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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)
Ironvine Capital Partners
2501
Ironvine Capital Partners
Nebraska
USD 910 M -USD 89.2 M -9% 6.4% 58.8% 56 5.36% 5.2
NTV Asset Management
2502
NTV Asset Management
West Virginia
USD 910 M -USD 34.5 M -4% 0.13% 110% 324 8.64% 6.3
Harvey Investment Company
2503
Harvey Investment Company
Kentucky
USD 909 M -USD 29.7 M -3% 0.94% 56.4% 99 2.02% 9
Perseverance Asset Management International
2504
Perseverance Asset Management International
Cayman Islands
USD 909 M +USD 227 M +33% 1.9% 120% 23 52.17% 1.1
Hartline Investment Corp
2505
Hartline Investment Corp
Illinois
USD 909 M -USD 15.8 M -2% 2.91% 222% 115 7.83% 3.5
AHT
2506
Amanah Holdings Trust
USD 908 M +USD 225 M +33% 57.5% – 20 0% 0.3
BDP
2507
Brehaut David Pascal
USD 908 M -USD 49.8 M -5% 5.2% – 1 0% 0.3
Greenwood Capital Associates
2508
Greenwood Capital Associates
South Carolina
USD 908 M -USD 13.3 M -1% 0.09% 87.7% 311 25.72% 2.3
St. Denis J. Villere & Co
2509
St. Denis J. Villere & Co
Louisiana
USD 907 M -USD 89.8 M -9% 2.54% 44.3% 83 12.05% 4.9
Schneider Downs Wealth Management Advisors
2510
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 907 M +USD 19.7 M +2% 0.51% 61.5% 162 7.41% 4.1
Taiyo Life Insurance Company
2511
Taiyo Life Insurance Company
Japan
USD 906 M -USD 262 M -22% 5.08% 90.5% 10 0% 4.9
Stockman Wealth Management
2512
Stockman Wealth Management
Montana
USD 906 M +USD 47.6 M +6% 2.9% 77.5% 192 14.58% 5.4
Redhawk Wealth Advisors
2513
Redhawk Wealth Advisors
Minnesota
USD 906 M +USD 14 M +2% 1.99% 116% 431 25.29% 1.8
Hill Investment Group Partners
2514
Hill Investment Group Partners
Missouri
USD 906 M +USD 64.9 M +8% 2.44% 50.6% 52 7.69% 2.8
Per Stirling Capital Management
2515
Per Stirling Capital Management
Texas
USD 905 M +USD 14.4 M +2% 0.42% 63.1% 333 16.82% 1.9
Abner Herrman & Brock
2516
Abner Herrman & Brock
New Jersey
USD 905 M -USD 74.3 M -8% 3.07% 156% 120 14.17% 3.2
Permian Investment Partners
2517
Permian Investment Partners
Texas
USD 905 M +USD 22.1 M +3% 8.6% 78.6% 14 28.57% 1.3
EnCap Investments
2518
EnCap Investments
Texas
USD 905 M – – 40.2% – 4 – 0
Sendero Wealth Management
2519
Sendero Wealth Management
Texas
USD 904 M +USD 2.01 M +0.2% 2.76% 99.2% 218 16.06% 2.1
Asset One Wealth Management
2520
Asset One Wealth Management
Washington
USD 904 M +USD 174 M +24% 0.5% – 355 27.89% 0.2
Octagon Capital Advisors
2521
Octagon Capital Advisors
New York
USD 904 M +USD 79.9 M +10% 34.6% 2,969% 34 35.29% 1.1
AIC
2522
AWM Investment Company
New York
USD 903 M -USD 132 M -13% 10.9% 778% 115 26.09% 3.2
Evermay Wealth Management
2523
Evermay Wealth Management
Virginia
USD 902 M +USD 10.9 M +1% 1.62% 61.1% 623 13.16% 4.2
Periscope Capital
2524
Periscope Capital
Ontario, Canada
USD 902 M +USD 27.5 M +3% 0.05% 26.5% 489 41.1% 0.5
GCM Grosvenor Holdings
2525
GCM Grosvenor Holdings
Illinois
USD 901 M +USD 196 M +28% 4.7% 78.7% 23 8.7% 1.5