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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)
Alaska Permanent Capital Management
1901
Alaska Permanent Capital Management
Alaska
USD 1217 M -USD 46.7 M -4% 2.49% 42.8% 42 4.76% 3.9
XTX Topco
1902
XTX Topco
Cayman Islands
USD 1217 M -USD 166 M -12% 5.54% 87.3% 3,148 65.22% 0.3
Icon Wealth Advisors
1903
Icon Wealth Advisors
Texas
USD 1216 M +USD 14.4 M +1% 1.36% – 526 13.5% 1.4
ACM
1904
Ashe Capital Management
New Jersey
USD 1216 M -USD 39.9 M -3% 20.7% 70.7% 7 0% 5.8
Naspers
1905
Naspers
South Africa
USD 1215 M +USD 442 M +57% 59.9% 88.2% 4 0% 3
Nixon Peabody Trust
1906
Nixon Peabody Trust
Massachusetts
USD 1214 M +USD 13.1 M +1% 1.72% 101% 152 11.84% 2.9
Angeles Wealth Management
1907
Angeles Wealth Management
California
USD 1213 M +USD 52.2 M +4% 1.02% 80.6% 386 19.43% 1.4
Coliseum Capital Management
1908
Coliseum Capital Management
Connecticut
USD 1213 M +USD 179 M +17% 5.7% 41.1% 15 13.33% 3.2
Cahaba Wealth Management
1909
Cahaba Wealth Management
Georgia
USD 1208 M -USD 3.37 M -0.3% 1.15% 48.7% 157 11.46% 4
KMG Fiduciary Partners
1910
KMG Fiduciary Partners
Ohio
USD 1208 M +USD 50.2 M +4% 2.14% 114% 281 8.9% 3.1
Strategic Wealth Partners
1911
Strategic Wealth Partners
Ohio
USD 1208 M +USD 168 M +16% 1.59% – 333 17.12% 2.8
Delta Global Management
1912
Delta Global Management
New York
USD 1207 M -USD 282 M -19% 10.9% – 54 46.3% 0.5
Plante Moran Financial Advisors
1913
Plante Moran Financial Advisors
Michigan
USD 1204 M +USD 31.5 M +3% 1.14% 62.8% 1,000 22.3% 4.6
Freedom Investment Management
1914
Freedom Investment Management
Connecticut
USD 1203 M -USD 52 M -4% 0.06% 68.5% 833 18.97% 3.3
BPI
1915
BFC Planning, Inc.
Iowa
USD 1203 M – – 5.21% – 2,603 – 0
Stephens Group Asset Management
1916
Stephens Group Asset Management
Arkansas
USD 1201 M +USD 3.8 M +0.3% 0.15% 51.4% 34 0% 4.1
AltraVue Capital
1917
AltraVue Capital
Washington
USD 1201 M +USD 89 M +8% 14.8% 221% 28 7.14% 3.8
Gladstone Capital Management
1918
Gladstone Capital Management
United Kingdom
USD 1200 M +USD 11.8 M +1% 3.57% 304% 33 48.48% 0.9
Vise Technologies
1919
Vise Technologies
New York
USD 1200 M +USD 414 M +53% 2.26% – 846 34.04% 0.9
Parsifal Capital Management
1920
Parsifal Capital Management
Connecticut
USD 1199 M -USD 263 M -18% 5.06% 154% 17 17.65% 1.1
Boussard & Gavaudan Investment Management
1921
Boussard & Gavaudan Investment Management
United Kingdom
USD 1199 M +USD 99.2 M +9% 1.38% 25.8% 130 73.08% 0.3
TCI Wealth Advisors
1922
TCI Wealth Advisors
Arizona
USD 1197 M +USD 10.7 M +0.9% 1.21% 68.2% 246 8.94% 7.2
Washington Trust Advisors
1923
Washington Trust Advisors
Massachusetts
USD 1196 M +USD 35.4 M +3% 2.48% 106% 693 11.26% 2.4
IAIM
1924
International Assets Investment Management
Florida
USD 1196 M -USD 35.6 M -3% 4.49% 101% 2,066 71.59% 1.7
Carrhae Capital
1925
Carrhae Capital
United Kingdom
USD 1195 M +USD 320 M +37% 2.66% 182% 29 37.93% 0.9