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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)
Pembroke Management
3001
Pembroke Management
Quebec, Canada
USD 691 M -USD 277 M -29% 0.78% 105% 106 21.7% 2.1
Gratus Wealth Advisors
3002
Gratus Wealth Advisors
Virginia
USD 691 M -USD 29.9 M -4% 2.17% 65.2% 140 10% 1.8
South Street Advisors
3003
South Street Advisors
New York
USD 690 M -USD 21.9 M -3% 1.33% 169% 84 14.29% 3.6
Wexford Capital
3004
Wexford Capital
Florida
USD 690 M +USD 172 M +33% 11.4% 128% 419 72.79% 0.9
Warwick Investment Management
3005
Warwick Investment Management
Texas
USD 690 M +USD 41 M +6% 0.65% 69.9% 163 24.54% 1.9
Larch Capital Partners
3006
Larch Capital Partners
Florida
USD 690 M -USD 39.1 M -5% 9.22% – 56 44.64% 0.1
Southernsun Asset Management
3007
Southernsun Asset Management
Tennessee
USD 690 M -USD 26.5 M -4% 6.34% 54.7% 32 3.13% 5.2
Alpha Capital Management
3008
Alpha Capital Management
Texas
USD 690 M -USD 20 M -3% 1.4% 88% 125 15.2% 4.9
Crews Bank & Trust
3009
Crews Bank & Trust
Florida
USD 690 M -USD 9.02 M -1% 1.35% – 683 10.25% 1.1
Chatham Capital Group
3010
Chatham Capital Group
Georgia
USD 689 M -USD 13.5 M -2% 1.81% 97% 205 6.83% 6.2
PPI
3011
Platinum Paramount Investment
USD 689 M -USD 118 M -15% 11.3% – 2 0% 0.3
Baron Silver Stevens Financial Advisors
3012
Baron Silver Stevens Financial Advisors
Florida
USD 689 M -USD 3.71 M -0.5% 1.54% 58.1% 141 11.35% 2.9
BBES
3013
Buffalo Business & Estate Services
New York
USD 689 M -USD 6.92 M -1% 2.24% – 109 27.52% 0.2
KPP Advisory Services
3014
KPP Advisory Services
Kentucky
USD 689 M +USD 13.4 k +0% 1.28% 87.9% 364 14.01% 1.5
Eagle Rock Investment Company
3015
Eagle Rock Investment Company
Georgia
USD 688 M -USD 20.6 M -3% 1.66% 121% 167 8.38% 2.9
Sierra Summit Advisors
3016
Sierra Summit Advisors
Nevada
USD 688 M +USD 35.9 M +5% 3.08% 302% 228 46.05% 1.1
Strategic Point Investment Advisors
3017
Strategic Point Investment Advisors
Rhode Island
USD 688 M -USD 35.2 M -5% 2.07% 58.2% 37 5.41% 5.1
Lebenthal Global Advisors
3018
Lebenthal Global Advisors
New York
USD 688 M +USD 39.7 M +6% 2.06% 57.2% 206 17.96% 2.2
Alpine Bank Wealth Management
3019
Alpine Bank Wealth Management
Colorado
USD 688 M -USD 19 M -3% 1.36% – 165 12.12% 1.2
Maridea Wealth Management
3020
Maridea Wealth Management
New York
USD 688 M +USD 21.7 M +3% 0.23% – 512 32.03% 0.6
University of Texas/Texas AM Investment Management Co (UTIMCO)
3021
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
USD 687 M -USD 20 M -3% 0.83% 94.2% 388 40.46% 0.8
Security National Bank
3022
Security National Bank
Nebraska
USD 687 M -USD 10.8 M -2% 0.49% 125% 438 20.78% 2.2
Human Investing
3023
Human Investing
Oregon
USD 687 M -USD 21.5 M -3% 1.7% 56.9% 100 9% 3.9
Estabrook Capital Management
3024
Estabrook Capital Management
New York
USD 685 M +USD 4.21 M +0.6% 4.17% 87.2% 383 15.4% 7
Tolleson Wealth Management
3025
Tolleson Wealth Management
Texas
USD 685 M -USD 7.63 M -1% 2.22% 56.2% 94 4.26% 4.3