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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)
Greenwich Wealth Management
2176
Greenwich Wealth Management
Connecticut
USD 559 M +USD 35.5 M +7% 9.02% 214% 196 7.14% 3.8
First American Trust
2177
First American Trust
California
USD 558 M +USD 48.1 M +9% 8.76% 92.8% 148 21.62% 2.9
Stonebridge Capital Advisors
2178
Stonebridge Capital Advisors
Minnesota
USD 557 M +USD 18 M +3% 7.82% 80.1% 813 77.86% 4.3
Arden Trust
2179
Arden Trust
Delaware
USD 557 M +USD 12.5 M +2% 8.35% 22.5% 330 12.73% 4.2
Ellevest Inc
2180
Ellevest Inc
New York
USD 557 M +USD 89.4 M +19% 6.57% 82.6% 1,406 26.46% 0.8
NJ State Employees Deferred Compensation Plan
2181
NJ State Employees Deferred Compensation Plan
New Jersey
USD 557 M +USD 24.9 M +5% 9.7% 127% 508 4.72% 4.1
Northstar Investment Advisors
2182
Northstar Investment Advisors
Colorado
USD 556 M +USD 84.2 M +18% 10.8% 85.8% 135 7.41% 3.5
Stewart & Patten Company
2183
Stewart & Patten Company
California
USD 556 M +USD 27.7 M +5% 9.72% 27.5% 90 4.44% 5.3
Beryl Capital Management
2184
Beryl Capital Management
California
USD 556 M +USD 29.3 M +6% 66.2% 3,932% 135 87.41% 0.1
Pensionfund DSM Netherlands
2185
Pensionfund DSM Netherlands
Netherlands
USD 555 M +USD 20.9 M +4% 5.83% 36.9% 200 2.5% 3.4
Mizuho Securities
2186
Mizuho Securities
Japan
USD 555 M +USD 200 M +56% 32.9% – 94 35.11% 0.9
Gabelli & Co Investment Advisers
2187
Gabelli & Co Investment Advisers
New York
USD 555 M +USD 116 M +26% 21.9% 241% 283 50.88% 1.1
Dorsey Wright & Associates
2188
Dorsey Wright & Associates
California
USD 555 M +USD 64.5 M +13% 13.9% 311% 392 46.17% 0.5
Resources Management Corp
2189
Resources Management Corp
Connecticut
USD 554 M +USD 31.1 M +6% 8.84% 78.5% 497 11.67% 1.7
III Capital Management
2190
III Capital Management
Florida
USD 554 M +USD 149 M +37% 2.2% 28.7% 89 38.2% 0.3
Marks Group Wealth Management
2191
Marks Group Wealth Management
Minnesota
USD 554 M +USD 61.5 M +13% 8.49% 71.4% 255 10.59% 0.6
Evanson Asset Management
2192
Evanson Asset Management
California
USD 553 M +USD 48.5 M +10% 10.8% 66.6% 252 8.73% 4.1
HighPoint Advisor Group
2193
HighPoint Advisor Group
Illinois
USD 553 M +USD 85 M +18% 13.2% 110% 413 19.37% 2.6
Tang Capital Management
2194
Tang Capital Management
California
USD 553 M -USD 476 M -46% 28.2% 493% 22 13.64% 1.4
Trigran Investments
2195
Trigran Investments
Illinois
USD 553 M +USD 42 M +8% 6.64% 30.2% 21 23.81% 3.1
Olstein Capital Management
2196
Olstein Capital Management
New York
USD 551 M +USD 16.2 M +3% 9.3% 16.6% 107 6.54% 3.9
MFP
2197
Michael F. Price
USD 551 M +USD 4.03 M +0.7% 3.18% 42.6% 121 14.88% 2.8
Gardner Lewis Asset Management
2198
Gardner Lewis Asset Management
Pennsylvania
USD 551 M +USD 10.2 M +2% 21.9% 240% 87 32.18% 1.7
Vista Capital Partners
2199
Vista Capital Partners
Oregon
USD 551 M +USD 37.7 M +7% 7.28% 69.3% 66 13.64% 4.2
De Burlo Group
2200
De Burlo Group
Massachusetts
USD 550 M +USD 193 M +54% 15.7% 164% 95 37.89% 3