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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)
Grassi Investment Management
1926
Grassi Investment Management
California
USD 1257 M +USD 176 M +16% 21.8% 170% 129 6.2% 6.7
Campbell Newman Asset Management
1927
Campbell Newman Asset Management
Wisconsin
USD 1255 M +USD 76.7 M +7% 14.1% 116% 111 9.91% 6.1
Needham Investment Management
1928
Needham Investment Management
New York
USD 1254 M +USD 187 M +18% 32% 424% 155 6.45% 4.8
Hilton Capital Management
1929
Hilton Capital Management
New York
USD 1253 M +USD 76.4 M +6% 6.53% 58.2% 182 18.68% 2.3
Freedom Investment Management
1930
Freedom Investment Management
Connecticut
USD 1253 M +USD 61.7 M +5% 10.9% 68.5% 792 14.39% 3.5
First American Trust
1931
First American Trust
California
USD 1253 M +USD 165 M +15% 10.3% 84.6% 261 14.18% 3.7
Tradition Wealth Management
1932
Tradition Wealth Management
Minnesota
USD 1252 M +USD 116 M +10% 9.56% 69.6% 476 11.13% 2.8
Clean Energy Transition
1933
Clean Energy Transition
United Kingdom
USD 1249 M +USD 441 M +55% 15.2% 129% 19 42.11% 1
Hardy Reed
1934
Hardy Reed
Mississippi
USD 1248 M +USD 114 M +10% 9.84% 69.7% 257 12.06% 2.1
Narwhal Capital Management
1935
Narwhal Capital Management
Georgia
USD 1245 M +USD 123 M +11% 12.4% 93.8% 172 12.21% 5.7
Shufro Rose & Co
1936
Shufro Rose & Co
New York
USD 1244 M -USD 22 M -2% 5.11% 68.1% 314 1.27% 5.3
American Assets Investment Management
1937
American Assets Investment Management
California
USD 1244 M +USD 101 M +9% 9.83% 507% 147 3.4% 7
M.D. Sass LLC
1938
M.D. Sass LLC
New York
USD 1242 M +USD 106 M +9% 12.5% 80.1% 40 32.5% 1.8
Technology Crossover Management IX
1939
Technology Crossover Management IX
California
USD 1242 M +USD 92.6 M +8% 20.5% 13% 6 0% 5.7
Taconic Capital Advisors
1940
Taconic Capital Advisors
New York
USD 1240 M -USD 173 M -12% 14.1% 273% 91 46.15% 1.2
F1I
1941
Fund 1 Investments
Puerto Rico
USD 1240 M -USD 997 M -45% 13.9% 128% 94 71.28% 0.7
IAIM
1942
International Assets Investment Management
Florida
USD 1239 M +USD 98 M +9% 12.1% 88.5% 905 22.65% 1.9
Cypress Funds
1943
Cypress Funds
California
USD 1239 M +USD 145 M +13% 19.8% 100% 16 0% 3.5
Waterloo Capital
1944
Waterloo Capital
Texas
USD 1238 M +USD 163 M +15% 9.27% 79.8% 492 28.05% 1.5
Sprucegrove Investment Management
1945
Sprucegrove Investment Management
Ontario, Canada
USD 1238 M +USD 308 M +33% 15.8% 45.5% 44 29.55% 4.9
Recurrent Investment Advisors
1946
Recurrent Investment Advisors
Texas
USD 1236 M +USD 55.5 M +5% 1.97% 99.7% 67 7.46% 3.3
1607 Capital Partners
1947
1607 Capital Partners
Virginia
USD 1234 M -USD 7.81 M -0.6% 4.88% 28.5% 125 7.2% 4.7
Washington Trust Advisors
1948
Washington Trust Advisors
Massachusetts
USD 1232 M +USD 105 M +9% 12.6% 106% 656 5.64% 2.8
Silver Oak Securities
1949
Silver Oak Securities
Tennessee
USD 1231 M +USD 141 M +13% 8.72% 73.4% 733 15.55% 1.5
Novare Capital Management
1950
Novare Capital Management
North Carolina
USD 1231 M +USD 86.1 M +8% 9.86% 76.5% 208 15.38% 4.7