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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)
Berger Financial Group
1951
Berger Financial Group
Minnesota
USD 871 M -USD 11 M -1% 3.18% 59.9% 298 10.74% 1.7
Riposte Capital
1952
Riposte Capital
New York
USD 870 M +USD 627 M +257% 5.9% 370% 31 58.06% 0.4
Koshinski Asset Management
1953
Koshinski Asset Management
Illinois
USD 870 M -USD 63.2 M -7% 2.99% 76.5% 637 15.86% 2.7
MIM
1954
Marco Investment Management
Georgia
USD 870 M -USD 56 M -6% 2.2% 127% 208 8.17% 6.9
Grassi Investment Management
1955
Grassi Investment Management
California
USD 869 M -USD 39.6 M -4% 1.94% 170% 131 10.69% 5.8
KCM
1956
Kingdon Capital Management
New York
USD 868 M -USD 190 M -18% 1.09% 217% 110 62.73% 0.7
BTC Capital Management
1957
BTC Capital Management
Iowa
USD 866 M -USD 58.7 M -6% 2.75% – 245 4.49% 3.8
Kryger Capital
1958
Kryger Capital
United Kingdom
USD 866 M -USD 111 M -11% 10.9% 421% 22 77.27% 0.3
StrategIQ Financial Group
1959
StrategIQ Financial Group
Indiana
USD 864 M -USD 12.4 M -1% 3.15% 12.6% 313 6.39% 4
DigitalBridge Group
1960
DigitalBridge Group
Florida
USD 864 M +USD 29.8 M +4% 5.25% 161% 75 36% 1
Essex Financial Services
1961
Essex Financial Services
Connecticut
USD 864 M -USD 15.7 M -2% 2.11% 87.7% 495 9.29% 4.2
59 North Capital Management
1962
59 North Capital Management
Texas
USD 864 M -USD 12.4 M -1% 4.53% 81.4% 14 28.57% 1.2
Capital Investment Services of America
1963
Capital Investment Services of America
Wisconsin
USD 862 M -USD 54.3 M -6% 4.51% 50.7% 73 4.11% 6.5
Poplar Forest Capital
1964
Poplar Forest Capital
California
USD 862 M +USD 97.6 M +13% 2.4% 30% 55 9.09% 4.6
Kopernik Global Investors
1965
Kopernik Global Investors
Florida
USD 861 M -USD 115 M -12% 0.23% 128% 35 17.14% 3.1
Hills Bank & Trust
1966
Hills Bank & Trust
Iowa
USD 861 M +USD 83.3 M +11% 3.26% 52.8% 277 13% 4.7
WealthPLAN Partners
1967
WealthPLAN Partners
Nebraska
USD 861 M +USD 154 M +22% 3.57% 71.6% 1,264 75.32% 3.9
Geller Advisors
1968
Geller Advisors
New York
USD 860 M +USD 58.6 M +7% 3.29% 20.4% 270 17.41% 1.7
Bramshill Investments
1969
Bramshill Investments
Florida
USD 860 M -USD 240 M -22% 7.54% 3.6% 167 29.34% 1.8
Permian Investment Partners
1970
Permian Investment Partners
Texas
USD 860 M -USD 32.2 M -4% 0.56% 78.6% 21 33.33% 1.3
Folger Nolan Fleming Douglas Capital Management
1971
Folger Nolan Fleming Douglas Capital Management
District of Columbia
USD 859 M -USD 59.7 M -7% 5.03% 77.5% 169 5.33% 7.5
Crestline Management
1972
Crestline Management
Texas
USD 858 M -USD 99.2 M -10% 6.93% 80.2% 200 54.5% 0.5
Foster Victor Wealth Advisors
1973
Foster Victor Wealth Advisors
South Carolina
USD 858 M -USD 41.5 M -5% 2.46% 78.2% 174 16.67% 2.7
Stack Financial Management
1974
Stack Financial Management
Montana
USD 858 M -USD 35.5 M -4% 2.02% 58.4% 45 22.22% 4.8
MainStreet Investment Advisors
1975
MainStreet Investment Advisors
Illinois
USD 858 M -USD 63.2 M -7% 3.97% 61% 180 2.22% 3.5