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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)
MIG Capital
1701
MIG Capital
California
USD 750 M +USD 44.4 M +6% 8.21% 118% 48 43.75% 1.3
QVR
1702
QVR
California
USD 750 M -USD 199 M -21% 0.98% – 75 42.67% 0.4
Yale University
1703
Yale University
Connecticut
USD 749 M +USD 384 M +105% 1.81% 33.7% 10 40% 0.9
Howard Capital Management (New York)
1704
Howard Capital Management (New York)
New York
USD 749 M +USD 54.2 M +8% 8.24% 76.8% 115 7.83% 3.6
TCV Trust & Wealth Management
1705
TCV Trust & Wealth Management
Virginia
USD 749 M +USD 34.3 M +5% 5.74% 75.3% 212 4.25% 3.4
GHP Investment Advisors
1706
GHP Investment Advisors
Colorado
USD 748 M +USD 37.1 M +5% 6.01% 81.4% 306 6.54% 3.8
Schaper Benz & Wise Investment Counsel
1707
Schaper Benz & Wise Investment Counsel
Wisconsin
USD 748 M +USD 48.9 M +7% 7.56% 94.2% 107 4.67% 4.1
Olstein Capital Management
1708
Olstein Capital Management
New York
USD 747 M -USD 7.2 M -1% 5.01% 16.6% 123 8.94% 2.5
Waterfront Capital Partners
1709
Waterfront Capital Partners
New York
USD 746 M -USD 98.9 M -12% 2.73% 88.3% 68 48.53% 0.6
DA
1710
DSC Advisors
Illinois
USD 746 M +USD 131 M +21% 8.69% 3.18% 103 40.78% 1.3
Slate Path Capital
1711
Slate Path Capital
New York
USD 745 M -USD 579 M -44% 0.5% 394% 26 57.69% 1.2
Summit Global Investments
1712
Summit Global Investments
Utah
USD 745 M +USD 81.5 M +12% 8.67% 68.4% 258 3.49% 0.8
Mogy Joel R Investment Counsel
1713
Mogy Joel R Investment Counsel
California
USD 744 M +USD 68.3 M +10% 10.9% 121% 124 4.03% 4.3
Bragg Financial Advisors
1714
Bragg Financial Advisors
North Carolina
USD 744 M +USD 43.4 M +6% 6.62% 101% 255 1.96% 4.1
Perpetual Ltd
1715
Perpetual Ltd
Australia
USD 744 M -USD 77.9 M -9% 1.47% 104% 184 13.04% 1.7
MainStreet Investment Advisors
1716
MainStreet Investment Advisors
Illinois
USD 744 M +USD 54.1 M +8% 5.64% 61% 167 7.78% 0.7
Connors Investor Services
1717
Connors Investor Services
Pennsylvania
USD 744 M +USD 31.4 M +4% 7.31% 125% 153 9.8% 3.4
First Midwest Bank Trust Division
1718
First Midwest Bank Trust Division
Illinois
USD 744 M +USD 36.9 M +5% 6.94% 107% 437 11.67% 3.2
BLS Capital Fondsmaeglerselskab
1719
BLS Capital Fondsmaeglerselskab
Denmark
USD 743 M -USD 107 M -13% 7.18% 2.43% 12 16.67% 2.3
IAS
1720
INR Advisory Services
Pennsylvania
USD 743 M +USD 15.5 M +2% 2.85% 21.9% 118 58.47% 2.9
Advisor Partners
1721
Advisor Partners
California
USD 742 M +USD 151 M +26% 7.38% 63.8% 663 14.48% 2.3
Ardsley Advisory Partners
1722
Ardsley Advisory Partners
Connecticut
USD 742 M +USD 77.4 M +12% 2.57% 555% 204 52.45% 0.7
Valeo Financial Advisors
1723
Valeo Financial Advisors
Indiana
USD 740 M +USD 26.6 M +4% 6.15% 82.7% 1,946 17.93% 0.7
Taurus Asset Management
1724
Taurus Asset Management
New York
USD 740 M +USD 55.3 M +8% 9.12% 26.9% 99 3.03% 3.7
Albion Financial Group
1725
Albion Financial Group
Utah
USD 739 M +USD 45.3 M +7% 5.78% 79.6% 209 10.53% 3.3