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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)
PI
2626
PHH Investments
Texas
USD 344 M +USD 33.5 M +11% 9.22% 30.9% 86 10.47% 1.5
Avitas Wealth Management
2627
Avitas Wealth Management
California
USD 344 M +USD 39.1 M +13% 16.3% 56.2% 173 21.97% 0.5
Fiduciary Financial Services of The Southwest
2628
Fiduciary Financial Services of The Southwest
Texas
USD 344 M +USD 26.6 M +8% 13.3% 39.8% 148 4.05% 4.3
Hourglass Capital
2629
Hourglass Capital
Texas
USD 343 M +USD 25.9 M +8% 12.7% 94.4% 122 16.39% 3.7
Prime Capital Investment Advisors
2630
Prime Capital Investment Advisors
Kansas
USD 343 M +USD 67.5 M +24% 13.3% 78.7% 495 66.26% 0.5
Pegasus Partners
2631
Pegasus Partners
Wisconsin
USD 343 M +USD 5.22 M +2% 13.7% 32.6% 147 15.65% 2
Eversept Partners
2632
Eversept Partners
New York
USD 343 M +USD 158 M +86% 32.5% 321% 72 52.78% 0.6
Hefren-Tillotson
2633
Hefren-Tillotson
Pennsylvania
USD 342 M +USD 72.5 M +27% 12.6% 40% 14 0% 2.8
P.J. Schmidt Investment Management (PJS)
2634
P.J. Schmidt Investment Management (PJS)
Wisconsin
USD 342 M +USD 37.4 M +12% 12.4% 75.9% 136 7.35% 4
D.L. Carlson Investment Group
2635
D.L. Carlson Investment Group
New Hampshire
USD 342 M +USD 40.8 M +14% 16.9% 130% 156 13.46% 3.1
VHCP Management II
2636
VHCP Management II
New York
USD 342 M +USD 109 M +47% 54.3% 2,334% 22 18.18% 1
James Hambro & Partners
2637
James Hambro & Partners
United Kingdom
USD 342 M +USD 86.6 M +34% 14.9% 97% 49 18.37% 0.5
Greenwood Gearhart
2638
Greenwood Gearhart
Arkansas
USD 341 M +USD 40.6 M +14% 12.2% 79% 72 13.89% 3.5
Maple Rock Capital Partners
2639
Maple Rock Capital Partners
Ontario, Canada
USD 341 M +USD 58.2 M +21% 31.4% 602% 14 28.57% 1.3
Alley Company
2640
Alley Company
Illinois
USD 340 M +USD 36.3 M +12% 12.4% 88.2% 84 7.14% 4.1
CCA
2641
Castle Creek Arbitrage
Colorado
USD 340 M +USD 49.8 M +17% 0.82% 17.2% 95 33.68% 0.7
Paradigm Asset Management
2642
Paradigm Asset Management
New York
USD 340 M +USD 30.4 M +10% 9.34% 79.2% 425 10.59% 2.4
CMG
2643
Cavalry Management Group
California
USD 340 M -USD 89.4 M -21% 20.7% 59.6% 31 67.74% 0.4
Stoneridge Investment Partners
2644
Stoneridge Investment Partners
Pennsylvania
USD 340 M +USD 20.9 M +7% 11.5% 44.2% 150 46.67% 1.4
OH
2645
Overlook Holdings
British Virgin Islands
USD 340 M +USD 10.4 M +3% 3.08% – 2 0% 3.3
Shelter Mutual Insurance
2646
Shelter Mutual Insurance
Missouri
USD 339 M +USD 26.9 M +9% 11.1% 53.4% 46 6.52% 4.4
Three Peaks Capital Management
2647
Three Peaks Capital Management
Colorado
USD 339 M +USD 20.5 M +6% 17.9% 84.5% 123 30.08% 1.5
Gryphon Financial Partners
2648
Gryphon Financial Partners
Ohio
USD 339 M -USD 54.2 M -14% 11.4% 111% 207 43.48% 1
EVM
2649
Evelyn V. Moreno
USD 339 M +USD 36.2 M +12% 12.5% 39.4% 65 4.62% 4.3
NFC Investments
2650
NFC Investments
Tennessee
USD 339 M +USD 32.4 M +11% 13.6% 58% 38 10.53% 3.3