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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)
Jacobs & Co
1951
Jacobs & Co
California
USD 614 M +USD 96.3 M +19% 21.6% 105% 123 9.76% 5.3
First Midwest Bank Trust Division
1952
First Midwest Bank Trust Division
Illinois
USD 613 M +USD 65.6 M +12% 22.9% 107% 374 17.91% 4.2
ACG Wealth
1953
ACG Wealth
Georgia
USD 613 M +USD 76.2 M +14% 23.2% 45.5% 315 23.81% 3.4
CCMD
1954
Cypress Capital Management (Delaware)
Delaware
USD 613 M +USD 104 M +20% 17.8% 25.6% 168 13.1% 2.9
Black-and-white Capital
1955
Black-and-white Capital
California
USD 612 M -USD 579 M -49% 56.8% 265% 89 82.02% 0.3
Cantor Fitzgerald Investment Advisors
1956
Cantor Fitzgerald Investment Advisors
New York
USD 612 M +USD 67.8 M +12% 14.4% 73.4% 63 14.29% 2
Legacy Wealth Management (Tennessee)
1957
Legacy Wealth Management (Tennessee)
Tennessee
USD 612 M +USD 61.7 M +11% 22.8% 50.4% 13 15.38% 4.4
Azora Capital LP
1958
Azora Capital LP
Florida
USD 612 M +USD 354 M +137% 36.1% 175% 64 82.81% 0.2
Great Valley Advisor Group
1959
Great Valley Advisor Group
Delaware
USD 611 M +USD 233 M +62% 22.1% 73.9% 443 34.99% 0.8
Phillips Financial Management
1960
Phillips Financial Management
Indiana
USD 611 M +USD 107 M +21% 13.2% 45.6% 84 3.57% 4.6
Indus Capital Partners
1961
Indus Capital Partners
New York
USD 611 M +USD 20.2 M +3% 38.2% 117% 56 58.93% 1.1
Essex Investment Management
1962
Essex Investment Management
Massachusetts
USD 610 M +USD 116 M +24% 43.2% 370% 468 26.07% 2
Fiduciary Trust International
1963
Fiduciary Trust International
Massachusetts
USD 610 M +USD 73.7 M +14% 23.2% 36.8% 162 29.63% 2.1
Lingotto Investment Management
1964
Lingotto Investment Management
United Kingdom
USD 610 M +USD 270 M +79% 57.4% 362% 8 0% 1.9
Endurance Wealth Management
1965
Endurance Wealth Management
Rhode Island
USD 610 M +USD 89.4 M +17% 19.9% 59% 648 10.65% 3.5
TD Capital Management
1966
TD Capital Management
Tennessee
USD 609 M +USD 64.7 M +12% 13.3% 40.5% 298 15.77% 3.1
ALAM
1967
Asahi Life Asset Management
Japan
USD 608 M +USD 50.5 M +9% 21.2% 122% 285 55.44% 0.6
Ally Financial
1968
Ally Financial
Michigan
USD 608 M -USD 329 M -35% 14.1% 9.35% 132 20.45% 1.7
Waterfront Capital Partners
1969
Waterfront Capital Partners
New York
USD 607 M -USD 208 M -26% 22.3% 88.3% 71 67.61% 0.7
MGAI
1970
MP Global Advisers III
New York
USD 606 M +USD 198 M +48% 48.4% 16.5% 1 0% 7
Nachman Norwood & Parrott
1971
Nachman Norwood & Parrott
South Carolina
USD 604 M +USD 109 M +22% 17% – 246 13.41% 1.2
Landscape Capital Management
1972
Landscape Capital Management
New Jersey
USD 604 M -USD 328 M -35% 35.1% 92.5% 690 70.58% 0.6
Third Security
1973
Third Security
Virginia
USD 604 M +USD 138 M +30% 49.4% 28.2% 12 8.33% 4.5
Exchange Traded Concepts
1974
Exchange Traded Concepts
Oklahoma
USD 603 M +USD 418 M +226% 24.6% 159% 891 53.76% 0.3
Argent Wealth Management
1975
Argent Wealth Management
Massachusetts
USD 602 M +USD 110 M +22% 18% – 184 18.48% 0.4