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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)
Tandem Investment Advisors
2001
Tandem Investment Advisors
South Carolina
USD 1493 M -USD 547 M -27% 2.06% 10.4% 87 28.74% 4.9
ProVise Management Group
2002
ProVise Management Group
Florida
USD 1492 M +USD 101 M +7% 10.9% 66.8% 286 10.14% 6.9
Mosaic Family Wealth Partners
2003
Mosaic Family Wealth Partners
Missouri
USD 1491 M +USD 514 M +53% 14.8% 67.5% 434 34.79% 1.5
Levin Capital Strategies
2004
Levin Capital Strategies
New York
USD 1491 M +USD 172 M +13% 12.7% 88.6% 301 35.88% 3.5
Aristotle Capital Boston
2005
Aristotle Capital Boston
Massachusetts
USD 1491 M -USD 120 M -7% 17.6% 72.2% 124 5.65% 6.5
Fairholme Capital Management
2006
Fairholme Capital Management
Florida
USD 1490 M -USD 24.3 M -2% 0.17% 36.2% 13 23.08% 3.4
Redmile Group
2007
Redmile Group
California
USD 1490 M -USD 20.6 M -1% 39.8% 777% 39 10.26% 3.9
Main Management
2008
Main Management
California
USD 1488 M +USD 114 M +8% 15.4% 64.1% 107 15.89% 5.4
WBH Advisory
2009
WBH Advisory
Maryland
USD 1488 M +USD 153 M +11% 13.3% 57.6% 372 8.33% 6.3
Gemmer Asset Management
2010
Gemmer Asset Management
California
USD 1488 M +USD 223 M +18% 29.5% 96.8% 198 18.69% 5
Mark Asset Management
2011
Mark Asset Management
New York
USD 1486 M +USD 389 M +35% 51% 325% 49 38.78% 2.7
Titleist Asset Management
2012
Titleist Asset Management
Texas
USD 1485 M +USD 161 M +12% 12.9% 101% 434 13.82% 1.7
Petredis Investment Advisors
2013
Petredis Investment Advisors
Pennsylvania
USD 1485 M +USD 262 M +21% 33.9% 158% 116 7.76% 2.6
Winthrop Advisory Group
2014
Winthrop Advisory Group
Massachusetts
USD 1485 M +USD 261 M +21% 14.9% 78.3% 235 20.85% 3.3
Cantor Fitzgerald Investment Advisors
2015
Cantor Fitzgerald Investment Advisors
New York
USD 1483 M +USD 127 M +9% 11.3% 73.4% 185 4.32% 4.2
Transcend Capital Advisors
2016
Transcend Capital Advisors
New Jersey
USD 1482 M +USD 232 M +19% 15% 71.6% 865 22.43% 2.2
American Express
2017
American Express
New York
USD 1482 M +USD 601 M +68% 68.3% – 1 0% 2.5
Hackensack Meridian Health
2018
Hackensack Meridian Health
New Jersey
USD 1481 M +USD 421 M +40% 10.5% 53.4% 7 0% 2.4
Fiduciary Alliance
2019
Fiduciary Alliance
South Carolina
USD 1479 M -USD 178 M -11% 13.6% 104% 593 17.54% 1.5
Symmetry Investments
2020
Symmetry Investments
Jersey
USD 1479 M +USD 566 M +62% 14.4% 148% 215 72.56% 0.3
NBC Securities
2021
NBC Securities
Alabama
USD 1476 M +USD 144 M +11% 16.4% 93.1% 2,756 19.81% 1.6
Hilton Capital Management
2022
Hilton Capital Management
New York
USD 1469 M +USD 146 M +11% 9.43% 58.2% 146 19.18% 2.5
Park West Asset Management
2023
Park West Asset Management
California
USD 1468 M +USD 290 M +25% 44.1% 181% 65 47.69% 0.9
Partners Group Holding
2024
Partners Group Holding
Switzerland
USD 1467 M +USD 116 M +9% 23.5% 23.3% 52 3.85% 4.2
Harbor Capital Advisors
2025
Harbor Capital Advisors
Illinois
USD 1467 M +USD 232 M +19% 24.7% 128% 1,266 8.53% 1.5