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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2001 |
2001
PSG Equity
Boston,
Massachusetts
| USD 943 M | +USD 85.5 M | +10% | 9.97% | 13.7% | 1 | 0% | 2 |
|
| 2002 |
2002
Colonial Trust Advisors
Spartanburg,
South Carolina
| USD 943 M | +USD 69.4 M | +8% | 10.5% | 80% | 966 | 10.66% | 2 |
|
| 2003 |
BCM
2003
Bayesian Capital Management
Brooklyn,
New York
| USD 942 M | +USD 65.9 M | +8% | 17.3% | 107% | 1,095 | 75.34% | 0.2 |
|
| 2004 |
2004
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 941 M | +USD 65.9 M | +8% | 10.4% | 70% | 59 | 5.08% | 7.1 |
|
| 2005 |
2005
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| USD 940 M | +USD 112 M | +13% | 10.9% | 58.6% | 113 | 11.5% | 0.9 |
|
| 2006 |
2006
Regal Partners
Sydney, NSW,
Australia
| USD 940 M | +USD 492 M | +110% | 11.6% | 146% | 57 | 59.65% | 1.1 |
|
| 2007 |
2007
Marcum Wealth
Cleveland,
Ohio
| USD 940 M | +USD 108 M | +13% | 10.9% | 20% | 403 | 12.41% | 2.2 |
|
| 2008 |
2008
Ally Invest Advisors
Charlotte,
North Carolina
| USD 939 M | +USD 83.7 M | +10% | 8.8% | 41.1% | 59 | 6.78% | 1.9 |
|
| 2009 |
2009
TCI Wealth Advisors
Tucson,
Arizona
| USD 938 M | +USD 154 M | +20% | 10.8% | 68.2% | 214 | 13.55% | 7.3 |
|
| 2010 |
2010
Greenwood Gearhart
Fayetteville,
Arkansas
| USD 938 M | +USD 92.6 M | +11% | 9.6% | 70.6% | 304 | 67.76% | 1.5 |
|
| 2011 |
2011
Easterly Investment Partners
Beverly,
Massachusetts
| USD 935 M | +USD 26.4 M | +3% | 10.3% | 57.6% | 209 | 19.14% | 1.7 |
|
| 2012 |
2012
Ninepoint Partners
Toronto,
Ontario, Canada
| USD 935 M | -USD 110 M | -10% | 11.5% | 82.6% | 107 | 30.84% | 1.3 |
|
| 2013 |
2013
Nitorum Capital
New York
| USD 935 M | +USD 20.3 M | +2% | 6.83% | 87.1% | 29 | 10.34% | 3.4 |
|
| 2014 |
2014
Bouchey Financial Group
Troy,
New York
| USD 934 M | +USD 118 M | +14% | 10.4% | 66.7% | 141 | 14.89% | 2.9 |
|
| 2015 |
2015
SoFi Wealth
San Francisco,
California
| USD 933 M | +USD 113 M | +14% | 9.15% | 67.9% | 11 | 0% | 1.8 |
|
| 2016 |
2016
Flat Footed LLC
Wilson,
Wyoming
| USD 933 M | +USD 47.7 M | +5% | 38% | 152% | 33 | 54.55% | 0.8 |
|
| 2017 |
2017
Hilton Capital Management
Garden City,
New York
| USD 933 M | +USD 182 M | +24% | 7.65% | 58.2% | 172 | 33.14% | 1.8 |
|
| 2018 |
2018
2Xideas
Kusnacht,
Switzerland
| USD 933 M | +USD 29.3 M | +3% | 15.4% | 40.6% | 60 | 16.67% | 2.4 |
|
| 2019 |
2019
Freedom Together Foundation
New York
| USD 933 M | – | – | 8.63% | – | 26 | – | 0 |
|
| 2020 |
2020
Condor Capital Management
Martinsville,
New Jersey
| USD 933 M | +USD 117 M | +14% | 10.6% | 58.2% | 216 | 27.31% | 4.6 |
|
| 2021 |
2021
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| USD 930 M | +USD 11.4 M | +1% | 13.6% | – | 706 | 10.06% | 1.4 |
|
| 2022 |
2022
Nicolet Advisory Services
Green Bay,
Wisconsin
| USD 930 M | +USD 27.1 M | +3% | 9.92% | 62.7% | 339 | 12.68% | 2.4 |
|
| 2023 |
2023
Browning West
Los Angeles,
California
| USD 928 M | +USD 231 M | +33% | 17.7% | 96.8% | 2 | 0% | 3 |
|
| 2024 |
WDA
2024
Wendell David Associates
Portsmouth,
New Hampshire
| USD 928 M | +USD 78.4 M | +9% | 9.66% | 58.7% | 166 | 8.43% | 7.2 |
|
| 2025 |
2025
Weatherly Asset Management
Del Mar,
California
| USD 928 M | +USD 90.8 M | +11% | 11.7% | 116% | 179 | 5.59% | 7.3 |
|