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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)
Capstone Financial Advisors
1651
Capstone Financial Advisors
Illinois
USD 1054 M +USD 108 M +11% 10.3% 54.5% 131 24.43% 2.5
Lubert-Adler Management Company
1652
Lubert-Adler Management Company
Pennsylvania
USD 1053 M – – 26.6% 40.5% 2 – 0
BIC
1653
Beach Investment Counsel
Pennsylvania
USD 1053 M +USD 203 M +24% 15.2% 36% 157 14.01% 4.4
Hillsdale Investment Management
1654
Hillsdale Investment Management
Ontario, Canada
USD 1053 M +USD 33.2 M +3% 25.5% 278% 697 36.01% 1.7
6 Meridian
1655
6 Meridian
Kansas
USD 1052 M +USD 94.9 M +10% 9.64% 45.7% 327 23.85% 1.2
YHB Investment Advisors
1656
YHB Investment Advisors
Connecticut
USD 1051 M +USD 129 M +14% 12.7% 96.2% 286 11.54% 3.1
GHP Investment Advisors
1657
GHP Investment Advisors
Colorado
USD 1051 M +USD 166 M +19% 17.3% 81.4% 291 12.03% 5.3
BOK Financial Private Wealth
1658
BOK Financial Private Wealth
Colorado
USD 1050 M +USD 90.2 M +9% 13.9% 68.8% 193 19.69% 2.4
Avenir Corporation
1659
Avenir Corporation
Virginia
USD 1048 M +USD 89.6 M +9% 13.5% 34.4% 68 11.76% 4.4
Avity Investment Management
1660
Avity Investment Management
Connecticut
USD 1048 M +USD 87.8 M +9% 11.8% 119% 85 18.82% 4.2
World Asset Management
1661
World Asset Management
Michigan
USD 1046 M +USD 91.1 M +10% 16.8% 85% 866 10.39% 5.1
Ritholtz Wealth Management
1662
Ritholtz Wealth Management
New York
USD 1045 M +USD 154 M +17% 11.6% 99.3% 433 29.1% 1
Cat Rock Capital Management
1663
Cat Rock Capital Management
Connecticut
USD 1045 M +USD 81.3 M +8% 19.7% 66.7% 11 36.36% 1.3
Next Financial Group
1664
Next Financial Group
Texas
USD 1044 M +USD 115 M +12% 14% 85.4% 2,479 13.96% 0.9
Vigilant Capital Management
1665
Vigilant Capital Management
Maine
USD 1044 M +USD 130 M +14% 12.2% 48.8% 401 31.17% 3
Greenvale Capital
1666
Greenvale Capital
United Kingdom
USD 1044 M +USD 398 M +62% 34.9% 101% 21 52.38% 0.5
LCM
1667
Lomas Capital Management
New York
USD 1042 M +USD 430 M +70% 14% 66.3% 30 36.67% 0.9
CX Institutional
1668
CX Institutional
Indiana
USD 1038 M +USD 112 M +12% 10.7% 62.9% 936 15.38% 1.6
Rothschild Investment LLC
1669
Rothschild Investment LLC
Illinois
USD 1037 M +USD 118 M +13% 14.7% 109% 485 15.88% 3.8
Hill Path Capital
1670
Hill Path Capital
New York
USD 1037 M +USD 430 M +71% 64.7% 5.23% 6 50% 1.2
Foster & Motley
1671
Foster & Motley
Ohio
USD 1035 M +USD 186 M +22% 12.1% 76.5% 290 9.66% 3.3
Merit Financial Group
1672
Merit Financial Group
Georgia
USD 1035 M -USD 60 M -5% 12.9% 76.4% 245 20.82% 1.4
Ashford Capital Management
1673
Ashford Capital Management
Delaware
USD 1033 M +USD 192 M +23% 36.4% 150% 117 23.93% 3
KC
1674
KCL Capital
New York
USD 1032 M -USD 24.8 M -2% 25.3% 106% 158 64.56% 0.2
Glynn Capital Management
1675
Glynn Capital Management
California
USD 1031 M +USD 89.8 M +10% 42.5% 252% 49 8.16% 4.3