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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)
PAS
3951
PKS Advisory Services
New York
USD 438 M -USD 40.2 M -8% 2.43% – 266 12.03% 0.8
Mandatum Life Insurance Company
3952
Mandatum Life Insurance Company
Finland
USD 438 M +USD 19.3 M +5% 5.13% 108% 87 18.39% 5.6
Farmers & Merchants Trust Company
3953
Farmers & Merchants Trust Company
California
USD 438 M -USD 35.4 M -7% 2.18% 79.8% 213 16.43% 4.6
Stokes Capital Advisors
3954
Stokes Capital Advisors
South Carolina
USD 438 M +USD 8.04 M +2% 0.1% 61.3% 80 15% 4.5
Standpoint Asset Management
3955
Standpoint Asset Management
Arizona
USD 438 M -USD 4.72 M -1% 2.49% 71.9% 8 0% 3
Prentice Wealth Management
3956
Prentice Wealth Management
New York
USD 438 M +USD 32 M +8% 1.54% 47.8% 117 6.84% 2.8
SI
3957
Schusterman Interests
Oklahoma
USD 437 M -USD 661 k -0.2% 0.64% 344% 9 33.33% 1
Q3 Asset Management
3958
Q3 Asset Management
Michigan
USD 437 M +USD 145 M +50% 2.96% 105% 87 65.52% 0.4
Tempus Wealth Planning
3959
Tempus Wealth Planning
California
USD 436 M +USD 740 k +0.2% 2.07% 95% 296 13.85% 2.5
VDBMI
3960
Van Den Berg Management I
Texas
USD 436 M +USD 37.3 M +9% 11.2% 187% 128 18.75% 3
L
3961
Laurore
USD 436 M – – 23.6% – 1 – 0
First PREMIER Bank
3962
First PREMIER Bank
South Dakota
USD 436 M -USD 4.24 M -1% 1.91% 63% 404 7.18% 5.3
Kelleher Financial Advisors
3963
Kelleher Financial Advisors
New York
USD 436 M +USD 35.6 M +9% 2.27% 80.3% 771 22.05% 1
Trinity Legacy Partners
3964
Trinity Legacy Partners
Texas
USD 436 M +USD 1.46 M +0.3% 2.22% 63.3% 99 3.03% 3.5
Collective Family Office
3965
Collective Family Office
Pennsylvania
USD 436 M +USD 19.3 M +5% 2.03% 52.5% 162 4.94% 3.6
Prudent Investors Network
3966
Prudent Investors Network
California
USD 436 M +USD 27.5 M +7% 0.63% – 76 14.47% 2
West Michigan Advisors
3967
West Michigan Advisors
Michigan
USD 436 M +USD 19.6 M +5% 1.81% 97.4% 292 18.49% 1.9
Meiji Yasuda America
3968
Meiji Yasuda America
New York
USD 436 M – – 4.93% – 56 – 0
Lighthouse Financial Services
3969
Lighthouse Financial Services
California
USD 435 M – – 2.56% – 95 – 0
Lorne Steinberg Wealth Management
3970
Lorne Steinberg Wealth Management
Canada
USD 435 M +USD 19.9 M +5% 5.45% 83.4% 75 10.67% 3.5
WC
3971
Weil Company
California
USD 435 M +USD 19.2 M +5% 2.28% 71.7% 119 5.88% 3.9
A6
3972
Anchor @ 65
Singapore
USD 434 M -USD 49.2 M -10% 10% – 2 0% 1
UG Investment Advisers
3973
UG Investment Advisers
Taiwan
USD 434 M -USD 205 M -32% 7.03% 183% 14 28.57% 1.5
High Net Worth Advisory Group
3974
High Net Worth Advisory Group
Florida
USD 434 M +USD 18.2 M +4% 2.15% 75.7% 249 9.24% 2.8
Cincinnati Specialty Underwriters Insurance
3975
Cincinnati Specialty Underwriters Insurance
Ohio
USD 433 M +USD 5.53 M +1% 1.86% 137% 39 7.69% 8.2