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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)
WealthPLAN Partners
1701
WealthPLAN Partners
Nebraska
USD 732 M +USD 67.3 M +10% 1.87% 71.6% 254 13.39% 2.4
Pictet North America Advisors
1702
Pictet North America Advisors
Switzerland
USD 731 M +USD 43.3 M +6% 1.6% 67.7% 157 8.28% 2.2
BTS Asset Management
1703
BTS Asset Management
Massachusetts
USD 731 M +USD 639 M +694% 0.1% 8.8% 20 20% 0.5
Connors Investor Services
1704
Connors Investor Services
Pennsylvania
USD 728 M -USD 26.3 M -3% 0.5% 125% 151 10.6% 3.7
Cape Cod Five Cents Savings Bank
1705
Cape Cod Five Cents Savings Bank
Massachusetts
USD 725 M +USD 21.2 M +3% 1.7% – 182 3.85% 4.7
Doyle Wealth Management
1706
Doyle Wealth Management
Florida
USD 724 M +USD 917 k +0.1% 2.34% 32.3% 866 77.83% 1.8
MFP
1707
Michael F. Price
USD 723 M -USD 47.5 M -6% 0.83% 42.6% 136 25.74% 2.6
PIMG
1708
Patriot Investment Management Group
Tennessee
USD 723 M +USD 9.08 M +1% 0.66% 52.9% 221 7.24% 0.5
E-L Financial Corp
1709
E-L Financial Corp
Ontario, Canada
USD 723 M +USD 14.6 M +2% 0.92% 78.5% 2 0% 2.8
WC
1710
Walthausen & Co
New York
USD 722 M -USD 34.6 M -5% 2.09% 63.3% 151 18.54% 2
Focus Financial Network
1711
Focus Financial Network
Minnesota
USD 722 M +USD 46.5 M +7% 1.29% 106% 396 9.85% 0.5
Kimelman & Baird
1712
Kimelman & Baird
New York
USD 721 M +USD 2.44 M +0.3% 1.04% – 104 4.81% 4.4
Broadwood Capital
1713
Broadwood Capital
New York
USD 720 M -USD 79.5 M -10% 10.5% 110% 7 0% 4.1
Savant Capital
1714
Savant Capital
Illinois
USD 720 M +USD 10.4 M +1% 0.41% 66.5% 343 8.16% 3.6
Main Management
1715
Main Management
California
USD 720 M +USD 31.9 M +5% 0.01% 64.1% 93 11.83% 2.4
Sapience Investments
1716
Sapience Investments
California
USD 719 M -USD 15.2 M -2% 0.74% 54.9% 92 14.13% 1.7
Vicus Capital
1717
Vicus Capital
Pennsylvania
USD 718 M +USD 5.99 M +0.8% 0.64% 67% 242 11.98% 3.3
Wexford Capital
1718
Wexford Capital
Florida
USD 718 M -USD 142 M -16% 6.88% 155% 173 72.25% 0.5
BOK Financial Private Wealth
1719
BOK Financial Private Wealth
Colorado
USD 717 M +USD 32.9 M +5% 0.58% 68.8% 137 14.6% 2.8
Banco de Sabadell
1720
Banco de Sabadell
Florida
USD 717 M -USD 148 M -17% 1.34% 89.9% 400 30% 1.2
Denali Advisors
1721
Denali Advisors
California
USD 715 M +USD 46.5 M +7% 0.81% 106% 348 27.87% 1.5
Cove Street Capital
1722
Cove Street Capital
California
USD 715 M -USD 60 M -8% 3.92% 84.2% 106 18.87% 2.8
L & S Advisors
1723
L & S Advisors
California
USD 715 M -USD 42.9 M -6% 2.32% 231% 345 18.26% 1.5
Ensemble Capital Management
1724
Ensemble Capital Management
California
USD 713 M +USD 4.18 M +0.6% 1.02% 36.2% 29 13.79% 3.9
Knighthead Capital Management
1725
Knighthead Capital Management
New York
USD 713 M -USD 6.37 M -0.9% 44.4% 74.1% 11 27.27% 1.7