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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)
TL Private Wealth
5426
TL Private Wealth
Texas
USD 260 M +USD 10.5 M +4% 1.1% 50.6% 46 6.52% 4
Grey Rock Energy Management
5427
Grey Rock Energy Management
Texas
USD 260 M -USD 39.2 M -13% 13.1% – 1 0% 1
VMS Asset Management
5428
VMS Asset Management
USD 260 M – – 12% – 42 – 0
Formula Growth
5429
Formula Growth
Quebec, Canada
USD 260 M -USD 21.5 M -8% 7.12% 118% 151 36.42% 3
Engle Capital Management
5430
Engle Capital Management
Connecticut
USD 259 M -USD 24.4 M -9% 6.99% 398% 37 64.86% 0.4
First Sabrepoint Capital Management
5431
First Sabrepoint Capital Management
Texas
USD 259 M -USD 56.8 M -18% 0.42% 218% 47 59.57% 1.3
Penney Financial
5432
Penney Financial
Texas
USD 259 M +USD 35.8 M +16% 1.54% 54.8% 51 7.84% 1.4
HCM
5433
Hall Capital Management
Rhode Island
USD 259 M +USD 5.42 M +2% 1% – 102 7.84% 6.4
Delap Wealth Advisory
5434
Delap Wealth Advisory
Oregon
USD 259 M +USD 21.5 M +9% 2.79% 73% 96 14.58% 1.7
Turim 21 Investimentos
5435
Turim 21 Investimentos
Brazil
USD 259 M -USD 38.2 M -13% 4.97% 62.1% 136 29.41% 1.3
LTS One Management
5436
LTS One Management
New York
USD 259 M -USD 21.7 M -8% 5.94% 67.9% 16 18.75% 0.8
Ceera Investments
5437
Ceera Investments
Texas
USD 259 M -USD 61.7 M -19% 1.3% 56.1% 111 22.52% 2.4
Bluestem Financial Advisors
5438
Bluestem Financial Advisors
Illinois
USD 259 M +USD 3.33 M +1% 1.24% 42.2% 30 3.33% 4.7
Continuum Wealth Advisors
5439
Continuum Wealth Advisors
New York
USD 259 M +USD 24.3 M +10% 3.15% 69% 86 29.07% 1.5
SM
5440
Samjo Management
New York
USD 259 M -USD 3.04 M -1% 4.91% – 61 11.48% 1.6
Gallacher Capital Management
5441
Gallacher Capital Management
Colorado
USD 259 M +USD 5.75 M +2% 2.88% 82.8% 310 9.68% 1.6
Pivotal bioVenture Partners Investment Advisor
5442
Pivotal bioVenture Partners Investment Advisor
California
USD 259 M +USD 85.7 M +50% 32.3% 667% 12 16.67% 2.2
InvesTrust
5443
InvesTrust
Oklahoma
USD 259 M -USD 14.4 M -5% 2.89% – 98 7.14% 0.9
Ducere Wealth Management
5444
Ducere Wealth Management
California
USD 259 M – – 2.91% – 130 – 0
Enstar Group
5445
Enstar Group
Bermuda
USD 259 M -USD 12 M -4% 2.08% 29.5% 12 16.67% 3.3
Intrepid Capital Management
5446
Intrepid Capital Management
Florida
USD 259 M +USD 4.52 M +2% 4.05% 70.2% 115 11.3% 2.5
Beach Point Capital Management
5447
Beach Point Capital Management
California
USD 258 M +USD 37.5 M +17% 10.8% 84.1% 24 54.17% 1.1
AC
5448
AMS Capital
Brazil
USD 258 M +USD 14 M +6% 2.71% 63.1% 19 57.89% 1.1
Abound Financial
5449
Abound Financial
California
USD 258 M +USD 8.5 M +3% 1.95% – 278 75.54% 0.2
Weitzel Financial Services
5450
Weitzel Financial Services
Iowa
USD 258 M +USD 12.3 M +5% 1.78% 46.3% 48 2.08% 3.2