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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)
Portolan Capital Management
1501
Portolan Capital Management
Massachusetts
USD 770 M +USD 26.9 M +4% 12.2% 738% 159 45.91% 0.9
Spinnaker Trust
1502
Spinnaker Trust
Maine
USD 770 M +USD 26.2 M +4% 5.33% 68.2% 211 12.32% 2.4
LIC
1503
Lodestar Investment Counsel
Illinois
USD 770 M +USD 30.3 M +4% 4.67% 45.1% 163 4.91% 2.6
Alibaba Group
1504
Alibaba Group
Hong Kong
USD 770 M +USD 213 M +38% 39.4% 2.06% 3 0% 1.3
Sheaff Brock Investment Advisors
1505
Sheaff Brock Investment Advisors
Indiana
USD 769 M -USD 21.6 M -3% 6.52% 61.9% 669 19.43% 0.9
Mandatum Life Insurance Company
1506
Mandatum Life Insurance Company
Finland
USD 768 M +USD 34.7 M +5% 6.5% 95.9% 194 7.73% 1.1
SouthState Corp
1507
SouthState Corp
Florida
USD 767 M +USD 70.2 M +10% 4.97% 78.9% 256 11.72% 2.5
BCM
1508
Bluefin Capital Management
New York
USD 766 M -USD 859 M -53% 8.4% – 748 67.11% 0.5
Mizuho Bank
1509
Mizuho Bank
Japan
USD 765 M -USD 58.2 M -7% 6.55% 99.8% 17 52.94% 1.5
DAM
1510
Davis Asset Management
California
USD 765 M +USD 26.5 M +4% 3.59% 97.3% 27 11.11% 2.3
RWA Wealth Partners
1511
RWA Wealth Partners
Massachusetts
USD 763 M +USD 652 M +592% 4.36% 58.4% 179 74.3% 0.1
LC
1512
LNZ Capital
New York
USD 762 M +USD 12.8 M +2% 1.57% 58.8% 47 78.72% 0.2
GW & Wade
1513
GW & Wade
Massachusetts
USD 762 M +USD 154 M +25% 3.47% 32.2% 257 17.51% 1.9
Tokio Marine Asset Management
1514
Tokio Marine Asset Management
Japan
USD 762 M -USD 106 M -12% 6.75% 129% 514 22.57% 3
Fund Evaluation Group
1515
Fund Evaluation Group
Ohio
USD 761 M +USD 4.59 M +0.6% 3.53% 51.6% 23 8.7% 1.7
Indus Capital Partners
1516
Indus Capital Partners
New York
USD 760 M -USD 11.4 M -1% 12.6% 117% 52 50% 0.8
JMG Financial Group
1517
JMG Financial Group
Illinois
USD 758 M +USD 103 M +16% 5.75% 58.7% 57 3.51% 3.1
Waratah Capital Advisors
1518
Waratah Capital Advisors
Ontario, Canada
USD 757 M +USD 85.9 M +13% 6.46% 192% 228 69.74% 0.3
Nuveen Fund Advisors
1519
Nuveen Fund Advisors
Illinois
USD 757 M +USD 64.5 M +9% 4.33% 52.3% 481 14.35% 0.6
AAM
1520
Amerigo Asset Management
Cayman Islands
USD 754 M -USD 63.4 M -8% 18.5% 368% 9 55.56% 0.5
CDH
1521
Charles D. Hyman
USD 754 M +USD 45 M +6% 4.08% 36.8% 154 14.29% 3
Valley Wealth Managers
1522
Valley Wealth Managers
New Jersey
USD 753 M +USD 53.8 M +8% 4.44% 118% 272 30.51% 1.6
TFP
1523
Triple Frond Partners
California
USD 752 M +USD 78 M +12% 10.6% 92.9% 9 0% 1.7
Opus Capital Group
1524
Opus Capital Group
Ohio
USD 752 M +USD 75.1 M +11% 1.4% 49.7% 284 26.76% 1.4
Hudson Edge Investment Partners
1525
Hudson Edge Investment Partners
New Jersey
USD 751 M +USD 18.6 M +3% 2.53% 68.8% 171 12.87% 2.1