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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)
CGM
2026
Centenus Global Management
New York
USD 557 M +USD 21.4 M +4% 2.85% – 168 69.05% 0.2
Independent Advisor Alliance
2027
Independent Advisor Alliance
North Carolina
USD 555 M +USD 74.8 M +16% 6.69% 135% 424 24.06% 1
Resources Management Corp
2028
Resources Management Corp
Connecticut
USD 554 M – – 6.96% 78.5% 463 – 0
Centaurus Financial
2029
Centaurus Financial
California
USD 554 M -USD 171 M -24% 5.64% 83.5% 2,532 79.19% 0.5
Guinness Asset Management
2030
Guinness Asset Management
United Kingdom
USD 553 M +USD 42.8 M +8% 3.29% 73.9% 103 4.85% 3.2
One Capital Management
2031
One Capital Management
California
USD 553 M +USD 25 M +5% 3.11% 50.5% 177 9.04% 2.8
Baltimore-Washington Financial Advisors
2032
Baltimore-Washington Financial Advisors
Maryland
USD 553 M +USD 48.9 M +10% 6.04% 80.6% 102 18.63% 2.3
Estate Counselors
2033
Estate Counselors
Wisconsin
USD 553 M +USD 25 M +5% 2.91% 60% 70 18.57% 2.4
Kemper
2034
Kemper
Illinois
USD 552 M +USD 329 M +148% 3.18% 28.6% 25 24% 2.2
Baskin Financial Services
2035
Baskin Financial Services
Ontario, Canada
USD 552 M +USD 17.3 M +3% 6.23% 69.1% 48 14.58% 3.1
Sun Life Financial
2036
Sun Life Financial
Ontario, Canada
USD 551 M -USD 150 M -21% 5.79% 65.7% 649 7.55% 1.5
MG
2037
Magnolia Group
Nebraska
USD 550 M +USD 72.6 M +15% 18.1% 9.52% 10 30% 0.9
John G. Ullman & Associates
2038
John G. Ullman & Associates
New York
USD 550 M +USD 21.3 M +4% 6.29% 156% 133 17.29% 2.9
New Leaf Venture Partners
2039
New Leaf Venture Partners
New York
USD 550 M +USD 135 M +33% 5.87% 3.91% 21 33.33% 0.8
Winslow Asset Management
2040
Winslow Asset Management
Ohio
USD 549 M +USD 10.2 M +2% 5.11% 89.9% 94 2.13% 4.1
TEC
2041
Tiger Eye Capital
Tennessee
USD 549 M +USD 53.4 M +11% 15.3% 116% 49 18.37% 0.9
Dorsey Wright & Associates
2042
Dorsey Wright & Associates
California
USD 549 M -USD 132 M -19% 9.02% 311% 324 75% 0.3
Condor Capital Management
2043
Condor Capital Management
New Jersey
USD 548 M +USD 28.4 M +5% 6.41% 58.2% 169 3.55% 3.7
WealthPLAN Partners
2044
WealthPLAN Partners
Nebraska
USD 548 M +USD 60 M +12% 6.97% 71.6% 297 27.27% 1.7
Resource Management
2045
Resource Management
Louisiana
USD 547 M +USD 33.7 M +7% 5.46% 82.7% 142 9.86% 0.7
Sageview Capital
2046
Sageview Capital
Connecticut
USD 547 M -USD 285 M -34% 33.9% 335% 2 0% 2.8
Solus Alternative Asset Management
2047
Solus Alternative Asset Management
New Jersey
USD 547 M +USD 132 M +32% 8.19% 79.3% 14 35.71% 1
Frazier Management
2048
Frazier Management
Washington
USD 546 M +USD 63.4 M +13% 15.4% 408% 17 29.41% 1
Stewart & Patten Company
2049
Stewart & Patten Company
California
USD 546 M +USD 22 M +4% 6.82% 27.5% 97 7.22% 4.1
Wealthcare Advisory Partners
2050
Wealthcare Advisory Partners
Pennsylvania
USD 545 M +USD 34.5 M +7% 4% 65.6% 1,357 10.32% 0.9