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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)
MIM
1951
Marco Investment Management
Georgia
USD 1061 M +USD 84.6 M +9% 10.3% 127% 214 6.54% 6.8
PDT Partners
1952
PDT Partners
New York
USD 1058 M +USD 153 M +17% 11.6% 211% 708 38.28% 0.7
Edgemoor Investment Advisors
1953
Edgemoor Investment Advisors
Maryland
USD 1058 M +USD 102 M +11% 11.5% 117% 170 8.82% 4.9
Syon Capital
1954
Syon Capital
California
USD 1057 M +USD 80.5 M +8% 6.51% 74% 481 13.31% 0.4
Creative Financial Designs
1955
Creative Financial Designs
Indiana
USD 1057 M +USD 72.6 M +7% 6.44% 58.8% 1,750 13.54% 2.7
Charles Schwab Trust
1956
Charles Schwab Trust
Nevada
USD 1056 M +USD 41.5 M +4% 5.48% 52.7% 178 21.91% 2.9
Cardiff Park Advisors
1957
Cardiff Park Advisors
California
USD 1056 M +USD 152 M +17% 12.6% 88.6% 365 13.42% 1.7
Rhenman & Partners Asset Management
1958
Rhenman & Partners Asset Management
Sweden
USD 1055 M +USD 54.1 M +5% 18.5% 131% 95 22.11% 2.9
GE Investment Management
1959
GE Investment Management
Connecticut
USD 1054 M +USD 705 M +202% 8.31% – 5 40% 0.2
Transform Wealth
1960
Transform Wealth
Colorado
USD 1053 M +USD 27.5 M +3% 11.2% 48.4% 258 22.48% 3.1
Gillson Capital
1961
Gillson Capital
Illinois
USD 1053 M +USD 103 M +11% 8.8% 84.9% 81 67.9% 0.3
American Assets Investment Management
1962
American Assets Investment Management
California
USD 1051 M +USD 81.6 M +8% 9.58% 520% 175 6.29% 5.4
Redwood Investment Management
1963
Redwood Investment Management
Arizona
USD 1049 M -USD 44.1 M -4% 8.95% 62.5% 416 44.23% 1
Washington Trust Bank
1964
Washington Trust Bank
Washington
USD 1049 M -USD 79.4 M -7% 12% 89.9% 238 13.45% 5.3
Hartford Funds Management
1965
Hartford Funds Management
Pennsylvania
USD 1049 M +USD 27.8 M +3% 2.82% 26.8% 95 9.47% 1.3
BCM
1966
Bayesian Capital Management
New York
USD 1046 M +USD 104 M +11% 10.9% 107% 1,199 78.98% 0.2
Howe & Rusling
1967
Howe & Rusling
New York
USD 1044 M +USD 101 M +11% 9.02% 82% 425 21.65% 4.2
TCV Trust & Wealth Management
1968
TCV Trust & Wealth Management
Virginia
USD 1044 M +USD 52.2 M +5% 6.8% 75.3% 201 7.46% 6.4
True Link Financial Advisors
1969
True Link Financial Advisors
California
USD 1043 M +USD 119 M +13% 3.27% 27.3% 77 38.96% 1.6
Permian Investment Partners
1970
Permian Investment Partners
Texas
USD 1042 M +USD 155 M +17% 13.2% 78.6% 24 41.67% 1.1
First Financial Bank - Trust Division
1971
First Financial Bank - Trust Division
Ohio
USD 1041 M +USD 59.1 M +6% 7.4% 68.6% 209 8.13% 6.7
Advisornet Financial
1972
Advisornet Financial
Minnesota
USD 1040 M -USD 44.5 M -4% 7.97% 71.2% 2,572 26.28% 3.2
TFS
1973
Thoroughbred Financial Services
Tennessee
USD 1040 M -USD 199 M -16% 16% 166% 623 30.5% 2.5
Maren Capital
1974
Maren Capital
Illinois
USD 1039 M +USD 258 M +33% 11.6% – 27 0% 0.3
Capital Investment Services of America
1975
Capital Investment Services of America
Wisconsin
USD 1038 M +USD 84.5 M +9% 10.5% 74.2% 74 2.7% 6.8