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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)
Princeton Global Asset Management
3226
Princeton Global Asset Management
New Jersey
USD 613 M -USD 4.57 M -0.7% 0.28% 110% 873 10.19% 3.2
MCM
3227
Mason Capital Management
New York
USD 613 M +USD 51.2 M +9% 4.41% 18.5% 11 54.55% 1.8
Providence Capital Advisors
3228
Providence Capital Advisors
North Carolina
USD 613 M +USD 18.3 M +3% 0.21% 60% 222 13.96% 3.3
Principal Street Partners
3229
Principal Street Partners
Tennessee
USD 613 M +USD 19.8 M +3% 3.16% 91% 262 12.98% 3.2
12th Street Asset Management Company
3230
12th Street Asset Management Company
Tennessee
USD 611 M +USD 4.52 M +0.7% 5.62% 89.2% 33 6.06% 3.4
Dudley & Shanley
3231
Dudley & Shanley
Florida
USD 611 M -USD 11 M -2% 0.39% 67.9% 37 10.81% 4.3
VV
3232
Verbena Value
Connecticut
USD 611 M +USD 30.1 M +5% 11.1% – 33 42.42% 0.2
Boston Standard Wealth Management
3233
Boston Standard Wealth Management
Massachusetts
USD 611 M +USD 5.03 M +0.8% 1.63% 47.1% 56 8.93% 5.2
Convergence Investment Partners
3234
Convergence Investment Partners
Florida
USD 611 M +USD 108 M +21% 8.34% 304% 289 34.95% 3.3
IFG Advisors
3235
IFG Advisors
Missouri
USD 611 M +USD 9.8 M +2% 1.11% 78.7% 160 10.63% 4.1
FRG Family Wealth Advisors
3236
FRG Family Wealth Advisors
Washington
USD 611 M -USD 33.6 M -5% 1.79% 76.4% 168 11.9% 6.1
Citizens Business Bank
3237
Citizens Business Bank
California
USD 610 M +USD 5.01 M +0.8% 0.23% 120% 141 9.22% 4.6
Armbruster Capital Management
3238
Armbruster Capital Management
New York
USD 610 M +USD 14.7 M +2% 0.95% 66.7% 137 7.3% 5.7
Prosight Management
3239
Prosight Management
Texas
USD 610 M +USD 126 M +26% 1.14% 53.4% 54 44.44% 0.9
Pandi LLC
3240
Pandi LLC
Kansas
USD 610 M -USD 19.9 M -3% 4.93% – 4 50% 0.6
Blue Fin Capital
3241
Blue Fin Capital
Rhode Island
USD 610 M -USD 35.2 M -5% 4.7% 147% 155 4.52% 6.9
DGS Capital Management
3242
DGS Capital Management
New Jersey
USD 609 M +USD 24.7 M +4% 0.28% 177% 709 34.84% 1.4
Strategy Asset Managers
3243
Strategy Asset Managers
California
USD 609 M +USD 1.08 M +0.2% 2.45% 115% 292 23.29% 3.4
American International Group
3244
American International Group
New York
USD 609 M -USD 905 M -60% 21% 161% 2 0% 2.5
Opes Wealth Management
3245
Opes Wealth Management
California
USD 609 M -USD 4.73 M -0.8% 0.18% 54.1% 151 5.3% 3.9
Fourth Sail Capital
3246
Fourth Sail Capital
Cayman Islands
USD 608 M -USD 15 M -2% 5.21% – 38 55.26% 0.5
Founders Capital Management (Connecticut)
3247
Founders Capital Management (Connecticut)
Connecticut
USD 608 M -USD 65 M -10% 4.69% 99.9% 79 6.33% 6.8
Austin Asset Management
3248
Austin Asset Management
Texas
USD 608 M -USD 392 k -0.1% 0.37% 93.4% 87 14.94% 2.6
Newbridge Financial Services Group
3249
Newbridge Financial Services Group
Florida
USD 608 M -USD 35.8 M -6% 4.12% 189% 1,273 14.85% 2
K.J. Harrison & Partners
3250
K.J. Harrison & Partners
Ontario, Canada
USD 608 M -USD 144 M -19% 1.58% 159% 269 34.94% 2.6