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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)
Greenwich Wealth Management
1551
Greenwich Wealth Management
Connecticut
USD 1252 M +USD 105 M +9% 15.1% 198% 212 13.21% 3.9
Money Concepts Capital
1552
Money Concepts Capital
Florida
USD 1250 M +USD 167 M +15% 6.86% 84.1% 783 25.03% 0.2
IDG China Venture Capital Fund IV Associates
1553
IDG China Venture Capital Fund IV Associates
Hong Kong
USD 1249 M -USD 417 M -25% 24.9% 59.2% 5 0% 0.9
Empirical Wealth Management
1554
Empirical Wealth Management
Washington
USD 1248 M -USD 63.4 M -5% 3.97% 87.1% 441 24.72% 2.5
Point Break Capital Management
1555
Point Break Capital Management
Florida
USD 1248 M +USD 525 M +73% 19.3% – 44 40.91% 0.5
Balasa Dinverno & Foltz
1556
Balasa Dinverno & Foltz
USD 1247 M +USD 41.9 M +3% 4.69% 23.2% 314 10.19% 2.9
Altium Wealth Management
1557
Altium Wealth Management
New York
USD 1247 M +USD 116 M +10% 5.92% 24.9% 393 13.99% 1.8
Frazier Management
1558
Frazier Management
Washington
USD 1247 M -USD 51.8 M -4% 4.39% 408% 39 20.51% 1.4
Berkshire Partners
1559
Berkshire Partners
Massachusetts
USD 1243 M -USD 9.26 M -0.7% 9.84% 79% 2 0% 5.8
Sawgrass Asset Management
1560
Sawgrass Asset Management
Florida
USD 1242 M -USD 99.1 M -7% 4.61% 108% 188 22.34% 3.8
RWA Wealth Partners
1561
RWA Wealth Partners
Massachusetts
USD 1239 M +USD 112 M +10% 3.62% 58.4% 249 12.05% 2.4
Sigma Investment Counselors
1562
Sigma Investment Counselors
Michigan
USD 1232 M +USD 70.3 M +6% 5.32% 59.4% 184 7.07% 3.7
SGCIA
1563
Smith Graham & Co Investment Advisors
Texas
USD 1232 M +USD 145 M +13% 24.7% 56.9% 146 6.85% 5.2
Lake Street Advisors Group
1564
Lake Street Advisors Group
New Hampshire
USD 1230 M +USD 21.5 M +2% 5.27% 16% 343 13.12% 1.9
Leavell Investment Management
1565
Leavell Investment Management
Alabama
USD 1227 M +USD 69.7 M +6% 5.91% 92% 399 8.02% 5.1
Patten & Patten
1566
Patten & Patten
Tennessee
USD 1223 M +USD 75 M +7% 6.82% 85.7% 273 5.86% 4.6
Prana Capital Management
1567
Prana Capital Management
Connecticut
USD 1222 M +USD 456 M +60% 12.5% 36.6% 86 46.51% 0.4
Parsons Capital Management
1568
Parsons Capital Management
Rhode Island
USD 1222 M +USD 61.1 M +5% 5.23% 97.4% 417 12.23% 4.3
Bloom Tree Partners
1569
Bloom Tree Partners
New York
USD 1222 M -USD 217 M -15% 2.57% 20.4% 168 87.5% 0.1
Toews Corporation
1570
Toews Corporation
New Jersey
USD 1218 M +USD 562 M +86% 0% 30.7% 122 86.07% 0.2
BBR Partners
1571
BBR Partners
New York
USD 1217 M +USD 10.7 M +0.9% 0.61% 63.4% 221 20.36% 1.7
E Fund Management
1572
E Fund Management
China
USD 1217 M +USD 983 M +421% 0.28% – 251 99.6% 0
Belvedere Trading
1573
Belvedere Trading
Illinois
USD 1216 M -USD 1356 M -53% 16.1% 548% 383 84.33% 0.1
Cumberland Partners
1574
Cumberland Partners
Ontario, Canada
USD 1214 M +USD 98.5 M +9% 7.93% 101% 198 27.78% 1.9
Calamos Wealth Management
1575
Calamos Wealth Management
Illinois
USD 1213 M +USD 118 M +11% 3.73% 119% 307 14.98% 2.4