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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)
American Financial Group Inc 401(K) Retirement & Savings Plan
3326
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
USD 353 M -USD 30.7 M -8% 11.5% 17.8% 1 0% 9.8
SC XII Management
3327
SC XII Management
California
USD 353 M +USD 41.9 M +13% 13.5% 73.4% 1 0% 2.5
Kowal Investment Group
3328
Kowal Investment Group
Wisconsin
USD 353 M +USD 17.8 M +5% 4.88% 21.1% 171 19.88% 1.4
Waller Financial Planning Group
3329
Waller Financial Planning Group
Ohio
USD 353 M +USD 8.15 M +2% 4.57% 47.5% 59 15.25% 2.9
Janiczek Wealth Management
3330
Janiczek Wealth Management
Colorado
USD 353 M -USD 2.57 M -0.7% 4.49% 16.4% 1,085 12.72% 2.2
Sage Advisory Services
3331
Sage Advisory Services
Texas
USD 353 M +USD 10.7 M +3% 3.46% 37.8% 51 19.61% 2.5
PS
3332
Presima Securities
Quebec, Canada
USD 353 M +USD 5.71 M +2% 1.29% 10.3% 47 0% 3.7
Concord Wealth Partners
3333
Concord Wealth Partners
Virginia
USD 352 M +USD 19.9 M +6% 4.63% 71.1% 1,275 24.39% 0.5
HWM
3334
HFR Wealth Management
New York
USD 352 M +USD 7.64 M +2% 3.23% 51.4% 64 6.25% 1.5
Nelson Capital Management
3335
Nelson Capital Management
California
USD 352 M +USD 11.4 M +3% 8.61% 141% 93 7.53% 5.5
Wright Investors Service
3336
Wright Investors Service
Connecticut
USD 352 M +USD 2.99 M +0.9% 6.21% 161% 160 22.5% 3.6
Cranbrook Wealth Management
3337
Cranbrook Wealth Management
Michigan
USD 352 M -USD 15.5 M -4% 5.33% 54.3% 308 11.69% 5.4
Running Oak Capital
3338
Running Oak Capital
Minnesota
USD 351 M +USD 10.9 M +3% 5.01% 40.8% 62 17.74% 2.1
Gould Asset Management
3339
Gould Asset Management
California
USD 351 M +USD 18.3 M +6% 5.38% 48.3% 162 8.64% 4.6
Patton Fund Management
3340
Patton Fund Management
Texas
USD 350 M +USD 8.55 M +3% 5.95% 211% 233 68.67% 1
CoreCommodity Management
3341
CoreCommodity Management
Connecticut
USD 350 M +USD 25.7 M +8% 0.52% 65.8% 172 15.12% 3.1
All-Stars Investment
3342
All-Stars Investment
Hong Kong
USD 350 M -USD 10.1 M -3% 4.98% 30.1% 4 25% 0.9
Green Court Capital Management
3343
Green Court Capital Management
Hong Kong
USD 350 M +USD 74.2 M +27% 7.99% 33.4% 2 50% 0.5
Delta Investment Management
3344
Delta Investment Management
California
USD 349 M +USD 40.8 M +13% 5.47% 69.9% 201 19.4% 1.8
Perennial Advisors
3345
Perennial Advisors
New York
USD 349 M +USD 34.9 M +11% 8.29% – 113 22.12% 3.4
Shorepoint Capital Partners
3346
Shorepoint Capital Partners
Massachusetts
USD 349 M -USD 10.8 M -3% 4.22% – 142 17.61% 1.9
Sycomore Asset Management
3347
Sycomore Asset Management
France
USD 349 M -USD 13.3 M -4% 18.4% 163% 112 34.82% 1.5
America First Investment Advisors
3348
America First Investment Advisors
Nebraska
USD 349 M +USD 10.2 M +3% 4.09% 88.8% 113 29.2% 4.8
Harfst & Associates
3349
Harfst & Associates
Wyoming
USD 349 M +USD 1.95 M +0.6% 2.39% 88.1% 104 9.62% 4.4
Gleason Group
3350
Gleason Group
Kentucky
USD 348 M +USD 29.6 M +9% 5.99% 69.1% 237 7.59% 2.5