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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)
Caxton Associates (New York)
2001
Caxton Associates (New York)
New York
USD 912 M -USD 191 M -17% 5.98% 73.9% 671 69.75% 0.1
Capital Asset Advisory Services
2002
Capital Asset Advisory Services
Michigan
USD 912 M +USD 241 M +36% 5.98% 51% 772 15.41% 1.2
C
2003
Chescapmanager
Maryland
USD 911 M -USD 26.5 M -3% 1.42% 202% 90 44.44% 0.9
Mudrick Capital Management
2004
Mudrick Capital Management
New York
USD 911 M +USD 28.7 M +3% 31.3% 212% 14 42.86% 0.7
Simcoe Capital Management
2005
Simcoe Capital Management
New York
USD 910 M +USD 125 M +16% 16.1% 48.7% 18 44.44% 0.9
SP Asset Management
2006
SP Asset Management
California
USD 910 M +USD 105 M +13% 10.9% 92.4% 121 11.57% 1.8
MFP
2007
Michael F. Price
USD 910 M +USD 75.5 M +9% 4.45% 42.6% 151 14.57% 2.7
BRR OpCo
2008
BRR OpCo
Ohio
USD 909 M +USD 74.6 M +9% 7.38% 23.6% 240 12.5% 2.8
Forward Management
2009
Forward Management
California
USD 908 M +USD 413 M +84% 4.53% 36.9% 29 51.72% 2.6
Trigran Investments
2010
Trigran Investments
Illinois
USD 907 M +USD 97.6 M +12% 5.51% 30.2% 21 14.29% 2.9
Greenvale Capital
2011
Greenvale Capital
United Kingdom
USD 907 M -USD 12 M -1% 10.4% 101% 18 55.56% 0.8
Condor Capital Management
2012
Condor Capital Management
New Jersey
USD 906 M +USD 63.2 M +8% 6.25% 58.2% 340 25% 2.7
Cornercap Investment Counsel
2013
Cornercap Investment Counsel
Georgia
USD 905 M +USD 10.8 M +1% 4.84% 55.4% 631 31.22% 1
B. Riley Wealth Management
2014
B. Riley Wealth Management
Tennessee
USD 904 M +USD 48.2 M +6% 7.86% 32.2% 486 24.28% 1.6
Asset Advisors Investment Management
2015
Asset Advisors Investment Management
Georgia
USD 904 M +USD 47.8 M +6% 7.3% 67.5% 94 3.19% 2.4
BDO Wealth Advisors
2016
BDO Wealth Advisors
Florida
USD 903 M +USD 54.7 M +6% 5.08% 38.3% 1,247 13.23% 1.6
Endurance Wealth Management
2017
Endurance Wealth Management
Rhode Island
USD 902 M +USD 52 M +6% 6.42% 59% 667 5.1% 4
Gratus Capital
2018
Gratus Capital
Georgia
USD 901 M +USD 69 M +8% 8.05% 51.4% 191 8.38% 3.3
Blue Whale Capital
2019
Blue Whale Capital
United Kingdom
USD 901 M +USD 143 M +19% 15.8% 409% 19 10.53% 1.2
SFMG Wealth Advisors
2020
SFMG Wealth Advisors
Texas
USD 900 M +USD 37.8 M +4% 6.32% 76.1% 279 19% 2.2
Dubuque Bank & Trust
2021
Dubuque Bank & Trust
Iowa
USD 900 M +USD 21.7 M +2% 5.35% 24% 292 13.36% 3.2
HI
2022
Handelsinvest Investeringsforvaltning
Denmark
USD 899 M +USD 78.8 M +10% 6.3% 37.9% 131 10.69% 2.7
IFG Advisory
2023
IFG Advisory
Georgia
USD 899 M +USD 96.4 M +12% 5.62% 70.1% 525 20.57% 1.9
Cardan Capital Partners
2024
Cardan Capital Partners
Colorado
USD 899 M +USD 66 M +8% 8.99% 64% 288 30.56% 1.7
Keel Point
2025
Keel Point
Alabama
USD 898 M -USD 128 M -12% 7.05% 76.4% 315 22.22% 1.9