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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)
Gladstone Institutional Advisory
2376
Gladstone Institutional Advisory
Florida
USD 643 M +USD 141 M +28% 5.14% 85.6% 450 42.22% 0.9
Stokes Family Office
2377
Stokes Family Office
Louisiana
USD 643 M +USD 136 M +27% 5.64% 68.1% 201 17.41% 0.8
GeoWealth Management
2378
GeoWealth Management
Illinois
USD 641 M +USD 17.7 M +3% 4.01% 58% 244 31.15% 0.6
Gemmer Asset Management
2379
Gemmer Asset Management
California
USD 640 M +USD 33.2 M +5% 4.58% 96.8% 1,560 11.35% 4.1
TFM
2380
TPI Fund Managers
United Kingdom
USD 640 M +USD 54.9 M +9% 7.03% 49.6% 42 21.43% 1.2
Essex Woodlands Management
2381
Essex Woodlands Management
Texas
USD 640 M +USD 254 M +66% 4.89% 119% 9 11.11% 3.5
Mass General Brigham
2382
Mass General Brigham
Massachusetts
USD 639 M +USD 167 M +35% 2.32% – 3 0% 1.1
Torray Investment Partners
2383
Torray Investment Partners
Maryland
USD 639 M +USD 32.7 M +5% 8.02% 97.2% 108 12.04% 3.7
Van Cleef Asset Management
2384
Van Cleef Asset Management
Ohio
USD 639 M +USD 27.4 M +4% 5.01% 104% 121 4.96% 5.1
Artemis Wealth Advisors
2385
Artemis Wealth Advisors
New York
USD 639 M +USD 11.1 M +2% 0.53% 180% 85 25.88% 1.4
Beacon Financial Group
2386
Beacon Financial Group
Texas
USD 639 M USD 0 0% 7.01% 66.6% 202 2.48% 3.9
Financial Architects (New Jersey)
2387
Financial Architects (New Jersey)
New Jersey
USD 638 M +USD 97.5 M +18% 3.85% 31.3% 349 20.34% 4
Landscape Capital Management
2388
Landscape Capital Management
New Jersey
USD 638 M +USD 8.86 M +1% 11.1% 92.5% 599 68.78% 0.3
Icon Advisers
2389
Icon Advisers
Colorado
USD 638 M +USD 86.8 M +16% 14.7% 114% 197 28.43% 2.2
WBI Investments
2390
WBI Investments
New Jersey
USD 637 M -USD 24 M -4% 8.96% 105% 238 57.56% 0.6
Greenwood Capital Associates
2391
Greenwood Capital Associates
South Carolina
USD 636 M +USD 41 M +7% 9.03% 87.7% 241 27.39% 1.6
Pekin Hardy Strauss
2392
Pekin Hardy Strauss
Illinois
USD 634 M +USD 58.1 M +10% 8.84% 105% 320 20.63% 2.9
Raub Brock Capital Management
2393
Raub Brock Capital Management
California
USD 634 M +USD 17.3 M +3% 5.45% 54.7% 72 23.61% 2
First American Trust
2394
First American Trust
California
USD 633 M +USD 33.3 M +6% 8.5% 84.6% 163 15.95% 3
AC
2395
AMS Capital
Brazil
USD 633 M +USD 125 M +25% 3.22% 63.1% 39 51.28% 0.6
KFS
2396
Kurt F. Somerville
USD 632 M +USD 17.7 M +3% 3.84% 92.9% 114 7.02% 4.9
Triodos Investment Management
2397
Triodos Investment Management
Netherlands
USD 632 M +USD 25.5 M +4% 3.67% 89.9% 36 5.56% 2.3
Verus Financial Partners
2398
Verus Financial Partners
Virginia
USD 631 M +USD 47.4 M +8% 6.15% 45.7% 87 6.9% 2.2
Makena Capital Management
2399
Makena Capital Management
California
USD 631 M +USD 451 M +250% 6.57% 85.5% 60 48.33% 0.6
Penobscot Investment Management
2400
Penobscot Investment Management
Massachusetts
USD 630 M +USD 33.8 M +6% 3.88% 114% 226 10.18% 4.7