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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)
Level Four Advisory Services
1926
Level Four Advisory Services
Texas
USD 962 M -USD 485 M -34% 0.82% 92.2% 677 38.4% 2.9
Taurus Asset Management
1927
Taurus Asset Management
New York
USD 961 M +USD 3.43 M +0.4% 2.29% 26.9% 97 4.12% 5.2
Adell Harriman & Carpenter
1928
Adell Harriman & Carpenter
Texas
USD 960 M +USD 10.3 M +1% 1.57% 176% 183 9.29% 4.1
ShawSpring Partners
1929
ShawSpring Partners
Massachusetts
USD 959 M -USD 94 M -9% 5.5% 3.53% 6 16.67% 1.8
Vestor Capital
1930
Vestor Capital
Illinois
USD 958 M +USD 5.8 M +0.6% 0.27% 188% 248 18.15% 2.4
Amica Mutual Insurance
1931
Amica Mutual Insurance
Rhode Island
USD 958 M +USD 9.7 M +1% 1.34% 80.4% 107 4.67% 4.3
Evensky & Katz
1932
Evensky & Katz
Florida
USD 957 M -USD 23.4 M -2% 0.89% 61.1% 73 5.48% 4.4
SP Asset Management
1933
SP Asset Management
California
USD 957 M +USD 46.9 M +5% 0.95% 92.4% 127 6.3% 2
Bank of the West
1934
Bank of the West
California
USD 957 M -USD 24.7 M -3% 0.15% 35.4% 230 10% 5.3
Bank Hapoalim BM
1935
Bank Hapoalim BM
Israel
USD 957 M +USD 72.4 M +8% 0.32% 76.6% 250 12.4% 2.5
Sirios Capital Management
1936
Sirios Capital Management
Massachusetts
USD 956 M -USD 194 M -17% 0.58% 177% 92 18.48% 1.5
Merit Financial Group
1937
Merit Financial Group
Georgia
USD 955 M -USD 108 M -10% 1.77% 67.3% 276 9.06% 1.7
Ulysses Management
1938
Ulysses Management
New York
USD 955 M +USD 160 M +20% 4.72% 51.8% 80 45% 1.1
Fund Evaluation Group
1939
Fund Evaluation Group
Ohio
USD 953 M -USD 83.2 M -8% 0.1% 51.6% 32 12.5% 2.3
HHR Asset Management
1940
HHR Asset Management
New Jersey
USD 952 M -USD 157 M -14% 1.91% 76.3% 34 14.71% 2.2
Kore Private Wealth
1941
Kore Private Wealth
New York
USD 951 M +USD 61 M +7% 2.35% 35.9% 487 20.74% 1.4
Kentucky Retirement Systems Insurance Trust Fund
1942
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
USD 948 M +USD 5.1 M +0.5% 0.97% 115% 495 2.63% 5.6
AA
1943
Ancient Art
Texas
USD 947 M -USD 122 M -11% 5.43% 168% 25 24% 1.4
York Capital Management Global Advisors
1944
York Capital Management Global Advisors
New York
USD 947 M +USD 55.7 M +6% 13.1% 74.1% 68 69.12% 0.6
Icon Wealth Partners
1945
Icon Wealth Partners
Texas
USD 947 M +USD 14.8 M +2% 0.54% – 364 11.26% 1.7
Southernsun Asset Management
1946
Southernsun Asset Management
Tennessee
USD 947 M +USD 33.2 M +4% 2.35% 54.7% 34 2.94% 4.8
Summit Creek Advisors
1947
Summit Creek Advisors
Minnesota
USD 946 M +USD 109 M +13% 6.25% 68.8% 79 13.92% 2.6
Connors Investor Services
1948
Connors Investor Services
Pennsylvania
USD 946 M -USD 14.7 M -2% 0.29% 125% 169 5.33% 3.8
WM
1949
WS Management
Florida
USD 945 M -USD 68.5 M -7% 0.97% 309% 89 35.96% 2.6
ICM
1950
Indaba Capital Management
California
USD 944 M +USD 18 M +2% 2.51% 66.7% 76 52.63% 0.4