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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)
Schneider Downs Wealth Management Advisors
3251
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 387 M +USD 1.04 M +0.3% 1.43% 61.5% 150 10% 1.8
Huber Capital Management
3252
Huber Capital Management
California
USD 387 M -USD 4.97 M -1% 0.37% 70.4% 101 1.98% 4.6
Sharkey, Howes & Javer
3253
Sharkey, Howes & Javer
Colorado
USD 387 M +USD 10 M +3% 0.71% 60.2% 81 9.88% 2.5
HBW Advisory Services
3254
HBW Advisory Services
California
USD 387 M +USD 6.36 M +2% 2.09% 68.6% 279 22.58% 1
Swiss Re
3255
Swiss Re
Switzerland
USD 386 M +USD 94.2 M +32% 0.82% – 6 33.33% 1.6
RC
3256
Reik & Co
New York
USD 386 M -USD 5.72 M -1% 0.74% 47.2% 53 0% 5.8
LA
3257
Lynch & Associates
Indiana
USD 386 M -USD 3.63 M -0.9% 0.68% 73.5% 107 3.74% 6
Cypress Asset Management
3258
Cypress Asset Management
Texas
USD 386 M -USD 4.53 M -1% 0.25% 141% 134 0% 4.6
Punch Card Management
3259
Punch Card Management
Florida
USD 386 M +USD 6.05 M +2% 1.68% 41% 3 0% 3.6
Occidental Asset Management
3260
Occidental Asset Management
California
USD 386 M +USD 9.38 M +2% 0.61% 97.4% 213 8.92% 2.7
Source Financial Advisors
3261
Source Financial Advisors
New York
USD 385 M -USD 3.17 M -0.8% 0.2% 18.5% 110 6.36% 0.7
WFI
3262
West Family Investments
California
USD 385 M +USD 15.8 M +4% 6.47% 131% 398 29.9% 0.4
Kingfisher Capital
3263
Kingfisher Capital
North Carolina
USD 385 M -USD 7.52 M -2% 0.38% 58.5% 188 10.11% 3
Sage Advisory Services
3264
Sage Advisory Services
Texas
USD 385 M +USD 19.6 M +5% 1.46% 37.8% 64 25% 1.7
NG
3265
Northstar Group
New York
USD 385 M +USD 2.71 M +0.7% 0.73% 63.9% 154 6.49% 4.3
Encompass Wealth Advisors
3266
Encompass Wealth Advisors
Oregon
USD 383 M -USD 23.1 M -6% 0.19% 68.7% 394 15.74% 0.5
BCM
3267
BlueMar Capital Management
Florida
USD 383 M -USD 46.4 M -11% 0.4% 27.4% 65 29.23% 1.1
Old West Investment Management
3268
Old West Investment Management
California
USD 383 M -USD 101 M -21% 6.65% 242% 64 14.06% 2.6
WrapManager Inc
3269
WrapManager Inc
California
USD 383 M -USD 4.93 M -1% 0.87% 64.6% 325 16% 2.4
UAM
3270
UAS Asset Management
New York
USD 383 M -USD 24.7 M -6% 1.4% 98% 33 60.61% 2.3
Euro Pacific Asset Management
3271
Euro Pacific Asset Management
Puerto Rico
USD 383 M -USD 27.3 M -7% 9.09% 172% 57 17.54% 1.3
PenderFund Capital Management
3272
PenderFund Capital Management
British Columbia, Canada
USD 383 M -USD 44.5 M -10% 6.34% 129% 153 51.63% 0.6
Gibson Capital
3273
Gibson Capital
Pennsylvania
USD 382 M -USD 2.43 M -0.6% 0.28% 67.2% 43 13.95% 4.6
LCM
3274
Lionstone Capital Management
New York
USD 382 M -USD 28.4 M -7% 0.61% 74.1% 20 5% 2.4
Chandler Asset Management
3275
Chandler Asset Management
California
USD 382 M -USD 937 k -0.2% 1.49% 35.6% 17 0% 3.3