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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)
M.D. Sass LLC
2026
M.D. Sass LLC
New York
USD 1227 M -USD 15.2 M -1% 0.59% 80.1% 38 15.79% 2
Value Partners Investments
2027
Value Partners Investments
Manitoba, Canada
USD 1225 M -USD 54 M -4% 8.57% 50.7% 107 11.21% 2.6
Shufro Rose & Co
2028
Shufro Rose & Co
New York
USD 1225 M -USD 19.4 M -2% 6.57% 68.1% 319 3.45% 5.4
Alphadyne Asset Management
2029
Alphadyne Asset Management
New York
USD 1223 M +USD 674 M +123% 8.15% 159% 351 67.81% 0.1
Neumeier Poma Investment Counsel
2030
Neumeier Poma Investment Counsel
California
USD 1222 M +USD 148 M +14% 19.8% 229% 44 13.64% 3.8
LRI Investments
2031
LRI Investments
Florida
USD 1222 M +USD 44.5 M +4% 2.74% – 1,372 12.39% 1.1
Condor Capital Management
2032
Condor Capital Management
New Jersey
USD 1220 M +USD 67 M +6% 6.36% 58.2% 198 11.62% 5.4
Cavalier Investments
2033
Cavalier Investments
Georgia
USD 1219 M +USD 889 M +270% 8% 171% 108 43.52% 1.3
Liberty 77 Capital
2034
Liberty 77 Capital
District of Columbia
USD 1218 M +USD 106 M +10% 9.68% – 4 0% 0.5
Private Advisory Group
2035
Private Advisory Group
Washington
USD 1217 M +USD 112 M +10% 10.5% 177% 245 28.16% 1.7
CGN Advisors
2036
CGN Advisors
Kansas
USD 1216 M +USD 96.3 M +9% 5.31% 48.9% 312 7.69% 2.9
Central Securities
2037
Central Securities
New York
USD 1215 M +USD 81.3 M +7% 6.16% 90.2% 30 13.33% 7.3
Willow Creek Wealth Management
2038
Willow Creek Wealth Management
California
USD 1214 M +USD 102 M +9% 4.51% – 183 10.38% 3.9
Texas Capital Bank Wealth Management Services
2039
Texas Capital Bank Wealth Management Services
Texas
USD 1214 M +USD 143 M +13% 8.65% 81.9% 271 22.88% 2.2
Weatherly Asset Management
2040
Weatherly Asset Management
California
USD 1214 M +USD 40.5 M +3% 5.08% 116% 187 5.35% 7.9
Perennial Investment Advisors
2041
Perennial Investment Advisors
California
USD 1213 M +USD 177 M +17% 9.99% 84.3% 522 16.67% 2.3
Koss-Olinger Consulting
2042
Koss-Olinger Consulting
Florida
USD 1211 M -USD 7.97 M -0.7% 6.78% 57.9% 314 0.96% 0.9
Harbor Investment Advisory
2043
Harbor Investment Advisory
Maryland
USD 1211 M +USD 87.6 M +8% 7.65% 97.5% 1,224 7.68% 4.1
China Universal Asset Management Company
2044
China Universal Asset Management Company
China
USD 1210 M +USD 148 M +14% 15.2% 264% 516 15.12% 2.1
Goldentree Asset Management
2045
Goldentree Asset Management
New York
USD 1210 M +USD 175 M +17% 10.1% 27.7% 35 51.43% 1.3
Anchor Investment Management
2046
Anchor Investment Management
South Carolina
USD 1207 M +USD 67.5 M +6% 6.83% 75.1% 1,084 5.17% 5.5
Payden & Rygel
2047
Payden & Rygel
California
USD 1206 M -USD 1.88 M -0.2% 9.64% 103% 126 20.63% 4.6
AltraVue Capital
2048
AltraVue Capital
Washington
USD 1206 M +USD 67.6 M +6% 12.4% 221% 27 11.11% 4.1
Transamerica Financial Advisors
2049
Transamerica Financial Advisors
Florida
USD 1205 M +USD 140 M +13% 7.11% 77.1% 1,609 65.26% 1.1
Stack Financial Management
2050
Stack Financial Management
Montana
USD 1205 M +USD 73 M +6% 6.64% 58.4% 51 3.92% 5.2