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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)
Essex Savings Bank
3876
Essex Savings Bank
Connecticut
USD 344 M +USD 226 k +0.1% 8.68% 95.2% 264 0% 3.3
Regents of the University of California
3877
Regents of the University of California
California
USD 344 M -USD 452 M -57% 15% 76.6% 29 17.24% 6.7
Stokes Capital Advisors
3878
Stokes Capital Advisors
South Carolina
USD 344 M +USD 27.9 M +9% 6.7% 61.3% 76 3.95% 4
CIC Wealth
3879
CIC Wealth
Maryland
USD 344 M +USD 28.3 M +9% 9.92% – 169 10.06% 1.1
Everhart Financial Group
3880
Everhart Financial Group
Ohio
USD 343 M +USD 61.2 M +22% 13.1% 123% 283 17.31% 1.5
Builder Investment Group
3881
Builder Investment Group
Georgia
USD 343 M +USD 65 M +23% 29.8% 169% 109 6.42% 1
Fernwood Investment Management
3882
Fernwood Investment Management
Massachusetts
USD 343 M +USD 40.2 M +13% 10.1% 83.4% 720 72.78% 1.4
Auxano Advisors
3883
Auxano Advisors
Washington
USD 343 M +USD 45.7 M +15% 9.15% 103% 159 22.01% 1.7
Covenant Partners
3884
Covenant Partners
Tennessee
USD 343 M +USD 26.1 M +8% 8.92% 70.3% 209 20.1% 2.7
Wolff Financial Management
3885
Wolff Financial Management
Michigan
USD 343 M +USD 19.2 M +6% 7.42% 56.7% 98 3.06% 1.8
Riggs Asset Management
3886
Riggs Asset Management
Pennsylvania
USD 343 M +USD 28.1 M +9% 12.9% 219% 701 47.36% 1.8
VCM
3887
Vivaldi Capital Management
Illinois
USD 343 M +USD 9.34 M +3% 6.54% 69.2% 236 13.98% 3.2
Stonebrook Private
3888
Stonebrook Private
Michigan
USD 343 M +USD 43.4 M +14% 8.97% – 223 9.87% 0.2
CPH
3889
C Partners Holding
Switzerland
USD 343 M -USD 9.9 M -3% 8.71% 25.6% 15 13.33% 5.1
Shikiar Asset Management
3890
Shikiar Asset Management
New York
USD 343 M +USD 19.7 M +6% 8.39% 117% 79 20.25% 4.2
Accurate Wealth Management
3891
Accurate Wealth Management
Florida
USD 342 M +USD 20.8 M +6% 9.15% 101% 312 20.19% 1.4
New World Advisors
3892
New World Advisors
Massachusetts
USD 342 M +USD 15.8 M +5% 7.92% 66.5% 77 24.68% 1.8
Seafarer Capital Partners
3893
Seafarer Capital Partners
California
USD 342 M -USD 28.1 M -8% 1.22% 61.3% 6 0% 2.7
First Wilshire Securities Management
3894
First Wilshire Securities Management
California
USD 342 M +USD 32.5 M +11% 15.5% 135% 85 4.71% 4.7
Conrad Siegel Investment Advisors
3895
Conrad Siegel Investment Advisors
Pennsylvania
USD 342 M +USD 122 M +55% 7.74% 64.9% 39 28.21% 1.2
Harvey Capital Management
3896
Harvey Capital Management
Florida
USD 342 M +USD 40.5 M +13% 19.2% 147% 81 16.05% 4.1
Satovsky Asset Management
3897
Satovsky Asset Management
New York
USD 342 M +USD 20.5 M +6% 6.9% 53.6% 53 15.09% 2
Westover Capital Advisors
3898
Westover Capital Advisors
Delaware
USD 342 M +USD 34.4 M +11% 13.6% 144% 200 23% 2.7
Redwood Investments
3899
Redwood Investments
Massachusetts
USD 342 M -USD 41.3 M -11% 17.7% 74.1% 128 17.97% 2.4
Trinity Legacy Partners
3900
Trinity Legacy Partners
Texas
USD 341 M +USD 24 M +8% 8.37% 63.3% 107 6.54% 2.3