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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)
PSG Equity
2001
PSG Equity
Massachusetts
USD 943 M +USD 85.5 M +10% 9.97% 13.7% 1 0% 2
Colonial Trust Advisors
2002
Colonial Trust Advisors
South Carolina
USD 943 M +USD 69.4 M +8% 10.5% 80% 966 10.66% 2
BCM
2003
Bayesian Capital Management
New York
USD 942 M +USD 65.9 M +8% 17.3% 107% 1,095 75.34% 0.2
Henry H. Armstrong Associates
2004
Henry H. Armstrong Associates
Pennsylvania
USD 941 M +USD 65.9 M +8% 10.4% 70% 59 5.08% 7.1
Conservest Capital Advisors
2005
Conservest Capital Advisors
Pennsylvania
USD 940 M +USD 112 M +13% 10.9% 58.6% 113 11.5% 0.9
Regal Partners
2006
Regal Partners
Australia
USD 940 M +USD 492 M +110% 11.6% 146% 57 59.65% 1.1
Marcum Wealth
2007
Marcum Wealth
Ohio
USD 940 M +USD 108 M +13% 10.9% 20% 403 12.41% 2.2
Ally Invest Advisors
2008
Ally Invest Advisors
North Carolina
USD 939 M +USD 83.7 M +10% 8.8% 41.1% 59 6.78% 1.9
TCI Wealth Advisors
2009
TCI Wealth Advisors
Arizona
USD 938 M +USD 154 M +20% 10.8% 68.2% 214 13.55% 7.3
Greenwood Gearhart
2010
Greenwood Gearhart
Arkansas
USD 938 M +USD 92.6 M +11% 9.6% 70.6% 304 67.76% 1.5
Easterly Investment Partners
2011
Easterly Investment Partners
Massachusetts
USD 935 M +USD 26.4 M +3% 10.3% 57.6% 209 19.14% 1.7
Ninepoint Partners
2012
Ninepoint Partners
Ontario, Canada
USD 935 M -USD 110 M -10% 11.5% 82.6% 107 30.84% 1.3
Nitorum Capital
2013
Nitorum Capital
New York
USD 935 M +USD 20.3 M +2% 6.83% 87.1% 29 10.34% 3.4
Bouchey Financial Group
2014
Bouchey Financial Group
New York
USD 934 M +USD 118 M +14% 10.4% 66.7% 141 14.89% 2.9
SoFi Wealth
2015
SoFi Wealth
California
USD 933 M +USD 113 M +14% 9.15% 67.9% 11 0% 1.8
Flat Footed LLC
2016
Flat Footed LLC
Wyoming
USD 933 M +USD 47.7 M +5% 38% 152% 33 54.55% 0.8
Hilton Capital Management
2017
Hilton Capital Management
New York
USD 933 M +USD 182 M +24% 7.65% 58.2% 172 33.14% 1.8
2Xideas
2018
2Xideas
Switzerland
USD 933 M +USD 29.3 M +3% 15.4% 40.6% 60 16.67% 2.4
Freedom Together Foundation
2019
Freedom Together Foundation
New York
USD 933 M – – 8.63% – 26 – 0
Condor Capital Management
2020
Condor Capital Management
New Jersey
USD 933 M +USD 117 M +14% 10.6% 58.2% 216 27.31% 4.6
Desjardins Global Asset Management
2021
Desjardins Global Asset Management
Quebec, Canada
USD 930 M +USD 11.4 M +1% 13.6% – 706 10.06% 1.4
Nicolet Advisory Services
2022
Nicolet Advisory Services
Wisconsin
USD 930 M +USD 27.1 M +3% 9.92% 62.7% 339 12.68% 2.4
Browning West
2023
Browning West
California
USD 928 M +USD 231 M +33% 17.7% 96.8% 2 0% 3
WDA
2024
Wendell David Associates
New Hampshire
USD 928 M +USD 78.4 M +9% 9.66% 58.7% 166 8.43% 7.2
Weatherly Asset Management
2025
Weatherly Asset Management
California
USD 928 M +USD 90.8 M +11% 11.7% 116% 179 5.59% 7.3