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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)
Hughes Financial Services
3101
Hughes Financial Services
Virginia
USD 629 M +USD 46.5 M +8% 5.64% – 1,120 15.27% 0.4
Periscope Capital
3102
Periscope Capital
Ontario, Canada
USD 629 M +USD 175 M +38% 2.25% 26.5% 330 42.42% 0.6
Allied Investment Advisors
3103
Allied Investment Advisors
Montana
USD 628 M +USD 56.4 M +10% 6.81% 68.4% 100 16% 3.8
LFC
3104
LCC Family Corp
USD 628 M -USD 185 M -23% 22.8% – 1 0% 0.3
Virtue Capital Management
3105
Virtue Capital Management
Tennessee
USD 628 M +USD 84.3 M +16% 7.75% 97.9% 327 29.36% 2.1
DSG Capital Advisors
3106
DSG Capital Advisors
Minnesota
USD 628 M +USD 65 M +12% 10.3% – 133 15.04% 0.6
WAM
3107
Warberg Asset Management
Illinois
USD 627 M -USD 16.3 M -3% 10.5% 61.5% 243 48.56% 0.8
Principal Street Partners
3108
Principal Street Partners
Tennessee
USD 627 M -USD 393 M -39% 8.4% 91% 387 32.82% 2.8
Integrity Advisory Solutions
3109
Integrity Advisory Solutions
Texas
USD 626 M – – 5.55% – 246 – 0
Mach-1 Financial Group
3110
Mach-1 Financial Group
Arkansas
USD 626 M +USD 284 M +83% 5.55% 85.3% 418 89.47% 0.3
SFE Investment Counsel
3111
SFE Investment Counsel
California
USD 626 M +USD 58.4 M +10% 10.4% 114% 152 10.53% 5
Westside Investment Management
3112
Westside Investment Management
California
USD 626 M +USD 86.7 M +16% 10.8% 126% 1,438 14.39% 3.3
Sentinel Pension Advisors
3113
Sentinel Pension Advisors
Massachusetts
USD 625 M +USD 31.4 M +5% 6.18% 52.1% 127 7.09% 2.9
Crawford Fund Management
3114
Crawford Fund Management
Massachusetts
USD 625 M +USD 88.3 M +16% 6.81% – 215 20.93% 1
Heritage Investment Group
3115
Heritage Investment Group
Florida
USD 625 M +USD 44.4 M +8% 6.31% 54.5% 115 6.09% 2.6
Cornerstone Planning Group
3116
Cornerstone Planning Group
New Jersey
USD 624 M +USD 134 M +27% 6.96% 60% 1,781 19.03% 1.4
Elk River Wealth Management
3117
Elk River Wealth Management
Colorado
USD 624 M +USD 42.7 M +7% 8.15% 81.8% 102 4.9% 3.4
VHMC
3118
Value Holdings Management Company
New York
USD 624 M +USD 57.6 M +10% 13.2% 125% 33 6.06% 7
Gabelli & Co Investment Advisers
3119
Gabelli & Co Investment Advisers
New York
USD 624 M -USD 27.5 M -4% 12.9% 248% 347 44.96% 1.4
Soundwatch Capital
3120
Soundwatch Capital
Connecticut
USD 624 M +USD 35.2 M +6% 8.19% 79.6% 152 77.63% 1.4
Towercrest Capital Management
3121
Towercrest Capital Management
Pennsylvania
USD 623 M +USD 63.2 M +11% 5.26% 42.6% 99 10.1% 5.7
HCP
3122
Holt Capital Partners
Texas
USD 623 M +USD 42.6 M +7% 6.99% 69.5% 148 2.7% 7.7
Affinity Partners
3123
Affinity Partners
Florida
USD 623 M -USD 81 M -12% 11.5% – 1 0% 0.8
SA
3124
Strategic Advisors
New York
USD 623 M +USD 114 M +22% 8.44% 106% 190 10% 4.9
Nicolet Bankshares
3125
Nicolet Bankshares
Wisconsin
USD 622 M +USD 43.5 M +8% 7.65% 75.5% 224 10.27% 5.7