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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)
Steel Grove Capital Advisors
1951
Steel Grove Capital Advisors
Tennessee
USD 403 M +USD 7.28 M +2% 1.89% 106% 149 20.13% 0.6
Meritech Capital Associates III
1952
Meritech Capital Associates III
California
USD 403 M -USD 165 M -29% 5.67% 135% 7 0% 0.6
Davidson & Garrard
1953
Davidson & Garrard
Virginia
USD 402 M +USD 7.78 M +2% 2.51% 25.2% 202 9.41% 0.7
Professional Advisory Services
1954
Professional Advisory Services
Florida
USD 401 M +USD 16.1 M +4% 0.74% 69.3% 53 16.98% 0.6
Foster Dykema Cabot & Co
1955
Foster Dykema Cabot & Co
Massachusetts
USD 401 M +USD 24.3 M +6% 4.1% 34% 93 10.75% 0.7
Steinberg Global Asset Management
1956
Steinberg Global Asset Management
Florida
USD 401 M -USD 70.2 M -15% 1.19% 32.8% 231 22.51% 0.7
TCM
1957
Tamarack Capital Management
California
USD 401 M -USD 21.7 M -5% 7.12% – 31 29.03% 0.5
Obermeyer Wealth Partners
1958
Obermeyer Wealth Partners
Colorado
USD 400 M +USD 8.59 M +2% 5.48% 91.3% 71 25.35% 0.6
Schonfeld Group Holdings
1959
Schonfeld Group Holdings
New York
USD 400 M +USD 135 M +51% 6.94% – 709 74.75% 0.1
JA
1960
JVL Advisors
Texas
USD 400 M +USD 160 M +67% 27.2% 89.4% 25 44% 0.2
Segantii Capital Management
1961
Segantii Capital Management
Hong Kong
USD 399 M -USD 147 M -27% 11.5% 33.1% 22 54.55% 0.1
Cookson Peirce & Co
1962
Cookson Peirce & Co
Pennsylvania
USD 399 M +USD 22 M +6% 7.78% 307% 161 35.4% 0.4
Old Mutual Customised Solutions
1963
Old Mutual Customised Solutions
South Africa
USD 399 M +USD 15.9 M +4% 3.62% 49.7% 777 2.45% 0.7
SIG
1964
Schooner Investment Group
Pennsylvania
USD 399 M +USD 74.8 M +23% 0.73% 24.3% 142 19.01% 0.5
TP
1965
TB Partners
China
USD 398 M +USD 35.1 M +10% 17.7% – 3 0% 0.8
SC
1966
Selz Capital
New York
USD 398 M -USD 463 k -0.1% 6.46% 10.2% 60 18.33% 0.5
White Mountains Insurance Group
1967
White Mountains Insurance Group
New Hampshire
USD 398 M +USD 17.2 M +5% 4.53% 105% 2 0% 0.8
Capital Investment Services of America
1968
Capital Investment Services of America
Wisconsin
USD 397 M +USD 1.51 M +0.4% 2.37% 50.7% 57 5.26% 0.7
LBMC Investment Advisors
1969
LBMC Investment Advisors
Tennessee
USD 397 M +USD 15.4 M +4% 1.44% 52.8% 53 13.21% 0.7
TAM
1970
Telemark Asset Management
Massachusetts
USD 397 M -USD 7.12 M -2% 9.68% 329% 68 51.47% 0.4
Moors & Cabot
1971
Moors & Cabot
Massachusetts
USD 395 M – – 1.84% 124% 382 – 0
Tompkins Financial
1972
Tompkins Financial
New York
USD 395 M +USD 8.99 M +2% 1.15% 84.4% 569 16.52% 0.6
CC
1973
Cambrian Capital
California
USD 395 M -USD 3.26 M -0.8% 2.6% 17.3% 63 33.33% 0.5
Brookstone Capital Management
1974
Brookstone Capital Management
Illinois
USD 394 M +USD 46.7 M +13% 2.15% 72.1% 124 20.97% 0.2
McDaniel Terry & Co
1975
McDaniel Terry & Co
Texas
USD 394 M -USD 2.05 M -0.5% 0.11% 57.9% 50 6% 0.7