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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)
Nottingham Advisors
2026
Nottingham Advisors
New York
USD 896 M +USD 6.15 M +0.7% 4.62% 44.3% 159 16.35% 2.9
Roundview Capital
2027
Roundview Capital
New Jersey
USD 896 M +USD 102 M +13% 7.16% 77.7% 283 8.48% 3.8
Novare Capital Management
2028
Novare Capital Management
North Carolina
USD 895 M +USD 64 M +8% 6.27% 76.5% 168 14.88% 3.4
Origin Asset Management
2029
Origin Asset Management
United Kingdom
USD 895 M -USD 82.9 M -8% 2.64% 59.3% 145 29.66% 1.3
Mesirow Financial Investment Management - Fixed Income
2030
Mesirow Financial Investment Management - Fixed Income
Illinois
USD 894 M +USD 32.2 M +4% 8.59% 26.9% 154 25.97% 1
WDA
2031
Wendell David Associates
New Hampshire
USD 893 M +USD 62.4 M +8% 7.13% 46% 155 4.52% 5.7
Sixth Street Partners
2032
Sixth Street Partners
Texas
USD 893 M -USD 44.8 M -5% 1.59% 5.31% 9 22.22% 0.8
Morningstar Investment Management
2033
Morningstar Investment Management
Illinois
USD 893 M -USD 104 M -10% 5% 48.2% 45 44.44% 1
Hodges Capital Management
2034
Hodges Capital Management
Texas
USD 892 M +USD 169 M +23% 10.5% 200% 252 21.43% 2.6
Incline Global Management
2035
Incline Global Management
New York
USD 892 M +USD 397 M +80% 6.23% 40.1% 28 42.86% 0.9
York Capital Management Global Advisors
2036
York Capital Management Global Advisors
New York
USD 892 M +USD 196 M +28% 13% 74.1% 76 60.53% 0.4
Dow Chemical Company
2037
Dow Chemical Company
Michigan
USD 891 M +USD 475 M +114% 3.77% 29.4% 11 54.55% 1.2
First Command Bank
2038
First Command Bank
Texas
USD 891 M +USD 428 M +92% 6.48% 34.1% 465 10.97% 2.6
First Command Financial Services
2039
First Command Financial Services
Texas
USD 891 M +USD 428 M +92% 6.48% 34.4% 465 10.97% 2.6
Bangor Savings Bank
2040
Bangor Savings Bank
Maine
USD 891 M +USD 61.7 M +7% 4.63% 54.6% 196 4.59% 4.5
Connectus Wealth
2041
Connectus Wealth
Ohio
USD 891 M +USD 56.1 M +7% 10% 37.8% 35 11.43% 0.2
Kore Private Wealth
2042
Kore Private Wealth
New York
USD 890 M +USD 149 M +20% 8.06% 35.9% 441 19.73% 1.3
Donor Advised Charitable Giving
2043
Donor Advised Charitable Giving
California
USD 889 M -USD 83.4 M -9% 25.2% 365% 116 4.31% 1.3
GSA Capital Partners
2044
GSA Capital Partners
United Kingdom
USD 889 M +USD 286 M +47% 7.17% 94.7% 1,751 66.76% 0.3
Hilltop Holdings
2045
Hilltop Holdings
Texas
USD 888 M +USD 113 M +15% 6.99% 96.7% 598 20.4% 2.4
Archon Capital Management
2046
Archon Capital Management
Washington
USD 887 M +USD 192 M +28% 8.05% 222% 43 37.21% 1.1
Conservest Capital Advisors
2047
Conservest Capital Advisors
Pennsylvania
USD 886 M +USD 15 M +2% 5.91% 58.6% 82 7.32% 2.9
Bank Hapoalim BM
2048
Bank Hapoalim BM
Israel
USD 884 M +USD 96.4 M +12% 7.58% 76.6% 249 11.65% 2.3
Beese Fulmer Investment Management
2049
Beese Fulmer Investment Management
Ohio
USD 884 M +USD 51.3 M +6% 7.1% 124% 240 10.42% 4.2
Omega Fund Management
2050
Omega Fund Management
Massachusetts
USD 884 M -USD 174 M -16% 7.74% 106% 24 4.17% 2.1