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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)
Fountainhead AM
3576
Fountainhead AM
New Jersey
USD 364 M +USD 77.2 M +27% 9.53% 80.4% 125 29.6% 1.4
Valor Management
3577
Valor Management
Illinois
USD 364 M -USD 7.58 M -2% 1.69% 14.5% 4 25% 1.6
DI
3578
Diligent Investors
California
USD 364 M +USD 36.5 M +11% 11.4% 82.2% 324 8.95% 4
VCM
3579
V3 Capital Management
Texas
USD 364 M +USD 104 M +40% 11.2% 20.5% 13 38.46% 1
Bedell Frazier Investment Counselling
3580
Bedell Frazier Investment Counselling
California
USD 363 M +USD 28.8 M +9% 10.3% 72.5% 99 23.23% 2.9
Paragon Wealth Strategies
3581
Paragon Wealth Strategies
Florida
USD 363 M +USD 28 M +8% 10.6% 59.8% 46 30.43% 1.6
Old Second National Bank of Aurora
3582
Old Second National Bank of Aurora
Illinois
USD 363 M +USD 34.5 M +10% 10.2% 93.7% 360 8.06% 5.8
Blueprint Investment Partners
3583
Blueprint Investment Partners
North Carolina
USD 363 M +USD 51.9 M +17% 9.61% 91.9% 153 39.87% 1.2
Steginsky Capital
3584
Steginsky Capital
New York
USD 363 M +USD 37.6 M +12% 11.3% 99.4% 7 0% 6.9
Greenspring Advisors
3585
Greenspring Advisors
Maryland
USD 363 M +USD 46.2 M +15% 10.3% – 84 15.48% 1.5
LCM
3586
Lionstone Capital Management
New York
USD 363 M +USD 42.2 M +13% 18.3% 74.1% 12 0% 4
Turiya Advisors Asia
3587
Turiya Advisors Asia
Hong Kong
USD 363 M +USD 124 M +52% 16.4% 247% 4 0% 0.9
Shelter Mutual Insurance
3588
Shelter Mutual Insurance
Missouri
USD 363 M +USD 4.09 M +1% 8.12% 51.2% 60 3.33% 5.2
Carderock Capital Management
3589
Carderock Capital Management
Maryland
USD 362 M +USD 64.2 M +22% 12.1% 97.6% 62 9.68% 5.9
GenWealth Group
3590
GenWealth Group
New Jersey
USD 362 M +USD 32.4 M +10% 11.1% 73.9% 73 12.33% 4
JHCM
3591
Juniper Hill Capital Management
California
USD 362 M +USD 54.8 M +18% 7.92% 33.6% 4 0% 1.6
Luminus Management
3592
Luminus Management
Texas
USD 362 M +USD 37.4 M +12% 19% 8.7% 34 52.94% 1.8
Canal Insurance Company
3593
Canal Insurance Company
South Carolina
USD 362 M +USD 12.5 M +4% 5.47% 114% 93 16.13% 5.2
Trifecta Capital Advisors
3594
Trifecta Capital Advisors
Illinois
USD 362 M +USD 50.5 M +16% 13.8% 149% 468 16.88% 0.9
Herold Advisors
3595
Herold Advisors
New York
USD 361 M +USD 32.8 M +10% 10.2% 90.2% 266 15.79% 1.6
AA
3596
Ashford Advisors
New York
USD 361 M +USD 43.1 M +14% 11.2% 75.4% 16 6.25% 2.3
Parkside Advisors
3597
Parkside Advisors
California
USD 361 M +USD 39.3 M +12% 9.37% 36.7% 83 10.84% 3.7
BCA
3598
Bray Capital Advisors
Florida
USD 361 M +USD 32.7 M +10% 10.5% 36.6% 264 4.92% 5.6
Quadrant Private Wealth Management
3599
Quadrant Private Wealth Management
Pennsylvania
USD 361 M +USD 63.7 M +21% 11.3% 100% 261 25.29% 3.1
SC
3600
Saybrook Capital
North Carolina
USD 360 M +USD 28.6 M +9% 7.91% 72.5% 50 8% 7.6