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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)
Royal Fund Management
2001
Royal Fund Management
Florida
USD 1018 M +USD 114 M +13% 8.54% 103% 344 16.86% 2.6
Bouchey Financial Group
2002
Bouchey Financial Group
New York
USD 1016 M +USD 82.6 M +9% 6.43% 66.7% 155 16.13% 2.9
Atika Capital Management
2003
Atika Capital Management
New York
USD 1015 M +USD 268 M +36% 27.6% 811% 117 59.83% 0.8
TCI Wealth Advisors
2004
TCI Wealth Advisors
Arizona
USD 1015 M +USD 76.9 M +8% 7% 68.2% 225 12% 7.1
Duality Advisers
2005
Duality Advisers
Florida
USD 1013 M +USD 67.6 M +7% 5.53% 18.3% 782 55.88% 0.4
Unison Advisors
2006
Unison Advisors
District of Columbia
USD 1013 M +USD 69.7 M +7% 6.33% 57.8% 181 2.21% 3
Colonial Trust Advisors
2007
Colonial Trust Advisors
South Carolina
USD 1011 M +USD 68.8 M +7% 9.08% 80% 1,095 23.56% 1.9
Gladstone Capital Management
2008
Gladstone Capital Management
United Kingdom
USD 1010 M +USD 157 M +18% 17.8% 327% 24 62.5% 0.9
RKL Wealth Management
2009
RKL Wealth Management
Pennsylvania
USD 1009 M +USD 84.4 M +9% 8.48% 76.8% 162 8.02% 4.8
Ally Invest Advisors
2010
Ally Invest Advisors
North Carolina
USD 1008 M +USD 68.8 M +7% 4.89% 41.1% 61 4.92% 2.1
Arrow Financial
2011
Arrow Financial
New York
USD 1007 M +USD 43.5 M +5% 7.05% 71.1% 352 6.53% 7.2
Campbell Wealth Management
2012
Campbell Wealth Management
Virginia
USD 1006 M +USD 164 M +19% 6.33% 11.2% 96 39.58% 1.9
SBCM
2013
Schwerin Boyle Capital Management
Massachusetts
USD 1005 M +USD 111 M +12% 13.9% 72.3% 55 10.91% 6
ARS Investment Partners
2014
ARS Investment Partners
New York
USD 1004 M +USD 101 M +11% 15.2% 266% 174 17.24% 3.2
Levin Capital Strategies
2015
Levin Capital Strategies
New York
USD 1002 M +USD 75.2 M +8% 7.56% 91.9% 305 41.97% 3.4
Optimus Prime Fund Management
2016
Optimus Prime Fund Management
Cayman Islands
USD 1002 M +USD 200 M +25% 9.16% 94.5% 26 15.38% 2.1
United Asset Strategies
2017
United Asset Strategies
New York
USD 1001 M +USD 111 M +12% 10.6% 111% 253 14.23% 3.4
Onex Canada Asset Management
2018
Onex Canada Asset Management
Ontario, Canada
USD 1001 M -USD 13.2 M -1% 10.1% 87.8% 125 10.4% 4
Kintegral Advisory
2019
Kintegral Advisory
New York
USD 1000 M +USD 97.1 M +11% 15.2% 143% 263 1.14% 3.6
Power Corp of Canada
2020
Power Corp of Canada
Canada
USD 1000 M +USD 35.3 M +4% 7.24% 14.4% 164 98.17% 1.1
Angeles Wealth Management
2021
Angeles Wealth Management
California
USD 1000 M +USD 179 M +22% 8.23% 80.6% 309 20.71% 1.2
HITE Hedge Asset Management
2022
HITE Hedge Asset Management
Massachusetts
USD 998 M +USD 46.8 M +5% 8.58% 54.4% 107 40.19% 1
SlateStone Wealth
2023
SlateStone Wealth
Florida
USD 996 M +USD 225 M +29% 9.36% 79.1% 293 21.16% 2.2
Alta Park Capital
2024
Alta Park Capital
California
USD 995 M +USD 22.7 M +2% 14% 1,071% 48 41.67% 0.8
Regal Partners
2025
Regal Partners
Australia
USD 995 M +USD 54.6 M +6% 14.2% 146% 60 53.33% 0.6