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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)
Patriot Financial Partners
2026
Patriot Financial Partners
Pennsylvania
USD 417 M +USD 42 M +11% 7.49% 16.6% 17 23.53% 2
Private Wealth Partners
2027
Private Wealth Partners
California
USD 416 M +USD 332 k +0.1% 4.69% 112% 130 10.77% 2.3
Foundation Capital
2028
Foundation Capital
California
USD 416 M +USD 4.17 M +1% 18.3% – 8 12.5% 1.8
CapWealth Advisors
2029
CapWealth Advisors
Tennessee
USD 416 M +USD 6.75 M +2% 3.95% 152% 350 20% 1.5
Washington Trust Bank
2030
Washington Trust Bank
Washington
USD 416 M +USD 29.5 M +8% 6.49% 80.5% 1,250 44.48% 1.2
VCM
2031
V3 Capital Management
Texas
USD 415 M +USD 18.2 M +5% 1.43% 20.5% 19 63.16% 0.5
First Reserve GP XI
2032
First Reserve GP XI
Connecticut
USD 415 M +USD 15.3 M +4% 4% 26.4% 2 0% 2.8
Cobiz Wealth
2033
Cobiz Wealth
Colorado
USD 415 M +USD 17.7 M +4% 4.86% 54% 142 10.56% 2.4
MFM
2034
Marianas Fund Management
New York
USD 415 M -USD 68.8 M -14% 0.56% 26% 29 62.07% 0.4
YHB Investment Advisors
2035
YHB Investment Advisors
Connecticut
USD 414 M -USD 40.5 M -9% 2.81% 96.2% 176 11.93% 2.4
PC
2036
Perry Capital
New York
USD 414 M -USD 1020 M -71% 14.3% 7.3% 11 72.73% 1.3
Mission Wealth Management
2037
Mission Wealth Management
California
USD 414 M +USD 37.3 M +10% 3.77% 92.1% 176 14.77% 0.9
GA
2038
GRS Advisors
Illinois
USD 413 M +USD 55.1 M +15% 1.86% 54.3% 30 40% 0.6
Radcliffe Capital Management
2039
Radcliffe Capital Management
Pennsylvania
USD 413 M +USD 1.52 M +0.4% 0% 4.8% 30 13.33% 1
Stieven Capital Advisors
2040
Stieven Capital Advisors
Missouri
USD 411 M +USD 52.1 M +15% 10.7% 117% 75 21.33% 1.9
Private Trust Company
2041
Private Trust Company
Ohio
USD 410 M +USD 25.9 M +7% 2% 87.7% 336 12.8% 2.2
Mechanics Bank - Trust Department
2042
Mechanics Bank - Trust Department
California
USD 410 M +USD 139 M +51% 1.14% 76.8% 176 39.77% 1.9
First Business Financial Services
2043
First Business Financial Services
Wisconsin
USD 409 M +USD 20.3 M +5% 3.13% 74% 81 27.16% 1.4
SCM
2044
Symons Capital Management
Pennsylvania
USD 408 M -USD 21.8 M -5% 3.86% 25.4% 68 23.53% 1.5
Partners Group Holding
2045
Partners Group Holding
Switzerland
USD 408 M +USD 8.86 M +2% 4.25% 23.3% 43 25.58% 2.1
IMOV
2046
Investment Management of Virginia
Virginia
USD 408 M +USD 16.6 M +4% 8.67% 93.4% 150 10% 2.4
Partners Capital Investment Group
2047
Partners Capital Investment Group
Massachusetts
USD 408 M +USD 49.1 M +14% 7.81% 47.5% 75 6.67% 0.6
MAM
2048
Mastrapasqua Asset Management
Tennessee
USD 406 M +USD 5.91 M +1% 5.99% 54.9% 142 9.15% 1.4
Tyrus Capital S.A.M.
2049
Tyrus Capital S.A.M.
Monaco
USD 406 M -USD 90.6 M -18% 9.48% – 34 64.71% 0.2
Jay A. Fishman Ltd
2050
Jay A. Fishman Ltd
Michigan
USD 406 M +USD 11 M +3% 9.32% 105% 88 7.95% 2.5