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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)
Boxer Capital
1526
Boxer Capital
California
USD 897 M +USD 14.3 M +2% 31.5% 262% 29 27.59% 1.1
HighTower Trust
1527
HighTower Trust
Texas
USD 897 M +USD 34.3 M +4% 6.8% 90.4% 117 17.09% 3.3
Goelzer Investment Management
1528
Goelzer Investment Management
Indiana
USD 897 M +USD 37.9 M +4% 6.81% 97.2% 213 10.8% 3.5
TT International
1529
TT International
United Kingdom
USD 896 M +USD 278 M +45% 3.68% – 48 29.17% 1.3
Financial Advocates Investment Management
1530
Financial Advocates Investment Management
Washington
USD 896 M +USD 70.1 M +8% 5.39% 89.9% 539 16.88% 0.6
Tilden Park Management I
1531
Tilden Park Management I
New York
USD 896 M -USD 155 M -15% 0.91% 29.6% 14 50% 0.4
HPM
1532
H. Partners Management
New York
USD 895 M +USD 20.2 M +2% 4.63% 13.5% 2 0% 5.3
Nitorum Capital
1533
Nitorum Capital
New York
USD 894 M +USD 832 k +0.1% 3.73% 87.1% 26 3.85% 1.9
North Star Investment Management
1534
North Star Investment Management
Illinois
USD 894 M +USD 31.7 M +4% 5.65% 89.8% 1,165 9.96% 2.9
SCI
1535
S&CO Inc
Massachusetts
USD 893 M +USD 62 M +7% 8.44% 68.8% 199 7.54% 3.4
D.J. St. Germain
1536
D.J. St. Germain
Massachusetts
USD 893 M +USD 53 M +6% 6.04% 65.3% 184 11.41% 2.8
RWA Wealth Partners
1537
RWA Wealth Partners
Massachusetts
USD 893 M -USD 3.01 M -0.3% 4.99% 58.4% 825 72.12% 1.1
Rand Wealth
1538
Rand Wealth
Maryland
USD 893 M -USD 2.71 M -0.3% 5.42% 40.4% 238 6.3% 3.8
Ashfield Capital Partners
1539
Ashfield Capital Partners
California
USD 892 M +USD 91 M +11% 8.97% 48.8% 255 5.1% 4.1
WMS Partners
1540
WMS Partners
Maryland
USD 891 M +USD 30.3 M +4% 7.44% 10.8% 230 8.26% 3.2
Balasa Dinverno & Foltz
1541
Balasa Dinverno & Foltz
USD 890 M +USD 200 M +29% 6.07% 23.2% 254 15.75% 3
HBK Sorce Advisory
1542
HBK Sorce Advisory
Pennsylvania
USD 887 M +USD 18.6 M +2% 5.8% 63.9% 427 14.99% 1.7
Omni Partners
1543
Omni Partners
United Kingdom
USD 887 M +USD 2.69 M +0.3% 8.39% 412% 40 55% 0.3
Legacy Private Trust
1544
Legacy Private Trust
Wisconsin
USD 885 M +USD 45.9 M +5% 4.32% 71.1% 231 5.63% 3.2
Giverny Capital
1545
Giverny Capital
Quebec, Canada
USD 883 M +USD 114 M +15% 6.52% 69.2% 41 24.39% 2.1
Wedbush Securities
1546
Wedbush Securities
California
USD 881 M +USD 74.9 M +9% 6.66% 114% 971 16.89% 2.5
Bar Harbor Wealth Management
1547
Bar Harbor Wealth Management
New Hampshire
USD 881 M +USD 51.6 M +6% 7.02% 85% 325 8.31% 3.7
Snowden Capital Advisors
1548
Snowden Capital Advisors
New York
USD 880 M +USD 109 M +14% 6.92% 100% 503 16.9% 1.3
Ledyard National Bank
1549
Ledyard National Bank
USD 878 M +USD 42.3 M +5% 6.76% 80.7% 741 10.26% 3.3
Davide Leone & Partners Investment Company
1550
Davide Leone & Partners Investment Company
United Kingdom
USD 878 M -USD 251 M -22% 1.37% 64.1% 16 50% 1.4