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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)
Longaeva Partners
2926
Longaeva Partners
Illinois
USD 694 M +USD 204 M +42% 14.7% – 99 67.68% 0.1
Aristides Capital
2927
Aristides Capital
Kentucky
USD 693 M +USD 191 M +38% 12.6% 126% 305 50.49% 1.2
Fractal Investments
2928
Fractal Investments
Connecticut
USD 693 M -USD 8.28 M -1% 1.67% 74.2% 80 8.75% 2.1
KFG Wealth Management
2929
KFG Wealth Management
Indiana
USD 693 M +USD 70.5 M +11% 5.45% 55.9% 210 7.14% 1.7
SR One Capital Management
2930
SR One Capital Management
Pennsylvania
USD 691 M +USD 230 M +50% 64.3% 656% 13 7.69% 1.9
University of Texas/Texas AM Investment Management Co (UTIMCO)
2931
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
USD 691 M +USD 55.2 M +9% 7.68% 94.2% 245 49.39% 0.9
L2 Asset Management
2932
L2 Asset Management
Massachusetts
USD 691 M +USD 79.9 M +13% 8.58% 128% 405 21.23% 1.5
Castellan Group
2933
Castellan Group
Kentucky
USD 690 M +USD 148 M +27% 17.6% 184% 42 30.95% 1.3
Simcoe Capital Management
2934
Simcoe Capital Management
New York
USD 690 M -USD 319 M -32% 8.71% 48.7% 29 65.52% 1.1
CFM Wealth Partners
2935
CFM Wealth Partners
Texas
USD 689 M +USD 60.5 M +10% 10.2% 175% 152 10.53% 3.9
MIG Capital
2936
MIG Capital
California
USD 688 M -USD 281 M -29% 12.4% 118% 60 33.33% 1
Strategic Financial Concepts
2937
Strategic Financial Concepts
Texas
USD 688 M -USD 22.7 M -3% 6.34% 56.8% 325 32.31% 1.2
CFO4Life Group
2938
CFO4Life Group
Texas
USD 688 M +USD 48.5 M +8% 6.99% 56.7% 245 11.02% 3.4
J.P. Marvel Investment Advisors
2939
J.P. Marvel Investment Advisors
Massachusetts
USD 688 M +USD 66.9 M +11% 13.2% 195% 66 10.61% 7.1
Smithbridge Asset Management
2940
Smithbridge Asset Management
Pennsylvania
USD 688 M +USD 116 M +20% 10.3% – 155 24.52% 4.6
Zevin Asset Management
2941
Zevin Asset Management
Massachusetts
USD 687 M -USD 7.75 M -1% 5.31% 71.7% 99 16.16% 4.9
NG
2942
Northstar Group
New York
USD 687 M +USD 39.1 M +6% 6.78% 68.4% 169 9.47% 6.1
Summit Creek Advisors
2943
Summit Creek Advisors
Minnesota
USD 686 M -USD 32.5 M -5% 5% 84.6% 71 7.04% 4.2
Estabrook Capital Management
2944
Estabrook Capital Management
New York
USD 686 M +USD 36.4 M +6% 7.9% 87.2% 336 4.17% 7.8
Ironwood Investment Counsel
2945
Ironwood Investment Counsel
Arizona
USD 686 M +USD 38.7 M +6% 6.75% 78.2% 273 10.26% 5
Claro Advisors
2946
Claro Advisors
Massachusetts
USD 686 M +USD 80 M +13% 8.52% 98.8% 417 15.35% 2.9
Mivtachim The Workers Social Insurance Fund
2947
Mivtachim The Workers Social Insurance Fund
Israel
USD 686 M +USD 36.3 M +6% 17.4% 165% 36 30.56% 3.2
Banco BTG Pactual
2948
Banco BTG Pactual
Brazil
USD 685 M +USD 193 M +39% 10.1% 135% 228 64.47% 0.6
LCM
2949
Lonestar Capital Management
California
USD 685 M +USD 415 M +154% 14.2% 260% 29 44.83% 0.6
Crews Bank & Trust
2950
Crews Bank & Trust
Florida
USD 683 M +USD 48 M +8% 6.06% – 660 10% 0.7