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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)
First National Bank & Trust Co of Newtown
3126
First National Bank & Trust Co of Newtown
Pennsylvania
USD 493 M +USD 27.6 M +6% 7.09% 64.8% 135 2.22% 8.2
Blue Grotto Capital
3127
Blue Grotto Capital
Georgia
USD 493 M +USD 36.1 M +8% 20.1% 296% 33 48.48% 1.1
Capital Advantage
3128
Capital Advantage
California
USD 492 M -USD 347 k -0.1% 3.95% 49.2% 51 27.45% 4.3
Norden Group
3129
Norden Group
Utah
USD 492 M -USD 88.7 M -15% 9.53% 104% 432 41.67% 0.3
White Lighthouse Investment Management
3130
White Lighthouse Investment Management
Massachusetts
USD 492 M +USD 35.4 M +8% 5.98% 62.1% 122 2.46% 4.7
Main Management Fund Advisors
3131
Main Management Fund Advisors
California
USD 492 M +USD 135 M +38% 10.3% 80% 7 28.57% 1.2
Elk River Wealth Management
3132
Elk River Wealth Management
Colorado
USD 492 M -USD 28.7 M -6% 7.7% 81.8% 116 21.55% 2.6
Euro Pacific Asset Management
3133
Euro Pacific Asset Management
Puerto Rico
USD 491 M +USD 23.3 M +5% 1.76% 172% 73 8.22% 2.7
Horst & Graben Wealth Management
3134
Horst & Graben Wealth Management
Oregon
USD 491 M +USD 36.1 M +8% 5.7% 62.2% 151 14.57% 2.4
GAMMA Investing
3135
GAMMA Investing
California
USD 491 M +USD 122 M +33% 12.2% 139% 3,415 9.11% 0.2
Wilsey Asset Management
3136
Wilsey Asset Management
California
USD 491 M +USD 714 k +0.1% 15% 66.9% 25 12% 4
Irenic Capital Management
3137
Irenic Capital Management
New York
USD 491 M -USD 13.9 M -3% 3.79% 93.6% 27 40.74% 0.5
EWA
3138
ERTS Wealth Advisors
Michigan
USD 490 M +USD 26.3 M +6% 5.07% 39.3% 92 9.78% 3.5
Wexford Capital
3139
Wexford Capital
Florida
USD 490 M +USD 23.3 M +5% 2.77% 155% 309 64.08% 0.6
Beck Bode LLC
3140
Beck Bode LLC
Massachusetts
USD 490 M +USD 43.8 M +10% 13.5% 165% 143 41.26% 0.9
VC
3141
Vision Capital
Ontario, Canada
USD 490 M +USD 234 M +92% 1.47% 13.9% 19 47.37% 0.4
NBW Capital
3142
NBW Capital
Massachusetts
USD 489 M +USD 32.4 M +7% 9.08% 86% 119 16.81% 3.7
Hunter Perkins Capital Management
3143
Hunter Perkins Capital Management
Illinois
USD 488 M +USD 9.43 M +2% 8.43% 62.5% 115 30.43% 1.5
Beacon Capital Management LLC (Tennessee)
3144
Beacon Capital Management LLC (Tennessee)
Tennessee
USD 488 M +USD 132 M +37% 9.91% 83% 1,162 24.1% 1.5
World Equity Group
3145
World Equity Group
Illinois
USD 487 M -USD 11.7 M -2% 8.84% 117% 373 29.22% 1.2
YLHM
3146
Yelin Lapidot Holdings Management
Israel
USD 486 M +USD 71.9 M +17% 11% 144% 82 3.66% 0.5
Heritage Investment Group
3147
Heritage Investment Group
Florida
USD 486 M +USD 36.9 M +8% 6.13% 54.5% 107 13.08% 1.6
Drexel Morgan & Co
3148
Drexel Morgan & Co
Pennsylvania
USD 486 M +USD 53.1 M +12% 5.84% 62.4% 53 5.66% 7.1
Realta Investment Advisors
3149
Realta Investment Advisors
Delaware
USD 485 M +USD 42.4 M +10% 11.2% 151% 821 48.72% 1.6
Schnieders Capital Management
3150
Schnieders Capital Management
California
USD 485 M +USD 31.3 M +7% 10% 118% 215 11.63% 5.2