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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)
Cobalt Capital Management
3251
Cobalt Capital Management
New Jersey
USD 230 M -USD 117 M -34% 16.8% 235% 47 61.7% 0.7
Bank OZK
3252
Bank OZK
Arkansas
USD 230 M +USD 31.3 M +16% 15.6% 112% 130 6.15% 4
PSquared Asset Management
3253
PSquared Asset Management
Switzerland
USD 229 M +USD 144 M +168% 28.5% 178% 5 60% 0.1
Goldstein Munger & Associates
3254
Goldstein Munger & Associates
California
USD 229 M +USD 25.1 M +12% 11.8% 11.9% 35 2.86% 4
Dalton Investments
3255
Dalton Investments
Nevada
USD 229 M +USD 43.2 M +23% 13.3% 125% 44 15.91% 2.1
Greencape Capital
3256
Greencape Capital
Australia
USD 229 M +USD 7.28 M +3% 21.3% 98.1% 5 0% 1.8
Fort Point Capital Partners
3257
Fort Point Capital Partners
California
USD 229 M -USD 18.9 M -8% 12% 62.2% 156 34.62% 2.2
Menta Capital
3258
Menta Capital
California
USD 229 M -USD 40.9 M -15% 14.4% 61.2% 696 55.6% 0.8
Stockman Wealth Management
3259
Stockman Wealth Management
Montana
USD 229 M +USD 19.5 M +9% 10.9% 77.5% 155 7.74% 2.4
Eagle Boston Investment Management
3260
Eagle Boston Investment Management
Massachusetts
USD 229 M -USD 60.1 M -21% 14.9% 71.5% 124 5.65% 4.5
SignalPoint Asset Management
3261
SignalPoint Asset Management
Missouri
USD 229 M +USD 21.7 M +10% 12.4% 36% 223 12.56% 2.8
Prosight Management
3262
Prosight Management
Texas
USD 229 M +USD 34.9 M +18% 14% 39.5% 47 44.68% 0.5
Pictet Bank & Trust
3263
Pictet Bank & Trust
Bahamas
USD 228 M -USD 22.1 M -9% 14.2% 82.7% 79 26.58% 2.9
CBTWT
3264
Community Bank & Trust (Waco, Texas)
Texas
USD 228 M +USD 21.3 M +10% 13.6% 124% 139 5.04% 2.6
Means Investment Company
3265
Means Investment Company
Maine
USD 228 M +USD 47 M +26% 14.2% 106% 137 12.41% 0.2
C.V. Starr & Co Trust
3266
C.V. Starr & Co Trust
New York
USD 228 M +USD 35.6 M +19% 16.4% 51.7% 31 19.35% 4.1
EGA
3267
E&G Advisors
Texas
USD 228 M +USD 6.4 M +3% 11.1% 97.7% 192 9.38% 2.4
Chesapeake Wealth Management
3268
Chesapeake Wealth Management
Virginia
USD 227 M +USD 25.5 M +13% 10.7% 74.9% 200 20.5% 0.8
TCI Wealth Advisors
3269
TCI Wealth Advisors
Arizona
USD 227 M +USD 21 M +10% 13% 68.2% 1,653 14.22% 2.9
Winthrop Advisory Group
3270
Winthrop Advisory Group
Massachusetts
USD 227 M +USD 30.6 M +16% 10.2% 78.3% 97 15.46% 1
FNBOMD
3271
First National Bank of Mount Dora
Florida
USD 227 M +USD 26.7 M +13% 12% 96.2% 107 16.82% 3.2
TF
3272
TimeScale Financial
Massachusetts
USD 227 M +USD 54.2 M +31% 10.3% 31.3% 93 9.68% 0.2
Walter & Keenan Wealth Management
3273
Walter & Keenan Wealth Management
Indiana
USD 227 M +USD 5.01 M +2% 11.2% 92% 167 14.37% 3.4
Kora Management
3274
Kora Management
New York
USD 227 M +USD 70 M +45% 57.1% 307% 7 0% 2
Rainier Group Investment Advisory
3275
Rainier Group Investment Advisory
Washington
USD 227 M +USD 12 M +6% 13.7% 41.4% 41 19.51% 1.6