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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)
Capital Advisors Wealth Management
3051
Capital Advisors Wealth Management
Washington
USD 543 M +USD 36.9 M +7% 5.39% 70.5% 174 12.07% 1.9
Euro Pacific Asset Management
3052
Euro Pacific Asset Management
Puerto Rico
USD 543 M +USD 37.7 M +7% 11.9% 172% 75 9.33% 2.9
DCM
3053
Divisar Capital Management
California
USD 542 M +USD 14.3 M +3% 4.21% 173% 34 8.82% 3.6
CSNH
3054
Crow's Nest Holdings
Virginia
USD 542 M +USD 97 M +22% 11.4% 103% 10 30% 1.6
Speece Thorson Capital Group
3055
Speece Thorson Capital Group
Minnesota
USD 541 M +USD 52.4 M +11% 10% 38.5% 42 0% 7.3
Fortis Group Advisors
3056
Fortis Group Advisors
New Jersey
USD 541 M +USD 37.5 M +7% 6.4% 102% 526 10.65% 1.3
IAG Wealth Partners
3057
IAG Wealth Partners
Wisconsin
USD 541 M +USD 43.3 M +9% 6.04% 54.1% 536 15.49% 2.9
Winslow Asset Management
3058
Winslow Asset Management
Ohio
USD 541 M +USD 33.1 M +7% 8.95% 101% 81 9.88% 7
Hudson Edge Investment Partners
3059
Hudson Edge Investment Partners
New Jersey
USD 541 M +USD 23.2 M +4% 5.94% 67.9% 199 5.53% 3.6
Geometric Wealth Advisors
3060
Geometric Wealth Advisors
District of Columbia
USD 541 M +USD 53.8 M +11% 6.55% 68.3% 66 12.12% 1.4
HeadInvest LLC
3061
HeadInvest LLC
Maine
USD 540 M +USD 32.6 M +6% 6.49% 59.1% 246 10.98% 5.6
Vanderbilt University
3062
Vanderbilt University
Tennessee
USD 540 M +USD 62.5 M +13% 10.3% 76.4% 80 23.75% 1.1
Blue Grotto Capital
3063
Blue Grotto Capital
Georgia
USD 538 M +USD 40.7 M +8% 19.4% 296% 30 40% 0.9
Dimension Capital Management
3064
Dimension Capital Management
Florida
USD 538 M +USD 46.6 M +9% 7.07% 65.5% 108 11.11% 3.8
Rempart Asset Management
3065
Rempart Asset Management
Canada
USD 538 M +USD 30.7 M +6% 5.85% 70.5% 42 14.29% 3.3
Lathrop Investment Management
3066
Lathrop Investment Management
Arkansas
USD 538 M +USD 26.7 M +5% 7.27% 80.8% 86 5.81% 6.2
Drexel Morgan & Co
3067
Drexel Morgan & Co
Pennsylvania
USD 538 M +USD 71.5 M +15% 7.95% 62.4% 55 3.64% 7.2
West Oak Capital
3068
West Oak Capital
California
USD 538 M +USD 290 M +116% 17% 110% 341 11.14% 6.1
Ramsay Stattman Vela & Price
3069
Ramsay Stattman Vela & Price
Colorado
USD 538 M +USD 9.45 M +2% 6.19% 81.8% 77 5.19% 7.1
CEI
3070
Clark Estates Inc
New York
USD 537 M +USD 4.8 M +0.9% 13.5% 47.8% 94 12.77% 2.2
North Growth Management
3071
North Growth Management
British Columbia, Canada
USD 537 M +USD 30.9 M +6% 7.22% 243% 48 6.25% 3.5
Bricktown Capital
3072
Bricktown Capital
Michigan
USD 537 M +USD 45.8 M +9% 5.35% 46.2% 51 47.06% 1.1
Farmers Trust Company
3073
Farmers Trust Company
Ohio
USD 536 M +USD 43.7 M +9% 9.78% 73.5% 193 7.77% 5.7
Coerente Capital Management
3074
Coerente Capital Management
Ontario, Canada
USD 536 M +USD 23.9 M +5% 6.05% 54.7% 46 4.35% 2.6
SA
3075
Strategic Advisors
New York
USD 536 M +USD 20.7 M +4% 5.69% 106% 215 12.56% 4.6