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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)
Duality Advisers
1976
Duality Advisers
Florida
USD 932 M +USD 8.16 M +0.9% 7.72% 18.3% 879 77.93% 0.2
MGO One Seven
1977
MGO One Seven
Ohio
USD 930 M -USD 33.7 M -3% 3.56% 98.8% 737 18.32% 2
First Trust Capital Management
1978
First Trust Capital Management
Illinois
USD 930 M +USD 360 M +63% 5.92% 214% 320 44.06% 0.5
SP Asset Management
1979
SP Asset Management
California
USD 929 M -USD 70.8 M -7% 8.82% 92.4% 128 3.91% 2.4
Ashford Capital Management
1980
Ashford Capital Management
Delaware
USD 928 M -USD 74.3 M -7% 7.49% 150% 115 20.87% 3.8
Twin Capital Management
1981
Twin Capital Management
Pennsylvania
USD 928 M -USD 70.9 M -7% 2.7% 132% 303 17.16% 3.2
Lavaca Capital
1982
Lavaca Capital
Texas
USD 928 M +USD 149 M +19% 5.84% 46.5% 205 34.63% 1.2
Ironvine Capital Partners
1983
Ironvine Capital Partners
Nebraska
USD 927 M -USD 47.4 M -5% 7.18% 58.8% 56 5.36% 3.3
Southernsun Asset Management
1984
Southernsun Asset Management
Tennessee
USD 927 M -USD 73.1 M -7% 1.25% 54.7% 35 17.14% 5.1
Stonebridge Capital Advisors
1985
Stonebridge Capital Advisors
Minnesota
USD 926 M +USD 20.2 M +2% 1.22% 80.1% 1,138 18.63% 1.6
Quantitative Investment Management
1986
Quantitative Investment Management
Virginia
USD 925 M +USD 213 M +30% 1.64% 24.6% 355 80.85% 0.2
Meristem Family Wealth
1987
Meristem Family Wealth
Minnesota
USD 925 M -USD 242 M -21% 4.06% 67.7% 399 18.05% 2.7
McDaniel Terry & Co
1988
McDaniel Terry & Co
Texas
USD 925 M -USD 73.2 M -7% 6.55% 57.9% 112 25% 4.2
NTCM
1989
Nut Tree Capital Management
New York
USD 924 M +USD 407 M +79% 9.02% 101% 13 30.77% 1.1
Pelham Capital
1990
Pelham Capital
United Kingdom
USD 923 M -USD 841 M -48% 22.5% 135% 14 21.43% 1.1
Beese Fulmer Investment Management
1991
Beese Fulmer Investment Management
Ohio
USD 923 M -USD 38.7 M -4% 1.53% 124% 252 10.71% 4.7
Ghisallo Capital Management
1992
Ghisallo Capital Management
Massachusetts
USD 923 M -USD 1098 M -54% 7.2% 122% 457 39.82% 0.6
Executive Wealth Management
1993
Executive Wealth Management
Michigan
USD 922 M -USD 83 M -8% 5.48% 18.4% 213 18.31% 2
StrategIQ Financial Group
1994
StrategIQ Financial Group
Indiana
USD 921 M -USD 76.8 M -8% 5.67% 12.6% 308 8.12% 2.9
Oldfield Partners
1995
Oldfield Partners
United Kingdom
USD 920 M +USD 150 M +19% 11.3% 90.3% 23 17.39% 4.9
Mount Yale Investment Advisors
1996
Mount Yale Investment Advisors
Colorado
USD 920 M -USD 42.1 M -4% 4.25% 81.9% 508 19.29% 1.9
Capital Investment Advisory Services
1997
Capital Investment Advisory Services
North Carolina
USD 919 M +USD 74.5 M +9% 2.65% 69.3% 891 14.93% 2.2
Journey Strategic Wealth
1998
Journey Strategic Wealth
New Jersey
USD 917 M -USD 43.5 M -5% 0.62% 62.2% 246 39.43% 0.2
RWC Asset Advisors
1999
RWC Asset Advisors
Florida
USD 916 M +USD 89.5 M +11% 22.4% 267% 14 50% 1.6
RPGK
2000
Retirement Planning Group (Kansas)
Kansas
USD 915 M -USD 119 M -12% 4.39% 54.7% 118 16.95% 2.9