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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)
Kintegral Advisory
2026
Kintegral Advisory
New York
USD 757 M +USD 35.7 M +5% 9.66% 143% 331 42.3% 2.8
Nicolet Advisory Services
2027
Nicolet Advisory Services
Wisconsin
USD 757 M +USD 143 M +23% 7.58% 62.7% 247 24.29% 2.2
P2 Capital Partners
2028
P2 Capital Partners
New York
USD 756 M -USD 54 M -7% 14.1% 7.96% 20 30% 2.5
LTS One Management
2029
LTS One Management
New York
USD 756 M +USD 94.4 M +14% 7.55% 67.9% 9 55.56% 0.4
Virtu Financial
2030
Virtu Financial
New York
USD 756 M -USD 336 M -31% 6.84% 160% 2,634 77.3% 0.2
Advance Capital Management
2031
Advance Capital Management
Michigan
USD 755 M -USD 62.9 M -8% 9.01% 54.4% 112 25% 0.7
MMBG Investment Advisors
2032
MMBG Investment Advisors
Florida
USD 755 M +USD 8.24 M +1% 4.4% 118% 168 8.33% 0.9
Maple Capital Management
2033
Maple Capital Management
Vermont
USD 755 M -USD 37.4 M -5% 7.81% 100% 101 7.92% 5.5
Redwood Investment Management
2034
Redwood Investment Management
Arizona
USD 755 M +USD 279 M +59% 10.4% 62.5% 303 53.8% 0.8
Arkadios Wealth Advisors
2035
Arkadios Wealth Advisors
Georgia
USD 754 M +USD 94.6 M +14% 8.02% 91.1% 597 17.59% 1.8
Marcum Wealth
2036
Marcum Wealth
Ohio
USD 754 M +USD 94.9 M +14% 8.92% 20% 402 11.44% 1.6
Capital Investment Services of America
2037
Capital Investment Services of America
Wisconsin
USD 754 M +USD 17.5 M +2% 8.52% 50.7% 73 8.22% 6.1
First Trust Direct Indexing
2038
First Trust Direct Indexing
Massachusetts
USD 754 M +USD 69.3 M +10% 11.7% 69% 716 14.39% 1.4
Woodstock Corp
2039
Woodstock Corp
Massachusetts
USD 752 M +USD 80.2 M +12% 12.9% 115% 173 8.09% 6.5
Narwhal Capital Management
2040
Narwhal Capital Management
Georgia
USD 752 M +USD 61.4 M +9% 10.1% 93.8% 169 14.2% 4.7
ARS Investment Partners
2041
ARS Investment Partners
New York
USD 752 M +USD 24.5 M +3% 13.9% 260% 190 27.89% 2.7
Richard C. Young & Co
2042
Richard C. Young & Co
Rhode Island
USD 751 M +USD 97.5 M +15% 14.6% 137% 79 10.13% 4.4
Fiduciary Group
2043
Fiduciary Group
Georgia
USD 751 M -USD 21.2 M -3% 9.26% 67.1% 237 5.06% 5.1
RKL Wealth Management
2044
RKL Wealth Management
Pennsylvania
USD 748 M +USD 54 M +8% 7.97% 76.8% 135 8.15% 4.9
Towle & Co
2045
Towle & Co
Colorado
USD 748 M +USD 136 M +22% 18% 172% 73 26.03% 1.2
Himension Capital (Singapore)
2046
Himension Capital (Singapore)
Singapore
USD 748 M -USD 195 M -21% 12.1% 492% 12 25% 1.3
SP Asset Management
2047
SP Asset Management
California
USD 747 M +USD 16.3 M +2% 6.09% 92.4% 116 12.93% 3
Redwood Investments
2048
Redwood Investments
Massachusetts
USD 747 M +USD 2.53 M +0.3% 8.21% 74.1% 129 20.16% 2.3
MCM
2049
McKinley Capital Management
Alaska
USD 747 M +USD 9.8 M +1% 9.07% 63.3% 179 15.08% 3.6
AAA
2050
Adams Asset Advisors
Texas
USD 746 M +USD 101 M +16% 11.6% 66.8% 89 20.22% 3.8