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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)
City of London Investment Management
1926
City of London Investment Management
United Kingdom
USD 1152 M -USD 17.7 M -2% 5.91% 102% 102 24.51% 3.4
Blue Chip Partners
1927
Blue Chip Partners
Michigan
USD 1151 M +USD 68.8 M +6% 5.87% 81.2% 205 11.71% 4.4
Edgemoor Investment Advisors
1928
Edgemoor Investment Advisors
Maryland
USD 1150 M +USD 75.4 M +7% 8.34% 109% 167 4.79% 5.2
Oak Ridge Investments
1929
Oak Ridge Investments
Illinois
USD 1147 M +USD 97.2 M +9% 5.74% 208% 166 20.48% 3.7
Uniplan Investment Counsel
1930
Uniplan Investment Counsel
Wisconsin
USD 1146 M +USD 46.3 M +4% 13.2% 70.5% 127 14.96% 2.8
Beaird Harris Wealth Management
1931
Beaird Harris Wealth Management
Texas
USD 1145 M +USD 82.4 M +8% 5.58% 41.3% 729 34.57% 1.7
American Assets Investment Management
1932
American Assets Investment Management
California
USD 1143 M +USD 74 M +7% 7.79% 507% 163 3.07% 6
Sheaff Brock Investment Advisors
1933
Sheaff Brock Investment Advisors
Indiana
USD 1143 M +USD 64.8 M +6% 7.59% 61.9% 484 11.98% 5
Weatherly Asset Management
1934
Weatherly Asset Management
California
USD 1141 M +USD 49 M +4% 3.61% 116% 187 13.9% 7.2
Eagle Ridge Investment Management
1935
Eagle Ridge Investment Management
Connecticut
USD 1140 M +USD 59.4 M +5% 7.52% 28.2% 149 11.41% 5.2
Irenic Capital Management
1936
Irenic Capital Management
New York
USD 1139 M +USD 321 M +39% 9.01% 93.6% 25 36% 0.7
AH Capital Management
1937
AH Capital Management
California
USD 1138 M -USD 34.5 M -3% 16.3% – 14 14.29% 0.7
SPC Financial Inc
1938
SPC Financial Inc
Maryland
USD 1135 M +USD 54.8 M +5% 7.24% 65.1% 262 11.07% 3.9
Wealthquest
1939
Wealthquest
Ohio
USD 1135 M +USD 197 M +21% 5.11% 52.1% 143 23.08% 4.1
QV Investors
1940
QV Investors
Alberta, Canada
USD 1132 M +USD 67.5 M +6% 9.81% 68.3% 65 1.54% 4.3
Regal Partners
1941
Regal Partners
Australia
USD 1131 M +USD 166 M +17% 8.2% 146% 56 32.14% 0.9
Syon Capital
1942
Syon Capital
California
USD 1130 M +USD 42.9 M +4% 6.81% 74% 487 12.94% 0.8
Vicus Capital
1943
Vicus Capital
Pennsylvania
USD 1130 M +USD 24.2 M +2% 5.98% 59.6% 298 31.54% 3.5
Lindbrook Capital
1944
Lindbrook Capital
California
USD 1129 M +USD 64.3 M +6% 5.57% 35.8% 2,955 10.96% 3.2
PDT Partners
1945
PDT Partners
New York
USD 1129 M +USD 72.2 M +7% 9.85% 211% 858 41.03% 0.7
Ally Invest Advisors
1946
Ally Invest Advisors
North Carolina
USD 1128 M +USD 87.7 M +8% 5.86% 41.1% 67 1.49% 2.3
Redwood Investment Management
1947
Redwood Investment Management
Arizona
USD 1127 M -USD 29.7 M -3% 8.31% 62.5% 347 15.85% 1.3
BTC Capital Management
1948
BTC Capital Management
Iowa
USD 1125 M +USD 47.6 M +4% 6.06% – 220 9.09% 4.7
AlphaQuest
1949
AlphaQuest
New York
USD 1124 M +USD 387 M +52% 9.05% – 2,036 32.37% 0.4
Campbell Wealth Management
1950
Campbell Wealth Management
Virginia
USD 1123 M +USD 813 M +262% 5.04% 11.2% 86 60.47% 1.3