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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)
Hartford Funds Management
1901
Hartford Funds Management
Pennsylvania
USD 907 M +USD 211 M +30% 1.53% 26.8% 5 40% 1.7
Evensky & Katz
1902
Evensky & Katz
Florida
USD 904 M +USD 96 M +12% 6.83% 61.1% 81 12.35% 3.9
One Capital Management
1903
One Capital Management
California
USD 904 M +USD 72.5 M +9% 5.72% 50.5% 173 10.98% 4.2
2Xideas
1904
2Xideas
Switzerland
USD 904 M +USD 102 M +13% 0.92% 40.6% 67 1.49% 0.2
Provident Investment Management
1905
Provident Investment Management
Michigan
USD 903 M +USD 51.6 M +6% 7.62% 90.8% 56 5.36% 3.3
Alpine Woods Capital Investors
1906
Alpine Woods Capital Investors
New York
USD 901 M +USD 81.1 M +10% 7.62% 105% 241 12.86% 3.3
Main Management
1907
Main Management
California
USD 900 M +USD 119 M +15% 6.36% 64.1% 146 20.55% 2.4
Front Barnett Associates
1908
Front Barnett Associates
Illinois
USD 899 M +USD 56.3 M +7% 6.56% 40.5% 109 0.92% 6.1
Common Fund For Nonprofit Organizations
1909
Common Fund For Nonprofit Organizations
Connecticut
USD 898 M -USD 12 M -1% 7.55% 70.8% 10 20% 0.2
ATP Life Science Ventures
1910
ATP Life Science Ventures
New York
USD 898 M -USD 397 M -31% 25.5% – 3 0% 0.9
B. Riley Financial
1911
B. Riley Financial
California
USD 898 M +USD 281 M +46% 62.1% 682% 42 59.52% 0.6
YCG LLC
1912
YCG LLC
Texas
USD 896 M +USD 25.7 M +3% 5.03% 27% 46 2.17% 4.4
BTC Capital Management
1913
BTC Capital Management
Iowa
USD 896 M +USD 57.4 M +7% 5.97% – 243 13.58% 2.5
ECG
1914
EPIQ Capital Group
California
USD 896 M +USD 264 M +42% 13.9% 6.25% 52 11.54% 0.9
AIC
1915
AWM Investment Company
New York
USD 895 M +USD 108 M +14% 21.6% 778% 123 30.89% 1.9
Cornercap Investment Counsel
1916
Cornercap Investment Counsel
Georgia
USD 895 M +USD 193 M +28% 15.8% 55.4% 730 70.14% 0.9
Nicola Wealth Management
1917
Nicola Wealth Management
British Columbia, Canada
USD 894 M +USD 90.4 M +11% 6.26% 56.1% 120 19.17% 1.6
First Financial Bank - Trust Division
1918
First Financial Bank - Trust Division
Ohio
USD 894 M +USD 42.3 M +5% 8.36% 68.6% 190 3.68% 5.2
NXG Investment Management
1919
NXG Investment Management
Texas
USD 894 M -USD 7.51 M -0.8% 13.7% 121% 145 33.1% 1.9
Minneapolis Portfolio Management Group
1920
Minneapolis Portfolio Management Group
Minnesota
USD 891 M +USD 100 M +13% 15.2% 138% 35 25.71% 3
Nottingham Advisors
1921
Nottingham Advisors
New York
USD 890 M +USD 202 M +29% 3.23% 47.6% 153 14.38% 2.9
MI
1922
Markston International
New York
USD 889 M +USD 39.1 M +5% 8.32% 109% 153 3.27% 5.8
Bank of the West
1923
Bank of the West
California
USD 889 M +USD 31.8 M +4% 6.53% 35.4% 227 11.45% 5.1
Kopernik Global Investors
1924
Kopernik Global Investors
Florida
USD 889 M +USD 164 M +23% 23.6% 128% 24 8.33% 4
Middleton & Co
1925
Middleton & Co
Massachusetts
USD 887 M +USD 41.9 M +5% 3.25% 81.8% 158 12.03% 5.1