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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)
Blue Fin Capital
3676
Blue Fin Capital
Rhode Island
USD 212 M +USD 21.2 M +11% 10.2% 147% 129 6.2% 4.4
Peoples Financial Services Corp
3677
Peoples Financial Services Corp
Pennsylvania
USD 212 M +USD 12 M +6% 7.94% 104% 364 7.42% 4.6
Heard Capital LLC
3678
Heard Capital LLC
Illinois
USD 212 M – – 8.75% 161% 29 – 0
Prentice Capital Management
3679
Prentice Capital Management
Connecticut
USD 212 M – – 6.2% 128% 20 – 0
Bourgeon Capital Management
3680
Bourgeon Capital Management
Connecticut
USD 212 M +USD 27.2 M +15% 30.8% 121% 250 10.4% 1
First Command Bank
3681
First Command Bank
Texas
USD 211 M +USD 13.3 M +7% 3.53% 34.1% 403 13.9% 2.3
First Command Financial Services
3682
First Command Financial Services
Texas
USD 211 M +USD 13.3 M +7% 3.53% 34.4% 402 13.68% 2.3
SVC
3683
Strycker View Capital
New York
USD 211 M -USD 40.5 M -16% 8.54% 114% 23 65.22% 0.3
Benefit Street Partners
3684
Benefit Street Partners
New York
USD 211 M -USD 191 M -48% 6.28% – 25 24% 1.3
SSI
3685
Scott & Selber Inc
Texas
USD 211 M +USD 15.5 M +8% 11% 202% 87 28.74% 2.5
Frisch Financial Group
3686
Frisch Financial Group
New York
USD 211 M +USD 45.7 M +28% 7.77% 72.9% 119 19.33% 0.7
Diversified Portfolios Inc
3687
Diversified Portfolios Inc
Michigan
USD 211 M +USD 13.5 M +7% 5.92% 40.2% 65 10.77% 2.9
RenaissanceRe Holdings
3688
RenaissanceRe Holdings
Bermuda
USD 211 M – – 26.2% 40.8% 5 – 0
Winch Advisory Services
3689
Winch Advisory Services
Wisconsin
USD 211 M +USD 18.8 M +10% 9.18% 92.4% 401 13.47% 2.6
WESPAC Advisors SoCal
3690
WESPAC Advisors SoCal
California
USD 211 M +USD 8.19 M +4% 10% 135% 86 9.3% 2.3
Retirement Capital Strategies
3691
Retirement Capital Strategies
California
USD 210 M +USD 11.4 M +6% 4.49% 59% 54 1.85% 1.9
Ostrum Asset Management
3692
Ostrum Asset Management
France
USD 210 M +USD 10.5 M +5% 7.84% 107% 83 15.66% 0.7
Sycomore Asset Management
3693
Sycomore Asset Management
France
USD 210 M +USD 21.4 M +11% 7.57% 163% 42 35.71% 0.7
IRON Financial
3694
IRON Financial
Illinois
USD 210 M +USD 75.6 M +56% 3.45% 60.6% 127 28.35% 1.7
LCM
3695
Lionstone Capital Management
New York
USD 210 M -USD 4.99 M -2% 8.18% 74.1% 19 26.32% 2.5
Spotlight Asset Group
3696
Spotlight Asset Group
Illinois
USD 210 M – – 7.42% – 128 – 0
SHCM
3697
Shelter Haven Capital Management
New Jersey
USD 209 M – – 19.9% – 9 – 0
Ecofin Advisors
3698
Ecofin Advisors
United Kingdom
USD 209 M -USD 11.4 M -5% 1.22% 77% 35 8.57% 2
Biltmore Wealth Management
3699
Biltmore Wealth Management
Arizona
USD 209 M +USD 4.27 M +2% 4.52% 59.8% 51 7.84% 1.5
Certuity
3700
Certuity
Florida
USD 209 M – – 9.37% 197% 194 – 0