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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)
Greenwood Gearhart
2001
Greenwood Gearhart
Arkansas
USD 845 M -USD 13.9 M -2% 4.12% 70.6% 103 10.68% 4.3
Zweig-DiMenna Associates
2002
Zweig-DiMenna Associates
New York
USD 844 M +USD 43.7 M +5% 3.25% 561% 124 19.35% 1.4
Hodges Capital Management
2003
Hodges Capital Management
Texas
USD 843 M -USD 873 M -51% 0.42% 200% 228 46.49% 2.4
SCM
2004
SIR Capital Management
New York
USD 843 M -USD 70.2 M -8% 9.38% 71.1% 75 29.33% 0.9
Bank of Nova Scotia Trust
2005
Bank of Nova Scotia Trust
Ontario, Canada
USD 842 M -USD 117 M -12% 5.62% 61.4% 141 7.8% 5.4
Keystone Investors
2006
Keystone Investors
Singapore
USD 840 M +USD 264 M +46% 12.1% – 53 60.38% 0.3
Tradition Wealth Management
2007
Tradition Wealth Management
Minnesota
USD 840 M -USD 16.5 M -2% 3.28% 69.6% 1,426 8.06% 1.8
Levin Capital Strategies
2008
Levin Capital Strategies
New York
USD 840 M -USD 41.1 M -5% 2.39% 88.6% 334 38.32% 3.1
AltraVue Capital
2009
AltraVue Capital
Washington
USD 840 M -USD 10 M -1% 3.36% 221% 33 15.15% 3.1
Bangor Savings Bank
2010
Bangor Savings Bank
Maine
USD 840 M -USD 42 M -5% 3.47% 54.6% 564 10.64% 2.9
Blue Chip Partners
2011
Blue Chip Partners
Michigan
USD 839 M -USD 40.8 M -5% 3.62% 81.2% 193 12.95% 4.4
AL
2012
Arnhold LLC
New York
USD 839 M -USD 43.5 M -5% 2.95% 164% 131 6.87% 3.6
Weatherly Asset Management
2013
Weatherly Asset Management
California
USD 837 M -USD 19.7 M -2% 0.85% 116% 182 7.14% 7
No Street GP LP
2014
No Street GP LP
California
USD 836 M -USD 180 M -18% 2.63% 246% 40 55% 0.9
Campbell & Co Investment Adviser
2015
Campbell & Co Investment Adviser
Maryland
USD 836 M +USD 275 M +49% 5.91% 31% 1,244 59.16% 0.3
Sixth Street Partners
2016
Sixth Street Partners
Texas
USD 836 M -USD 263 M -24% 1.54% 5.31% 20 20% 1.4
Styrax Capital
2017
Styrax Capital
New York
USD 836 M -USD 19.2 M -2% 1.92% 310% 19 36.84% 0.6
Beaird Harris Wealth Management
2018
Beaird Harris Wealth Management
Texas
USD 835 M -USD 112 k -0% 2.27% 41.3% 496 14.72% 1.3
XML Financial
2019
XML Financial
Maryland
USD 834 M -USD 30.1 M -3% 3.88% 69.5% 348 11.21% 2.3
True Link Financial Advisors
2020
True Link Financial Advisors
California
USD 834 M +USD 6.08 M +0.7% 2.22% 26.8% 114 10.53% 2.2
Front Barnett Associates
2021
Front Barnett Associates
Illinois
USD 833 M -USD 52.8 M -6% 2.31% 40.5% 120 5.83% 7.3
Plante Moran Financial Advisors
2022
Plante Moran Financial Advisors
Michigan
USD 833 M -USD 12.5 M -1% 4.45% 62.8% 874 22.65% 4.9
Marcum Wealth
2023
Marcum Wealth
Ohio
USD 832 M -USD 20.1 M -2% 4.2% 20% 401 9.23% 2.1
Ikarian Capital
2024
Ikarian Capital
Texas
USD 831 M +USD 203 M +32% 39.2% 5,184% 181 55.25% 0.5
Longbow Finance
2025
Longbow Finance
Switzerland
USD 831 M -USD 27.5 M -3% 2.18% 162% 67 22.39% 0.6