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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)
Fairmount Funds Management
1976
Fairmount Funds Management
Pennsylvania
USD 1513 M +USD 129 M +9% 32.7% 2,136% 13 15.38% 2.3
Arete Wealth Advisors
1977
Arete Wealth Advisors
Illinois
USD 1513 M +USD 178 M +13% 18% 85.3% 376 25.8% 3
Hodges Capital Management
1978
Hodges Capital Management
Texas
USD 1511 M +USD 302 M +25% 42.2% 200% 242 23.55% 3.1
NBT Bank
1979
NBT Bank
New York
USD 1510 M -USD 16.7 M -1% 11.6% 68.2% 1,208 23.18% 3
Alaska Permanent Fund
1980
Alaska Permanent Fund
Alaska
USD 1509 M -USD 61.7 M -4% 12.6% 69.2% 14 50% 2.4
Rush Island Management
1981
Rush Island Management
New York
USD 1509 M +USD 18.3 M +1% 13.3% 15.5% 30 53.33% 0.9
Tensor Edge Capital
1982
Tensor Edge Capital
Massachusetts
USD 1507 M +USD 925 M +159% 135% – 21 33.33% 0.3
Hikari Tsushin Inc
1983
Hikari Tsushin Inc
Japan
USD 1506 M +USD 55.8 M +4% 6.12% 59.5% 78 2.56% 5.6
Perennial Investment Advisors
1984
Perennial Investment Advisors
California
USD 1505 M +USD 250 M +20% 17.8% 84.3% 606 19.14% 2.4
Fusion Family Wealth
1985
Fusion Family Wealth
New York
USD 1505 M +USD 166 M +12% 13.9% 58.2% 50 6% 5.4
Bank Hapoalim BM
1986
Bank Hapoalim BM
Israel
USD 1505 M +USD 853 M +131% 18.3% 76.6% 124 12.9% 5.1
Emerald Investment Advisers
1987
Emerald Investment Advisers
Pennsylvania
USD 1503 M +USD 392 M +35% 33.2% – 290 21.03% 0.2
CFS Investment Advisory Services
1988
CFS Investment Advisory Services
New Jersey
USD 1500 M +USD 47.3 M +3% 11.6% 54.1% 368 7.07% 2.1
AO
1989
Advisor OS
Illinois
USD 1498 M +USD 117 M +8% 12.4% 61.2% 630 15.56% 1.9
Mill Capital Management
1990
Mill Capital Management
North Carolina
USD 1497 M +USD 183 M +14% 29.1% 104% 136 10.29% 3.6
Nexpoint Asset Management
1991
Nexpoint Asset Management
Texas
USD 1497 M +USD 6.28 M +0.4% 22.1% 253% 114 65.79% 1.3
Schaper Benz & Wise Investment Counsel
1992
Schaper Benz & Wise Investment Counsel
Wisconsin
USD 1497 M +USD 188 M +14% 24.6% 94.2% 164 6.1% 7
Ethos Financial Group
1993
Ethos Financial Group
Pennsylvania
USD 1496 M +USD 127 M +9% 11.4% 63% 710 32.82% 1.3
Johns Hopkins University
1994
Johns Hopkins University
Maryland
USD 1496 M +USD 116 M +8% 7.57% 30.6% 18 27.78% 1.5
NEWAS
1995
N.E.W. Advisory Services
Wisconsin
USD 1495 M +USD 158 M +12% 11.2% 51.1% 1,026 15.4% 1.5
SL
1996
SWF LLC
Nebraska
USD 1495 M +USD 348 M +30% 13.5% 87.4% 15 33.33% 1.3
Tandem Investment Advisors
1997
Tandem Investment Advisors
South Carolina
USD 1493 M -USD 547 M -27% 2.06% 10.4% 87 28.74% 4.9
ProVise Management Group
1998
ProVise Management Group
Florida
USD 1492 M +USD 101 M +7% 10.9% 66.8% 286 10.14% 6.9
Mosaic Family Wealth Partners
1999
Mosaic Family Wealth Partners
Missouri
USD 1491 M +USD 514 M +53% 14.8% 67.5% 434 34.79% 1.5
Levin Capital Strategies
2000
Levin Capital Strategies
New York
USD 1491 M +USD 172 M +13% 12.7% 88.6% 301 35.88% 3.5