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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)
HIM
4101
Hotaling Investment Management
Pennsylvania
USD 288 M +USD 47.3 M +20% 12.9% 52.6% 138 16.67% 1.8
AtonRa Partners
4102
AtonRa Partners
Switzerland
USD 288 M -USD 11.3 M -4% 0.63% 49% 117 3.42% 0.8
TIFF Advisory Services
4103
TIFF Advisory Services
Pennsylvania
USD 288 M -USD 28 M -9% 2.84% 84.2% 18 33.33% 1.3
Long Run Wealth Advisors
4104
Long Run Wealth Advisors
New York
USD 288 M – – 6.18% 50.5% 98 – 0
Stonebridge Capital Management
4105
Stonebridge Capital Management
California
USD 287 M +USD 14.9 M +5% 11.2% – 104 6.73% 6
TS Financial Group (TSFG)
4106
TS Financial Group (TSFG)
Illinois
USD 287 M +USD 31.2 M +12% 11% 81% 946 8.25% 2
Sharp Capital Gestora de Recursos
4107
Sharp Capital Gestora de Recursos
Brazil
USD 287 M +USD 25.6 M +10% 16.9% 61.4% 20 55% 0.3
Pacific Wealth Strategies Group
4108
Pacific Wealth Strategies Group
California
USD 287 M +USD 17 M +6% 9.34% 85.3% 93 9.68% 3
Wall Capital Group
4109
Wall Capital Group
Arizona
USD 287 M -USD 6.21 M -2% 7.72% – 27 18.52% 2.5
Muhlenkamp & Co
4110
Muhlenkamp & Co
Pennsylvania
USD 287 M +USD 26.5 M +10% 13.3% 128% 35 8.57% 3.2
Cincinnati Specialty Underwriters Insurance
4111
Cincinnati Specialty Underwriters Insurance
Ohio
USD 287 M +USD 38.4 M +15% 16.9% 137% 38 0% 5.7
CAN
4112
Claraphi Advisory Network
United States
USD 287 M +USD 3.6 M +1% 9.54% 88.3% 341 28.74% 1.7
Oak Management Corp
4113
Oak Management Corp
Connecticut
USD 287 M -USD 23.5 M -8% 29.2% 96.4% 4 50% 0.1
Gramercy Funds Management
4114
Gramercy Funds Management
Connecticut
USD 287 M -USD 2.7 M -0.9% 8.31% 87.6% 2 0% 1.1
Ashburton (Jersey)
4115
Ashburton (Jersey)
Jersey
USD 286 M +USD 14.8 M +5% 9.18% – 48 12.5% 2.8
High Net Worth Advisory Group
4116
High Net Worth Advisory Group
Florida
USD 286 M – – 9.76% 75.7% 694 – 0
Elgethun Capital Management
4117
Elgethun Capital Management
South Dakota
USD 286 M -USD 3.44 M -1% 5.15% 60.7% 110 5.45% 3.3
Ally Bridge Group
4118
Ally Bridge Group
New York
USD 286 M -USD 54 M -16% 10.1% 844% 37 35.14% 0.5
Avalon Global Asset Management
4119
Avalon Global Asset Management
California
USD 286 M -USD 336 M -54% 4.53% 278% 58 55.17% 3.8
ETI
4120
Enterprise Trust & Investment
California
USD 286 M +USD 38.9 M +16% 13.8% 58.6% 233 21.46% 1.8
Enterprise Bank & Trust
4121
Enterprise Bank & Trust
Massachusetts
USD 286 M +USD 32.7 M +13% 10.4% 65.9% 97 3.09% 2.1
Regatta Capital Group
4122
Regatta Capital Group
California
USD 286 M – – 7.91% 78.1% 184 – 0
AlphaMark Advisors
4123
AlphaMark Advisors
Kentucky
USD 286 M +USD 9.37 M +3% 6.6% 26.4% 648 13.58% 3.5
Northpond Ventures
4124
Northpond Ventures
Maryland
USD 286 M – – 14.9% 67.3% 4 – 0
Ramius Advisors
4125
Ramius Advisors
New York
USD 285 M +USD 118 M +70% 9.24% 187% 433 62.82% 0.2