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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)
Thompson Investment Management
2326
Thompson Investment Management
Wisconsin
USD 662 M +USD 74.4 M +13% 14.4% 100% 203 10.34% 4.3
Bristlecone Advisors
2327
Bristlecone Advisors
Washington
USD 662 M +USD 33.3 M +5% 5.06% 103% 210 10% 2.5
Abner Herrman & Brock
2328
Abner Herrman & Brock
New Jersey
USD 662 M +USD 19.6 M +3% 5% 156% 120 21.67% 4.2
Resources Management Corp
2329
Resources Management Corp
Connecticut
USD 661 M +USD 39.8 M +6% 6.52% 78.5% 525 9.9% 1.9
Vanguard Personalized Indexing Management
2330
Vanguard Personalized Indexing Management
California
USD 661 M +USD 201 M +44% 6.86% 147% 745 28.05% 0.5
Laurel Wealth Advisors (California)
2331
Laurel Wealth Advisors (California)
California
USD 661 M -USD 20.1 M -3% 5.18% 33% 499 24.65% 2.4
Cadence Bank
2332
Cadence Bank
Mississippi
USD 659 M +USD 21.1 M +3% 11.7% 70.9% 227 20.7% 2.2
Engle Capital Management
2333
Engle Capital Management
Connecticut
USD 659 M -USD 36.9 M -5% 16.2% 398% 31 54.84% 0.6
Naples Global Advisors
2334
Naples Global Advisors
Florida
USD 658 M +USD 66.6 M +11% 7.03% 111% 376 7.45% 3.7
Clearlake Capital Group
2335
Clearlake Capital Group
California
USD 657 M +USD 86.5 M +15% 11.1% 47.3% 8 50% 0.1
Hartline Investment Corp
2336
Hartline Investment Corp
Illinois
USD 657 M -USD 40.2 M -6% 1.27% 222% 126 12.7% 3.5
Gagnon Securities
2337
Gagnon Securities
New York
USD 657 M +USD 28.6 M +5% 8.49% 210% 118 24.58% 2.6
IR
2338
IAT Reinsurance
New York
USD 657 M +USD 168 M +34% 35.4% 60.2% 110 29.09% 2.9
Anchor Investment Management
2339
Anchor Investment Management
South Carolina
USD 656 M +USD 101 M +18% 6.53% 83.7% 1,021 16.65% 3.2
Graypoint LLC
2340
Graypoint LLC
New York
USD 656 M +USD 80.3 M +14% 6.12% 72.8% 235 9.79% 0.7
Whitegate Investment Counselors
2341
Whitegate Investment Counselors
New Hampshire
USD 656 M +USD 38.2 M +6% 5.43% 51% 217 5.07% 4.2
Heritage Trust
2342
Heritage Trust
Oklahoma
USD 656 M +USD 38.5 M +6% 7.13% – 238 8.4% 2.5
Hazelview Securities
2343
Hazelview Securities
Ontario, Canada
USD 656 M +USD 96.6 M +17% 9.37% – 36 47.22% 1.5
Perry Creek Capital
2344
Perry Creek Capital
New York
USD 655 M +USD 19.9 M +3% 15.8% 51.2% 27 29.63% 0.2
Brewin Dolphin Wealth Management
2345
Brewin Dolphin Wealth Management
Ireland
USD 655 M +USD 60.5 M +10% 4.84% 47.5% 328 17.38% 1.8
Willis Johnson & Associates
2346
Willis Johnson & Associates
Texas
USD 653 M +USD 54 M +9% 6.01% 55.9% 98 23.47% 0.2
Professional Advisory Services
2347
Professional Advisory Services
Florida
USD 653 M +USD 30.9 M +5% 6.73% 69.3% 73 6.85% 4.4
Aperture Investors
2348
Aperture Investors
New York
USD 652 M +USD 64.4 M +11% 13% 211% 118 55.93% 0.4
Inspire Investing
2349
Inspire Investing
Idaho
USD 652 M +USD 200 M +44% 11.9% 107% 766 40.86% 1.1
Blue Chip Partners
2350
Blue Chip Partners
Michigan
USD 651 M +USD 12.4 M +2% 7.82% 81.2% 168 19.05% 3.3