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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)
G2 Capital Management
4101
G2 Capital Management
Ohio
USD 415 M +USD 18.6 M +5% 2.53% 55.1% 74 9.46% 2.4
SWS Partners
4102
SWS Partners
Ohio
USD 414 M +USD 4.56 M +1% 2.62% 127% 122 6.56% 3.1
LongView Wealth Management
4103
LongView Wealth Management
Georgia
USD 414 M +USD 45 M +12% 1.03% 60.8% 251 11.16% 1.5
Hussman Strategic Advisors
4104
Hussman Strategic Advisors
Maryland
USD 414 M -USD 48 M -10% 3.94% 43.1% 372 59.68% 1.8
Total Clarity Wealth Management
4105
Total Clarity Wealth Management
Illinois
USD 414 M +USD 37.4 M +10% 3.43% 73.2% 338 26.92% 1.9
Hilltop National Bank
4106
Hilltop National Bank
Wyoming
USD 414 M +USD 7.52 M +2% 1.98% – 843 13.4% 1.5
GWM
4107
Gibbs Wealth Management
Georgia
USD 413 M -USD 28.8 M -7% 2.18% – 347 12.1% 1.2
ACM
4108
AIGH Capital Management
Maryland
USD 413 M +USD 58.3 M +16% 39% 3,026% 46 43.48% 0.9
Uncommon Cents Investing
4109
Uncommon Cents Investing
Wisconsin
USD 413 M +USD 11 M +3% 4.79% 91.4% 208 0.96% 4.9
Milestone Investment Advisors
4110
Milestone Investment Advisors
Wisconsin
USD 413 M +USD 10.5 M +3% 1.5% 56.9% 133 6.02% 2.4
Carderock Capital Management
4111
Carderock Capital Management
Maryland
USD 413 M +USD 1.44 M +0.4% 5.11% 97.6% 77 16.88% 6.1
Legacy Capital Group California
4112
Legacy Capital Group California
California
USD 413 M +USD 20.2 M +5% 5.49% 143% 367 19.07% 1.6
HH
4113
HWG Holdings
Texas
USD 413 M +USD 18.1 M +5% 3.93% – 63 34.92% 2.5
Canal Insurance Company
4114
Canal Insurance Company
South Carolina
USD 413 M -USD 57 M -12% 0.54% 114% 71 18.31% 7.1
BigSur Wealth Management
4115
BigSur Wealth Management
Florida
USD 412 M +USD 3.97 M +1% 2.77% 94.8% 163 4.91% 4.3
CEI
4116
Clark Estates Inc
New York
USD 412 M -USD 25.6 M -6% 2.67% 47.8% 109 19.27% 2.4
Ayalon Insurance Company
4117
Ayalon Insurance Company
Israel
USD 412 M +USD 16.6 M +4% 3.06% 99.6% 58 0% 5.8
KFA Private Wealth Group
4118
KFA Private Wealth Group
Virginia
USD 411 M +USD 61.1 M +17% 1.82% 62.8% 153 11.76% 2.3
Kelly Lawrence W & Associates
4119
Kelly Lawrence W & Associates
California
USD 411 M -USD 1.51 M -0.4% 5.23% 123% 160 20.63% 6.3
Coleford Investment Management
4120
Coleford Investment Management
Canada
USD 411 M -USD 5.36 M -1% 6.86% – 22 0% 0.9
McElhenny Sheffield Capital Management
4121
McElhenny Sheffield Capital Management
Texas
USD 411 M -USD 11 M -3% 3.07% 89.1% 121 29.75% 2.1
Technology Crossover Management VIII
4122
Technology Crossover Management VIII
California
USD 411 M -USD 41.5 M -9% 9.01% 70% 5 0% 5.8
JPL Wealth Management
4123
JPL Wealth Management
Colorado
USD 410 M -USD 10.8 M -3% 1.8% – 1,193 90.7% 1.6
Detalus Advisors
4124
Detalus Advisors
Missouri
USD 410 M +USD 24 M +6% 2.08% 75.7% 181 9.39% 3.2
Evergreen Advisors
4125
Evergreen Advisors
Tennessee
USD 410 M – – 1.41% – 24 – 3.4