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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)
First Foundation Advisors
1326
First Foundation Advisors
California
USD 2484 M -USD 170 M -6% 5.07% 70.4% 356 10.96% 5.5
Balentine LLC
1327
Balentine LLC
Georgia
USD 2483 M -USD 154 M -6% 0.12% 63.5% 233 9.87% 3.8
Sourcerock Group
1328
Sourcerock Group
Colorado
USD 2479 M +USD 688 M +38% 44.5% 59.1% 52 50% 0.9
JB Capital
1329
JB Capital
Connecticut
USD 2476 M +USD 26.2 M +1% 0.97% 83.8% 279 14.34% 2.4
Trajan Wealth
1330
Trajan Wealth
Arizona
USD 2476 M +USD 75.4 M +3% 3.68% – 161 11.8% 1.7
Soleus Capital Management
1331
Soleus Capital Management
Connecticut
USD 2469 M -USD 242 M -9% 2.63% 508% 119 42.02% 1
Mirova
1332
Mirova
France
USD 2462 M +USD 1769 M +255% 6.28% 64.6% 185 53.51% 1.8
BIP Wealth
1333
BIP Wealth
Georgia
USD 2459 M -USD 375 M -13% 1.08% 51.8% 508 21.06% 1.4
Greenwich Wealth Management
1334
Greenwich Wealth Management
Connecticut
USD 2449 M +USD 208 M +9% 3.18% 198% 318 13.52% 4.9
Ruffer LLP
1335
Ruffer LLP
United Kingdom
USD 2444 M +USD 248 M +11% 1.21% 98% 244 64.75% 1
Quantbot Technologies
1336
Quantbot Technologies
New York
USD 2444 M -USD 562 M -19% 0.68% 33.6% 2,271 54.51% 0.6
Toyota Motor Corp
1337
Toyota Motor Corp
Japan
USD 2441 M -USD 968 M -28% 26.4% 78.9% 4 0% 4.6
SBI Okasan Asset Management
1338
SBI Okasan Asset Management
Japan
USD 2440 M +USD 625 M +34% 1.07% – 348 19.25% 0.2
Leavell Investment Management
1339
Leavell Investment Management
Alabama
USD 2439 M +USD 35.1 M +1% 0.35% 84.5% 621 8.86% 5.8
Krane Funds Advisors
1340
Krane Funds Advisors
New York
USD 2435 M -USD 646 M -21% 14.3% 72.6% 185 20.54% 1.6
Beacon Investment Advisory Services
1341
Beacon Investment Advisory Services
New Jersey
USD 2435 M -USD 15.1 M -0.6% 0.13% 95.8% 789 66.67% 1.8
GHP Investment Advisors
1342
GHP Investment Advisors
Colorado
USD 2430 M -USD 1.02 M -0% 0.8% 81.4% 1,462 34.4% 3.1
BLB&B Advisors
1343
BLB&B Advisors
Pennsylvania
USD 2421 M +USD 28.6 M +1% 0.88% 82% 283 6.36% 7.3
Purpose Unlimited Inc
1344
Purpose Unlimited Inc
USD 2420 M +USD 233 M +11% 0.17% – 618 41.42% 0.2
Northeast Investment Management
1345
Northeast Investment Management
Massachusetts
USD 2417 M -USD 142 M -6% 2.47% 110% 194 5.67% 7.9
GC Wealth Management RIA
1346
GC Wealth Management RIA
Massachusetts
USD 2416 M -USD 307 M -11% 9.55% 91.5% 568 18.31% 1.2
Steele Capital Management
1347
Steele Capital Management
Iowa
USD 2414 M +USD 84.2 M +4% 0.43% 59.7% 88 12.5% 1.8
Virtu Financial
1348
Virtu Financial
New York
USD 2414 M -USD 168 M -7% 6.75% 160% 2,591 77.46% 0.2
Paralel Advisors
1349
Paralel Advisors
Colorado
USD 2406 M -USD 168 M -7% 1.93% 75.4% 108 3.7% 2.1
RWC Asset Management
1350
RWC Asset Management
United Kingdom
USD 2399 M +USD 364 M +18% 1.95% 75.4% 170 13.53% 1.4