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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)
Delta Global Management
1901
Delta Global Management
New York
USD 1365 M -USD 133 M -9% 5.71% – 248 58.87% 0.3
Washington Trust Bank
1902
Washington Trust Bank
Washington
USD 1365 M +USD 177 M +15% 7.37% 80.5% 210 10.95% 6.3
Ulysses Management
1903
Ulysses Management
New York
USD 1364 M +USD 371 M +37% 2.51% 51.8% 67 43.28% 2.1
American Assets Investment Management
1904
American Assets Investment Management
California
USD 1362 M +USD 117 M +9% 16.1% 507% 145 3.45% 7.3
Clean Energy Transition
1905
Clean Energy Transition
United Kingdom
USD 1361 M +USD 113 M +9% 14% 129% 21 47.62% 1.2
Baskin Financial Services
1906
Baskin Financial Services
Ontario, Canada
USD 1360 M +USD 38 M +3% 4.07% 69.1% 52 0% 5.9
Styrax Capital
1907
Styrax Capital
New York
USD 1360 M -USD 45 M -3% 2.42% 310% 12 41.67% 1.7
Alaska Permanent Capital Management
1908
Alaska Permanent Capital Management
Alaska
USD 1359 M +USD 69 M +5% 5.11% 42.8% 45 20% 3.9
FountainVest China Capital Partners GP3
1909
FountainVest China Capital Partners GP3
Cayman Islands
USD 1359 M -USD 239 M -15% 13.3% 121% 2 0% 3.6
Hardy Reed
1910
Hardy Reed
Mississippi
USD 1358 M +USD 110 M +9% 7.75% 69.7% 261 13.41% 2.3
Forest Avenue Capital Management
1911
Forest Avenue Capital Management
Florida
USD 1357 M +USD 75.2 M +6% 9.86% 415% 27 55.56% 0.6
Avenir Tech
1912
Avenir Tech
Hong Kong
USD 1357 M +USD 43.9 M +3% 6.78% – 46 52.17% 0.5
ProVise Management Group
1913
ProVise Management Group
Florida
USD 1357 M +USD 90.6 M +7% 7.16% 66.8% 268 7.84% 7.1
City of London Investment Management
1914
City of London Investment Management
United Kingdom
USD 1354 M +USD 277 M +26% 12.9% 102% 98 32.65% 3
Mangrove Partners
1915
Mangrove Partners
Connecticut
USD 1354 M +USD 422 M +45% 13.4% 185% 264 74.62% 0.4
Tradition Wealth Management
1916
Tradition Wealth Management
Minnesota
USD 1352 M +USD 100 M +8% 8.86% 69.6% 512 15.04% 2.8
Journey Advisory Group
1917
Journey Advisory Group
Kentucky
USD 1350 M +USD 64.3 M +5% 7.57% 66.2% 289 11.76% 2.7
Narwhal Capital Management
1918
Narwhal Capital Management
Georgia
USD 1350 M +USD 105 M +8% 10.7% 93.8% 171 9.36% 5.8
Mill Capital Management
1919
Mill Capital Management
North Carolina
USD 1349 M +USD 73.5 M +6% 7.76% 119% 123 3.25% 3.2
Warburg Pincus
1920
Warburg Pincus
New York
USD 1347 M +USD 170 M +14% 32.7% 3.59% 5 20% 2.3
CFS Investment Advisory Services
1921
CFS Investment Advisory Services
New Jersey
USD 1347 M +USD 125 M +10% 6.67% 59.7% 349 9.46% 1.6
Lyell Wealth Management
1922
Lyell Wealth Management
California
USD 1346 M +USD 80.2 M +6% 8.68% 128% 224 8.04% 4.3
Litman Gregory Wealth Management
1923
Litman Gregory Wealth Management
California
USD 1346 M +USD 74.5 M +6% 7.25% 55.5% 151 11.26% 2
Van Hulzen Asset Management
1924
Van Hulzen Asset Management
California
USD 1345 M +USD 147 M +12% 8.9% 86.3% 349 10.6% 3.8
Waterloo Capital
1925
Waterloo Capital
Texas
USD 1345 M +USD 107 M +9% 7.13% 79.8% 501 18.16% 1.7