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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)
HawsGoodwin Investment Management
3376
HawsGoodwin Investment Management
Tennessee
USD 319 M +USD 37.4 M +13% 9.1% – 112 20.54% 0.7
Parkside Financial Bank & Trust
3377
Parkside Financial Bank & Trust
Missouri
USD 319 M +USD 31.7 M +11% 15.3% 85.4% 1,711 9.18% 3.1
Occudo Quantitative Strategies
3378
Occudo Quantitative Strategies
Florida
USD 319 M – – 31.9% 94.6% 629 – 0
Synergy Asset Management
3379
Synergy Asset Management
Washington
USD 318 M – – 15.5% 113% 73 – 0
CNA Financial
3380
CNA Financial
Illinois
USD 318 M +USD 45.8 M +17% 23.2% 48.6% 212 24.06% 0.7
AW
3381
Avion Wealth
Texas
USD 318 M +USD 20.6 M +7% 7.46% 48.8% 384 26.82% 0.6
Stratos Investment Management
3382
Stratos Investment Management
Ohio
USD 318 M +USD 42.5 M +15% 10.5% 64.6% 113 2.65% 1.2
Monarch Capital Management
3383
Monarch Capital Management
Indiana
USD 318 M +USD 30 M +10% 12.4% 77% 104 4.81% 5.4
CFSG
3384
Community Financial Services Group
Vermont
USD 318 M +USD 46.9 M +17% 14.8% – 90 4.44% 3.5
Hamilton Point Investment Advisors
3385
Hamilton Point Investment Advisors
North Carolina
USD 317 M +USD 33.6 M +12% 13.1% 86.8% 73 4.11% 4.2
IAA
3386
Ironsides Asset Advisors
North Carolina
USD 317 M +USD 1.32 M +0.4% 7.31% 49.3% 89 24.72% 1.8
New Vernon Capital Holdings II
3387
New Vernon Capital Holdings II
New Jersey
USD 317 M +USD 44.6 M +16% 18.7% 114% 58 58.62% 0.8
WCMN
3388
Westchester Capital Management (Nebraska)
Nebraska
USD 317 M +USD 35 M +12% 13.8% 121% 56 23.21% 3.8
Sargent Investment Group
3389
Sargent Investment Group
Maryland
USD 317 M +USD 41.8 M +15% 24.2% 135% 199 22.11% 1.3
Riverpoint Wealth Management Holdings
3390
Riverpoint Wealth Management Holdings
Illinois
USD 317 M +USD 41.3 M +15% 14.6% 59.2% 82 8.54% 2.3
Cornerstone Management
3391
Cornerstone Management
Georgia
USD 316 M +USD 12.3 M +4% 8.55% 43.6% 49 12.24% 3
Rowland Carmichael Advisors
3392
Rowland Carmichael Advisors
Arizona
USD 316 M +USD 60.9 M +24% 12.7% 39% 395 16.2% 2.3
Requisite Capital Management
3393
Requisite Capital Management
Texas
USD 316 M +USD 30.6 M +11% 21% 42.6% 83 42.17% 1
Ovata Capital Management
3394
Ovata Capital Management
Hong Kong
USD 316 M +USD 35.2 M +13% 7.31% 69.1% 87 64.37% 0.3
SRAM
3395
Spouting Rock Asset Management
Pennsylvania
USD 316 M +USD 107 M +51% 24% 74.7% 209 53.11% 0.4
Bishop Rock Capital
3396
Bishop Rock Capital
New York
USD 316 M +USD 18.4 M +6% 8.67% 35.4% 29 24.14% 2.6
FinTrust Capital Advisors
3397
FinTrust Capital Advisors
South Carolina
USD 315 M -USD 197 M -39% 15.1% 23.6% 1,204 15.61% 1.5
Security National Bank
3398
Security National Bank
Nebraska
USD 315 M +USD 27.8 M +10% 14% 125% 75 8% 2.5
SFE Investment Counsel
3399
SFE Investment Counsel
California
USD 315 M +USD 63.9 M +25% 22.7% 114% 116 11.21% 3.9
ECM
3400
EagleClaw Capital Management
Massachusetts
USD 314 M +USD 29 M +10% 15.2% 109% 134 11.19% 4.4