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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)
Euro Pacific Asset Management
2826
Euro Pacific Asset Management
Puerto Rico
USD 466 M +USD 20 M +4% 7.58% 172% 77 22.08% 2.2
Sharkey, Howes & Javer
2827
Sharkey, Howes & Javer
Colorado
USD 466 M +USD 30.7 M +7% 5.95% 60.2% 106 23.58% 2.8
NRA
2828
NSI Retail Advisors
Pennsylvania
USD 466 M +USD 36.7 M +9% 7.58% 26.2% 49 18.37% 1.4
Bank of Korea
2829
Bank of Korea
South Korea
USD 466 M +USD 9.22 M +2% 2.03% – 3 0% 0.3
GFG Capital
2830
GFG Capital
Florida
USD 465 M -USD 167 M -26% 11.5% 152% 124 10.48% 2.1
SONA Asset Management (US)
2831
SONA Asset Management (US)
New York
USD 465 M +USD 118 M +34% 1.91% 41% 292 46.58% 0.8
Madison Avenue Partners
2832
Madison Avenue Partners
New York
USD 465 M -USD 100 M -18% 2.22% 284% 24 33.33% 1.3
Symmetry Peak Management
2833
Symmetry Peak Management
Pennsylvania
USD 465 M +USD 260 M +127% 43.6% 355% 214 90.65% 0.1
Capricorn Investment Group
2834
Capricorn Investment Group
California
USD 465 M +USD 139 M +43% 42.7% 95.9% 9 11.11% 1.1
Atlas Venture Advisors
2835
Atlas Venture Advisors
Massachusetts
USD 464 M +USD 174 M +60% 63.2% 34.6% 7 14.29% 3.4
Per Stirling Capital Management
2836
Per Stirling Capital Management
Texas
USD 464 M -USD 85.7 M -16% 5.21% 68.4% 223 26.46% 0.2
Teza Capital Management
2837
Teza Capital Management
Illinois
USD 464 M -USD 62.3 M -12% 4.21% 133% 767 63.62% 0.4
Front Street Capital Management
2838
Front Street Capital Management
Montana
USD 463 M +USD 47.3 M +11% 16.7% 316% 72 13.89% 4.2
Ramsay Stattman Vela & Price
2839
Ramsay Stattman Vela & Price
Colorado
USD 463 M +USD 19.3 M +4% 8.45% 81.8% 82 4.88% 5.7
Bain Capital Credit
2840
Bain Capital Credit
Massachusetts
USD 463 M +USD 207 M +81% 9.78% 14.4% 10 40% 1.6
Kavar Capital Partners Group
2841
Kavar Capital Partners Group
Kansas
USD 463 M +USD 29.2 M +7% 5.95% 86.8% 169 18.93% 4.1
Blue Edge Capital
2842
Blue Edge Capital
Virginia
USD 463 M +USD 23.7 M +5% 5.78% 73.2% 108 10.19% 5
MWM
2843
Madison Wealth Management
Ohio
USD 462 M +USD 24.4 M +6% 5.64% 35.1% 162 8.02% 2.4
Tufton Capital Management
2844
Tufton Capital Management
Maryland
USD 462 M +USD 7.83 M +2% 3.5% 96.1% 119 3.36% 6.5
Well Done LLC
2845
Well Done LLC
Michigan
USD 462 M -USD 3.24 M -0.7% 3.1% 80.4% 194 15.46% 3.3
NFAM
2846
North Fourth Asset Management
New Jersey
USD 462 M +USD 64 M +16% 13.9% 104% 119 79.83% 0.2
Nellore Capital Management
2847
Nellore Capital Management
California
USD 461 M +USD 54.7 M +13% 31.3% 73.8% 18 22.22% 1.5
Permanens Capital
2848
Permanens Capital
New York
USD 461 M +USD 48.4 M +12% 3.26% 76.9% 37 24.32% 3.2
Sax Wealth Advisors
2849
Sax Wealth Advisors
New Jersey
USD 460 M +USD 27.3 M +6% 5% 64.3% 183 10.38% 1.6
Wescott Financial Advisory Group
2850
Wescott Financial Advisory Group
Pennsylvania
USD 460 M -USD 3.59 M -0.8% 5.92% 61.1% 167 11.98% 1.2