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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)
Heathbridge Capital Management
2976
Heathbridge Capital Management
Ontario, Canada
USD 293 M -USD 79.8 M -21% 19% 73.6% 30 10% 4.3
SG
2977
Swarthmore Group
Pennsylvania
USD 293 M +USD 274 M +1,454% 19.3% 44.2% 42 16.67% 1.9
QVR
2978
QVR
California
USD 293 M +USD 28.9 M +11% 19% – 39 79.49% 0.4
Marietta Wealth Management
2979
Marietta Wealth Management
Georgia
USD 293 M +USD 36.1 M +14% 18.8% 93% 112 8.04% 2.4
AGF Investments America
2980
AGF Investments America
Ontario, Canada
USD 293 M +USD 52.7 M +22% 26% 72.1% 77 3.9% 3
Schneider Downs Wealth Management Advisors
2981
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 293 M +USD 19.9 M +7% 21.9% 61.5% 99 15.15% 1.6
L1 Capital
2982
L1 Capital
Australia
USD 293 M – – 42.6% 127% 14 – 0
FPFS
2983
First Personal Financial Services
North Carolina
USD 293 M +USD 33.8 M +13% 15.8% 31.5% 312 7.37% 4
Alpha Capital Management
2984
Alpha Capital Management
Texas
USD 292 M +USD 65.4 M +29% 27.7% 88% 111 27.03% 2.6
OPPTF
2985
OPSEU Pension Plan Trust Fund
Ontario, Canada
USD 292 M +USD 34 M +13% 19.2% 13.4% 388 46.91% 0.2
FORA Capital
2986
FORA Capital
Florida
USD 292 M -USD 171 M -37% 39.1% 177% 1,495 76.92% 0.2
Founders Capital Management (Connecticut)
2987
Founders Capital Management (Connecticut)
Connecticut
USD 292 M +USD 40.2 M +16% 18% 99.9% 65 10.77% 3.3
Brandywine Trust
2988
Brandywine Trust
Delaware
USD 292 M +USD 144 M +97% 10.7% 32.7% 48 43.75% 4.4
Great Hill Partners
2989
Great Hill Partners
Massachusetts
USD 291 M +USD 177 M +155% 188% 24% 2 0% 0.4
Artemis Wealth Advisors
2990
Artemis Wealth Advisors
New York
USD 291 M +USD 57.4 M +25% 43% 180% 75 20% 1.6
Cyrus Capital Partners
2991
Cyrus Capital Partners
New York
USD 291 M +USD 18.7 M +7% 3.72% 163% 17 52.94% 1.7
First National Corp
2992
First National Corp
Massachusetts
USD 291 M +USD 137 M +89% 17.3% 56.3% 158 25.95% 1.1
FAG
2993
Financial Advisory Group
Texas
USD 291 M -USD 15.5 M -5% 19.4% 20.6% 72 15.28% 3.8
Sunbelt Securities
2994
Sunbelt Securities
Texas
USD 291 M -USD 2042 M -88% 22.5% 83.5% 405 35.31% 2
Bain Capital Credit
2995
Bain Capital Credit
Massachusetts
USD 291 M +USD 134 M +85% 17.4% 14.4% 27 62.96% 0.5
Convergence Investment Partners
2996
Convergence Investment Partners
Florida
USD 291 M +USD 62.3 M +27% 21.2% 304% 267 44.19% 2
Sky Investment Group
2997
Sky Investment Group
Connecticut
USD 291 M +USD 42.3 M +17% 15.9% 81.4% 101 9.9% 4.3
Wooster Corthell Wealth Management
2998
Wooster Corthell Wealth Management
Connecticut
USD 291 M +USD 42.5 M +17% 15.1% 39.1% 47 6.38% 2.7
Ipswich Investment Management
2999
Ipswich Investment Management
Massachusetts
USD 290 M +USD 36 M +14% 18.8% 104% 174 14.94% 3.1
Financial Management Professionals
3000
Financial Management Professionals
Texas
USD 290 M +USD 53.9 M +23% 21% 67.3% 655 52.67% 1.7