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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)
BIM
1951
Bridgecreek Investment Management
Oklahoma
USD 340 M +USD 45 M +15% 5.92% 48.4% 207 15.94% 0.2
KERN Cobalt Co-Invest Partners
1952
KERN Cobalt Co-Invest Partners
Alberta, Canada
USD 340 M -USD 23.4 M -6% 6.44% – 1 0% 0.3
FOAM
1953
Five Oceans Asset Management
Australia
USD 339 M +USD 6.32 M +2% 7.83% – 50 14% 0.2
Gavea Investimentos
1954
Gavea Investimentos
Brazil
USD 339 M – – 4.84% 60.3% 2 – 0
Neuberger Berman Canada
1955
Neuberger Berman Canada
Ontario, Canada
USD 339 M -USD 183 M -35% 6.27% 15.7% 360 60.56% 0.2
Richard Bernstein Advisors
1956
Richard Bernstein Advisors
New York
USD 339 M +USD 35.7 M +12% 5.51% 33.9% 243 2.47% 0.2
LBMC Investment Advisors
1957
LBMC Investment Advisors
Tennessee
USD 339 M +USD 50.4 M +17% 6.53% 52.8% 51 9.8% 0.2
YHB Investment Advisors
1958
YHB Investment Advisors
Connecticut
USD 338 M +USD 17 M +5% 6.73% 96.2% 147 7.48% 0.2
PWM
1959
Patriot Wealth Management
Texas
USD 338 M +USD 21.1 M +7% 7.06% 24.3% 55 74.55% 0.2
Telemus Capital
1960
Telemus Capital
Michigan
USD 338 M – – 3.69% 27.9% 174 – 0
RCM
1961
Ratan Capital Management
Florida
USD 337 M +USD 136 M +68% 8.43% 616% 38 52.63% 0.2
Glazer Capital LLC
1962
Glazer Capital LLC
New York
USD 337 M +USD 91.3 M +37% 28.3% 323% 69 73.91% 0.1
IMS
1963
Index Management Solutions
Pennsylvania
USD 336 M – – 1.43% – 686 – 0
TAM
1964
Telemark Asset Management
Massachusetts
USD 336 M +USD 72.9 M +28% 15.6% 329% 58 46.55% 0.2
Hillsdale Investment Management
1965
Hillsdale Investment Management
Ontario, Canada
USD 336 M +USD 30.4 M +10% 13.4% 271% 619 33.28% 0.2
Motley Fool Asset Management
1966
Motley Fool Asset Management
Virginia
USD 336 M +USD 60.6 M +22% 8.92% 117% 85 14.12% 0.2
Beddow Capital Management
1967
Beddow Capital Management
Wyoming
USD 336 M +USD 27.4 M +9% 11% 50.7% 50 14% 0.2
Dorsey & Whitney Trust
1968
Dorsey & Whitney Trust
South Dakota
USD 335 M +USD 33.6 M +11% 5.44% 86% 281 22.42% 0.2
Sentinel Trust
1969
Sentinel Trust
Texas
USD 335 M +USD 1.87 M +0.6% 4.43% 79.2% 213 20.66% 0.2
Sageview Capital
1970
Sageview Capital
Connecticut
USD 334 M -USD 33.8 M -9% 0.96% 335% 9 22.22% 0.2
Capital Analysts LLC
1971
Capital Analysts LLC
Pennsylvania
USD 334 M +USD 17.3 M +5% 5.01% 51.3% 323 15.17% 0.2
Northstar Investment Advisors
1972
Northstar Investment Advisors
Colorado
USD 334 M +USD 14.4 M +4% 2.95% 85.8% 108 10.19% 0.2
Cabot Wealth Management
1973
Cabot Wealth Management
Massachusetts
USD 334 M +USD 43.1 M +15% 11.6% 69.3% 191 30.89% 0.2
LCM
1974
Lomas Capital Management
New York
USD 334 M +USD 32.3 M +11% 8.76% 66.3% 40 27.5% 0.2
CCM
1975
Calypso Capital Management
New York
USD 333 M +USD 126 M +61% 9.53% – 33 48.48% 0.1