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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)
Evanson Asset Management
2301
Evanson Asset Management
California
USD 677 M +USD 48.4 M +8% 3.39% 66.6% 295 15.25% 3.9
Maple Capital Management
2302
Maple Capital Management
Vermont
USD 676 M +USD 27.5 M +4% 4.33% 114% 104 10.58% 4.3
Lutz Financial Services
2303
Lutz Financial Services
Nebraska
USD 676 M +USD 67 M +11% 6.82% 37.2% 57 1.75% 2.6
Renaissance Capital
2304
Renaissance Capital
Connecticut
USD 675 M -USD 57.2 M -8% 1.89% 392% 63 23.81% 0.2
Marks Group Wealth Management
2305
Marks Group Wealth Management
Minnesota
USD 675 M +USD 33 M +5% 4.88% 71.4% 277 16.25% 1
Mayflower Financial Advisors
2306
Mayflower Financial Advisors
Massachusetts
USD 675 M +USD 94.9 M +16% 7.24% 68.7% 318 13.21% 0.2
Adventist Health System West
2307
Adventist Health System West
California
USD 673 M +USD 30.9 M +5% 5.8% 60.2% 5 20% 1.4
American Financial Advisors
2308
American Financial Advisors
Georgia
USD 673 M -USD 27.5 M -4% 2.73% 52.7% 131 9.16% 1.5
Thomas White International
2309
Thomas White International
Illinois
USD 673 M +USD 32.9 M +5% 2.99% 34.9% 331 10.27% 2.4
Manchester Capital Management
2310
Manchester Capital Management
Vermont
USD 672 M +USD 26.6 M +4% 4.28% 86.7% 837 30.59% 3.9
Deltec Asset Management
2311
Deltec Asset Management
New York
USD 671 M +USD 17.5 M +3% 0.99% 127% 349 52.72% 1.4
Capital Asset Advisory Services
2312
Capital Asset Advisory Services
Michigan
USD 671 M +USD 108 M +19% 4.88% 56.8% 1,680 62.38% 1.1
Mission Creek Capital Partners
2313
Mission Creek Capital Partners
California
USD 671 M +USD 344 M +105% 5.63% 138% 239 16.74% 0.9
Matrix Asset Advisors
2314
Matrix Asset Advisors
New York
USD 670 M +USD 77.6 M +13% 8.69% 84.9% 96 16.67% 3.7
Wexford Capital
2315
Wexford Capital
Florida
USD 670 M +USD 31.1 M +5% 12.9% 128% 412 79.85% 0.3
Oracle Investment Management
2316
Oracle Investment Management
Connecticut
USD 668 M -USD 130 M -16% 0.26% 865% 33 48.48% 2.6
Mark Asset Management
2317
Mark Asset Management
New York
USD 667 M -USD 168 M -20% 5.44% 325% 80 47.5% 2.1
Jackson Wealth Management
2318
Jackson Wealth Management
Florida
USD 667 M -USD 66.2 M -9% 4.64% 72.1% 157 43.31% 1.6
Galibier Capital Management
2319
Galibier Capital Management
Ontario, Canada
USD 666 M +USD 87.7 M +15% 7.54% 66.8% 39 2.56% 1.5
HITE Hedge Asset Management
2320
HITE Hedge Asset Management
Massachusetts
USD 666 M +USD 236 M +55% 10.6% 54.4% 193 53.89% 0.5
Oslo Pensjonsforsikring
2321
Oslo Pensjonsforsikring
USD 665 M +USD 90.9 M +16% 11.6% 79% 16 6.25% 2.8
MPAM
2322
Monarch Partners Asset Management
Massachusetts
USD 665 M +USD 91.9 M +16% 29.7% 136% 210 49.52% 0.7
Harbor Investment Advisory
2323
Harbor Investment Advisory
Maryland
USD 664 M +USD 40.1 M +6% 5% 97.5% 1,343 12.21% 0.9
EAM Investors
2324
EAM Investors
California
USD 664 M +USD 53.7 M +9% 47.6% 6,012% 488 74.18% 0.2
OHM
2325
Ordinal Holdings ManageCo
New York
USD 663 M +USD 126 M +23% 23.4% 19.5% 1 0% 3.3