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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)
Mark Asset Management
2826
Mark Asset Management
New York
USD 440 M +USD 34.2 M +8% 8.86% 325% 58 31.03% 2.1
Sage Mountain Advisors
2827
Sage Mountain Advisors
Georgia
USD 440 M +USD 63.7 M +17% 8.04% 67% 437 45.31% 1.1
Hartline Investment Corp
2828
Hartline Investment Corp
Illinois
USD 440 M +USD 319 M +263% 3.73% 222% 226 86.73% 1.8
Styrax Capital
2829
Styrax Capital
New York
USD 439 M +USD 37.3 M +9% 9.29% 310% 18 55.56% 0.3
TrinityPoint Wealth
2830
TrinityPoint Wealth
Connecticut
USD 439 M +USD 1.83 M +0.4% 7.71% 28.4% 301 14.62% 2.4
Moisand Fitzgerald Tamayo
2831
Moisand Fitzgerald Tamayo
Florida
USD 439 M +USD 74.1 M +20% 10.3% 51.1% 868 28.34% 1.6
Blue Edge Capital
2832
Blue Edge Capital
Virginia
USD 439 M +USD 35 M +9% 7.61% 67.4% 111 10.81% 4.7
Chemung Canal Trust
2833
Chemung Canal Trust
New York
USD 439 M +USD 37.6 M +9% 11.3% 93.4% 120 3.33% 6.3
EFL
2834
ERn Financial LLC
Wisconsin
USD 439 M +USD 47.7 M +12% 7.39% 61.2% 176 11.93% 1.8
LCM
2835
Lonestar Capital Management
California
USD 438 M +USD 67.3 M +18% 7.65% 260% 37 51.35% 0.7
MWM
2836
Madison Wealth Management
Ohio
USD 438 M +USD 30.6 M +8% 7.74% 35.1% 169 12.43% 2.2
Sompo Asset Management
2837
Sompo Asset Management
Japan
USD 438 M +USD 45.6 M +12% 9.77% 84.7% 189 11.11% 2.4
One Wealth Advisors
2838
One Wealth Advisors
California
USD 438 M +USD 132 M +43% 6.88% 66% 635 73.07% 0.4
Souders Financial Advisors
2839
Souders Financial Advisors
Ohio
USD 438 M +USD 69.5 M +19% 8.93% 59.8% 156 12.18% 1.7
HHM Wealth Advisors
2840
HHM Wealth Advisors
Tennessee
USD 437 M +USD 57.1 M +15% 8.34% 62.3% 760 19.47% 1.8
Sector Gamma AS
2841
Sector Gamma AS
Norway
USD 437 M +USD 49.4 M +13% 13.3% 35.3% 38 36.84% 2.7
Citizens Business Bank
2842
Citizens Business Bank
California
USD 437 M +USD 26.9 M +7% 8.12% 120% 124 8.06% 6.1
Silicon Valley Capital Partners
2843
Silicon Valley Capital Partners
California
USD 437 M -USD 23.9 M -5% 5.96% 103% 252 63.89% 0.7
Diversified Portfolios Inc
2844
Diversified Portfolios Inc
Michigan
USD 436 M +USD 64.7 M +17% 6.38% 40.2% 136 7.35% 2.8
Schnieders Capital Management
2845
Schnieders Capital Management
California
USD 436 M +USD 58.3 M +15% 7.97% 118% 202 8.91% 4.8
Gifford Fong Associates
2846
Gifford Fong Associates
California
USD 436 M +USD 31.8 M +8% 9.72% 180% 140 0.71% 4.2
World Investment Advisors
2847
World Investment Advisors
California
USD 436 M +USD 14.9 M +4% 7.9% 65.4% 277 25.99% 2.1
Sharkey, Howes & Javer
2848
Sharkey, Howes & Javer
Colorado
USD 436 M -USD 23.2 M -5% 7.6% 60.2% 115 26.09% 2.7
Stockman Wealth Management
2849
Stockman Wealth Management
Montana
USD 435 M +USD 65.7 M +18% 12.7% 77.5% 210 20.95% 3.9
Conversant Capital
2850
Conversant Capital
New Jersey
USD 435 M +USD 14.9 M +4% 9.15% 228% 28 60.71% 0.5