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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)
LCM
1976
Lomas Capital Management
New York
USD 301 M – – 4.33% 66.3% 34 – 0
TCOTO
1977
Trust Company of the Ozarks
Missouri
USD 301 M – – 2.33% – 149 – 0
Woodmont Investment Counsel
1978
Woodmont Investment Counsel
Tennessee
USD 300 M – – 0.61% 66.8% 194 – 0
Oslo Asset Management AS
1979
Oslo Asset Management AS
Norway
USD 300 M – – 3.55% 82.7% 9 – 0
Fiduciary Financial Services of The Southwest
1980
Fiduciary Financial Services of The Southwest
Texas
USD 300 M – – 0.5% 39.8% 155 – 0
Empirical Wealth Management
1981
Empirical Wealth Management
Washington
USD 300 M – – 2.63% 78.8% 82 – 0
TA Associates
1982
TA Associates
Massachusetts
USD 300 M – – 33.9% – 2 – 0
MCM
1983
Mast Capital Management
Massachusetts
USD 300 M – – 12.3% – 8 – 0
Hutchinson Capital Management
1984
Hutchinson Capital Management
California
USD 299 M – – 3.44% 52.6% 58 – 0
6CM
1985
683 Capital Management
New York
USD 299 M – – 2.26% 311% 56 – 0
Regis Management Company
1986
Regis Management Company
California
USD 299 M – – 4.35% 5.33% 49 – 0
BC
1987
Bruce & Co
Illinois
USD 299 M – – 2.08% 94.5% 56 – 0
AC
1988
Amiya Capital
United Kingdom
USD 298 M – – 3.25% – 26 – 0
Parthenon LLC
1989
Parthenon LLC
Kentucky
USD 298 M – – 3.35% 93.3% 83 – 0
Kemper
1990
Kemper
Illinois
USD 298 M – – 1.79% 28.6% 50 – 0
Novare Capital Management
1991
Novare Capital Management
North Carolina
USD 298 M – – 1.88% 76.5% 110 – 0
Country Fund Management
1992
Country Fund Management
Illinois
USD 297 M – – 2.81% – 73 – 0
3AM
1993
3D Asset Management
Connecticut
USD 297 M – – 1.04% 0.82% 39 – 0
HPBT
1994
High Point Bank & Trust
North Carolina
USD 296 M – – 0.89% 16.5% 424 – 0
Coldstream Capital Management
1995
Coldstream Capital Management
Washington
USD 296 M – – 4.12% 71% 180 – 0
AGCJ
1996
Alden Global Capital (Jersey)
Jersey
USD 296 M – – 5.91% – 9 – 0
JMG Financial Group
1997
JMG Financial Group
Illinois
USD 295 M – – 0.23% 58.7% 48 – 0
BIM
1998
Bridgecreek Investment Management
Oklahoma
USD 295 M – – 2.11% 48.4% 184 – 0
OMT Capital Management
1999
OMT Capital Management
California
USD 295 M – – 8.89% – 33 – 0
B. Riley Wealth Advisors
2000
B. Riley Wealth Advisors
Florida
USD 295 M – – 1.38% 118% 691 – 0