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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)
Auxier Asset Management
2826
Auxier Asset Management
Oregon
USD 645 M -USD 31.4 M -5% 1.85% 71.7% 177 5.08% 8
HPM
2827
H. Partners Management
New York
USD 645 M -USD 49.2 M -7% 2.29% 13.5% 2 0% 2.4
Alaska Wealth Advisors
2828
Alaska Wealth Advisors
Alaska
USD 643 M -USD 23.4 M -4% 2.38% 47.3% 113 43.36% 3.6
Permian Investment Partners
2829
Permian Investment Partners
Texas
USD 643 M -USD 80.8 M -11% 4.67% 78.6% 15 40% 1.8
Viking Fund Management
2830
Viking Fund Management
North Dakota
USD 642 M +USD 26.8 M +4% 1.16% 105% 141 13.48% 4
Total Wealth Planning
2831
Total Wealth Planning
Ohio
USD 642 M +USD 1.24 M +0.2% 2.24% 37.2% 95 7.37% 3.2
Parker Investment Management
2832
Parker Investment Management
California
USD 642 M +USD 11.2 M +2% 7.72% 227% 35 11.43% 3.7
Primavera Capital Management
2833
Primavera Capital Management
Cayman Islands
USD 642 M +USD 50.2 M +8% 11.3% 1.25% 3 0% 3.5
Makaira Partners
2834
Makaira Partners
California
USD 641 M -USD 137 M -18% 0.76% 22% 12 0% 3.8
Occidental Asset Management
2835
Occidental Asset Management
California
USD 641 M +USD 20.9 M +3% 1.26% 97.4% 232 10.78% 3.9
Strid Group
2836
Strid Group
Pennsylvania
USD 641 M -USD 17 M -3% 1.48% 55.2% 66 19.7% 3.2
Power Corp of Canada
2837
Power Corp of Canada
Canada
USD 640 M -USD 63 M -9% 0.69% 14.4% 3 66.67% 1
Rollins Financial Advisors
2838
Rollins Financial Advisors
New York
USD 640 M +USD 37.7 M +6% 8.2% 122% 144 9.03% 0.8
LWANC
2839
Laurel Wealth Advisors (North Carolina)
North Carolina
USD 640 M +USD 12.3 M +2% 1.19% 71.1% 779 16.05% 3.5
BlueSky Wealth Advisors
2840
BlueSky Wealth Advisors
North Carolina
USD 640 M -USD 4.16 M -0.6% 1.95% 45.9% 77 6.49% 2.6
Hanson & Doremus Investment Management
2841
Hanson & Doremus Investment Management
Vermont
USD 639 M +USD 9.8 M +2% 0.15% 86.3% 464 11.42% 6.2
Brio Consultants
2842
Brio Consultants
California
USD 639 M +USD 10.5 M +2% 1.28% 46.9% 119 14.29% 2.6
SCM
2843
Soros Capital Management
New York
USD 639 M +USD 224 M +54% 18.6% 673% 77 49.35% 0.7
Stockman Wealth Management
2844
Stockman Wealth Management
Montana
USD 639 M -USD 4.74 M -0.7% 1.02% 77.5% 187 14.44% 5.3
180 Wealth Advisors
2845
180 Wealth Advisors
Washington
USD 638 M +USD 3.03 M +0.5% 4.15% 165% 469 12.37% 3.4
Goldstone Financial Group
2846
Goldstone Financial Group
Illinois
USD 638 M +USD 63.4 M +11% 0.25% 60.5% 217 19.35% 1.2
SSCM
2847
Summit Street Capital Management
New York
USD 638 M +USD 358 M +128% 0.84% 217% 31 9.68% 5.8
K.J. Harrison & Partners
2848
K.J. Harrison & Partners
Ontario, Canada
USD 638 M -USD 24.6 M -4% 4.72% 159% 239 34.73% 2.8
Cardinal Capital Management Inc (North Carolina)
2849
Cardinal Capital Management Inc (North Carolina)
North Carolina
USD 638 M -USD 5.13 M -0.8% 0.12% 86.4% 132 2.27% 8.2
JMAC Enterprises
2850
JMAC Enterprises
Pennsylvania
USD 637 M +USD 11 M +2% 0.14% 68.5% 186 13.44% 2.3