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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)
Concord Wealth Partners
3351
Concord Wealth Partners
Virginia
USD 333 M +USD 17.4 M +6% 7.18% 71.1% 1,254 86.84% 0.2
Bulldog Investors
3352
Bulldog Investors
New Jersey
USD 333 M -USD 9.8 M -3% 4.96% 22.5% 404 48.51% 0.9
Moerus Capital Management
3353
Moerus Capital Management
New York
USD 332 M +USD 97.2 M +41% 24.5% 220% 16 12.5% 2.9
Bank of New Hampshire
3354
Bank of New Hampshire
New Hampshire
USD 332 M +USD 12.1 M +4% 10% 96.5% 529 4.91% 1
Odey Asset Management Group
3355
Odey Asset Management Group
United Kingdom
USD 332 M +USD 303 M +1,046% 31.2% 259% 27 88.89% 0.5
EVR Research
3356
EVR Research
Virginia
USD 332 M -USD 5.5 M -2% 11.9% 165% 48 58.33% 0.5
Monaco Asset Management
3357
Monaco Asset Management
Monaco
USD 331 M +USD 70.7 M +27% 18.9% 136% 94 44.68% 0.6
Peterson Wealth Advisors
3358
Peterson Wealth Advisors
Utah
USD 331 M +USD 33.4 M +11% 7.45% 50.9% 68 19.12% 2.9
Essex LLC
3359
Essex LLC
Illinois
USD 331 M +USD 27.2 M +9% 9% 91.4% 155 10.32% 1.1
SkyView Investment Advisors
3360
SkyView Investment Advisors
New Jersey
USD 330 M -USD 11.5 M -3% 7.32% 70.3% 595 24.54% 1
Fort Baker Capital Management
3361
Fort Baker Capital Management
California
USD 330 M -USD 335 M -50% 5% 46.3% 134 47.76% 0.7
First PREMIER Bank
3362
First PREMIER Bank
South Dakota
USD 330 M +USD 23.7 M +8% 9.38% 63% 427 10.77% 3.7
Tikehau Investment Management
3363
Tikehau Investment Management
France
USD 330 M USD 0 0% 4.65% 102% 16 0% 2
Lineweaver Wealth Advisors
3364
Lineweaver Wealth Advisors
Ohio
USD 330 M +USD 21.6 M +7% 7.62% 68.4% 137 17.52% 1.8
PTB
3365
Pioneer Trust Bank
Oregon
USD 330 M +USD 35.1 M +12% 13.1% 75.7% 79 20.25% 6.2
Capital Advisors Wealth Management
3366
Capital Advisors Wealth Management
Washington
USD 330 M +USD 28.5 M +9% 6.87% 70.5% 135 15.56% 1.1
GCMG
3367
Gyroscope Capital Management Group
Florida
USD 330 M +USD 70.9 M +27% 10.9% 24.8% 139 23.02% 2.3
Nalanda India Fund
3368
Nalanda India Fund
Mauritius
USD 330 M -USD 7.63 M -2% 2.26% 15.3% 1 0% 4
Mandatum Life Insurance Company
3369
Mandatum Life Insurance Company
Finland
USD 330 M +USD 15.1 M +5% 9.82% 108% 72 9.72% 4.5
Wilson Asset Management
3370
Wilson Asset Management
Australia
USD 329 M +USD 32.4 M +11% 9.32% 58% 35 17.14% 0.6
Clifford Capital Partners
3371
Clifford Capital Partners
Utah
USD 329 M +USD 95.5 M +41% 16.1% 77.3% 47 8.51% 2.8
Artemis Wealth Advisors
3372
Artemis Wealth Advisors
New York
USD 329 M -USD 52.5 M -14% 3.5% 180% 110 20.91% 1.5
Planning Center Inc
3373
Planning Center Inc
Illinois
USD 329 M +USD 203 M +160% 13% 38.9% 72 38.89% 0.6
Corbin Capital Partners
3374
Corbin Capital Partners
New York
USD 329 M -USD 74 M -18% 2.08% 87.7% 126 27.78% 1.1
Independent Solutions Wealth Management
3375
Independent Solutions Wealth Management
New York
USD 328 M +USD 23.3 M +8% 8.53% 125% 228 15.35% 2