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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)
Wellington Shields & Co
2901
Wellington Shields & Co
New York
USD 446 M +USD 6.05 M +1% 2.13% 127% 310 9.35% 2.4
Schnieders Capital Management
2902
Schnieders Capital Management
California
USD 446 M +USD 9.6 M +2% 7.3% 118% 211 11.85% 4.9
Insight Wealth Partners
2903
Insight Wealth Partners
Texas
USD 446 M +USD 312 M +233% 0.02% 56.2% 63 9.52% 2
FengHe Fund Management
2904
FengHe Fund Management
Singapore
USD 446 M -USD 293 M -40% 11.4% 779% 21 52.38% 0.3
Lawson Kroeker Investment Management
2905
Lawson Kroeker Investment Management
Nebraska
USD 445 M +USD 149 M +50% 0.33% 69.7% 90 44.44% 4.1
Archon Capital Management
2906
Archon Capital Management
Washington
USD 445 M +USD 101 M +29% 33.6% 222% 46 45.65% 1.7
Coerente Capital Management
2907
Coerente Capital Management
Ontario, Canada
USD 445 M -USD 8.82 M -2% 2.2% 54.7% 36 0% 1.9
Columbia Asset Management
2908
Columbia Asset Management
Michigan
USD 445 M +USD 32.7 M +8% 6.86% 94.1% 166 4.22% 5.9
Curated Wealth Partners
2909
Curated Wealth Partners
California
USD 444 M +USD 32.2 M +8% 9.14% 39.9% 142 14.79% 1.6
Octavia Wealth Advisors
2910
Octavia Wealth Advisors
Ohio
USD 444 M +USD 38.8 M +10% 7.21% 76.4% 198 12.12% 1.7
Y.D. More Investments
2911
Y.D. More Investments
Israel
USD 444 M +USD 31 M +8% 11.5% 309% 438 26.48% 0.2
J.P. Marvel Investment Advisors
2912
J.P. Marvel Investment Advisors
Massachusetts
USD 443 M +USD 17.2 M +4% 9.04% 195% 72 4.17% 5.3
SRFM
2913
Shannon River Fund Management
New York
USD 443 M +USD 35.6 M +9% 28.7% 477% 37 45.95% 0.8
MidWestOne Financial Group
2914
MidWestOne Financial Group
Iowa
USD 443 M -USD 5.35 M -1% 2.34% 62.7% 276 21.38% 2.2
Jackson Thornton Wealth Management
2915
Jackson Thornton Wealth Management
Alabama
USD 443 M +USD 24.1 M +6% 3.64% 68.6% 38 23.68% 0.8
Sloy Dahl & Holst
2916
Sloy Dahl & Holst
Washington
USD 443 M +USD 156 M +54% 49.6% 132% 71 9.86% 1.9
Wilsey Asset Management
2917
Wilsey Asset Management
California
USD 442 M +USD 21.8 M +5% 3.97% 66.9% 29 17.24% 3.2
Sunflower Bank
2918
Sunflower Bank
Texas
USD 442 M -USD 17.1 M -4% 0.03% 46.2% 112 3.57% 2.4
Faithward Advisors
2919
Faithward Advisors
Pennsylvania
USD 441 M -USD 18.5 M -4% 8.12% 119% 347 34.58% 1.3
TF
2920
TimeScale Financial
Massachusetts
USD 441 M +USD 96.8 M +28% 5.67% 31.3% 679 20.62% 2.6
EVM
2921
Evelyn V. Moreno
USD 441 M +USD 8.72 M +2% 10.6% 39.4% 168 30.95% 3.3
JC
2922
JBF Capital
Colorado
USD 441 M +USD 35.7 M +9% 9.15% 93.6% 81 38.27% 1.5
Liberty Mutual Group Asset Management
2923
Liberty Mutual Group Asset Management
Massachusetts
USD 441 M +USD 69.2 M +19% 1.15% 49.3% 127 11.02% 1
D.L. Carlson Investment Group
2924
D.L. Carlson Investment Group
New Hampshire
USD 441 M -USD 25.8 M -6% 9.32% 130% 144 17.36% 3.9
Ikarian Capital
2925
Ikarian Capital
Texas
USD 441 M +USD 26.2 M +6% 16.4% 5,184% 138 52.9% 0.7