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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)
Munro Partners
1926
Munro Partners
Australia
USD 606 M +USD 22.7 M +4% 1.67% 350% 34 35.29% 0.6
Front Barnett Associates
1927
Front Barnett Associates
Illinois
USD 604 M +USD 8.19 M +1% 2.13% 40.5% 122 5.74% 5
Navellier & Associates
1928
Navellier & Associates
Nevada
USD 604 M -USD 42.7 M -7% 0.59% 361% 309 24.92% 1.4
Mesirow Financial Investment Management - Fixed Income
1929
Mesirow Financial Investment Management - Fixed Income
Illinois
USD 604 M -USD 41.3 M -6% 1.44% 26.9% 142 30.28% 1
Harvey Investment Company
1930
Harvey Investment Company
Kentucky
USD 604 M +USD 10 M +2% 1.27% 56.4% 89 7.87% 4.4
AA
1931
Ancient Art
Texas
USD 603 M -USD 27.4 M -4% 1.93% 168% 19 21.05% 1.6
Endurance Wealth Management
1932
Endurance Wealth Management
Rhode Island
USD 603 M -USD 33.3 M -5% 1.02% 59% 557 15.62% 3.5
Modera Wealth Management
1933
Modera Wealth Management
New Jersey
USD 602 M +USD 54 M +10% 0.14% 68.2% 150 8% 3.4
First Nebraska Trust
1934
First Nebraska Trust
Nebraska
USD 601 M +USD 29.1 M +5% 5.29% 67.9% 148 2.7% 4.1
W.R. Berkley Corp
1935
W.R. Berkley Corp
Connecticut
USD 601 M +USD 17.6 M +3% 1.53% 38.7% 142 46.48% 0.6
One Capital Management
1936
One Capital Management
California
USD 600 M +USD 12.8 M +2% 0.22% 50.5% 177 4.52% 3.5
Tokio Marine Asset Management
1937
Tokio Marine Asset Management
Japan
USD 600 M +USD 27.7 M +5% 1.14% 129% 248 20.56% 3.2
Indus Capital Partners
1938
Indus Capital Partners
New York
USD 600 M -USD 12.1 M -2% 2.67% 117% 45 37.78% 1.2
Lenox Wealth Advisors
1939
Lenox Wealth Advisors
New York
USD 600 M +USD 27.1 M +5% 0.4% 35.7% 670 40.75% 1.1
Northstar Investment Advisors
1940
Northstar Investment Advisors
Colorado
USD 600 M +USD 58.4 M +11% 2.86% 85.8% 149 30.87% 3
Kelly Lawrence W & Associates
1941
Kelly Lawrence W & Associates
California
USD 600 M +USD 13.6 M +2% 2.25% 123% 138 5.8% 3.9
Estabrook Capital Management
1942
Estabrook Capital Management
New York
USD 600 M -USD 11.1 M -2% 1.14% 87.2% 348 10.92% 4.8
Thomasville National Bank
1943
Thomasville National Bank
Georgia
USD 600 M +USD 22.2 M +4% 2.49% – 207 10.14% 2.9
Discovery Capital Management
1944
Discovery Capital Management
Connecticut
USD 598 M -USD 450 M -43% 0.59% 871% 53 77.36% 0.3
BPM
1945
Bowling Portfolio Management
Ohio
USD 597 M -USD 14.4 M -2% 1.57% 45.7% 405 42.72% 1.8
Barton Investment Management
1946
Barton Investment Management
Pennsylvania
USD 597 M -USD 72.5 M -11% 8.59% 80.3% 40 5% 5.4
Summit Creek Advisors
1947
Summit Creek Advisors
Minnesota
USD 596 M +USD 525 k +0.1% 4.6% 68.8% 69 23.19% 2
KG Funds Management
1948
KG Funds Management
New York
USD 595 M +USD 65.5 M +12% 0.75% 45.8% 8 0% 2.2
Mendon Capital Advisors
1949
Mendon Capital Advisors
Florida
USD 593 M -USD 45.1 M -7% 0.96% – 84 35.71% 2.1
Sector Gamma AS
1950
Sector Gamma AS
Norway
USD 592 M -USD 30.3 M -5% 2.29% 35.3% 37 16.22% 2