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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)
Jay A. Fishman Ltd
2026
Jay A. Fishman Ltd
Michigan
USD 632 M +USD 59 M +10% 13% 119% 89 6.74% 4.4
J.L. Bainbridge & Co
2027
J.L. Bainbridge & Co
Florida
USD 631 M +USD 81.2 M +15% 8.01% 118% 83 19.28% 1.4
Wellington Shields Capital Management
2028
Wellington Shields Capital Management
New York
USD 631 M +USD 7.52 M +1% 11.7% 157% 252 17.46% 4.2
Emerson Point Capital
2029
Emerson Point Capital
New York
USD 630 M +USD 104 M +20% 15% 94.8% 37 13.51% 1.1
Quantum Capital Management (New Jersey)
2030
Quantum Capital Management (New Jersey)
New Jersey
USD 630 M +USD 59.8 M +10% 12.7% 22.7% 36 11.11% 4.3
RKL Wealth Management
2031
RKL Wealth Management
Pennsylvania
USD 628 M +USD 44.9 M +8% 7.01% 76.8% 121 13.22% 3.7
SFG
2032
Sather Financial Group
Texas
USD 628 M +USD 44.9 M +8% 11.3% 82.3% 47 23.4% 3
Sun Life Financial
2033
Sun Life Financial
Ontario, Canada
USD 627 M +USD 113 M +22% 5.85% 65.7% 523 12.05% 3.2
Bowie Capital Management
2034
Bowie Capital Management
Texas
USD 627 M +USD 26 M +4% 10.9% 31.6% 47 29.79% 1.6
M Holdings Securities
2035
M Holdings Securities
Oregon
USD 627 M +USD 68 M +12% 7.52% 94.1% 178 19.66% 2.8
Sunriver Management
2036
Sunriver Management
Connecticut
USD 626 M -USD 7.93 M -1% 12.1% 9.27% 24 33.33% 0.9
J.M. Forbes & Co
2037
J.M. Forbes & Co
Massachusetts
USD 625 M +USD 64.4 M +11% 10.2% 112% 105 8.57% 4.6
Bracebridge Capital LLC
2038
Bracebridge Capital LLC
Massachusetts
USD 624 M +USD 283 M +83% 2.51% 156% 13 15.38% 0.5
SeaCrest Wealth Management
2039
SeaCrest Wealth Management
New York
USD 624 M +USD 45.4 M +8% 9.83% 153% 627 19.46% 1.8
Kays Financial Advisory
2040
Kays Financial Advisory
Georgia
USD 624 M +USD 48.9 M +9% 6.1% 23.3% 101 7.92% 2.7
Fairpointe Capital
2041
Fairpointe Capital
Illinois
USD 624 M -USD 62.7 M -9% 6.56% 48.1% 80 11.25% 3.1
NewSquare Capital
2042
NewSquare Capital
Pennsylvania
USD 623 M +USD 36.8 M +6% 6.91% 82.5% 426 25.82% 2.5
Lingotto Investment Management
2043
Lingotto Investment Management
United Kingdom
USD 622 M +USD 12.4 M +2% 8.81% 362% 9 11.11% 1.9
Waterfront Capital Partners
2044
Waterfront Capital Partners
New York
USD 622 M +USD 14.8 M +2% 6.3% 88.3% 62 56.45% 0.7
Oslo Pensjonsforsikring
2045
Oslo Pensjonsforsikring
USD 621 M +USD 31.7 M +5% 8.85% 79% 17 11.76% 2.8
Ally Financial
2046
Ally Financial
Michigan
USD 621 M +USD 13.7 M +2% 3.24% 9.28% 121 14.05% 1.9
Mirova
2047
Mirova
France
USD 621 M +USD 186 M +43% 43.2% 64.6% 230 39.13% 0.9
Advocacy Wealth Management Services
2048
Advocacy Wealth Management Services
Georgia
USD 621 M +USD 127 M +26% 3.71% 48.3% 140 10% 2.4
DTL
2049
Dynamic Technology Lab
Singapore
USD 621 M -USD 43.6 M -7% 5.71% 30.8% 1,508 75.6% 0.2
Richard C. Young & Co
2050
Richard C. Young & Co
Rhode Island
USD 620 M +USD 20.1 M +3% 7.1% 152% 88 25% 3.3