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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)
Keel Point
1951
Keel Point
Alabama
USD 495 M +USD 49.9 M +11% 5.4% 76.4% 177 14.69% 1.2
Yale University
1952
Yale University
Connecticut
USD 495 M -USD 95.8 M -16% 8.74% 33.7% 12 66.67% 0.5
Cortland Associates
1953
Cortland Associates
Missouri
USD 494 M +USD 1.82 M +0.4% 8.09% 57.1% 54 3.7% 2.3
SFMG Wealth Advisors
1954
SFMG Wealth Advisors
Texas
USD 494 M +USD 24.8 M +5% 4.6% 76.1% 124 12.1% 2
Omni Partners
1955
Omni Partners
United Kingdom
USD 494 M +USD 46.7 M +10% 14.5% 412% 32 71.88% 0.2
Crescent Park Management
1956
Crescent Park Management
California
USD 493 M +USD 50.8 M +11% 12.5% 87% 28 25% 0.9
Dorsey & Whitney Trust
1957
Dorsey & Whitney Trust
South Dakota
USD 491 M +USD 52.1 M +12% 5.01% 86% 347 20.17% 2.1
Doyle Wealth Management
1958
Doyle Wealth Management
Florida
USD 491 M – – 2.6% 32.3% 134 – 0
American Assets Investment Management
1959
American Assets Investment Management
California
USD 491 M +USD 17.8 M +4% 2.73% 507% 157 12.74% 2.2
Radcliffe Capital Management
1960
Radcliffe Capital Management
Pennsylvania
USD 490 M +USD 32.4 M +7% 0% 4.8% 28 7.14% 1.3
Alpha Cubed Investments
1961
Alpha Cubed Investments
California
USD 489 M +USD 72.6 M +17% 6.22% 126% 215 25.12% 1.5
Zeke Capital Advisors
1962
Zeke Capital Advisors
Pennsylvania
USD 489 M +USD 120 M +32% 5.5% 41% 281 35.94% 0.3
Deltec Asset Management
1963
Deltec Asset Management
New York
USD 489 M +USD 61.2 M +14% 6.69% 128% 197 31.47% 1.4
Sageworth Trust
1964
Sageworth Trust
Pennsylvania
USD 489 M +USD 29.8 M +6% 6.82% 64.5% 86 33.72% 1.2
CapWealth Advisors
1965
CapWealth Advisors
Tennessee
USD 488 M +USD 26.2 M +6% 5.5% 152% 105 14.29% 2.6
Winslow Asset Management
1966
Winslow Asset Management
Ohio
USD 488 M +USD 11.8 M +2% 7.09% 89.9% 96 5.21% 3.1
Smith Salley Wealth Management
1967
Smith Salley Wealth Management
North Carolina
USD 488 M +USD 7.52 M +2% 5.24% 106% 183 19.67% 2.2
Maple Rock Capital Partners
1968
Maple Rock Capital Partners
Ontario, Canada
USD 487 M +USD 190 M +64% 11.5% 602% 24 29.17% 0.6
Jacobs & Co
1969
Jacobs & Co
California
USD 487 M +USD 25.6 M +6% 5.36% 105% 123 3.25% 3.2
GA
1970
GFS Advisors
Texas
USD 486 M +USD 11.8 M +2% 7.84% 97.9% 153 18.3% 2.1
First Interstate Bank
1971
First Interstate Bank
Montana
USD 484 M -USD 23.5 M -5% 3.24% 48.2% 778 16.45% 1.5
Armistice Capital
1972
Armistice Capital
New York
USD 484 M +USD 61.6 M +15% 4.97% 79.7% 66 56.06% 0.5
Kelly Lawrence W & Associates
1973
Kelly Lawrence W & Associates
California
USD 484 M +USD 33.4 M +7% 7.69% 123% 242 38.43% 1.5
John G. Ullman & Associates
1974
John G. Ullman & Associates
New York
USD 484 M +USD 6.34 M +1% 5.24% 156% 129 16.28% 2.4
Harvey Investment Company
1975
Harvey Investment Company
Kentucky
USD 483 M +USD 8.5 M +2% 5.83% 56.4% 82 3.66% 3.2