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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)
Wilsey Asset Management
3226
Wilsey Asset Management
California
USD 499 M -USD 40.5 M -8% 3.89% 66.9% 25 12% 4.3
Third Avenue Management
3227
Third Avenue Management
New York
USD 499 M -USD 18.1 M -4% 0.39% 106% 62 6.45% 5.3
Nicolet Bankshares
3228
Nicolet Bankshares
Wisconsin
USD 498 M +USD 74.2 M +18% 0.8% 75.5% 200 5% 5.9
GA
3229
GFS Advisors
Texas
USD 498 M -USD 160 M -24% 1.62% 109% 157 25.48% 3.6
RI
3230
RPTC Inc
Wyoming
USD 498 M +USD 7.03 M +1% 3.23% 66.4% 7 14.29% 5.3
Partners in Financial Planning
3231
Partners in Financial Planning
Virginia
USD 498 M +USD 7.38 M +2% 0.49% 42% 109 9.17% 3.2
KPS Global Asset Management (UK)
3232
KPS Global Asset Management (UK)
United Kingdom
USD 497 M +USD 3.18 M +0.6% 3.07% 373% 4 0% 4.9
OTL
3233
Oak Thistle LLC
New York
USD 497 M +USD 160 M +47% 3.88% 58.3% 587 65.42% 0.2
Wedgewood Partners
3234
Wedgewood Partners
Missouri
USD 496 M -USD 11.5 M -2% 6.6% 78.1% 20 5% 5.6
Pinnbrook Capital Management
3235
Pinnbrook Capital Management
New York
USD 496 M -USD 512 M -51% 9.46% 924% 125 85.6% 0.1
First Turn Management
3236
First Turn Management
California
USD 496 M -USD 62.3 M -11% 0.25% – 44 38.64% 0.6
Opes Wealth Management
3237
Opes Wealth Management
California
USD 495 M +USD 7.74 M +2% 1.45% 54.1% 149 12.08% 3.2
Delta Investment Management
3238
Delta Investment Management
California
USD 495 M -USD 18.2 M -4% 1.54% 69.9% 277 22.38% 2.4
DSG Capital Advisors
3239
DSG Capital Advisors
Minnesota
USD 495 M -USD 56.9 M -10% 2.96% – 126 7.94% 0.2
Polunin Capital Partners
3240
Polunin Capital Partners
United Kingdom
USD 495 M +USD 90.6 M +22% 23.4% 268% 29 20.69% 1.3
CH
3241
Canton Hathaway
Rhode Island
USD 495 M +USD 94.7 M +24% 8.25% 87.8% 292 23.29% 3
Kahn Brothers Group
3242
Kahn Brothers Group
New York
USD 494 M +USD 34.1 M +7% 4.16% 53.4% 58 15.52% 4.9
Walkner Condon Financial Advisors
3243
Walkner Condon Financial Advisors
Wisconsin
USD 494 M +USD 2.27 M +0.5% 0.06% 62.6% 303 18.81% 2.5
EFG Asset Management (Americas)
3244
EFG Asset Management (Americas)
Florida
USD 494 M -USD 20.3 M -4% 2.89% 112% 137 13.87% 3.8
Spirit of America Management Corp
3245
Spirit of America Management Corp
New York
USD 494 M +USD 144 k +0% 1.91% 113% 323 6.5% 5.2
BWCP LP
3246
BWCP LP
Texas
USD 493 M +USD 28.7 M +6% 10.1% 198% 32 46.88% 0.8
Stone House Investment Management
3247
Stone House Investment Management
Pennsylvania
USD 493 M +USD 100 M +25% 0.95% 57.9% 438 88.36% 0.3
Edge Wealth Management
3248
Edge Wealth Management
New York
USD 493 M -USD 862 k -0.2% 1.2% 75.3% 85 9.41% 5.8
Kapitalo Investimentos
3249
Kapitalo Investimentos
Brazil
USD 493 M +USD 344 M +230% 3.45% 66.5% 334 92.81% 0.3
Summit Wealth Partners
3250
Summit Wealth Partners
Florida
USD 493 M +USD 6.04 M +1% 0.38% 44.9% 215 10.7% 3.1