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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)
Yiheng Capital Management
2001
Yiheng Capital Management
California
USD 1076 M -USD 1522 M -59% 1% 82% 27 22.22% 3.3
Waterloo Capital
2002
Waterloo Capital
Texas
USD 1076 M +USD 127 M +13% 0.35% 79.8% 429 24.48% 1.5
Vista Equity Partners Management
2003
Vista Equity Partners Management
California
USD 1075 M -USD 603 M -36% 18% 3.45% 3 33.33% 4.1
China Universal Asset Management Company
2004
China Universal Asset Management Company
China
USD 1075 M +USD 5.91 M +0.6% 2.22% 292% 509 7.07% 1.8
Vicus Capital
2005
Vicus Capital
Pennsylvania
USD 1074 M -USD 52.5 M -5% 1.17% 67% 255 16.08% 3.6
L1 Capital
2006
L1 Capital
Australia
USD 1074 M -USD 95.4 M -8% 5.1% 127% 17 35.29% 1.2
Condor Capital Management
2007
Condor Capital Management
New Jersey
USD 1074 M -USD 61 M -5% 2.64% 64.8% 202 11.88% 5.2
Styrax Capital
2008
Styrax Capital
New York
USD 1073 M -USD 106 M -9% 0.82% 310% 12 33.33% 1.6
Generali Investments CEE
2009
Generali Investments CEE
Czech Republic
USD 1073 M +USD 103 M +11% 0.61% – 398 15.08% 0.2
XML Financial
2010
XML Financial
Maryland
USD 1072 M -USD 20.1 M -2% 0.84% 77.9% 400 17.75% 3
Anchor Investment Management
2011
Anchor Investment Management
South Carolina
USD 1072 M +USD 488 k +0% 0.49% 75.1% 1,061 5.47% 5.2
PWMAG
2012
Pinnacle Wealth Management Advisory Group
New Jersey
USD 1072 M +USD 2.25 M +0.2% 2.21% 90.7% 384 10.16% 4.2
WBH Advisory
2013
WBH Advisory
Maryland
USD 1072 M -USD 5.71 M -0.5% 1.58% 64.5% 340 9.71% 6.3
Petrus Trust Company
2014
Petrus Trust Company
Texas
USD 1071 M +USD 37.9 M +4% 3.86% 36.9% 818 59.78% 0.5
Armis Advisers
2015
Armis Advisers
Georgia
USD 1070 M +USD 253 M +31% 2.07% – 468 40.38% 0.2
Lyell Wealth Management
2016
Lyell Wealth Management
California
USD 1070 M -USD 45.8 M -4% 5.48% 144% 209 7.66% 4.3
Needham Investment Management
2017
Needham Investment Management
New York
USD 1067 M -USD 229 M -18% 9.19% 424% 157 8.92% 4.6
Concentric Capital Strategies
2018
Concentric Capital Strategies
Connecticut
USD 1067 M -USD 1107 M -51% 0.6% 165% 331 78.55% 0.4
Strategy Capital
2019
Strategy Capital
California
USD 1066 M -USD 163 M -13% 10.2% 316% 10 0% 3.3
Penobscot Investment Management
2020
Penobscot Investment Management
Massachusetts
USD 1063 M -USD 39.2 M -4% 2.59% 114% 313 7.99% 5.8
RVW Wealth
2021
RVW Wealth
California
USD 1062 M -USD 9.8 M -0.9% 2.38% 65.8% 162 12.35% 3
Provident Investment Management
2022
Provident Investment Management
Michigan
USD 1062 M +USD 13.9 M +1% 2.55% 90.8% 80 18.75% 4.5
RKL Wealth Management
2023
RKL Wealth Management
Pennsylvania
USD 1061 M -USD 62.4 M -6% 2.83% 76.8% 179 9.5% 5.1
Bangor Savings Bank
2024
Bangor Savings Bank
Maine
USD 1059 M -USD 6.42 M -0.6% 0.54% 54.6% 567 9.17% 3.9
Redmile Group
2025
Redmile Group
California
USD 1058 M -USD 377 M -26% 16.2% 777% 64 15.63% 3.6