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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)
CPH
3051
C Partners Holding
Switzerland
USD 239 M -USD 5.93 M -2% 2.24% 25.6% 257 0.78% 0.3
PAM
3052
Pagoda Asset Management
New York
USD 239 M -USD 61 M -20% 5.01% – 35 71.43% 0.5
Sanders Morris Harris
3053
Sanders Morris Harris
Texas
USD 239 M +USD 2.03 M +0.9% 1.14% 85.8% 160 27.5% 1.2
NIC
3054
Northwest Investment Counselors
Oregon
USD 239 M -USD 9.42 M -4% 1.14% 32.4% 147 6.8% 3.6
Simon Quick Advisors
3055
Simon Quick Advisors
New Jersey
USD 239 M +USD 14.6 M +6% 0.95% 77.8% 469 39.02% 0.7
Dynasty Wealth Management
3056
Dynasty Wealth Management
Florida
USD 239 M +USD 181 M +312% 6.3% – 104 33.65% 0.2
Matthew Goff Investment Advisor
3057
Matthew Goff Investment Advisor
Texas
USD 239 M +USD 6.06 M +3% 0.44% 89.6% 76 7.89% 0.7
Montgomery Investment Management
3058
Montgomery Investment Management
Maryland
USD 238 M -USD 8.19 M -3% 1.95% 105% 97 9.28% 3.4
NAMP
3059
NorthStar Asset Management (Pennsylvania)
Pennsylvania
USD 238 M -USD 3.86 M -2% 0.24% 90.2% 109 2.75% 3.5
Western Asset Management Company
3060
Western Asset Management Company
California
USD 238 M +USD 16.9 M +8% 0.04% 2.29% 24 33.33% 0.8
Thames Capital Management
3061
Thames Capital Management
New Jersey
USD 238 M +USD 78.5 M +49% 11.8% 1,159% 42 57.14% 0.2
Xponance
3062
Xponance
Pennsylvania
USD 238 M +USD 70.9 M +43% 0.59% 162% 81 19.75% 0.6
InterWest Venture Management
3063
InterWest Venture Management
California
USD 237 M -USD 55.1 M -19% 10.8% 57.6% 11 0% 1.2
Chou Associates Management
3064
Chou Associates Management
Ontario, Canada
USD 237 M +USD 3.42 M +1% 9.49% 70% 24 0% 3.6
River Wealth Advisors
3065
River Wealth Advisors
Pennsylvania
USD 237 M -USD 3.3 M -1% 1.57% 90.5% 167 5.99% 2.4
Flaharty Asset Management
3066
Flaharty Asset Management
Florida
USD 237 M +USD 9.06 M +4% 0.99% 37.8% 102 21.57% 0.6
Ipswich Investment Management
3067
Ipswich Investment Management
Massachusetts
USD 237 M +USD 835 k +0.4% 0.42% 104% 156 7.05% 3.1
WCMN
3068
Westchester Capital Management (Nebraska)
Nebraska
USD 237 M -USD 6.12 M -3% 2.03% 121% 36 8.33% 3.8
PagnatoKarp Partners
3069
PagnatoKarp Partners
Virginia
USD 237 M -USD 108 M -31% 1.56% 2.06% 157 36.94% 0.9
Clean Yield Group
3070
Clean Yield Group
Vermont
USD 237 M -USD 15.8 M -6% 2.86% 80.7% 141 14.89% 3.2
Pinkerton Retirement Specialists
3071
Pinkerton Retirement Specialists
Idaho
USD 236 M +USD 10.4 M +5% 1.41% 98% 220 24.55% 1.6
Altavista Wealth Management
3072
Altavista Wealth Management
North Carolina
USD 236 M -USD 484 k -0.2% 2.08% 80.6% 149 11.41% 2.9
CCM
3073
Compton Capital Management
Rhode Island
USD 236 M +USD 1.6 M +0.7% 0.3% 75.6% 158 10.76% 3.4
Symmetry Partners
3074
Symmetry Partners
Connecticut
USD 235 M +USD 19.2 M +9% 0.92% 61.4% 34 8.82% 1.1
Nicolet Bankshares
3075
Nicolet Bankshares
Wisconsin
USD 235 M +USD 2.32 M +1% 0.69% 75.5% 192 11.98% 1.7