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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)
Portfolio Design Labs
3251
Portfolio Design Labs
California
USD 606 M +USD 24.1 M +4% 4.51% 115% 212 9.91% 0.9
Commonwealth Financial Services
3252
Commonwealth Financial Services
West Virginia
USD 606 M +USD 21.9 M +4% 2.1% 64.2% 251 14.74% 3.5
First Commonwealth Financial Corp
3253
First Commonwealth Financial Corp
Pennsylvania
USD 606 M +USD 9.44 M +2% 2.55% 72.9% 274 9.12% 4
MTC
3254
Matrix Trust Company
Colorado
USD 606 M -USD 32.9 M -5% 1.9% 51.4% 287 38.33% 1.5
Boston Standard Wealth Management
3255
Boston Standard Wealth Management
Massachusetts
USD 606 M +USD 11.1 M +2% 1.18% 47.1% 53 11.32% 5.5
SeaBridge Investment Advisors
3256
SeaBridge Investment Advisors
New Jersey
USD 606 M -USD 10.5 M -2% 4.05% 139% 213 12.68% 3.6
Sky Investment Group
3257
Sky Investment Group
Connecticut
USD 605 M +USD 8.97 M +2% 2.21% 81.4% 148 7.43% 6.7
Citizens Business Bank
3258
Citizens Business Bank
California
USD 605 M +USD 6.15 M +1% 2.42% 120% 153 16.34% 4.5
Cypress Funds
3259
Cypress Funds
California
USD 605 M -USD 159 M -21% 1.42% 125% 15 6.67% 4.2
Balboa Wealth Partners
3260
Balboa Wealth Partners
Arizona
USD 605 M +USD 24.7 M +4% 3.62% 214% 459 16.78% 1.4
Sycomore Asset Management
3261
Sycomore Asset Management
France
USD 604 M +USD 3.57 M +0.6% 1.89% 163% 73 24.66% 2.5
Camrose Capital Investment Partners
3262
Camrose Capital Investment Partners
United Kingdom
USD 604 M +USD 173 M +40% 0.97% – 10 10% 0.9
HughesLittle Investment Management
3263
HughesLittle Investment Management
USD 604 M +USD 5.61 M +0.9% 4.56% 106% 15 6.67% 5.7
CM
3264
Conifer Management
New York
USD 604 M -USD 27.5 M -4% 5.5% 22.7% 5 0% 3.4
Deltec Asset Management
3265
Deltec Asset Management
New York
USD 604 M -USD 2.79 M -0.5% 5.51% 127% 259 36.29% 2.5
McMorgan & Co
3266
McMorgan & Co
California
USD 603 M -USD 46 M -7% 0.78% 30.1% 60 26.67% 2.4
DCM
3267
Delaney Capital Management
USD 603 M – – 7.13% – 54 – 0
BWCP LP
3268
BWCP LP
Texas
USD 603 M +USD 25.8 M +4% 2.59% 198% 32 37.5% 0.8
Alpha Omega Wealth Management
3269
Alpha Omega Wealth Management
Virginia
USD 603 M +USD 1.81 M +0.3% 1.33% 65.9% 209 5.74% 6.6
Kinsale Capital Group
3270
Kinsale Capital Group
Virginia
USD 602 M +USD 55.2 M +10% 1.51% 75.2% 41 7.32% 2.3
GTCR LLC
3271
GTCR LLC
Illinois
USD 602 M -USD 304 M -34% 1.26% 6.7% 4 25% 3.8
Land & Buildings Investment Management
3272
Land & Buildings Investment Management
Connecticut
USD 602 M +USD 56.7 M +10% 3.72% 53.9% 24 29.17% 1.6
Beck Bode LLC
3273
Beck Bode LLC
Massachusetts
USD 601 M -USD 18 M -3% 0.35% 155% 114 34.21% 1.4
IFG Advisors
3274
IFG Advisors
Missouri
USD 601 M -USD 12.1 M -2% 2.28% 78.7% 155 3.87% 3.8
Black Swift Group
3275
Black Swift Group
Colorado
USD 600 M +USD 32.4 M +6% 4.85% 139% 141 37.59% 1.2