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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)
PAPAIJV
4576
Paragon Associates & Paragon Associates II Joint Venture
Texas
USD 106 M +USD 30.7 M +41% 22.8% 168% 34 50% 1.3
Field & Main Bank
4577
Field & Main Bank
Kentucky
USD 106 M – – 13.2% 107% 207 – 3.6
CVI Holdings
4578
CVI Holdings
Delaware
USD 106 M +USD 60.7 M +135% 29.7% 25.8% 68 50% 0.4
Kendall Capital Management
4579
Kendall Capital Management
Maryland
USD 105 M +USD 8.92 M +9% 12.7% 130% 120 15% 1
Angeles Investment Advisors
4580
Angeles Investment Advisors
California
USD 105 M -USD 10.1 M -9% 10.7% 78.3% 48 39.58% 0.2
DIS
4581
Diversified Investment Strategies
Louisiana
USD 105 M +USD 7.79 M +8% 6.49% 93.8% 38 15.79% 3.3
Fairhaven Wealth Management
4582
Fairhaven Wealth Management
Illinois
USD 105 M +USD 3.4 M +3% 11.1% – 88 19.32% 0.2
Schooner Capital
4583
Schooner Capital
Florida
USD 105 M -USD 2.12 M -2% 9.41% 31.1% 1 0% 5.8
Axis Capital Holdings
4584
Axis Capital Holdings
USD 105 M +USD 25.6 M +32% 13% 76% 2 0% 4.4
Crestview Partners II
4585
Crestview Partners II
New York
USD 105 M +USD 32.1 M +44% 51.3% 157% 2 0% 2
VeraBank
4586
VeraBank
Texas
USD 105 M +USD 11.9 M +13% 11.7% 69.5% 88 7.95% 0.2
Hoover Financial Advisors
4587
Hoover Financial Advisors
Pennsylvania
USD 105 M +USD 14 M +15% 13.5% – 65 7.69% 0.2
First National Bank of South Miami
4588
First National Bank of South Miami
Florida
USD 105 M +USD 2.21 M +2% 11.6% 35.2% 279 4.3% 0.2
MACRO Consulting Group
4589
MACRO Consulting Group
New Jersey
USD 104 M +USD 1.98 M +2% 9.62% – 60 20% 0.2
SSCM
4590
Summit Street Capital Management
New York
USD 104 M +USD 16.3 M +19% 9.37% 217% 34 20.59% 1.6
ASA
4591
Armstrong Shaw Associates
Connecticut
USD 104 M +USD 8.56 M +9% 10.9% 51.2% 41 9.76% 3.7
RK Asset Management
4592
RK Asset Management
Michigan
USD 104 M +USD 249 k +0.2% 0.56% 47.6% 19 10.53% 2.7
Godshalk Welsh Capital Management
4593
Godshalk Welsh Capital Management
Pennsylvania
USD 104 M +USD 14.7 M +16% 13.4% 69.3% 106 7.55% 3.5
Gargoyle Investment Advisor
4594
Gargoyle Investment Advisor
New Jersey
USD 104 M -USD 5.49 M -5% 15.6% 34.5% 143 47.55% 0.7
Appleton Group
4595
Appleton Group
Wisconsin
USD 104 M – – 12% 58.3% 32 – 2.1
Independent Order of Foresters
4596
Independent Order of Foresters
Ontario, Canada
USD 104 M +USD 11.4 M +12% 13.1% 75.1% 25 8% 3.2
Michael & Susan Dell Foundation
4597
Michael & Susan Dell Foundation
New York
USD 104 M – – 11.2% 238% 13 – 0.6
Midwest Professional Planners Ltd (MPPL)
4598
Midwest Professional Planners Ltd (MPPL)
Wisconsin
USD 104 M +USD 10.7 M +11% 12.3% 136% 102 34.31% 0.9
Arch Venture Management
4599
Arch Venture Management
Illinois
USD 104 M +USD 3.52 M +4% 22.2% 228% 6 0% 0.3
TPG Financial Advisors
4600
TPG Financial Advisors
Oregon
USD 103 M +USD 11.3 M +12% 8.79% – 40 15% 0.2