920
Academy Capital Management
Texas
USD 612 M +USD 34.5 M +6% 4.33% 85% 41 21.95% 3.3
Sargent Investment Group
2921
Sargent Investment Group
Maryland
USD 611 M +USD 54.9 M +10% 10.9% 135% 255 22.35% 3
Herald Investment Management
2922
Herald Investment Management
United Kingdom
USD 611 M +USD 30.5 M +5% 12.2% 493% 98 8.16% 5.3
Concord Wealth Partners
2923
Concord Wealth Partners
Virginia
USD 611 M +USD 11.2 M +2% 0% 71.1% 992 10.69% 1.8
Formidable Asset Management
2924
Formidable Asset Management
Ohio
USD 609 M -USD 17.1 M -3% 0.07% 62.2% 400 14.75% 2.6
Mivtachim The Workers Social Insurance Fund
2925
Mivtachim The Workers Social Insurance Fund
Israel
USD 609 M -USD 121 M -17% 0.09% 165% 41 31.71% 2.6