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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)
Callodine Capital Management
4051
Callodine Capital Management
Massachusetts
USD 265 M +USD 34.6 M +15% 4.04% 53.8% 44 25% 1
NewGen Asset Management
4052
NewGen Asset Management
Ontario, Canada
USD 265 M +USD 22.9 M +9% 10.6% 402% 65 56.92% 0.2
RB Capital Management
4053
RB Capital Management
Nevada
USD 265 M +USD 38.1 M +17% 9.65% 79.4% 168 11.9% 2.5
Sovereign Investment Advisors
4054
Sovereign Investment Advisors
Arizona
USD 265 M +USD 12.9 M +5% 6.5% 43.7% 30 0% 1.2
Twin Securities
4055
Twin Securities
New York
USD 265 M +USD 109 M +70% 15% 506% 24 45.83% 0.4
KB Financial Partners
4056
KB Financial Partners
New Jersey
USD 265 M +USD 29.5 M +13% 6.12% – 661 13.46% 0.2
Aravt Global
4057
Aravt Global
New York
USD 264 M +USD 17.3 M +7% 12.5% 83.7% 12 16.67% 3.9
DFPG Investments
4058
DFPG Investments
Utah
USD 264 M +USD 30.2 M +13% 11.5% 38.2% 183 17.49% 1.4
Vest Financial
4059
Vest Financial
Virginia
USD 264 M +USD 89.6 M +51% 5.6% 68.4% 65 0% 0.5
Wakefield Asset Management
4060
Wakefield Asset Management
Colorado
USD 264 M +USD 14.5 M +6% 8.13% 147% 174 24.14% 0.9
HWMA
4061
Heritage Wealth Management (Arizona)
Arizona
USD 264 M +USD 86.3 M +49% 5.75% – 951 29.65% 0.2
Silphium Asset Management
4062
Silphium Asset Management
United Kingdom
USD 264 M +USD 41.1 M +18% 13% 118% 82 54.88% 0.2
Arlington Financial Advisors
4063
Arlington Financial Advisors
California
USD 263 M +USD 16.8 M +7% 6.18% 67.6% 66 18.18% 2.1
AA
4064
Ashford Advisors
New York
USD 263 M +USD 34.7 M +15% 7.79% 75.4% 11 0% 0.5
Platte River Wealth Advisors
4065
Platte River Wealth Advisors
Colorado
USD 263 M +USD 19.8 M +8% 8.31% 28.6% 89 7.87% 1.3
Stanley Capital Management
4066
Stanley Capital Management
Texas
USD 263 M +USD 11.8 M +5% 9.96% 158% 46 15.22% 2.6
GA
4067
Gagnon Advisors
New York
USD 263 M +USD 20.2 M +8% 14.6% 214% 34 17.65% 3.3
Hi-Line Capital Management
4068
Hi-Line Capital Management
South Dakota
USD 263 M +USD 13.2 M +5% 5.37% 57.5% 28 10.71% 1.7
Ramius Advisors
4069
Ramius Advisors
New York
USD 263 M -USD 111 M -30% 14.9% 187% 488 67.62% 0.1
Hillman Capital Management
4070
Hillman Capital Management
Maryland
USD 263 M +USD 34.8 M +15% 7.11% 20.2% 48 10.42% 2.1
Anfield Capital Management
4071
Anfield Capital Management
California
USD 263 M +USD 12.1 M +5% 6.71% 65.3% 239 74.06% 0.3
Benefit Street Partners
4072
Benefit Street Partners
New York
USD 262 M -USD 441 M -63% 17.2% – 52 40.38% 0.9
Retirement Capital Strategies
4073
Retirement Capital Strategies
California
USD 262 M +USD 8.57 M +3% 5.38% 59% 90 28.89% 1.7
TRG Investments
4074
TRG Investments
Virginia
USD 262 M +USD 57 k +0% 0.02% 70.5% 1 0% 5.5
HA
4075
Hamel Associates
New Jersey
USD 262 M +USD 2.89 M +1% 5.22% 59.4% 75 16% 4.7