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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)
HHM Wealth Advisors
3351
HHM Wealth Advisors
Tennessee
USD 368 M +USD 86 k +0% 0.85% 70.6% 683 13.62% 1.3
Lincoln Capital
3352
Lincoln Capital
Nebraska
USD 368 M +USD 11 M +3% 0.92% 67.1% 100 6% 4.1
Financial Planning & Information Services
3353
Financial Planning & Information Services
Wisconsin
USD 368 M +USD 26.6 M +8% 1.15% 13% 75 8% 4
Hourglass Capital
3354
Hourglass Capital
Texas
USD 367 M -USD 61.8 M -14% 1.35% 94.4% 138 28.26% 4.4
CFSG
3355
Community Financial Services Group
Vermont
USD 367 M +USD 9.11 M +3% 0.74% – 110 13.64% 3.5
CNA Financial
3356
CNA Financial
Illinois
USD 367 M +USD 13.9 M +4% 0.31% 48.6% 211 16.11% 1.2
Principal Street Partners
3357
Principal Street Partners
Tennessee
USD 367 M -USD 12 M -3% 1.41% 91% 223 24.66% 1.3
Sicart Associates
3358
Sicart Associates
New York
USD 367 M -USD 53.1 M -13% 2.36% 113% 122 16.39% 2.2
Kentucky Farm Bureau Mutual Insurance
3359
Kentucky Farm Bureau Mutual Insurance
Kentucky
USD 367 M +USD 8.32 M +2% 1.05% 96.4% 90 6.67% 3.4
Engine Capital Management
3360
Engine Capital Management
New York
USD 366 M +USD 51.9 M +17% 1.53% 21.1% 40 27.5% 1.3
MAA
3361
Mraz Amerine & Associates
California
USD 366 M -USD 2.82 M -0.8% 0.29% 63.2% 179 6.15% 4.3
Goodman Financial
3362
Goodman Financial
Texas
USD 366 M +USD 39.6 M +12% 0.94% 51.2% 54 11.11% 2.2
SPC
3363
Stony Point Capital
New York
USD 366 M -USD 17 M -4% 0.62% 208% 45 42.22% 0.7
Lodbrok Capital
3364
Lodbrok Capital
United Kingdom
USD 365 M +USD 120 M +49% 20% 25.9% 3 33.33% 0.2
Paradigm Asset Management
3365
Paradigm Asset Management
New York
USD 365 M -USD 26.4 M -7% 0.24% 79.2% 347 15.56% 1.7
McNamara Financial Services
3366
McNamara Financial Services
Massachusetts
USD 365 M +USD 2.45 M +0.7% 1.83% 42.6% 61 3.28% 3.1
Great Diamond Partners
3367
Great Diamond Partners
Maine
USD 365 M +USD 11.2 M +3% 0.59% 86.1% 213 11.74% 1.2
Northside Capital Management
3368
Northside Capital Management
Oregon
USD 365 M -USD 33.7 M -8% 0.46% 99.6% 98 8.16% 3.5
PGCM
3369
Prescott Group Capital Management
Oklahoma
USD 364 M +USD 10.5 M +3% 0.33% 135% 161 25.47% 1.8
Bedell Frazier Investment Counselling
3370
Bedell Frazier Investment Counselling
California
USD 364 M -USD 30.9 M -8% 2.38% 72.5% 102 17.65% 2.1
Physician Wealth Advisors
3371
Physician Wealth Advisors
Utah
USD 364 M +USD 14.5 M +4% 0.99% 79.9% 160 7.5% 1.4
Monetary Management Group
3372
Monetary Management Group
Missouri
USD 364 M +USD 31.8 M +10% 0.58% 138% 356 14.61% 4.5
Bridgewater Advisors
3373
Bridgewater Advisors
New York
USD 363 M +USD 48.9 M +16% 0.61% 61% 249 12.05% 1.8
Constellation Investimentos e Participacoes
3374
Constellation Investimentos e Participacoes
Brazil
USD 363 M -USD 62.3 M -15% 6.52% 172% 11 27.27% 1
Oliver Luxxe Assets
3375
Oliver Luxxe Assets
New Jersey
USD 363 M -USD 1.56 M -0.4% 1.06% 137% 218 20.18% 1.6