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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)
SKBA Capital Management
2626
SKBA Capital Management
California
USD 542 M -USD 12.6 M -2% 0.97% 55.7% 80 8.75% 4.3
McMorgan & Co
2627
McMorgan & Co
California
USD 541 M +USD 9.26 M +2% 3.95% 30.1% 52 1.92% 1.7
MIG Capital
2628
MIG Capital
California
USD 540 M -USD 12.6 M -2% 12.3% 118% 17 29.41% 2.1
MAK Capital One
2629
MAK Capital One
New York
USD 540 M +USD 12 M +2% 1.14% 200% 11 18.18% 3
Heck Capital Advisors
2630
Heck Capital Advisors
Wisconsin
USD 539 M -USD 41 M -7% 3.1% 67% 194 23.71% 2.6
UG Investment Advisers
2631
UG Investment Advisers
Taiwan
USD 538 M +USD 351 M +188% 2.17% 183% 22 54.55% 0.7
Financial Planning & Information Services
2632
Financial Planning & Information Services
Wisconsin
USD 537 M -USD 4.82 M -0.9% 3.35% 13% 88 7.95% 4.8
Lee Financial
2633
Lee Financial
Texas
USD 537 M -USD 34.3 M -6% 2.45% 75% 867 13.73% 2.8
GWI
2634
Grace & White Inc
New York
USD 536 M -USD 7.29 M -1% 0.23% 59.6% 149 4.7% 6
Ullmann Wealth Partners Group
2635
Ullmann Wealth Partners Group
Florida
USD 535 M +USD 36.5 M +7% 3.33% 68% 102 6.86% 3.3
Cary Street Partners Asset Management
2636
Cary Street Partners Asset Management
Virginia
USD 535 M -USD 3 M -0.6% 3.17% 25.3% 209 14.83% 1.8
QCM
2637
Qsemble Capital Management
New York
USD 535 M +USD 394 M +280% 5.58% 39.9% 428 80.84% 0.1
AW
2638
Atlas Wealth
Ohio
USD 535 M -USD 8.9 M -2% 0.32% 43.3% 249 18.07% 0.6
Artemis Wealth Advisors
2639
Artemis Wealth Advisors
New York
USD 535 M -USD 14.3 M -3% 3.37% 180% 79 13.92% 2.1
Blue Pool Management
2640
Blue Pool Management
Hong Kong
USD 533 M +USD 53.9 M +11% 11.2% 72.8% 1 0% 2.3
PFG Investments
2641
PFG Investments
New York
USD 533 M -USD 30.8 M -5% 4.4% 106% 553 13.74% 0.4
Silicon Valley Capital Partners
2642
Silicon Valley Capital Partners
California
USD 533 M -USD 3.04 M -0.6% 2.5% 103% 337 7.12% 1.1
Brio Consultants
2643
Brio Consultants
California
USD 532 M -USD 20.6 M -4% 3.01% 42.7% 100 12% 2.1
Redwood Capital Management
2644
Redwood Capital Management
New York
USD 532 M -USD 150 M -22% 4.17% 313% 25 8% 3.6
LS Investment Advisors
2645
LS Investment Advisors
Michigan
USD 532 M -USD 37.7 M -7% 3.05% 98.7% 128 3.91% 8.3
KLCM Advisors
2646
KLCM Advisors
Wisconsin
USD 532 M +USD 20.9 M +4% 4.7% 122% 151 13.25% 4.3
Nellore Capital Management
2647
Nellore Capital Management
California
USD 532 M -USD 2.78 M -0.5% 0.55% 73.8% 14 28.57% 1.9
Portside Wealth Group
2648
Portside Wealth Group
Utah
USD 531 M -USD 7.15 M -1% 2.41% 90.1% 397 16.88% 0.2
St Louis Trust
2649
St Louis Trust
Missouri
USD 531 M -USD 11.8 M -2% 4.08% 77.2% 108 3.7% 3.9
Biondo Investment Advisors
2650
Biondo Investment Advisors
Pennsylvania
USD 531 M -USD 10.1 M -2% 4.28% 83.4% 83 15.66% 5.1