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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)
Francisco Partners Management
3276
Francisco Partners Management
California
USD 573 M -USD 145 M -20% 1.97% 14.3% 5 40% 4.6
CIBC Capital Markets (Europe)
3277
CIBC Capital Markets (Europe)
Luxembourg
USD 573 M +USD 305 M +114% 3.63% – 10 0% 0.8
Manitou Investment Management
3278
Manitou Investment Management
Ontario, Canada
USD 573 M +USD 47.4 M +9% 10.9% 69.3% 63 12.7% 3.2
Decheng Capital
3279
Decheng Capital
California
USD 573 M +USD 177 M +45% 59.3% – 25 8% 1.3
Cache Advisors
3280
Cache Advisors
California
USD 573 M +USD 203 M +55% 14.5% – 112 20.54% 0.5
Peak Asset Management
3281
Peak Asset Management
Colorado
USD 573 M +USD 27.1 M +5% 6.21% 70.1% 156 7.69% 6
LJI Wealth Management
3282
LJI Wealth Management
Indiana
USD 573 M -USD 1.52 M -0.3% 7.75% 68.8% 208 21.63% 1.8
RI
3283
RPTC Inc
Wyoming
USD 573 M +USD 3.77 M +0.7% 5.66% 66.4% 7 0% 5.8
Banc Funds Company
3284
Banc Funds Company
Illinois
USD 572 M -USD 89.6 M -14% 4.5% 61.7% 119 10.08% 6.5
Cornerstone Advisors Asset Management
3285
Cornerstone Advisors Asset Management
Pennsylvania
USD 572 M +USD 52.6 M +10% 5.07% 44.5% 130 14.62% 2.2
Lebenthal Global Advisors
3286
Lebenthal Global Advisors
New York
USD 572 M +USD 36 M +7% 6.01% 57.2% 212 18.4% 1.9
Rather & Kittrell
3287
Rather & Kittrell
Tennessee
USD 571 M +USD 66.2 M +13% 5.53% 43.8% 102 15.69% 2.3
Martel Wealth Advisors
3288
Martel Wealth Advisors
Washington
USD 571 M +USD 31.4 M +6% 4.97% 43.4% 73 8.22% 3.5
Oxbow Capital Management (HK)
3289
Oxbow Capital Management (HK)
Hong Kong
USD 571 M +USD 176 M +45% 47.8% 2,244% 14 42.86% 0.4
Dividend Assets Capital
3290
Dividend Assets Capital
South Carolina
USD 570 M +USD 19.7 M +4% 3.64% 69.7% 144 3.47% 7.3
TWP
3291
Tyche Wealth Partners
Texas
USD 570 M +USD 72.1 M +14% 8.49% 84.2% 332 13.55% 1.3
Personal CFO Solutions
3292
Personal CFO Solutions
New Jersey
USD 570 M +USD 29.4 M +5% 8.72% 98.9% 532 16.54% 2.5
Advisors Management Group
3293
Advisors Management Group
Wisconsin
USD 570 M +USD 38.6 M +7% 8.08% 132% 157 5.73% 4.8
Nitorum Capital
3294
Nitorum Capital
New York
USD 569 M -USD 105 M -16% 7.08% 87.1% 28 3.57% 4.3
Amarillo National Bank
3295
Amarillo National Bank
Texas
USD 569 M +USD 30.8 M +6% 7.2% 63.5% 81 6.17% 7
Machina Capital
3296
Machina Capital
France
USD 568 M +USD 87.7 M +18% 1.55% 42.5% 442 60.18% 0.4
PCP
3297
Perbak Capital Partners
United Kingdom
USD 568 M +USD 126 M +28% 5.18% – 394 57.11% 0.2
Ritter Daniher Financial Advisory
3298
Ritter Daniher Financial Advisory
Ohio
USD 568 M +USD 161 M +39% 6.4% 56.7% 476 32.77% 2.1
Mountain Capital Investment Advisors
3299
Mountain Capital Investment Advisors
Colorado
USD 568 M +USD 47.5 M +9% 8.16% 70.1% 89 23.6% 1.6
USA Financial Formulas
3300
USA Financial Formulas
Michigan
USD 568 M -USD 18.4 M -3% 8.7% 104% 343 55.1% 0.9