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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)
Randolph Company
2326
Randolph Company
Ohio
USD 814 M +USD 62.4 M +8% 8.02% 127% 49 16.33% 3.3
Broad Run Investment Management
2327
Broad Run Investment Management
Virginia
USD 814 M +USD 65.7 M +9% 7.8% 202% 27 7.41% 5.6
Permanens Capital
2328
Permanens Capital
New York
USD 814 M +USD 301 M +59% 10.2% 76.9% 27 7.41% 3.5
Heartwood Wealth Advisors
2329
Heartwood Wealth Advisors
Virginia
USD 812 M +USD 61.1 M +8% 4.95% 59.4% 162 11.73% 2
Keeley-Teton Advisors
2330
Keeley-Teton Advisors
Illinois
USD 812 M +USD 38.1 M +5% 7.23% 28.6% 363 8.26% 3.3
Navellier & Associates
2331
Navellier & Associates
Nevada
USD 812 M +USD 144 M +22% 35% 361% 377 27.32% 1.4
Journey Advisory Group
2332
Journey Advisory Group
Kentucky
USD 811 M +USD 76.1 M +10% 8.6% 74.9% 243 12.35% 2.1
Nadler Financial Group
2333
Nadler Financial Group
Illinois
USD 811 M +USD 68.7 M +9% 9.33% 81.8% 120 15.83% 5.5
BIC
2334
Beach Investment Counsel
Pennsylvania
USD 811 M +USD 397 k +0% 7.44% 36% 143 0% 6.3
Covalis Capital
2335
Covalis Capital
United Kingdom
USD 810 M +USD 195 M +32% 2.29% 37.9% 83 69.88% 0.3
Bracebridge Capital LLC
2336
Bracebridge Capital LLC
Massachusetts
USD 810 M +USD 346 M +75% 44.7% 156% 51 33.33% 1
Tanglewood Wealth Management
2337
Tanglewood Wealth Management
Texas
USD 809 M -USD 7.6 M -0.9% 5.43% 64.6% 34 8.82% 3
Forte Capital
2338
Forte Capital
New York
USD 808 M +USD 77.5 M +11% 10.2% 98.3% 242 10.74% 3.9
Affinity Asset Advisors
2339
Affinity Asset Advisors
New York
USD 808 M +USD 260 M +48% 47.8% 1,487% 122 54.1% 0.6
Twin Capital Management
2340
Twin Capital Management
Pennsylvania
USD 807 M +USD 43.5 M +6% 13.8% 132% 301 19.6% 3.6
1SP
2341
140 Summer Partners
New York
USD 806 M +USD 225 M +39% 9.02% 202% 18 27.78% 0.8
Central Pacific Bank - Trust Division
2342
Central Pacific Bank - Trust Division
Hawaii
USD 806 M – – 10.5% – 947 – 0
PSG Equity
2343
PSG Equity
Massachusetts
USD 805 M -USD 138 M -15% 14.6% 13.7% 1 0% 2.3
Hardy Reed
2344
Hardy Reed
Mississippi
USD 805 M +USD 66.6 M +9% 8.36% 77.5% 132 23.48% 2.7
Wescott Financial Advisory Group
2345
Wescott Financial Advisory Group
Pennsylvania
USD 804 M +USD 90.2 M +13% 6.77% 55.5% 174 14.94% 2
CDAM (UK)
2346
CDAM (UK)
United Kingdom
USD 804 M -USD 3.56 M -0.4% 0.07% 7.89% 12 25% 3.2
Steigerwald Gordon & Koch
2347
Steigerwald Gordon & Koch
Virginia
USD 804 M +USD 64.6 M +9% 9.09% 59.5% 128 10.16% 5.4
Private Capital Advisors
2348
Private Capital Advisors
Connecticut
USD 803 M +USD 147 M +22% 18.9% 132% 94 25.53% 5.1
JAT Capital Management
2349
JAT Capital Management
Connecticut
USD 803 M +USD 273 M +52% 16.7% 734% 52 71.15% 0.4
Michael & Susan Dell Foundation
2350
Michael & Susan Dell Foundation
New York
USD 802 M -USD 1110 M -58% 17.1% 238% 9 33.33% 0.9