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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)
Glenview State Bank Trust Department
3301
Glenview State Bank Trust Department
Illinois
USD 263 M +USD 21.5 M +9% 10.6% 76.6% 115 10.43% 4.6
Prentice Capital Management
3302
Prentice Capital Management
Connecticut
USD 263 M -USD 7.62 M -3% 16.2% 128% 24 29.17% 0.4
Spectrum Asset Management (Connecticut)
3303
Spectrum Asset Management (Connecticut)
Connecticut
USD 263 M +USD 106 M +68% 4.79% 2.88% 7 0% 3.4
Dumont & Blake Investment Advisors
3304
Dumont & Blake Investment Advisors
New Jersey
USD 263 M +USD 23.9 M +10% 8.31% 86.1% 193 11.4% 4.6
Sharkey, Howes & Javer
3305
Sharkey, Howes & Javer
Colorado
USD 263 M +USD 36.6 M +16% 6.68% 60.2% 71 15.49% 2.3
Voleon Capital Management
3306
Voleon Capital Management
California
USD 263 M +USD 24.4 M +10% 22.1% – 13 61.54% 0.3
LFA
3307
Lighthouse Financial Advisors
Maryland
USD 263 M +USD 25.6 M +11% 9.9% – 103 5.83% 0.6
Jacobson & Schmitt Advisors
3308
Jacobson & Schmitt Advisors
Wisconsin
USD 263 M +USD 30.1 M +13% 10.6% 64.8% 42 16.67% 2.4
Sloy Dahl & Holst
3309
Sloy Dahl & Holst
Washington
USD 263 M +USD 51.5 M +24% 63.2% 132% 45 31.11% 0.6
Kadensa Capital
3310
Kadensa Capital
Hong Kong
USD 263 M +USD 66.2 M +34% 12.6% 191% 20 65% 0.2
Matthew 25 Management Corp
3311
Matthew 25 Management Corp
Pennsylvania
USD 263 M +USD 18.9 M +8% 17.3% 155% 19 5.26% 4.6
BC
3312
Belmont Capital
California
USD 262 M +USD 86.3 M +49% 64.3% 182% 63 17.46% 0.6
Union Bancaire Privee Asset Management
3313
Union Bancaire Privee Asset Management
New York
USD 262 M +USD 8.18 M +3% 13% – 39 0% 1.7
Amarillo National Bank
3314
Amarillo National Bank
Texas
USD 262 M +USD 16 M +6% 6.82% 63.5% 95 11.58% 4.5
Independent Solutions Wealth Management
3315
Independent Solutions Wealth Management
New York
USD 262 M +USD 28.3 M +12% 9.76% 125% 163 9.82% 0.6
SM
3316
Sciencast Management
New Jersey
USD 262 M -USD 137 M -34% 7.45% 76.6% 611 76.1% 0.2
Packer & Co
3317
Packer & Co
Australia
USD 262 M +USD 98.9 M +61% 3.63% – 5 40% 2.7
Prospera Financial Services
3318
Prospera Financial Services
Texas
USD 262 M -USD 867 M -77% 6.8% 109% 1,727 72.09% 0.6
Southport Capital Management
3319
Southport Capital Management
Tennessee
USD 262 M +USD 28.1 M +12% 7.79% 80% 238 15.55% 3.1
Lafayette Investments
3320
Lafayette Investments
Maryland
USD 262 M +USD 21.7 M +9% 9.61% 84.3% 89 13.48% 3.8
Ethic Inc
3321
Ethic Inc
New York
USD 262 M +USD 85.8 M +49% 10.2% 145% 362 29.28% 0.4
Emerald Advisors
3322
Emerald Advisors
Washington
USD 261 M +USD 34.7 M +15% 13.4% 71.8% 77 11.69% 0.6
SP
3323
StackLine Partners
New York
USD 261 M -USD 6.51 M -2% 1.64% 12.7% 12 0% 1
E Fund Management (HK)
3324
E Fund Management (HK)
Hong Kong
USD 261 M +USD 56.2 M +27% 29.8% 137% 42 21.43% 0.5
Hunting Hill Global Capital
3325
Hunting Hill Global Capital
New York
USD 261 M +USD 179 M +220% 11.5% 132% 34 76.47% 0.2