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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)
BTR Capital Management
2026
BTR Capital Management
California
USD 425 M +USD 12.3 M +3% 0.68% 35% 163 10.43% 1.5
PAM
2027
Premier Asset Management
Illinois
USD 425 M -USD 6.65 M -2% 1.24% 104% 100 11% 1.3
CapWealth Advisors
2028
CapWealth Advisors
Tennessee
USD 424 M -USD 1.22 M -0.3% 2.08% 152% 345 16.52% 0.7
Calamos Wealth Management
2029
Calamos Wealth Management
Illinois
USD 423 M +USD 23.2 M +6% 0.86% 102% 247 25.1% 0.9
MRCM
2030
M&R Capital Management
New Jersey
USD 423 M +USD 15 k +0% 0.14% 52.6% 216 6.48% 1.7
Crescent Park Management
2031
Crescent Park Management
California
USD 423 M +USD 114 M +37% 4.94% 87% 17 47.06% 0.3
Old Mutual Customised Solutions
2032
Old Mutual Customised Solutions
South Africa
USD 422 M +USD 8.94 M +2% 1.29% 49.7% 739 4.6% 1.8
Community Bank
2033
Community Bank
New York
USD 422 M -USD 7.32 M -2% 0.83% 73.5% 382 7.33% 0.5
Prospera Financial Services
2034
Prospera Financial Services
Texas
USD 420 M -USD 28.8 M -6% 0.46% 97.4% 353 23.51% 1.2
Mesirow Financial Investment Management - Fixed Income
2035
Mesirow Financial Investment Management - Fixed Income
Illinois
USD 420 M +USD 5.56 M +1% 2.14% 26.9% 178 16.29% 1.3
Catawba Capital Management
2036
Catawba Capital Management
Virginia
USD 419 M -USD 16.1 M -4% 1.8% 33.1% 255 6.67% 1.7
FJ Capital Management
2037
FJ Capital Management
Virginia
USD 419 M +USD 63 M +18% 5.33% 97.9% 94 15.96% 1
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
2038
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
USD 419 M +USD 13.9 M +3% 0% 79.4% 36 13.89% 0.4
CPWM LLC
2039
CPWM LLC
Washington
USD 418 M +USD 61.9 M +17% 0.82% 36.6% 228 32.02% 1.1
Jacobs Asset Management
2040
Jacobs Asset Management
New York
USD 418 M -USD 23.9 M -5% 1.43% 114% 46 21.74% 1.2
Professional Advisory Services
2041
Professional Advisory Services
Florida
USD 417 M +USD 970 k +0.2% 1.22% 69.3% 59 6.78% 1.4
NM
2042
Newtyn Management
New York
USD 417 M +USD 15.3 M +4% 1.32% 52% 16 18.75% 1.1
Condor Capital Management
2043
Condor Capital Management
New Jersey
USD 417 M -USD 4.71 M -1% 0.8% 58.2% 200 5.5% 1.4
Destrier Capital Management
2044
Destrier Capital Management
New York
USD 416 M +USD 27.5 M +7% 4.61% 5.28% 28 42.86% 0.5
Laird Norton Wetherby Wealth Management
2045
Laird Norton Wetherby Wealth Management
California
USD 416 M +USD 5.21 M +1% 0.98% – 521 14.2% 1.5
Speece Thorson Capital Group
2046
Speece Thorson Capital Group
Minnesota
USD 416 M -USD 10.4 M -2% 1.95% 34.2% 42 9.52% 1.8
SCA
2047
Strategic Capital Alternatives
United States
USD 416 M +USD 14.7 M +4% 0.11% – 468 39.74% 0.2
Bangor Savings Bank
2048
Bangor Savings Bank
Maine
USD 415 M -USD 506 k -0.1% 0.95% 54.6% 156 12.82% 1.5
MC
2049
MSF Capital
New York
USD 415 M +USD 14.5 M +4% 1.73% – 47 12.77% 1.5
Henry H. Armstrong Associates
2050
Henry H. Armstrong Associates
Pennsylvania
USD 413 M -USD 39.8 M -9% 2.08% 70% 39 0% 1.8