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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)
CEI
2076
Clark Estates Inc
New York
USD 612 M +USD 40.1 M +7% 5.41% 34.5% 106 17.92% 1.9
Callahan Advisors
2077
Callahan Advisors
Texas
USD 612 M +USD 47.5 M +8% 9.96% 87.7% 136 10.29% 4.5
Cantor Fitzgerald Investment Advisors
2078
Cantor Fitzgerald Investment Advisors
New York
USD 611 M -USD 864 k -0.1% 5.61% 73.4% 59 0% 2.3
Campbell Wealth Management
2079
Campbell Wealth Management
Virginia
USD 611 M +USD 37.4 M +7% 6.12% 11.2% 379 83.91% 1.3
Sage Financial Group
2080
Sage Financial Group
Pennsylvania
USD 611 M +USD 56.2 M +10% 7.61% 67% 72 8.33% 3.4
Marble Harbor Investment Counsel
2081
Marble Harbor Investment Counsel
Massachusetts
USD 611 M +USD 35.8 M +6% 6.51% 80.2% 167 4.79% 4.7
AIC
2082
AWM Investment Company
New York
USD 610 M +USD 39.9 M +7% 27.8% 778% 98 23.47% 2.3
MIM
2083
Marco Investment Management
Georgia
USD 610 M +USD 64.1 M +12% 10.5% 131% 179 10.61% 5
Mizuho Markets Cayman
2084
Mizuho Markets Cayman
Cayman Islands
USD 610 M +USD 296 M +94% 25.8% 283% 78 32.05% 0.4
Bath Savings Trust
2085
Bath Savings Trust
Maine
USD 610 M +USD 56.5 M +10% 11.2% 57.8% 127 4.72% 4.8
Foster Dykema Cabot & Co
2086
Foster Dykema Cabot & Co
Massachusetts
USD 609 M +USD 56.1 M +10% 9.04% 34% 91 4.4% 4.6
Caldwell Trust
2087
Caldwell Trust
Florida
USD 608 M +USD 11.3 M +2% 8.58% 97.5% 776 9.28% 0.7
Wesleyan Assurance Society
2088
Wesleyan Assurance Society
United Kingdom
USD 608 M +USD 38.5 M +7% 7.95% 102% 94 6.38% 1.3
Hill Path Capital
2089
Hill Path Capital
New York
USD 607 M +USD 175 M +41% 30.9% 5.23% 3 33.33% 2.1
NWAM LLC
2090
NWAM LLC
Washington
USD 606 M -USD 108 M -15% 10.1% 126% 446 50.22% 3.7
Adventist Health System West
2091
Adventist Health System West
California
USD 606 M +USD 136 M +29% 6.58% 60.2% 5 20% 1
Circle Wealth Management
2092
Circle Wealth Management
New Jersey
USD 605 M +USD 34.4 M +6% 9.59% 71.8% 216 14.81% 1.5
Laurel Wealth Advisors (California)
2093
Laurel Wealth Advisors (California)
California
USD 605 M +USD 59 M +11% 9.93% 33% 418 17.22% 2.5
Summit Financial
2094
Summit Financial
New Jersey
USD 605 M +USD 39.9 M +7% 7.63% 81.8% 37 13.51% 1.2
Forward Management
2095
Forward Management
California
USD 603 M +USD 57.1 M +10% 4.53% 36.9% 42 35.71% 3.1
CI
2096
CPMG Inc
Texas
USD 601 M -USD 148 M -20% 7.49% 878% 18 22.22% 1.6
PS
2097
Presima Securities
Quebec, Canada
USD 601 M +USD 71.1 M +13% 1.32% 10.3% 44 22.73% 2.2
NBT Bank
2098
NBT Bank
New York
USD 601 M +USD 39.9 M +7% 7.87% 77% 223 6.73% 4.9
PAM
2099
Private Asset Management
California
USD 601 M +USD 38 M +7% 8.76% 38.2% 143 9.79% 4.2
Cypress Capital Group
2100
Cypress Capital Group
Florida
USD 600 M +USD 54.8 M +10% 7.79% 111% 271 17.34% 3.7