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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)
JMH
2026
J.M. Hartwell
New York
USD 560 M +USD 19 M +4% 1.26% 72.2% 91 14.29% 3.1
Hazelview Securities
2027
Hazelview Securities
Ontario, Canada
USD 560 M +USD 99.2 M +22% 5.83% – 49 26.53% 1.4
Horan Capital Management
2028
Horan Capital Management
Maryland
USD 560 M +USD 1.22 M +0.2% 2.09% 69.2% 62 12.9% 2.6
Mount Yale Investment Advisors
2029
Mount Yale Investment Advisors
Colorado
USD 559 M +USD 17.2 M +3% 3.52% 81.9% 343 19.53% 1.2
TD Capital Management
2030
TD Capital Management
Tennessee
USD 559 M +USD 66.2 M +13% 0.56% 40.5% 294 12.59% 2.9
Pensionfund DSM Netherlands
2031
Pensionfund DSM Netherlands
Netherlands
USD 559 M USD 0 0% 3.25% 36.9% 204 0% 2.7
Klingman & Associates
2032
Klingman & Associates
New York
USD 559 M +USD 20.3 M +4% 0.4% 64.9% 124 7.26% 3
Mount Lucas Management
2033
Mount Lucas Management
Pennsylvania
USD 558 M -USD 32.8 M -6% 1.39% 109% 111 23.42% 0.9
Exane Derivatives
2034
Exane Derivatives
France
USD 558 M -USD 12.9 M -2% 1.76% 42.7% 718 16.3% 1.8
Davide Leone & Partners Investment Company
2035
Davide Leone & Partners Investment Company
United Kingdom
USD 557 M -USD 684 M -55% 14.4% 64.1% 19 52.63% 1.5
ARS Investment Partners
2036
ARS Investment Partners
New York
USD 557 M -USD 38.3 M -6% 3.72% 260% 136 23.53% 3.3
Richard C. Young & Co
2037
Richard C. Young & Co
Rhode Island
USD 556 M +USD 28.7 M +5% 3.99% 137% 69 5.8% 3
Jefferies Financial Group
2038
Jefferies Financial Group
New York
USD 556 M -USD 22.4 M -4% 4.54% 135% 19 57.89% 0.8
BSPF
2039
British Steel Pension Fund
United Kingdom
USD 556 M -USD 106 M -16% 4.47% 29.7% 173 0.58% 3.9
Prana Capital Management
2040
Prana Capital Management
Connecticut
USD 555 M -USD 1.72 M -0.3% 0.88% 36.6% 73 57.53% 0.4
KL
2041
KGH Ltd
Bahamas
USD 555 M -USD 634 M -53% 19.6% 139% 61 50.82% 1.1
Connable Office Inc
2042
Connable Office Inc
Michigan
USD 555 M +USD 10.6 M +2% 0.1% 68.3% 192 14.06% 2.8
VCM
2043
V3 Capital Management
Texas
USD 554 M +USD 87.8 M +19% 7.42% 20.5% 19 36.84% 0.9
Randolph Company
2044
Randolph Company
Ohio
USD 554 M -USD 27.9 M -5% 3.37% 127% 51 35.29% 1.5
J.V. Bruni & Co
2045
J.V. Bruni & Co
Colorado
USD 554 M -USD 12.6 M -2% 1.15% 97.9% 27 7.41% 3.9
Krilogy Financial
2046
Krilogy Financial
Missouri
USD 553 M +USD 31.8 M +6% 1.07% 79% 193 14.51% 2.4
Grosvenor Holdings
2047
Grosvenor Holdings
Illinois
USD 553 M +USD 127 M +30% 3.84% 54.3% 23 47.83% 0.6
Pure Financial Advisors
2048
Pure Financial Advisors
California
USD 553 M -USD 4.38 M -0.8% 0.78% 47.2% 140 10.71% 0.9
Ellington Management Group
2049
Ellington Management Group
Connecticut
USD 553 M -USD 32.5 M -6% 1.77% 16.1% 894 74.61% 0.2
Adams Natural Resources Fund
2050
Adams Natural Resources Fund
Maryland
USD 553 M -USD 30.8 M -5% 4.95% 50.6% 65 7.69% 2.7