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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)
Versor Investments
3001
Versor Investments
New York
USD 580 M -USD 51.8 M -8% 3.08% 240% 1,029 57.34% 0.4
Kentucky Retirement Systems Insurance Trust Fund
3002
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
USD 580 M -USD 862 M -60% 1.15% 115% 635 48.98% 7.2
Mirova
3003
Mirova
France
USD 580 M +USD 838 k +0.1% 4.1% 64.6% 133 12.78% 2.7
SJS Investment Consulting
3004
SJS Investment Consulting
Ohio
USD 579 M +USD 12.4 M +2% 0.09% 69.4% 1,727 11.35% 2.3
St. James Investment Company
3005
St. James Investment Company
Texas
USD 579 M -USD 13.1 M -2% 3.28% 43.8% 32 25% 3.6
Capital Insight Partners
3006
Capital Insight Partners
Arizona
USD 579 M +USD 7.22 M +1% 1.46% 51.7% 163 7.98% 3.6
Eagle Strategies
3007
Eagle Strategies
New York
USD 578 M +USD 24.2 M +4% 0.13% 77.7% 228 13.6% 1.4
Intellus Advisors
3008
Intellus Advisors
Florida
USD 578 M – – 1.65% – 118 – 0
Montecito Bank & Trust
3009
Montecito Bank & Trust
California
USD 577 M -USD 9.7 M -2% 0.06% – 287 6.62% 5.5
Crawford Fund Management
3010
Crawford Fund Management
Massachusetts
USD 577 M +USD 111 M +24% 0.24% – 241 26.56% 0.6
Polymer Capital Management (HK)
3011
Polymer Capital Management (HK)
Hong Kong
USD 577 M +USD 145 M +33% 12.6% – 228 59.65% 0.3
P.J. Schmidt Investment Management (PJS)
3012
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 577 M -USD 2.72 M -0.5% 1.92% 75.9% 190 4.74% 5.2
JC
3013
Joho Capital
New York
USD 576 M -USD 56.8 M -9% 7.22% 80.2% 12 16.67% 2.5
Front Street Capital Management
3014
Front Street Capital Management
Montana
USD 576 M -USD 42.4 M -7% 4.05% 316% 72 13.89% 5.3
Serenus Wealth Advisors
3015
Serenus Wealth Advisors
California
USD 575 M – – 1.18% – 60 – 0
MTC
3016
Matrix Trust Company
Colorado
USD 575 M +USD 40.6 M +8% 2.49% 51.4% 286 28.67% 0.8
James J. Burns & Company
3017
James J. Burns & Company
New York
USD 575 M +USD 22.2 M +4% 0.76% 70.2% 152 10.53% 1.3
Greystone Financial Group
3018
Greystone Financial Group
Michigan
USD 575 M +USD 15.3 M +3% 0.99% 79.3% 109 19.27% 1.5
Horizon Wealth Management
3019
Horizon Wealth Management
Illinois
USD 575 M +USD 73.8 M +15% 2.31% 109% 105 20.95% 1.7
North Point Portfolio Managers
3020
North Point Portfolio Managers
Ohio
USD 575 M -USD 49 M -8% 0.12% 72.8% 96 31.25% 4.8
Gilman Hill Asset Management
3021
Gilman Hill Asset Management
Connecticut
USD 574 M -USD 23.7 M -4% 2.73% 54.2% 239 14.64% 4.6
NM
3022
Newtyn Management
New York
USD 574 M -USD 77.2 M -12% 0.02% 52% 42 28.57% 1.7
YLHM
3023
Yelin Lapidot Holdings Management
Israel
USD 574 M -USD 33 M -5% 3.36% 144% 100 10% 1
Oarsman Capital
3024
Oarsman Capital
Wisconsin
USD 574 M +USD 30.8 M +6% 0.78% 74.9% 959 11.26% 1.2
Evelyn Partners Investment Management Services
3025
Evelyn Partners Investment Management Services
USD 574 M – – 2.15% – 277 – 0