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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)
Aristotle Capital Boston
2001
Aristotle Capital Boston
Massachusetts
USD 1491 M -USD 120 M -7% 17.6% 72.2% 124 5.65% 6.5
Fairholme Capital Management
2002
Fairholme Capital Management
Florida
USD 1490 M -USD 24.3 M -2% 0.17% 36.2% 13 23.08% 3.4
Redmile Group
2003
Redmile Group
California
USD 1490 M -USD 20.6 M -1% 39.8% 777% 39 10.26% 3.9
Main Management
2004
Main Management
California
USD 1488 M +USD 114 M +8% 15.4% 64.1% 107 15.89% 5.4
WBH Advisory
2005
WBH Advisory
Maryland
USD 1488 M +USD 153 M +11% 13.3% 57.6% 372 8.33% 6.3
Gemmer Asset Management
2006
Gemmer Asset Management
California
USD 1488 M +USD 223 M +18% 29.5% 96.8% 198 18.69% 5
Mark Asset Management
2007
Mark Asset Management
New York
USD 1486 M +USD 389 M +35% 51% 325% 49 38.78% 2.7
Titleist Asset Management
2008
Titleist Asset Management
Texas
USD 1485 M +USD 161 M +12% 12.9% 101% 434 13.82% 1.7
Petredis Investment Advisors
2009
Petredis Investment Advisors
Pennsylvania
USD 1485 M +USD 262 M +21% 33.9% 144% 116 7.76% 2.6
Winthrop Advisory Group
2010
Winthrop Advisory Group
Massachusetts
USD 1485 M +USD 261 M +21% 14.9% 70.4% 235 20.85% 3.3
Cantor Fitzgerald Investment Advisors
2011
Cantor Fitzgerald Investment Advisors
New York
USD 1483 M +USD 127 M +9% 11.3% 68.3% 185 4.32% 4.2
Transcend Capital Advisors
2012
Transcend Capital Advisors
New Jersey
USD 1482 M +USD 232 M +19% 15% 71.6% 865 22.43% 2.2
American Express
2013
American Express
New York
USD 1482 M +USD 601 M +68% 68.3% – 1 0% 2.5
Hackensack Meridian Health
2014
Hackensack Meridian Health
New Jersey
USD 1481 M +USD 421 M +40% 10.5% 53.4% 7 0% 2.4
Fiduciary Alliance
2015
Fiduciary Alliance
South Carolina
USD 1479 M -USD 178 M -11% 13.6% 104% 593 17.54% 1.5
Symmetry Investments
2016
Symmetry Investments
Jersey
USD 1479 M +USD 566 M +62% 14.4% 148% 215 72.56% 0.3
NBC Securities
2017
NBC Securities
Alabama
USD 1476 M +USD 144 M +11% 16.4% 86.6% 2,756 19.81% 1.6
Hilton Capital Management
2018
Hilton Capital Management
New York
USD 1469 M +USD 146 M +11% 9.43% 58.2% 146 19.18% 2.5
Park West Asset Management
2019
Park West Asset Management
California
USD 1468 M +USD 290 M +25% 44.1% 181% 65 47.69% 0.9
Partners Group Holding
2020
Partners Group Holding
Switzerland
USD 1467 M +USD 116 M +9% 23.5% 23.3% 52 3.85% 4.2
Harbor Capital Advisors
2021
Harbor Capital Advisors
Illinois
USD 1467 M +USD 232 M +19% 24.7% 119% 1,266 8.53% 1.5
RIM
2022
Rovida Investment Management
Cayman Islands
USD 1467 M +USD 669 M +84% 70.3% – 21 23.81% 0.8
Parkside Financial Bank & Trust
2023
Parkside Financial Bank & Trust
Missouri
USD 1466 M +USD 161 M +12% 13.9% 73.6% 2,812 8.07% 4.7
Edgemoor Investment Advisors
2024
Edgemoor Investment Advisors
Maryland
USD 1466 M +USD 195 M +15% 20.8% 109% 196 17.35% 5.6
MBL Wealth
2025
MBL Wealth
North Carolina
USD 1465 M +USD 144 M +11% 11.2% 47.7% 418 26.79% 1.8