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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)
Morgan Dempsey Capital Management
3326
Morgan Dempsey Capital Management
Wisconsin
USD 261 M +USD 16.3 M +7% 5.23% 55.4% 163 14.72% 4.7
SailingStone Capital Partners
3327
SailingStone Capital Partners
Texas
USD 261 M -USD 8.61 M -3% 12.3% 129% 15 20% 2.8
Bourne Lent Asset Management
3328
Bourne Lent Asset Management
New York
USD 261 M +USD 28.9 M +12% 16.2% 95.1% 56 7.14% 4.2
GJCM
3329
Grand Jean Capital Management
California
USD 261 M +USD 11.8 M +5% 15.5% 61.4% 36 8.33% 3.7
CCM
3330
Compton Capital Management
Rhode Island
USD 260 M +USD 21.7 M +9% 11.7% 75.6% 138 10.87% 5
Shikiar Asset Management
3331
Shikiar Asset Management
New York
USD 260 M +USD 41 M +19% 16.9% 117% 91 19.78% 2.6
Tortoise Index Solutions
3332
Tortoise Index Solutions
Kansas
USD 260 M -USD 26.8 M -9% 7.76% 52.2% 106 31.13% 2.6
Armbruster Capital Management
3333
Armbruster Capital Management
New York
USD 260 M +USD 10.9 M +4% 6.83% 66.7% 88 4.55% 2.9
FundX Investment Group
3334
FundX Investment Group
California
USD 260 M +USD 23.4 M +10% 8.69% 94.6% 41 26.83% 0.6
Greenlea Lane Capital Management
3335
Greenlea Lane Capital Management
Connecticut
USD 260 M +USD 50.7 M +24% 21.3% 99.7% 10 10% 1.2
Hamilton Capital
3336
Hamilton Capital
Ohio
USD 260 M -USD 6.25 M -2% 3.82% – 42 11.9% 1.5
Benedict Financial Advisors
3337
Benedict Financial Advisors
Georgia
USD 260 M +USD 17.2 M +7% 6.78% 72.4% 103 3.88% 4.4
Sterling Investment Advisors (Pennsylvania)
3338
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
USD 260 M +USD 18.4 M +8% 12.5% 111% 479 12.32% 2.3
TFO Wealth Partners
3339
TFO Wealth Partners
Ohio
USD 260 M +USD 5.7 M +2% 6.09% 68.9% 202 56.44% 0.4
Board of Trustees of The Leland Stanford Junior University
3340
Board of Trustees of The Leland Stanford Junior University
California
USD 259 M +USD 143 M +123% 11.4% 142% 28 42.86% 1.7
Greenhaven Road Investment Management
3341
Greenhaven Road Investment Management
Connecticut
USD 259 M +USD 108 M +71% 61.7% 55.2% 29 44.83% 0.4
Robotti Robert
3342
Robotti Robert
USD 259 M +USD 26.9 M +12% 26.3% 107% 64 9.38% 3.2
Bank Pictet & Cie (Asia)
3343
Bank Pictet & Cie (Asia)
Singapore
USD 259 M +USD 27.3 M +12% 12.4% 30.4% 88 9.09% 2.4
Sentinel Pension Advisors
3344
Sentinel Pension Advisors
Massachusetts
USD 259 M +USD 19.4 M +8% 6.11% 52.1% 83 16.87% 0.5
TCPWM
3345
Traverso Chambers Private Wealth Management
California
USD 259 M +USD 20.3 M +9% 4.55% 16.4% 106 7.55% 1.4
Pathway Financial Advisors
3346
Pathway Financial Advisors
Vermont
USD 259 M -USD 73.8 M -22% 5.71% 52.7% 107 12.15% 1.9
Iowa State Bank
3347
Iowa State Bank
Iowa
USD 259 M +USD 28.8 M +13% 9.73% 85.7% 120 9.17% 4
Gilman Hill Asset Management
3348
Gilman Hill Asset Management
Connecticut
USD 259 M +USD 7.8 M +3% 6.54% 54.2% 169 9.47% 3.8
NYL Investors
3349
NYL Investors
New York
USD 258 M +USD 14.5 M +6% 0.4% 10.8% 29 6.9% 1.6
Pasadena Private Wealth
3350
Pasadena Private Wealth
California
USD 258 M -USD 5.95 M -2% 3.72% 60.8% 90 30% 0.9