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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)
KS
3676
Karpas Strategies
Connecticut
USD 285 M +USD 21.3 M +8% 9.27% 16.1% 118 5.08% 6.6
WESCAP Management Group
3677
WESCAP Management Group
California
USD 285 M +USD 22.9 M +9% 8.67% 45.7% 92 6.52% 3.8
Flagstar Advisors
3678
Flagstar Advisors
New York
USD 285 M +USD 18.3 M +7% 7.36% 81.9% 284 46.13% 1
Seven Post Investment Office
3679
Seven Post Investment Office
California
USD 284 M +USD 27.4 M +11% 4.01% 44.4% 56 23.21% 2.4
Aprio Wealth Management
3680
Aprio Wealth Management
Georgia
USD 284 M +USD 35.3 M +14% 7.73% 66.1% 129 20.93% 1.2
Essex Savings Bank
3681
Essex Savings Bank
Connecticut
USD 284 M +USD 32.6 M +13% 12.7% 95.2% 227 11.45% 2.8
Rainey & Randall Wealth Advisors
3682
Rainey & Randall Wealth Advisors
Florida
USD 284 M +USD 25.2 M +10% 5.15% 52.3% 51 27.45% 2.5
Hourglass Capital
3683
Hourglass Capital
Texas
USD 284 M +USD 20.1 M +8% 16.2% 94.4% 115 20.87% 4.7
Sicart Associates
3684
Sicart Associates
New York
USD 284 M +USD 1.65 M +0.6% 9.76% 113% 80 11.25% 3.4
Keywise Capital Management (HK)
3685
Keywise Capital Management (HK)
Hong Kong
USD 283 M +USD 73.7 M +35% 43.9% 684% 18 55.56% 0.7
RB Capital Management
3686
RB Capital Management
Nevada
USD 283 M +USD 22.2 M +9% 7.05% 79.4% 179 6.7% 3.5
Adams Wealth Management
3687
Adams Wealth Management
Utah
USD 283 M +USD 16 M +6% 4.33% 105% 98 12.24% 1.7
ValueWorks
3688
ValueWorks
New York
USD 283 M +USD 38.2 M +16% 31.5% 190% 38 7.89% 4
AGUR Provident & Training Funds Management
3689
AGUR Provident & Training Funds Management
Israel
USD 283 M +USD 275 M +3,623% 6.97% – 17 88.24% 0.8
O'Dell Group
3690
O'Dell Group
Ohio
USD 283 M +USD 6.43 M +2% 9.34% 72.2% 443 83.75% 2.2
Alpha DNA Investment Management
3691
Alpha DNA Investment Management
Maryland
USD 283 M +USD 162 M +135% 12.8% 134% 215 63.26% 0.3
Donoghue Forlines
3692
Donoghue Forlines
Massachusetts
USD 283 M +USD 5.66 M +2% 8.47% 229% 280 36.79% 1
Woodard & Company Asset Management Group
3693
Woodard & Company Asset Management Group
North Carolina
USD 282 M +USD 65.3 M +30% 9.03% 94.5% 104 11.54% 2.4
Dumont & Blake Investment Advisors
3694
Dumont & Blake Investment Advisors
New Jersey
USD 282 M +USD 15.3 M +6% 8.97% 86.1% 198 7.58% 6.1
SPC
3695
Stony Point Capital
New York
USD 282 M +USD 5.16 M +2% 6.42% 208% 41 29.27% 0.7
Roof Eidam Maycock Peralta (REMP)
3696
Roof Eidam Maycock Peralta (REMP)
California
USD 282 M +USD 14.2 M +5% 7.29% 62.3% 126 23.02% 4.4
UAM
3697
UAS Asset Management
New York
USD 282 M -USD 34.5 M -11% 5.73% 98% 21 47.62% 2.1
EnCap Energy Capital Fund XI
3698
EnCap Energy Capital Fund XI
Texas
USD 282 M +USD 37.9 M +16% 15.5% 21% 1 0% 0.3
Montgomery Investment Management
3699
Montgomery Investment Management
Maryland
USD 282 M +USD 37.5 M +15% 17.2% 105% 83 4.82% 6.6
Goehring & Rozencwajg Associates
3700
Goehring & Rozencwajg Associates
New York
USD 281 M – – 9.82% 148% 47 – 0