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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)
Foster Victor Wealth Advisors
1951
Foster Victor Wealth Advisors
South Carolina
USD 977 M +USD 119 M +14% 9.45% 78.2% 178 14.04% 2.7
Syon Capital
1952
Syon Capital
California
USD 977 M +USD 173 M +22% 8.33% 74% 469 26.44% 0.2
MIM
1953
Marco Investment Management
Georgia
USD 976 M +USD 107 M +12% 13% 127% 210 10.48% 6.7
SP Asset Management
1954
SP Asset Management
California
USD 976 M +USD 85.8 M +10% 12.9% 92.4% 122 10.66% 3.5
Jacobi Capital Management
1955
Jacobi Capital Management
Pennsylvania
USD 975 M +USD 90.4 M +10% 9.96% 76.6% 474 10.97% 4.8
Traynor Capital Management
1956
Traynor Capital Management
Pennsylvania
USD 973 M +USD 175 M +22% 16.5% 244% 269 24.91% 3
WealthPLAN Partners
1957
WealthPLAN Partners
Nebraska
USD 973 M +USD 112 M +13% 9.19% 71.6% 348 17.53% 3.8
Alta Park Capital
1958
Alta Park Capital
California
USD 973 M +USD 165 M +20% 26.9% 1,071% 45 46.67% 0.8
Ledyard National Bank
1959
Ledyard National Bank
USD 972 M +USD 93.3 M +11% 10.2% 80.7% 211 9.48% 6.5
Glazer Capital LLC
1960
Glazer Capital LLC
New York
USD 971 M -USD 565 M -37% 14.3% 323% 218 56.42% 0.8
American Assets Investment Management
1961
American Assets Investment Management
California
USD 969 M +USD 73.2 M +8% 9.93% 520% 177 7.34% 5.2
Essex Financial Services
1962
Essex Financial Services
Connecticut
USD 967 M +USD 104 M +12% 9.57% 87.7% 526 13.69% 4.1
Ghisallo Capital Management
1963
Ghisallo Capital Management
Massachusetts
USD 967 M -USD 11.3 M -1% 13.2% 122% 180 68.33% 0.3
Silicon Valley Community Foundation
1964
Silicon Valley Community Foundation
California
USD 967 M +USD 142 M +17% 21.1% 309% 19 5.26% 2.4
Fifth Third Securities
1965
Fifth Third Securities
Ohio
USD 966 M +USD 71.4 M +8% 9.91% 62.7% 228 10.09% 1.4
Kopernik Global Investors
1966
Kopernik Global Investors
Florida
USD 966 M +USD 104 M +12% 14.3% 128% 37 16.22% 2.9
Beese Fulmer Investment Management
1967
Beese Fulmer Investment Management
Ohio
USD 966 M +USD 78.5 M +9% 10.3% 124% 227 4.85% 6.2
Berger Financial Group
1968
Berger Financial Group
Minnesota
USD 965 M +USD 94.7 M +11% 9.49% 59.9% 312 13.14% 1.8
Leo Wealth LLC
1969
Leo Wealth LLC
Texas
USD 965 M – – 15.6% – 327 – 0
Power Corp of Canada
1970
Power Corp of Canada
Canada
USD 964 M -USD 618 M -39% 9.75% 14.4% 200 35.5% 0.9
Arrow Financial
1971
Arrow Financial
New York
USD 964 M +USD 111 M +13% 13.1% 71.1% 367 11.44% 6.7
Goldentree Asset Management
1972
Goldentree Asset Management
New York
USD 963 M +USD 15.3 M +2% 12% 27.7% 35 40% 1
Quinn Opportunity Partners
1973
Quinn Opportunity Partners
Virginia
USD 962 M +USD 185 M +24% 12% 77.6% 277 31.77% 1.5
Icon Wealth Advisors
1974
Icon Wealth Advisors
Texas
USD 961 M – – 9.84% – 431 – 0.8
HEC
1975
Hudson Executive Capital
New York
USD 960 M +USD 114 M +13% 22.9% 127% 4 0% 3.8