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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)
CoreView Capital Management
2901
CoreView Capital Management
Hong Kong
USD 503 M +USD 129 M +35% 25.3% 50.9% 15 73.33% 0.6
Duncker Streett & Co
2902
Duncker Streett & Co
Missouri
USD 503 M -USD 78 M -13% 5.17% 102% 533 11.44% 4.7
Siemens
2903
Siemens
Germany
USD 503 M -USD 145 M -22% 22.4% 33.1% 1 0% 0.3
Realta Investment Advisors
2904
Realta Investment Advisors
Delaware
USD 502 M +USD 47.3 M +10% 3.6% 151% 467 19.49% 1.8
Cary Street Partners Asset Management
2905
Cary Street Partners Asset Management
Virginia
USD 502 M +USD 34.9 M +7% 2.77% 25.3% 187 17.11% 0.9
Austin Private Wealth
2906
Austin Private Wealth
Texas
USD 501 M -USD 957 k -0.2% 5.08% 62.4% 183 25.14% 1.2
Coerente Capital Management
2907
Coerente Capital Management
Ontario, Canada
USD 501 M -USD 28.5 M -5% 5.53% 54.7% 40 10% 1
Well Done LLC
2908
Well Done LLC
Michigan
USD 500 M +USD 6.59 M +1% 0.55% 80.4% 206 17.48% 2.6
Deseret Mutual Benefit Administrators
2909
Deseret Mutual Benefit Administrators
Utah
USD 500 M -USD 94.8 M -16% 3.61% 81.9% 490 1.02% 0.8
Tang Capital Management
2910
Tang Capital Management
California
USD 500 M +USD 2.66 M +0.5% 14.6% 493% 60 63.33% 0.5
DG Capital Management
2911
DG Capital Management
New York
USD 500 M -USD 109 M -18% 6.75% 76.7% 147 11.56% 0.9
Oberweis Asset Management
2912
Oberweis Asset Management
Illinois
USD 499 M -USD 48.9 M -9% 8.12% 485% 188 27.13% 1.6
Blue Edge Capital
2913
Blue Edge Capital
Virginia
USD 499 M -USD 19 M -4% 3.46% 67.4% 109 9.17% 4.2
Acorn Financial Advisory Services
2914
Acorn Financial Advisory Services
Virginia
USD 499 M -USD 915 k -0.2% 5.35% 108% 230 10.87% 1.6
Hunter Perkins Capital Management
2915
Hunter Perkins Capital Management
Illinois
USD 498 M -USD 35.3 M -7% 2.14% 58% 94 20.21% 1.2
Willow Creek Wealth Management
2916
Willow Creek Wealth Management
California
USD 498 M +USD 13.8 M +3% 3.92% – 124 6.45% 2.7
Summit Financial Strategies
2917
Summit Financial Strategies
Ohio
USD 497 M -USD 21.2 M -4% 3.34% 59.4% 132 13.64% 2.3
First National Bank & Trust Co of Newtown
2918
First National Bank & Trust Co of Newtown
Pennsylvania
USD 495 M -USD 25.3 M -5% 3.5% 64.8% 133 5.26% 6.8
Summit Financial Wealth Advisors
2919
Summit Financial Wealth Advisors
Louisiana
USD 495 M -USD 21.9 M -4% 3.13% 71.4% 151 21.19% 3.6
Cardinal Capital Management Inc (North Carolina)
2920
Cardinal Capital Management Inc (North Carolina)
North Carolina
USD 494 M -USD 10.6 M -2% 3.2% 86.4% 148 8.11% 5.9
CF
2921
Clarity Financial
Texas
USD 494 M -USD 146 M -23% 3.68% 65.8% 114 36.84% 0.7
Robotti Robert
2922
Robotti Robert
USD 494 M +USD 717 k +0.1% 15.2% 107% 80 20% 3.5
Mirador Capital Partners
2923
Mirador Capital Partners
California
USD 494 M +USD 19.1 M +4% 1.62% 120% 226 15.04% 2.6
EVM
2924
Evelyn V. Moreno
USD 494 M -USD 6 M -1% 5.44% 39.4% 109 45.87% 3.1
Oak Grove Capital
2925
Oak Grove Capital
New Hampshire
USD 494 M -USD 81.6 M -14% 7.1% 470% 121 42.15% 1.8