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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)
VCM
3976
V3 Capital Management
Texas
USD 328 M -USD 35.9 M -10% 4.58% 20.5% 14 50% 0.9
Evergreen Advisors
3977
Evergreen Advisors
Tennessee
USD 327 M +USD 19.3 M +6% 5.25% – 18 5.56% 2.8
Winch Advisory Services
3978
Winch Advisory Services
Wisconsin
USD 327 M +USD 25.8 M +9% 11.8% 92.4% 463 6.26% 4.7
PFW Advisors
3979
PFW Advisors
Georgia
USD 327 M +USD 14.2 M +5% 7.52% – 132 14.39% 3.8
Horiko Capital Management
3980
Horiko Capital Management
New York
USD 327 M +USD 35.2 M +12% 15.9% 297% 27 25.93% 3.4
Vesa Equity Investment
3981
Vesa Equity Investment
Luxembourg
USD 327 M -USD 30.4 M -9% 8.51% 2.97% 1 0% 3.3
Old Port Advisors
3982
Old Port Advisors
Maine
USD 327 M +USD 25.6 M +9% 7.08% 114% 230 8.7% 3.9
Uncommon Cents Investing
3983
Uncommon Cents Investing
Wisconsin
USD 327 M +USD 24.5 M +8% 8.5% 91.4% 185 2.7% 3.8
SC
3984
Stephens Consulting
Michigan
USD 326 M +USD 30.7 M +10% 7.08% 50.1% 498 7.03% 1.9
CSC
3985
Cook Street Consulting
Colorado
USD 326 M -USD 3.31 M -1% 0.7% – 2 0% 2.3
Security Benefit Life Insurance Company
3986
Security Benefit Life Insurance Company
Kansas
USD 326 M -USD 175 M -35% 3.85% 61.7% 44 22.73% 1.8
Clark Asset Management
3987
Clark Asset Management
New Hampshire
USD 326 M +USD 52.2 M +19% 4.77% 51.8% 90 13.33% 0.9
Lead Edge Capital Management
3988
Lead Edge Capital Management
New York
USD 325 M -USD 48.9 M -13% 2.2% 20.2% 11 27.27% 0.9
CenterStar Asset Management
3989
CenterStar Asset Management
Illinois
USD 325 M -USD 382 M -54% 19.7% 104% 431 77.96% 0.4
The Wealth Group
3990
The Wealth Group
Minnesota
USD 325 M +USD 22.1 M +7% 8.05% 71.9% 62 4.84% 0.2
Cornerstone Wealth Advisors
3991
Cornerstone Wealth Advisors
Minnesota
USD 325 M +USD 15.8 M +5% 5.24% 46.1% 45 0% 2.4
Pacifica Capital Investments
3992
Pacifica Capital Investments
Texas
USD 324 M -USD 12.6 M -4% 5.21% 69.8% 19 0% 6.4
Henry James International Management
3993
Henry James International Management
New York
USD 324 M +USD 57.7 M +22% 7.26% 125% 126 1.59% 4.3
Smith & Howard Wealth Management
3994
Smith & Howard Wealth Management
Georgia
USD 324 M +USD 41.4 M +15% 5.14% 43.8% 78 10.26% 4.4
Allegheny Financial Group
3995
Allegheny Financial Group
Pennsylvania
USD 324 M +USD 12.6 M +4% 9.84% 72.7% 219 10.96% 2
Watts Gwilliam & Co
3996
Watts Gwilliam & Co
Arizona
USD 324 M – – 12.9% – 179 – 0
Bank of Stockton
3997
Bank of Stockton
California
USD 324 M +USD 22.2 M +7% 8.46% 99.2% 129 6.2% 5.8
Outlook Wealth Advisors
3998
Outlook Wealth Advisors
Texas
USD 324 M +USD 37.8 M +13% 7.36% 76% 283 21.91% 1.5
Clare Market Investments
3999
Clare Market Investments
Texas
USD 324 M +USD 34 M +12% 9.52% – 157 15.92% 2.2
Anatole Investment Management
4000
Anatole Investment Management
Hong Kong
USD 324 M -USD 67.6 M -17% 20.4% 3,486% 17 76.47% 0.2