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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)
Oakview Capital Management
7001
Oakview Capital Management
Texas
USD 95.9 M -USD 144 M -60% 3.51% 21.2% 15 0% 2.8
PWM
7002
Pinnacle Wealth Management
California
USD 95.9 M +USD 8.43 M +10% 21.3% 194% 47 40.43% 0.7
Moulton Wealth Management
7003
Moulton Wealth Management
Washington
USD 95.4 M +USD 17.5 M +22% 3.5% 47.8% 27 37.04% 1.3
DBK Financial Counsel
7004
DBK Financial Counsel
Ohio
USD 95.4 M +USD 8.25 M +9% 5.25% 58.1% 50 12% 1.6
University of Pittsburgh
7005
University of Pittsburgh
Pennsylvania
USD 95.2 M +USD 1.88 M +2% 2.02% 69.2% 2 0% 1.3
JAIC
7006
Josh Arnold Investment Consultant
Minnesota
USD 95.1 M -USD 9.6 M -9% 2.7% 272% 29 82.76% 0.7
AIM
7007
Alerce Investment Management
Illinois
USD 95.1 M +USD 19.9 M +27% 47.8% 25.1% 5 0% 3.3
Chicago Capital Management
7008
Chicago Capital Management
Illinois
USD 95 M +USD 32 M +51% 5.54% 270% 44 38.64% 0.2
Smart Portfolios LLC
7009
Smart Portfolios LLC
Washington
USD 94.9 M +USD 9.7 M +11% 4.66% 41.3% 95 11.58% 1
Redwood Wealth Management Group
7010
Redwood Wealth Management Group
New Jersey
USD 94.4 M +USD 4.17 M +5% 11.4% 74.1% 149 29.53% 1.1
Provident Company of the Employees of the Hebrew University
7011
Provident Company of the Employees of the Hebrew University
Israel
USD 94.3 M – – 9.7% – 32 – 0
Aozora Bank
7012
Aozora Bank
Japan
USD 94.3 M -USD 70.4 M -43% 0.99% 5.45% 3 33.33% 2.8
Eagle Harbor Asset Management
7013
Eagle Harbor Asset Management
Washington
USD 94.3 M +USD 7.38 M +8% 5.75% 76.2% 132 12.88% 1.4
Point Break Capital Management
7014
Point Break Capital Management
Florida
USD 94.1 M -USD 31.6 M -25% 0.66% – 17 47.06% 0.7
Groesbeck Investment Management
7015
Groesbeck Investment Management
New Jersey
USD 94 M +USD 21.7 M +30% 14.3% 155% 100 29% 4.1
Intrinsic Value Partners
7016
Intrinsic Value Partners
Arizona
USD 93.8 M +USD 8.09 M +9% 12.8% 126% 58 12.07% 1.9
Cypress Capital Management (Wyoming)
7017
Cypress Capital Management (Wyoming)
Wyoming
USD 93.8 M +USD 2.51 M +3% 25% 161% 192 21.88% 4.1
HPS Investment Partners
7018
HPS Investment Partners
New York
USD 93.6 M -USD 1.67 M -2% 22.6% 55.9% 6 0% 2
AC
7019
Athos Capital
Hong Kong
USD 93.5 M +USD 3.99 M +4% 6.44% 110% 58 51.72% 0.8
FSA Advisors
7020
FSA Advisors
Michigan
USD 93.3 M +USD 12.6 M +16% 7.12% – 138 15.94% 0.2
Private Harbour Investment Management & Counsel
7021
Private Harbour Investment Management & Counsel
Ohio
USD 92.9 M +USD 5.98 M +7% 12.5% 82.6% 42 4.76% 6.9
HGI Capital Management
7022
HGI Capital Management
New York
USD 92.8 M +USD 4.86 M +6% 1.16% 47% 58 56.9% 0.4
AM
7023
Account Management
Massachusetts
USD 92.6 M +USD 9 M +11% 11.3% 88.3% 25 8% 4.3
Compass Rose Asset Management
7024
Compass Rose Asset Management
New York
USD 92.3 M -USD 147 M -61% 11.3% 41% 10 90% 0.1
FWG Investments
7025
FWG Investments
Kentucky
USD 92.2 M +USD 11.7 M +15% 6.99% 67.5% 123 30.89% 0.2