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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)
Covalis Capital
3351
Covalis Capital
United Kingdom
USD 252 M +USD 163 M +182% 0.07% 37.9% 17 82.35% 0.2
Kentucky Farm Bureau Mutual Insurance
3352
Kentucky Farm Bureau Mutual Insurance
Kentucky
USD 252 M +USD 22.4 M +10% 9.14% 96.4% 84 8.33% 2.8
Eudaimonia Partners
3353
Eudaimonia Partners
Tennessee
USD 252 M – – 6.57% – 676 – 0
Advisors Management Group
3354
Advisors Management Group
Wisconsin
USD 252 M +USD 9.8 M +4% 3.38% 132% 94 7.45% 2.8
Riverpoint Wealth Management Holdings
3355
Riverpoint Wealth Management Holdings
Illinois
USD 252 M +USD 25.7 M +11% 7.11% 59.2% 74 9.46% 2
Wind River Trust Company
3356
Wind River Trust Company
Wyoming
USD 252 M +USD 16.5 M +7% 7.45% 62.1% 9 0% 5
Machina Capital
3357
Machina Capital
France
USD 252 M +USD 32.8 M +15% 6.96% 42.5% 458 60.92% 0.3
Western Asset Management Company
3358
Western Asset Management Company
California
USD 252 M +USD 66.3 M +36% 3.46% 2.29% 24 4.17% 1.1
Financial Planning & Information Services
3359
Financial Planning & Information Services
Wisconsin
USD 251 M +USD 15.3 M +6% 6.35% 13% 51 1.96% 3.8
Institutional Venture Management XVI
3360
Institutional Venture Management XVI
California
USD 251 M – – 1.8% 523% 2 – 0
First National Bank of Hutchinson
3361
First National Bank of Hutchinson
Kansas
USD 251 M +USD 84.6 M +51% 7.44% 121% 108 19.44% 2.6
Shine Investment Advisory Services
3362
Shine Investment Advisory Services
Colorado
USD 251 M +USD 39.9 M +19% 7.69% 29% 790 12.53% 1.9
CBTWT
3363
Community Bank & Trust (Waco, Texas)
Texas
USD 251 M +USD 18.1 M +8% 9.84% 124% 138 8.7% 3.2
180 Wealth Advisors
3364
180 Wealth Advisors
Washington
USD 251 M +USD 24.7 M +11% 7.56% 165% 286 19.58% 1.4
Morgan Dempsey Capital Management
3365
Morgan Dempsey Capital Management
Wisconsin
USD 251 M -USD 21.7 M -8% 2.69% 52.1% 158 8.23% 4.2
Bar Harbor Trust Services
3366
Bar Harbor Trust Services
Maine
USD 251 M +USD 71.2 M +40% 8.14% 86.4% 129 56.59% 1.7
Richard P. Slaughter Associates
3367
Richard P. Slaughter Associates
Texas
USD 251 M – – 9.15% 55.7% 109 – 0
PWS
3368
Private Wealth Strategies
Ohio
USD 251 M – – 5.89% 18.8% 73 – 0
Rock Creek Group
3369
Rock Creek Group
District of Columbia
USD 251 M +USD 40.3 M +19% 9.54% 38.5% 135 34.81% 0.5
HT Partners
3370
HT Partners
Connecticut
USD 250 M +USD 12.9 M +5% 5.38% 71.1% 33 9.09% 3
CCM
3371
CWH Capital Management
Washington
USD 250 M -USD 1.77 M -0.7% 7.8% 29.9% 49 2.04% 3.5
Private Advisory Group
3372
Private Advisory Group
Washington
USD 250 M +USD 22.5 M +10% 9.05% 187% 134 36.57% 1
EAM Global Investors
3373
EAM Global Investors
California
USD 250 M +USD 44.5 M +22% 73.4% 2,399% 172 70.93% 0.3
Cooper Financial Group
3374
Cooper Financial Group
California
USD 250 M +USD 28.1 M +13% 6.43% 87.2% 166 19.28% 0.7
FCA
3375
FLC Capital Advisors
California
USD 250 M +USD 14 M +6% 5.85% 59.3% 133 9.02% 0.8