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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)
Vestal Point Capital
1026
Vestal Point Capital
New York
USD 3577 M +USD 636 M +22% 5.05% – 113 53.1% 0.6
WCG Wealth Advisors
1027
WCG Wealth Advisors
Nevada
USD 3574 M +USD 6.03 M +0.2% 1.31% 69.6% 554 15.52% 1.3
Sanibel Captiva Trust Company
1028
Sanibel Captiva Trust Company
Florida
USD 3572 M -USD 48.8 M -1% 0.95% 99.6% 452 11.73% 1.8
Robertson Stephens Wealth Management
1029
Robertson Stephens Wealth Management
California
USD 3569 M -USD 268 M -7% 2.86% 109% 689 15.82% 2.8
Addenda Capital
1030
Addenda Capital
Quebec, Canada
USD 3551 M +USD 143 M +4% 4.25% 100% 133 9.02% 6.4
Arax Advisory Partners
1031
Arax Advisory Partners
Colorado
USD 3542 M +USD 107 M +3% 0.71% 64.7% 4,474 24.77% 1.6
Avior Wealth Management
1032
Avior Wealth Management
Nebraska
USD 3526 M +USD 317 M +10% 0.93% 71.4% 866 19.4% 4.8
Texas Yale Capital Corp
1033
Texas Yale Capital Corp
Florida
USD 3524 M +USD 225 M +7% 8.54% 175% 519 8.67% 6.8
Plancorp LLC
1034
Plancorp LLC
Missouri
USD 3516 M +USD 209 M +6% 0.61% 73.1% 396 12.37% 4.3
TCTC Holdings
1035
TCTC Holdings
Texas
USD 3514 M +USD 167 M +5% 8.21% 98.3% 618 64.56% 8.2
Anchor Capital Advisors
1036
Anchor Capital Advisors
Massachusetts
USD 3513 M +USD 61.6 M +2% 4.17% 62.3% 270 14.07% 5.5
Aspiriant LLC
1037
Aspiriant LLC
California
USD 3511 M +USD 30.4 M +0.9% 0.73% 52.7% 355 14.93% 5
BDT Capital Partners
1038
BDT Capital Partners
Illinois
USD 3511 M +USD 334 M +11% 1.51% 25.5% 4 50% 1.1
Intact Investment Management
1039
Intact Investment Management
Quebec, Canada
USD 3509 M +USD 31.3 M +0.9% 7.64% 85.8% 343 30.32% 4.4
TCG Crossover Management
1040
TCG Crossover Management
California
USD 3495 M +USD 474 M +16% 25.7% 3,013% 54 29.63% 1.1
Dai-ichi Life Insurance Company
1041
Dai-ichi Life Insurance Company
Japan
USD 3490 M -USD 393 M -10% 0.49% 128% 504 10.12% 6.1
Kedalion Capital Management
1042
Kedalion Capital Management
United Kingdom
USD 3481 M -USD 592 M -15% 4.61% – 4 50% 0.6
Aquatic Capital Management
1043
Aquatic Capital Management
Illinois
USD 3480 M -USD 39.8 M -1% 0.26% 51.9% 1,900 59.89% 0.5
Reinhart Partners
1044
Reinhart Partners
Wisconsin
USD 3479 M +USD 140 M +4% 3.51% 110% 77 12.99% 4.3
Zevenbergen Capital Investments
1045
Zevenbergen Capital Investments
Washington
USD 3478 M -USD 1019 M -23% 8.2% 273% 115 13.04% 4.7
MUFG Securities (Canada)
1046
MUFG Securities (Canada)
New York
USD 3477 M -USD 118 M -3% 6% – 43 0% 2.2
Private Management Group
1047
Private Management Group
California
USD 3473 M +USD 38.2 M +1% 1.44% 51.3% 323 8.05% 3.5
Ontario Teachers' Pension Plan Board
1048
Ontario Teachers' Pension Plan Board
Ontario, Canada
USD 3459 M -USD 1064 M -24% 5.34% 40% 191 32.46% 1.2
DAM
1049
Davis Asset Management
California
USD 3456 M +USD 664 M +24% 7.93% 97.3% 86 66.28% 2.1
Lincoln National Corp
1050
Lincoln National Corp
Pennsylvania
USD 3454 M +USD 33.2 M +1% 1.09% 46.2% 20 5% 7.4