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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)
Two Sigma Securities
2926
Two Sigma Securities
New York
USD 728 M +USD 49.8 M +7% 0.75% 109% 2,184 74.04% 0.2
Camden National Bank
2927
Camden National Bank
Maine
USD 727 M +USD 12.7 M +2% 1.33% 58.2% 176 10.8% 4.3
First National Advisers
2928
First National Advisers
Nebraska
USD 727 M -USD 9.7 M -1% 2.81% 101% 245 11.02% 2
GCQ Funds Management
2929
GCQ Funds Management
Australia
USD 726 M +USD 67.9 M +10% 1.65% – 11 9.09% 0.9
Meridian Wealth Partners
2930
Meridian Wealth Partners
Pennsylvania
USD 726 M -USD 1 M -0.1% 2.12% 59% 118 8.47% 3.6
Kavar Capital Partners Group
2931
Kavar Capital Partners Group
Kansas
USD 725 M -USD 24.5 M -3% 3.75% 86.8% 197 10.15% 5.2
James J. Burns & Company
2932
James J. Burns & Company
New York
USD 725 M +USD 53.9 M +8% 2.57% 70.2% 170 11.76% 2
Biltmore Family Office
2933
Biltmore Family Office
North Carolina
USD 724 M +USD 21.6 M +3% 4.57% 99% 339 17.4% 3.6
King Street Capital Management
2934
King Street Capital Management
New York
USD 724 M -USD 1613 M -69% 5.77% 140% 20 50% 0.6
Engine Capital Management
2935
Engine Capital Management
New York
USD 724 M -USD 118 M -14% 0.74% 21.1% 30 16.67% 2.3
Intel Corp
2936
Intel Corp
California
USD 724 M -USD 310 M -30% 23.9% 9.79% 3 33.33% 2.3
Ellevest Inc
2937
Ellevest Inc
New York
USD 723 M +USD 23 M +3% 3.59% 82.6% 464 16.81% 3.3
SM
2938
Sciencast Management
New Jersey
USD 723 M +USD 189 M +35% 2.18% 76.6% 423 73.76% 0.2
Strategic Point Investment Advisors
2939
Strategic Point Investment Advisors
Rhode Island
USD 723 M +USD 26.8 M +4% 2.28% 58.2% 37 8.11% 4.7
Legacy Financial Advisors
2940
Legacy Financial Advisors
Kentucky
USD 723 M -USD 2.96 M -0.4% 3.06% 97.8% 461 25.38% 2.5
Koch Inc
2941
Koch Inc
Kansas
USD 723 M -USD 34.1 M -5% 7.68% – 7 0% 0.8
Cypress Wealth Services
2942
Cypress Wealth Services
California
USD 723 M +USD 112 M +18% 3.09% 82.7% 402 17.16% 2.3
Affinity Capital Advisors
2943
Affinity Capital Advisors
California
USD 723 M +USD 71.7 M +11% 2.57% 72.7% 174 12.64% 3.3
Meridian Wealth Advisors
2944
Meridian Wealth Advisors
Texas
USD 722 M +USD 17.8 M +3% 3.47% 91.2% 198 12.63% 4.6
Valley National Advisers
2945
Valley National Advisers
Pennsylvania
USD 722 M +USD 76.2 M +12% 2.96% 87.2% 960 17.81% 4.9
WCM
2946
Woodson Capital Management
Connecticut
USD 722 M +USD 165 M +30% 7.76% 235% 39 48.72% 0.9
Mivtachim The Workers Social Insurance Fund
2947
Mivtachim The Workers Social Insurance Fund
Israel
USD 722 M +USD 36 M +5% 12.8% 165% 39 30.77% 2.7
Gratus Wealth Advisors
2948
Gratus Wealth Advisors
Virginia
USD 721 M +USD 10.9 M +2% 1.47% 65.2% 135 8.15% 1.7
Onex Canada Asset Management
2949
Onex Canada Asset Management
Ontario, Canada
USD 720 M -USD 71.1 M -9% 3.63% 87.8% 72 2.78% 5
J.P. Marvel Investment Advisors
2950
J.P. Marvel Investment Advisors
Massachusetts
USD 720 M +USD 32.2 M +5% 10.2% 195% 61 1.64% 7.4