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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)
Needham Investment Management
2326
Needham Investment Management
New York
USD 501 M +USD 32.9 M +7% 10.9% 424% 112 12.5% 3.3
AlphaStar Capital Management
2327
AlphaStar Capital Management
North Carolina
USD 500 M +USD 31.8 M +7% 7.14% 69.5% 221 33.94% 1.6
CKW Financial Group
2328
CKW Financial Group
Hawaii
USD 500 M +USD 48.8 M +11% 8.58% 70.3% 183 10.38% 4.4
Vitruvian Partners
2329
Vitruvian Partners
United Kingdom
USD 499 M +USD 151 M +43% 43.9% 96.9% 2 0% 1.8
Dundas Partners
2330
Dundas Partners
United Kingdom
USD 499 M +USD 41.3 M +9% 10.7% 87.6% 33 0% 2.2
JWBC
2331
J.W. Burns & Co
New York
USD 498 M +USD 45.8 M +10% 10.6% 95.4% 160 5.63% 5.1
KC
2332
Keenan Capital
California
USD 498 M -USD 9.16 M -2% 6.8% 110% 14 14.29% 2.1
Taiyo Life Insurance Company
2333
Taiyo Life Insurance Company
Japan
USD 498 M +USD 39.3 M +9% 8.57% 90.5% 5 0% 2.1
Jump Financial
2334
Jump Financial
Illinois
USD 498 M – – 11.9% 125% 735 – 0
Biglari Capital Corp
2335
Biglari Capital Corp
Texas
USD 498 M +USD 71.3 M +17% 16.9% 72.7% 10 10% 3.5
Osborne Partners Capital Management
2336
Osborne Partners Capital Management
California
USD 497 M +USD 29.7 M +6% 10.6% 60.8% 159 8.18% 4.9
Johnson & Johnson Innovation - JJDC
2337
Johnson & Johnson Innovation - JJDC
New Jersey
USD 497 M -USD 12.1 M -2% 0.88% – 16 6.25% 0.6
Archon Capital Management
2338
Archon Capital Management
Washington
USD 497 M +USD 31.2 M +7% 40% 222% 44 47.73% 1.1
OH
2339
Overlook Holdings
British Virgin Islands
USD 496 M – – 0.16% – 2 – 3.6
JNBA Financial Advisors
2340
JNBA Financial Advisors
Minnesota
USD 496 M +USD 29.8 M +6% 6.12% 66.8% 607 7.91% 3
WBH Advisory
2341
WBH Advisory
Maryland
USD 495 M +USD 82.2 M +20% 8.5% 64.5% 251 11.55% 4.6
Fusion Family Wealth
2342
Fusion Family Wealth
New York
USD 495 M +USD 71.2 M +17% 6.4% 62.2% 112 8.04% 3.2
Barometer Capital Management
2343
Barometer Capital Management
Ontario, Canada
USD 495 M -USD 39.8 M -7% 17.1% 339% 176 56.82% 0.4
Nan Fung Trinity
2344
Nan Fung Trinity
Hong Kong
USD 495 M +USD 44.3 M +10% 7.6% 81.5% 68 25% 0.4
JC
2345
Joho Capital
New York
USD 495 M +USD 145 M +42% 20.1% 80.2% 11 36.36% 1.5
KWMG LLC
2346
KWMG LLC
Kansas
USD 494 M +USD 32.1 M +7% 5.35% 76.2% 126 1.59% 3.5
Traphagen Investment Advisors
2347
Traphagen Investment Advisors
New Jersey
USD 494 M +USD 51.4 M +12% 5.79% 65.8% 158 38.61% 0.9
Anchor Investment Management
2348
Anchor Investment Management
South Carolina
USD 493 M +USD 45.5 M +10% 8.56% 83.7% 947 12.14% 3.1
ShawSpring Partners
2349
ShawSpring Partners
Massachusetts
USD 492 M +USD 45.7 M +10% 29.3% 3.53% 7 42.86% 1
OHM
2350
Ordinal Holdings ManageCo
New York
USD 491 M -USD 13.4 M -3% 2.5% 19.5% 1 0% 2.8