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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)
Peninsula Wealth
3026
Peninsula Wealth
California
USD 485 M +USD 57.6 M +13% 13.8% 30% 89 12.36% 2.2
Kapitalo Investimentos
3027
Kapitalo Investimentos
Brazil
USD 485 M -USD 251 M -34% 7.53% 66.5% 757 60.63% 0.3
TC
3028
Torno Capital
Massachusetts
USD 485 M – – 8.83% – 222 – 0
PAX Financial Group
3029
PAX Financial Group
Texas
USD 484 M +USD 45.9 M +10% 9.53% 61.5% 254 31.89% 2.1
Thrive Capital Management (New York)
3030
Thrive Capital Management (New York)
New York
USD 484 M +USD 93.8 M +24% 27.1% 150% 6 16.67% 1.8
Rempart Asset Management
3031
Rempart Asset Management
Canada
USD 484 M +USD 35.1 M +8% 11.6% 70.5% 39 0% 2.6
Alpha Capital Management
3032
Alpha Capital Management
Texas
USD 484 M +USD 56.7 M +13% 11.7% 88% 117 10.26% 4
Chemung Canal Trust
3033
Chemung Canal Trust
New York
USD 484 M +USD 48.2 M +11% 11.2% 93.4% 122 6.56% 6.6
Squadra Investments
3034
Squadra Investments
Brazil
USD 484 M +USD 178 M +58% 19.7% 1.55% 4 50% 1.7
OEP Capital Advisors
3035
OEP Capital Advisors
New York
USD 484 M -USD 46.1 M -9% 8.28% 23.2% 2 0% 3
Nan Fung Trinity
3036
Nan Fung Trinity
Hong Kong
USD 483 M -USD 72.5 M -13% 9.29% 81.5% 31 25.81% 1.2
Occidental Asset Management
3037
Occidental Asset Management
California
USD 482 M +USD 50.3 M +12% 9.55% 97.4% 218 12.39% 3.5
Family Management
3038
Family Management
New York
USD 482 M +USD 41.4 M +9% 8.47% 76% 186 27.42% 2.6
Formidable Asset Management
3039
Formidable Asset Management
Ohio
USD 482 M +USD 30.1 M +7% 7.54% 62.2% 338 26.33% 2.7
First Trust Investment Solutions
3040
First Trust Investment Solutions
Florida
USD 481 M – – 11% – 232 – 0
Glen Eagle Advisors
3041
Glen Eagle Advisors
New Jersey
USD 481 M +USD 50.1 M +12% 10.4% 68.5% 1,064 6.11% 3.9
Knollwood Investment Advisory
3042
Knollwood Investment Advisory
Maryland
USD 481 M +USD 267 M +125% 14.6% 178% 207 60.87% 0.4
Dimension Capital Management
3043
Dimension Capital Management
Florida
USD 481 M +USD 52.6 M +12% 8.24% 65.5% 115 23.48% 3.2
HeadInvest LLC
3044
HeadInvest LLC
Maine
USD 481 M +USD 20.4 M +4% 9.76% 59.1% 751 69.24% 5.3
ECM
3045
EagleClaw Capital Management
Massachusetts
USD 480 M +USD 39.6 M +9% 9.54% 109% 128 4.69% 6.2
Colonial Trust
3046
Colonial Trust
South Carolina
USD 480 M +USD 75.4 M +19% 10.1% 83.6% 1,022 12.72% 0.9
Moss Adams Wealth Advisors
3047
Moss Adams Wealth Advisors
Washington
USD 480 M +USD 187 M +64% 10.1% 79.6% 182 42.86% 0.7
HM
3048
HCEP Management
Hong Kong
USD 480 M +USD 93.9 M +24% 13.9% 175% 18 27.78% 0.8
Crestview Partners II
3049
Crestview Partners II
New York
USD 480 M -USD 199 M -29% 5.47% 157% 3 0% 5.2
Farmers Trust Company
3050
Farmers Trust Company
Ohio
USD 479 M +USD 46.1 M +11% 10.2% 73.5% 166 8.43% 6