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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)
Mount Yale Investment Advisors
2126
Mount Yale Investment Advisors
Colorado
USD 766 M +USD 53.7 M +8% 6.17% 92.1% 462 26.19% 1.4
RVW Wealth
2127
RVW Wealth
California
USD 766 M +USD 84 M +12% 6.13% 65.8% 105 11.43% 1.2
Clear Harbor Asset Management
2128
Clear Harbor Asset Management
Connecticut
USD 765 M +USD 68.6 M +10% 7.44% 106% 386 32.38% 2.8
NewSquare Capital
2129
NewSquare Capital
Pennsylvania
USD 763 M +USD 48.8 M +7% 6.17% 82.5% 380 20% 2.7
WCM
2130
Wallace Capital Management
Texas
USD 763 M +USD 104 M +16% 10.3% 62.3% 70 7.14% 3.8
Maltese Capital Management
2131
Maltese Capital Management
New York
USD 763 M +USD 115 M +18% 23.5% 114% 181 33.7% 2
Tensile Capital Management
2132
Tensile Capital Management
California
USD 762 M -USD 90.1 M -11% 6.28% 47.7% 19 15.79% 2.6
Dakota Wealth Management
2133
Dakota Wealth Management
Florida
USD 762 M -USD 6.72 M -0.9% 5.23% 112% 365 26.3% 2
Sage Financial Group
2134
Sage Financial Group
Pennsylvania
USD 762 M +USD 33.1 M +5% 6.57% 67% 71 7.04% 3.8
Colonial Trust Advisors
2135
Colonial Trust Advisors
South Carolina
USD 761 M +USD 40.2 M +6% 5.43% 80% 181 9.39% 4
Summit Financial
2136
Summit Financial
New Jersey
USD 758 M +USD 47.1 M +7% 6.15% 81.8% 57 10.53% 1.1
Phocas Financial Corp
2137
Phocas Financial Corp
California
USD 758 M +USD 104 M +16% 21.9% – 220 45.45% 2
PS
2138
Presima Securities
Quebec, Canada
USD 758 M +USD 80.2 M +12% 8.47% 10.3% 56 26.79% 2.1
SPC Financial Inc
2139
SPC Financial Inc
Maryland
USD 758 M +USD 47.2 M +7% 9.1% 65.1% 175 15.43% 3
Blue Whale Capital
2140
Blue Whale Capital
United Kingdom
USD 758 M +USD 55.4 M +8% 0.3% 409% 20 20% 1
J.L. Bainbridge & Co
2141
J.L. Bainbridge & Co
Florida
USD 758 M +USD 47.6 M +7% 6.68% 118% 93 16.13% 1.6
E-L Financial Corp
2142
E-L Financial Corp
Ontario, Canada
USD 757 M +USD 31.8 M +4% 6% 78.5% 1 0% 4.3
Third Avenue Management
2143
Third Avenue Management
New York
USD 756 M +USD 43.4 M +6% 22% 113% 65 7.69% 3.7
CDAM (UK)
2144
CDAM (UK)
United Kingdom
USD 756 M +USD 100 M +15% 10.3% 7.89% 14 21.43% 1.9
Parker Investment Management
2145
Parker Investment Management
California
USD 756 M +USD 174 M +30% 8.93% 208% 52 30.77% 1.5
Stonebridge Capital Advisors
2146
Stonebridge Capital Advisors
Minnesota
USD 756 M +USD 95.1 M +14% 7.44% 80.1% 987 80.75% 0.9
St. James Investment Company
2147
St. James Investment Company
Texas
USD 755 M -USD 20.3 M -3% 4.14% 43.8% 38 5.26% 1.8
SeaCrest Wealth Management
2148
SeaCrest Wealth Management
New York
USD 755 M +USD 44 M +6% 6.41% 153% 696 16.09% 1.9
AIM
2149
Aigen Investment Management
New York
USD 755 M -USD 11.4 M -1% 5.73% 55.5% 1,003 66.9% 0.3
TD Capital Management
2150
TD Capital Management
Tennessee
USD 755 M +USD 30.1 M +4% 3.32% 40.5% 339 18.29% 3.2