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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)
Kimelman & Baird
1701
Kimelman & Baird
New York
USD 643 M -USD 151 M -19% 13.9% – 108 12.04% 4
Connors Investor Services
1702
Connors Investor Services
Pennsylvania
USD 642 M -USD 102 M -14% 11.9% 125% 154 15.58% 3.6
Clearstead Advisors
1703
Clearstead Advisors
Ohio
USD 642 M -USD 87.2 M -12% 13.7% 79.5% 266 22.93% 1.5
Albion Financial Group
1704
Albion Financial Group
Utah
USD 642 M -USD 97.2 M -13% 12.2% 79.6% 214 14.49% 3.4
Prospector Partners
1705
Prospector Partners
Connecticut
USD 642 M -USD 82.5 M -11% 10.1% 53.6% 125 17.6% 3.3
Summit Partners
1706
Summit Partners
Massachusetts
USD 642 M -USD 87 M -12% 6.02% 23.2% 8 12.5% 2.4
Kanawha Capital Management
1707
Kanawha Capital Management
Virginia
USD 640 M -USD 78.5 M -11% 10.8% 74.5% 172 6.4% 4.6
Norris Perne & French
1708
Norris Perne & French
Michigan
USD 640 M -USD 124 M -16% 12.5% 91.1% 142 14.08% 3.6
Strategic Financial Services
1709
Strategic Financial Services
New York
USD 639 M -USD 32.1 M -5% 10% 61.5% 149 32.21% 3
MG
1710
Magnolia Group
Nebraska
USD 639 M +USD 89.1 M +16% 15.4% 11.4% 11 36.36% 0.9
ALAM
1711
Asahi Life Asset Management
Japan
USD 639 M – – 11.4% 133% 178 – 0
Essex Investment Management
1712
Essex Investment Management
Massachusetts
USD 637 M -USD 214 M -25% 14.8% 370% 581 49.57% 1.4
Moors & Cabot
1713
Moors & Cabot
Massachusetts
USD 637 M -USD 182 M -22% 12.8% 134% 598 18.39% 3.2
Sheaff Brock Investment Advisors
1714
Sheaff Brock Investment Advisors
Indiana
USD 636 M -USD 422 M -40% 14.2% 61.9% 561 21.75% 2.2
Oakmont Corp
1715
Oakmont Corp
California
USD 636 M -USD 133 M -17% 22.3% 96% 18 27.78% 2.3
Aureus Asset Management
1716
Aureus Asset Management
Massachusetts
USD 636 M -USD 150 M -19% 13.1% 102% 191 14.66% 2.7
LPC
1717
Lion Point Capital
New York
USD 636 M -USD 429 M -40% 21.2% 319% 44 40.91% 0.9
Dai-ichi Life Holdings
1718
Dai-ichi Life Holdings
Japan
USD 635 M -USD 191 M -23% 23.1% – 1 0% 1.5
Pelham Capital
1719
Pelham Capital
United Kingdom
USD 635 M -USD 163 M -20% 23.4% 138% 9 11.11% 0.8
Hartford Funds Management
1720
Hartford Funds Management
Pennsylvania
USD 635 M +USD 288 M +83% 2.53% 29.5% 4 0% 0.4
E-L Financial Corp
1721
E-L Financial Corp
Ontario, Canada
USD 635 M -USD 65.2 M -9% 13.9% 78.5% 2 0% 2
Bramshill Investments
1722
Bramshill Investments
Florida
USD 634 M +USD 249 M +65% 9.72% 3.6% 236 45.34% 0.5
Annex Advisory Services
1723
Annex Advisory Services
Wisconsin
USD 634 M -USD 12.8 M -2% 14.1% 85.8% 144 17.36% 2.9
Goldentree Asset Management
1724
Goldentree Asset Management
New York
USD 634 M -USD 938 M -60% 22.6% 27.7% 37 54.05% 0.5
Spirit of America Management Corp
1725
Spirit of America Management Corp
New York
USD 634 M -USD 171 M -21% 15.8% 113% 256 7.81% 3.4