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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)
NAMP
3301
NorthStar Asset Management (Pennsylvania)
Pennsylvania
USD 426 M +USD 44.3 M +12% 11.4% 90.2% 151 6.62% 4.6
Brio Consultants
3302
Brio Consultants
California
USD 425 M +USD 13.5 M +3% 5.66% 42.7% 80 18.75% 2.2
Sector Gamma AS
3303
Sector Gamma AS
Norway
USD 425 M -USD 75.9 M -15% 4.47% 61.8% 34 17.65% 2.2
Iowa State Bank
3304
Iowa State Bank
Iowa
USD 425 M +USD 67.2 M +19% 9.98% 85.7% 125 7.2% 4.5
Origin Asset Management
3305
Origin Asset Management
United Kingdom
USD 425 M +USD 6.85 M +2% 2.82% 59.3% 56 42.86% 0.8
JMAC Enterprises
3306
JMAC Enterprises
Pennsylvania
USD 425 M – – 7.26% 68.5% 171 – 0
Nightview Capital
3307
Nightview Capital
Texas
USD 424 M +USD 79.4 M +23% 21% 170% 10 20% 2.3
Independent Solutions Wealth Management
3308
Independent Solutions Wealth Management
New York
USD 424 M +USD 20.5 M +5% 8.57% 125% 238 15.97% 1.3
ACK Asset Management
3309
ACK Asset Management
Connecticut
USD 424 M +USD 82.3 M +24% 12.2% 132% 30 23.33% 1
LA
3310
Lynch & Associates
Indiana
USD 424 M +USD 37.5 M +10% 10.2% 73.5% 108 4.63% 6.1
QVR
3311
QVR
California
USD 423 M -USD 1111 M -72% 10.7% – 312 95.83% 0.6
Bank Pictet & Cie (Asia)
3312
Bank Pictet & Cie (Asia)
Singapore
USD 423 M +USD 62.8 M +17% 9.56% 30.4% 98 7.14% 2.9
AH Equity Partners III (Parallel)
3313
AH Equity Partners III (Parallel)
California
USD 423 M +USD 135 M +47% 7.29% 33.1% 3 33.33% 0.3
OCM
3314
Ogborne Capital Management
California
USD 423 M +USD 175 M +71% 2.09% 251% 12 41.67% 0.9
Baron Silver Stevens Financial Advisors
3315
Baron Silver Stevens Financial Advisors
Florida
USD 423 M +USD 47.7 M +13% 7.9% 58.1% 78 5.13% 0.8
AXS Investments
3316
AXS Investments
New York
USD 423 M +USD 156 M +58% 5.57% 107% 242 88.43% 0.1
Indus Capital Partners
3317
Indus Capital Partners
New York
USD 423 M -USD 157 M -27% 15% 117% 41 34.15% 1.5
Martel Wealth Advisors
3318
Martel Wealth Advisors
Washington
USD 422 M +USD 24.8 M +6% 4.38% 43.4% 48 8.33% 2.6
Wooster Corthell Wealth Management
3319
Wooster Corthell Wealth Management
Connecticut
USD 422 M +USD 23 M +6% 4.75% 39.1% 46 8.7% 3.9
Model Capital Management
3320
Model Capital Management
Massachusetts
USD 422 M -USD 1.69 M -0.4% 0.56% – 3 33.33% 0.5
Surevest
3321
Surevest
California
USD 422 M +USD 26.2 M +7% 6.86% 24.6% 555 80.18% 0.4
Sugarloaf Wealth Management
3322
Sugarloaf Wealth Management
Georgia
USD 422 M +USD 41.5 M +11% 6.9% 10.2% 811 8.38% 1.6
Renaissance Investment Group
3323
Renaissance Investment Group
Massachusetts
USD 422 M +USD 29.5 M +8% 14% 110% 86 10.47% 5.2
Y-Intercept (HK)
3324
Y-Intercept (HK)
Hong Kong
USD 421 M -USD 129 M -23% 7.48% 41.6% 968 80.37% 0.1
Occidental Asset Management
3325
Occidental Asset Management
California
USD 421 M +USD 35.4 M +9% 7.88% 97.4% 223 14.35% 2.8