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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)
Advisornet Financial
1926
Advisornet Financial
Minnesota
USD 1195 M -USD 144 M -11% 0.15% 71.2% 2,310 20.22% 3.6
One River Asset Management
1927
One River Asset Management
Connecticut
USD 1194 M +USD 426 M +55% 1.95% 27% 337 37.09% 1.2
SP Asset Management
1928
SP Asset Management
California
USD 1192 M -USD 12 M -1% 1.55% 92.4% 139 11.51% 3.9
1900 Wealth Management
1929
1900 Wealth Management
Texas
USD 1192 M +USD 25.4 M +2% 0.27% 61% 230 6.09% 2.9
True Link Financial Advisors
1930
True Link Financial Advisors
California
USD 1191 M +USD 13.8 M +1% 2.33% 27.3% 82 30.49% 1.5
FAS Wealth Partners
1931
FAS Wealth Partners
Kansas
USD 1191 M -USD 66.4 M -5% 0.23% 72.3% 457 9.63% 4.8
Novare Capital Management
1932
Novare Capital Management
North Carolina
USD 1188 M +USD 7.41 M +0.6% 1.66% 76.5% 199 10.55% 4.7
Fairholme Capital Management
1933
Fairholme Capital Management
Florida
USD 1182 M -USD 277 M -19% 16.5% 36.2% 10 30% 3.2
DT Investment Partners
1934
DT Investment Partners
Pennsylvania
USD 1182 M -USD 51.6 M -4% 0.92% 64.3% 643 16.17% 2.3
Pertento Partners
1935
Pertento Partners
United Kingdom
USD 1182 M +USD 274 M +30% 2.83% 196% 32 34.38% 0.8
Globeflex Capital
1936
Globeflex Capital
California
USD 1180 M +USD 135 M +13% 3.96% 186% 522 28.93% 2.1
Styrax Capital
1937
Styrax Capital
New York
USD 1179 M +USD 288 M +32% 13.1% 310% 11 36.36% 1.1
Fifth Third Securities
1938
Fifth Third Securities
Ohio
USD 1177 M +USD 121 M +11% 0.11% 62.7% 300 18.67% 1.7
Avestar Capital
1939
Avestar Capital
New York
USD 1177 M +USD 204 M +21% 5.84% 112% 551 20.69% 1.8
OneAscent Financial Services
1940
OneAscent Financial Services
Alabama
USD 1176 M +USD 1037 M +746% 0.17% 63.8% 478 63.81% 0.4
Silver Point Capital
1941
Silver Point Capital
Connecticut
USD 1176 M -USD 275 M -19% 8.96% 108% 15 40% 1.2
Boxer Capital Management
1942
Boxer Capital Management
California
USD 1175 M – – 9.43% – 60 – 0
London & Capital Asset Management
1943
London & Capital Asset Management
United Kingdom
USD 1174 M -USD 87 M -7% 1.15% 88.8% 101 27.72% 2.5
AG
1944
Artal Group
Luxembourg
USD 1173 M -USD 1209 M -51% 12.7% 181% 2 0% 6.5
Integral Health Asset Management
1945
Integral Health Asset Management
New York
USD 1173 M +USD 284 M +32% 8.83% 564% 102 53.92% 0.5
GAMMA Investing
1946
GAMMA Investing
California
USD 1173 M +USD 164 M +16% 3.43% 139% 3,876 10.32% 0.8
Beese Fulmer Investment Management
1947
Beese Fulmer Investment Management
Ohio
USD 1172 M +USD 7.83 M +0.7% 2.58% 124% 236 4.66% 6.8
Grassi Investment Management
1948
Grassi Investment Management
California
USD 1172 M +USD 14.8 M +1% 4.39% 170% 136 10.29% 6.2
Board of Trustees of The Leland Stanford Junior University
1949
Board of Trustees of The Leland Stanford Junior University
California
USD 1171 M -USD 3.42 M -0.3% 3.76% 142% 28 28.57% 3.2
L1 Capital
1950
L1 Capital
Australia
USD 1169 M +USD 6.65 M +0.6% 2.88% 127% 16 43.75% 1.1