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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)
BPIH
2601
Broad Peak Investment Holdings
Singapore
USD 621 M -USD 195 M -24% 7.17% 52.2% 22 13.64% 0.9
City Holding Co
2602
City Holding Co
West Virginia
USD 620 M +USD 59 M +11% 10.8% 89.2% 527 10.25% 6
Nemes Rush Group
2603
Nemes Rush Group
Michigan
USD 620 M +USD 68.5 M +12% 12.9% 126% 704 12.36% 0.5
Insight Wealth Strategies
2604
Insight Wealth Strategies
California
USD 619 M +USD 101 M +20% 7.52% 83.5% 155 9.03% 2.7
NRA
2605
NSI Retail Advisors
Pennsylvania
USD 619 M +USD 147 M +31% 10.6% 26.2% 51 29.41% 1.8
Intelligence Driven Advisers
2606
Intelligence Driven Advisers
California
USD 619 M +USD 55.6 M +10% 8.93% 65.6% 105 32.38% 1.7
Hartline Investment Corp
2607
Hartline Investment Corp
Illinois
USD 618 M +USD 61.7 M +11% 15% 222% 112 9.82% 2.6
Torray Investment Partners
2608
Torray Investment Partners
Maryland
USD 618 M +USD 51.1 M +9% 12% 97.2% 97 6.19% 5.2
Auxier Asset Management
2609
Auxier Asset Management
Oregon
USD 618 M +USD 32 M +5% 8.28% 71.7% 174 5.17% 7.2
Waterloo Capital
2610
Waterloo Capital
Texas
USD 618 M +USD 277 M +81% 9.72% 79.8% 397 60.96% 0.8
SYM Financial Corp
2611
SYM Financial Corp
Indiana
USD 618 M +USD 54.3 M +10% 9.44% 64.3% 207 24.15% 1.8
St. James Investment Company
2612
St. James Investment Company
Texas
USD 617 M -USD 39.4 M -6% 5.33% 48.4% 27 11.11% 3.4
Institute for Wealth Management
2613
Institute for Wealth Management
Colorado
USD 616 M +USD 61.9 M +11% 13.2% 149% 498 10.44% 3.6
VCM
2614
Violich Capital Management
California
USD 616 M +USD 29.9 M +5% 9.25% 111% 107 14.02% 6.7
Arvest Investments
2615
Arvest Investments
Arkansas
USD 616 M – – 8.26% 50% 154 – 0
Opus Capital Group
2616
Opus Capital Group
Ohio
USD 615 M +USD 51.4 M +9% 8.92% 53.7% 124 6.45% 4.5
Covalis Capital
2617
Covalis Capital
United Kingdom
USD 615 M +USD 49.8 M +9% 2.44% 41.4% 81 67.9% 0.3
Freshford Capital Management
2618
Freshford Capital Management
New York
USD 615 M +USD 13.3 M +2% 11.2% 97.3% 24 33.33% 1.8
RIA
2619
RPG Investment Advisory
California
USD 614 M +USD 70.3 M +13% 13% 186% 87 9.2% 4.1
Financial Management Professionals
2620
Financial Management Professionals
Texas
USD 614 M +USD 45 M +8% 9.62% 67.3% 1,091 15.12% 3
Sax Wealth Advisors
2621
Sax Wealth Advisors
New Jersey
USD 613 M +USD 105 M +21% 10.7% 64.3% 196 12.76% 2
Oslo Pensjonsforsikring
2622
Oslo Pensjonsforsikring
USD 613 M +USD 61.9 M +11% 11.7% 79% 17 5.88% 5
Ullmann Wealth Partners Group
2623
Ullmann Wealth Partners Group
Florida
USD 613 M +USD 77.3 M +14% 10.3% 68% 105 8.57% 3.2
Heck Capital Advisors
2624
Heck Capital Advisors
Wisconsin
USD 613 M +USD 73.2 M +14% 9.44% 67% 208 20.67% 2.6
Ascent Wealth Partners
2625
Ascent Wealth Partners
New York
USD 612 M +USD 69.5 M +13% 11% 105% 165 7.88% 3.8