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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)
Atomi Financial Group
1926
Atomi Financial Group
New York
USD 1084 M +USD 361 M +50% 12.4% 139% 773 27.81% 0.4
Atlas Venture Life Science Advisors
1927
Atlas Venture Life Science Advisors
Massachusetts
USD 1084 M +USD 244 M +29% 53.5% 484% 17 11.76% 1.9
GPCM
1928
Greenbrier Partners Capital Management
Texas
USD 1084 M +USD 93.3 M +9% 11.9% 96.1% 13 0% 9.3
Jacobi Capital Management
1929
Jacobi Capital Management
Pennsylvania
USD 1082 M +USD 107 M +11% 9.85% 76.6% 495 9.09% 4.8
Kiltearn Partners
1930
Kiltearn Partners
United Kingdom
USD 1082 M -USD 217 M -17% 7.99% 41% 33 9.09% 3.2
Arete Wealth Advisors
1931
Arete Wealth Advisors
Illinois
USD 1082 M -USD 229 M -17% 7.42% 85.3% 778 56.43% 2.2
HSG Holding
1932
HSG Holding
Hong Kong
USD 1081 M +USD 211 M +24% 3.08% 0.28% 21 23.81% 3.1
TT International Asset Management
1933
TT International Asset Management
United Kingdom
USD 1079 M +USD 296 M +38% 14.6% 331% 67 68.66% 0.7
MKP Capital Management
1934
MKP Capital Management
New York
USD 1079 M -USD 835 M -44% 8.89% 80.4% 20 75% 0.4
Rational Advisors
1935
Rational Advisors
New York
USD 1079 M +USD 96.2 M +10% 4.68% 39.2% 231 27.71% 1.3
AIP LLC
1936
AIP LLC
New York
USD 1078 M -USD 303 M -22% 0.92% 54.9% 5 60% 1.6
Integral Health Asset Management
1937
Integral Health Asset Management
New York
USD 1077 M +USD 343 M +47% 36% 564% 99 49.49% 0.5
Modern Wealth Management
1938
Modern Wealth Management
Kansas
USD 1077 M +USD 285 M +36% 6.79% – 307 41.04% 0.2
E-L Financial Corp
1939
E-L Financial Corp
Ontario, Canada
USD 1076 M +USD 123 M +13% 10.1% 68.6% 1 0% 7.3
Icon Wealth Advisors
1940
Icon Wealth Advisors
Texas
USD 1076 M +USD 116 M +12% 8.15% – 482 14.52% 1
Needham Investment Management
1941
Needham Investment Management
New York
USD 1076 M +USD 284 M +36% 39% 424% 137 9.49% 4.5
SoFi Wealth
1942
SoFi Wealth
California
USD 1075 M +USD 142 M +15% 6.76% 67.9% 11 0% 2
SP Asset Management
1943
SP Asset Management
California
USD 1075 M +USD 99.2 M +10% 15.1% 112% 125 8% 3.6
Foster Dykema Cabot & Partners
1944
Foster Dykema Cabot & Partners
Massachusetts
USD 1074 M +USD 130 M +14% 10.5% 81.1% 368 26.9% 0.2
Taconic Capital Advisors
1945
Taconic Capital Advisors
New York
USD 1070 M -USD 408 M -28% 7.52% 273% 163 41.1% 1.5
Lindbrook Capital
1946
Lindbrook Capital
California
USD 1069 M +USD 67.5 M +7% 10.2% 35.8% 2,793 8.88% 3.1
NBC Securities
1947
NBC Securities
Alabama
USD 1065 M +USD 73.4 M +7% 8.23% 93.1% 2,270 11.23% 0.5
SPC Financial Inc
1948
SPC Financial Inc
Maryland
USD 1064 M +USD 82.9 M +8% 7.61% 65.1% 236 8.9% 3.9
Beese Fulmer Investment Management
1949
Beese Fulmer Investment Management
Ohio
USD 1063 M +USD 97.3 M +10% 10.8% 124% 232 6.03% 6.3
Girard Partners
1950
Girard Partners
Pennsylvania
USD 1062 M +USD 76.6 M +8% 6.76% 25.7% 271 12.55% 4.6