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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)
Spearhead Capital Advisors
2301
Spearhead Capital Advisors
Florida
USD 629 M +USD 105 M +20% 15.2% 25.2% 192 16.15% 1.3
PSquared Asset Management
2302
PSquared Asset Management
Switzerland
USD 629 M +USD 118 M +23% 4.06% 150% 9 55.56% 0.3
Landscape Capital Management
2303
Landscape Capital Management
New Jersey
USD 629 M +USD 82.2 M +15% 22.7% 98.2% 422 52.61% 0.4
Bristlecone Advisors
2304
Bristlecone Advisors
Washington
USD 629 M +USD 80.5 M +15% 12.4% 103% 209 15.79% 2.4
Evanson Asset Management
2305
Evanson Asset Management
California
USD 629 M +USD 75.3 M +14% 13.4% 66.6% 278 15.11% 3.8
Gagnon Securities
2306
Gagnon Securities
New York
USD 628 M +USD 159 M +34% 37.2% 210% 107 14.02% 3
DT Investment Partners
2307
DT Investment Partners
Pennsylvania
USD 628 M -USD 66.6 M -10% 12.6% 64.3% 122 18.03% 1.9
Artemis Wealth Advisors
2308
Artemis Wealth Advisors
New York
USD 628 M +USD 219 M +53% 27.9% 180% 96 36.46% 1.5
CFS Investment Advisory Services
2309
CFS Investment Advisory Services
New Jersey
USD 628 M – – 10.6% 59.7% 175 – 0
Arena Capital Advisors
2310
Arena Capital Advisors
California
USD 627 M – – 11.8% 127% 85 – 0
Olstein Capital Management
2311
Olstein Capital Management
New York
USD 627 M +USD 75.1 M +14% 24.7% 16.6% 107 14.02% 3.9
Lyell Wealth Management
2312
Lyell Wealth Management
California
USD 626 M +USD 92.4 M +17% 12.8% 144% 163 19.63% 2
FourThought Financial
2313
FourThought Financial
Florida
USD 626 M – – 13% – 1,496 – 0
Sandbar Asset Management
2314
Sandbar Asset Management
United Kingdom
USD 625 M +USD 223 M +56% 25.6% 128% 61 59.02% 0.4
Stieven Capital Advisors
2315
Stieven Capital Advisors
Missouri
USD 625 M +USD 199 M +47% 47.5% 117% 53 22.64% 2.9
Harbor Investment Advisory
2316
Harbor Investment Advisory
Maryland
USD 624 M +USD 102 M +19% 13.9% 97.5% 1,278 12.52% 0.8
GeoWealth Management
2317
GeoWealth Management
Illinois
USD 624 M +USD 293 M +89% 8.01% 62.9% 227 39.21% 0.5
Elephas Investment Management
2318
Elephas Investment Management
Hong Kong
USD 623 M +USD 136 M +28% 69.9% 422% 13 92.31% 0.2
RWWM Inc
2319
RWWM Inc
California
USD 623 M +USD 208 M +50% 23.9% 40.6% 13 7.69% 3.7
Professional Advisory Services
2320
Professional Advisory Services
Florida
USD 622 M +USD 61.8 M +11% 13.5% 69.3% 71 8.45% 4.1
Newman Dignan & Sheerar Inc
2321
Newman Dignan & Sheerar Inc
Rhode Island
USD 622 M +USD 383 M +160% 9.72% 82.6% 175 11.43% 4
Resources Management Corp
2322
Resources Management Corp
Connecticut
USD 622 M +USD 67.8 M +12% 13.7% 93.2% 508 15.35% 1.8
TC
2323
Teilinger Capital
Texas
USD 621 M +USD 516 M +491% 6.65% 8.46% 25 76% 0.2
Whitney & Co
2324
Whitney & Co
New York
USD 620 M +USD 86.6 M +16% 11.3% 110% 127 14.96% 3.5
Moody Aldrich Partners
2325
Moody Aldrich Partners
Massachusetts
USD 620 M +USD 142 M +30% 33.7% 312% 190 28.42% 0.9