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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)
First Trust Capital Management
1601
First Trust Capital Management
Illinois
USD 1498 M +USD 402 M +37% 5.35% 214% 151 54.97% 0.5
Meeder Asset Management
1602
Meeder Asset Management
Ohio
USD 1497 M +USD 70.3 M +5% 7.25% 156% 998 29.76% 1.1
Generate Investment Management
1603
Generate Investment Management
New Zealand
USD 1497 M -USD 204 M -12% 6.52% 153% 86 29.07% 0.5
Country Club Bank
1604
Country Club Bank
Missouri
USD 1497 M +USD 57.9 M +4% 6.15% 77.4% 315 3.81% 2.1
Wolf Hill Capital Management
1605
Wolf Hill Capital Management
Connecticut
USD 1497 M +USD 493 M +49% 12.7% 384% 43 58.14% 0.6
JFS Wealth Advisors
1606
JFS Wealth Advisors
Pennsylvania
USD 1494 M +USD 226 M +18% 6.37% 54.8% 2,037 6.23% 3.5
Ribbit Management Company
1607
Ribbit Management Company
California
USD 1492 M +USD 55.8 M +4% 3.41% – 9 0% 0.7
Transcend Capital Advisors
1608
Transcend Capital Advisors
New Jersey
USD 1492 M +USD 113 M +8% 6.03% 71.6% 651 13.52% 2.3
Westpac Banking Corp
1609
Westpac Banking Corp
Australia
USD 1492 M +USD 231 M +18% 6.93% 127% 498 12.65% 7.5
Altos Ventures Management
1610
Altos Ventures Management
California
USD 1490 M -USD 145 M -9% 18.9% 220% 1 0% 2.8
Delta Global Management
1611
Delta Global Management
New York
USD 1489 M -USD 15.7 M -1% 9.94% – 51 50.98% 0.4
Legacy Private Trust
1612
Legacy Private Trust
Wisconsin
USD 1488 M +USD 80.1 M +6% 5.78% 71.1% 238 5.88% 5.8
Oak Associates
1613
Oak Associates
Ohio
USD 1487 M -USD 20.8 M -1% 2.64% 152% 135 5.93% 6
Ilex Capital Partners
1614
Ilex Capital Partners
United Kingdom
USD 1485 M +USD 509 M +52% 13.4% – 34 67.65% 0.2
NBT Bank
1615
NBT Bank
New York
USD 1484 M +USD 85.5 M +6% 7.19% 77% 865 33.18% 2.5
Asset Dedication LLC
1616
Asset Dedication LLC
California
USD 1483 M +USD 40.7 M +3% 6.17% 67.8% 1,267 15.39% 2.7
Janney Capital Management
1617
Janney Capital Management
Pennsylvania
USD 1482 M +USD 65.4 M +5% 7.31% 70.7% 247 14.98% 3.8
Franklin Street Advisors
1618
Franklin Street Advisors
North Carolina
USD 1482 M +USD 81.8 M +6% 6.98% 130% 180 11.11% 5.8
WCG Wealth Advisors
1619
WCG Wealth Advisors
Nevada
USD 1481 M +USD 130 M +10% 5.83% 69.6% 316 15.82% 1
Alua Capital Management
1620
Alua Capital Management
New York
USD 1478 M -USD 825 M -36% 7.03% 99.4% 28 50% 1.5
BFO
1621
Boston Family Office
Massachusetts
USD 1477 M +USD 89.1 M +6% 6.76% 53.4% 283 8.83% 7
Ninety One North America
1622
Ninety One North America
New York
USD 1472 M -USD 508 M -26% 6.43% 70.6% 86 51.16% 3.2
Atwood & Palmer
1623
Atwood & Palmer
Missouri
USD 1471 M +USD 151 M +11% 11.1% 90% 492 15.45% 4.8
Analog Century Management
1624
Analog Century Management
New York
USD 1471 M +USD 462 M +46% 0.3% 785% 27 29.63% 2
Cantor Fitzgerald Investment Advisors
1625
Cantor Fitzgerald Investment Advisors
New York
USD 1471 M +USD 173 M +13% 7.67% 73.4% 188 21.81% 2.9