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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)
PAM
2226
Private Asset Management
California
USD 715 M +USD 47.6 M +7% 5.35% 38.2% 161 12.42% 4.1
Investure LLC
2227
Investure LLC
Virginia
USD 714 M +USD 25.1 M +4% 7.26% 65.9% 13 7.69% 1.8
Baker Hughes Holdings
2228
Baker Hughes Holdings
Texas
USD 714 M -USD 788 M -52% 52.3% 38.6% 3 33.33% 0.3
Citizens Business Bank
2229
Citizens Business Bank
California
USD 713 M +USD 34.5 M +5% 8.57% 120% 252 9.52% 4.4
Stairway Partners
2230
Stairway Partners
Illinois
USD 713 M +USD 53 M +8% 5.53% 48.1% 10 0% 7
Nicolet Advisory Services
2231
Nicolet Advisory Services
Wisconsin
USD 713 M -USD 410 k -0.1% 4.2% 62.7% 196 17.35% 1.6
Fragasso Financial Advisors
2232
Fragasso Financial Advisors
Pennsylvania
USD 712 M +USD 41.5 M +6% 4.57% 73.7% 141 6.38% 3
Charter Oak Capital Management
2233
Charter Oak Capital Management
New Hampshire
USD 712 M +USD 52.7 M +8% 3.14% 39.2% 878 14.69% 0.2
CSM Advisors
2234
CSM Advisors
Pennsylvania
USD 711 M – – 13.7% 105% 89 – 0
Inherent Group
2235
Inherent Group
New York
USD 709 M +USD 241 M +52% 7.55% 61.7% 51 60.78% 0.3
McAdam LLC
2236
McAdam LLC
Pennsylvania
USD 709 M +USD 56 M +9% 5.47% 65.4% 173 13.29% 1.6
Cabot Wealth Management
2237
Cabot Wealth Management
Massachusetts
USD 709 M +USD 57.8 M +9% 5.7% 75.9% 167 18.56% 3.3
Capital Investment Advisory Services
2238
Capital Investment Advisory Services
North Carolina
USD 708 M +USD 34.7 M +5% 4.7% 75.7% 780 16.41% 1.8
Tygh Capital Management
2239
Tygh Capital Management
Oregon
USD 707 M +USD 64.7 M +10% 13.2% 251% 100 25% 1.2
Anderson Hoagland & Co
2240
Anderson Hoagland & Co
Missouri
USD 707 M +USD 76.6 M +12% 8.06% 104% 113 13.27% 2.1
Orgel Wealth Management
2241
Orgel Wealth Management
Wisconsin
USD 706 M +USD 219 M +45% 6.83% 39.6% 58 18.97% 2
Arctis Global
2242
Arctis Global
Puerto Rico
USD 705 M +USD 242 M +52% 36.9% 69.5% 20 35% 0.2
HSC
2243
Harbor Spring Capital
New York
USD 705 M -USD 354 M -33% 2.9% – 27 22.22% 2.3
Cypress Capital Group
2244
Cypress Capital Group
Florida
USD 705 M +USD 40.9 M +6% 4.69% 111% 295 16.27% 3.7
Teton Advisors
2245
Teton Advisors
New York
USD 704 M -USD 7.45 M -1% 14.9% 139% 407 8.6% 4.8
Benefit Street Partners
2246
Benefit Street Partners
New York
USD 704 M +USD 16 M +2% 31.7% – 48 33.33% 0.9
Cantor Fitzgerald Investment Advisors
2247
Cantor Fitzgerald Investment Advisors
New York
USD 703 M -USD 822 k -0.1% 3.31% 73.4% 67 0% 2.4
NJ State Employees Deferred Compensation Plan
2248
NJ State Employees Deferred Compensation Plan
New Jersey
USD 703 M +USD 55.1 M +9% 11.4% 127% 521 4.61% 4.3
Elm Partners Management
2249
Elm Partners Management
Pennsylvania
USD 703 M +USD 33.9 M +5% 4.97% 46.9% 42 2.38% 1.9
CRV LLC
2250
CRV LLC
California
USD 703 M -USD 525 M -43% 8.41% – 8 0% 0.3