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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)
Edgemoor Investment Advisors
1826
Edgemoor Investment Advisors
Maryland
USD 892 M +USD 83.5 M +10% 11.2% 117% 139 15.11% 4.2
James Hambro & Partners
1827
James Hambro & Partners
United Kingdom
USD 892 M +USD 183 M +26% 12% 97% 100 48% 1
Visionary Wealth Advisors
1828
Visionary Wealth Advisors
Illinois
USD 892 M +USD 182 M +26% 12.4% 75.4% 305 22.62% 0.6
Howard Capital Management (New York)
1829
Howard Capital Management (New York)
New York
USD 891 M +USD 100 M +13% 13% 76.8% 97 9.28% 4.6
Vestmark Advisory Solutions
1830
Vestmark Advisory Solutions
Massachusetts
USD 891 M +USD 147 M +20% 14.5% 74.8% 614 16.12% 0.9
Laird Norton Wetherby Trust Company
1831
Laird Norton Wetherby Trust Company
Washington
USD 890 M – – 12.3% 88.1% 161 – 0
Broad Bay Capital Management
1832
Broad Bay Capital Management
New York
USD 890 M +USD 203 M +30% 23.7% 338% 18 27.78% 1.3
Morningstar Investment Management
1833
Morningstar Investment Management
Illinois
USD 890 M +USD 86.4 M +11% 13.3% 57.4% 28 0% 1.3
Lombard Odier Asset Management (Switzerland)
1834
Lombard Odier Asset Management (Switzerland)
Switzerland
USD 887 M -USD 64.2 M -7% 18.5% 135% 374 71.12% 1.9
Rehmann Capital Advisory Group
1835
Rehmann Capital Advisory Group
Michigan
USD 886 M +USD 97.3 M +12% 11.8% 71.8% 502 19.32% 2.2
Abrams Bison Investments
1836
Abrams Bison Investments
Maryland
USD 886 M +USD 85.7 M +11% 21.7% 170% 11 9.09% 1.8
Regal Investment Advisors
1837
Regal Investment Advisors
Michigan
USD 885 M +USD 800 M +945% 12.2% 64.7% 468 94.02% 0.4
CCMP Capital
1838
CCMP Capital
New York
USD 884 M +USD 248 M +39% 39% 12.3% 1 0% 3.3
Cape Cod Five Cents Savings Bank
1839
Cape Cod Five Cents Savings Bank
Massachusetts
USD 883 M +USD 99.2 M +13% 11.2% – 183 9.29% 5.1
First Mercantile Trust
1840
First Mercantile Trust
Tennessee
USD 882 M +USD 52.7 M +6% 15.7% 51.2% 903 12.29% 2.5
Kentucky Retirement Systems Insurance Trust Fund
1841
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
USD 882 M +USD 160 M +22% 14% 115% 482 7.68% 5
Campbell Newman Asset Management
1842
Campbell Newman Asset Management
Wisconsin
USD 881 M +USD 101 M +13% 11.9% 116% 123 8.13% 4.1
Raine Capital
1843
Raine Capital
New York
USD 880 M -USD 481 M -35% 16.9% 119% 13 15.38% 2
FAS Wealth Partners
1844
FAS Wealth Partners
Kansas
USD 879 M +USD 147 M +20% 14.6% 72.3% 351 11.97% 2.8
Baystate Wealth Management
1845
Baystate Wealth Management
Massachusetts
USD 878 M +USD 40.7 M +5% 11.3% 14.6% 805 18.88% 2.8
Caprock Group
1846
Caprock Group
Idaho
USD 877 M +USD 146 M +20% 14.9% – 498 20.28% 2.1
NWAM LLC
1847
NWAM LLC
Washington
USD 876 M +USD 270 M +45% 13% 126% 467 49.89% 2.1
Ledyard National Bank
1848
Ledyard National Bank
USD 876 M +USD 84.7 M +11% 11.9% 80.7% 231 5.63% 5.2
Ion Asset Management
1849
Ion Asset Management
Israel
USD 875 M +USD 204 M +30% 23.4% 125% 40 50% 0.8
Almanack Investment Partners
1850
Almanack Investment Partners
Pennsylvania
USD 875 M +USD 62 M +8% 9.7% 82.2% 478 40.38% 0.8