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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)
AL
1976
Agran Libbie
California
USD 380 M +USD 35.4 M +10% 8.43% 27.5% 118 10.17% 0.4
Marble Harbor Investment Counsel
1977
Marble Harbor Investment Counsel
Massachusetts
USD 379 M +USD 27.5 M +8% 8.99% 66.7% 138 5.8% 0.5
Fulton Breakefield Broenniman
1978
Fulton Breakefield Broenniman
Maryland
USD 379 M +USD 7.36 M +2% 6.57% 68% 139 7.91% 0.5
Shelter Mutual Insurance
1979
Shelter Mutual Insurance
Missouri
USD 378 M +USD 28 M +8% 8.41% 51.2% 49 0% 0.5
Cookson Peirce & Co
1980
Cookson Peirce & Co
Pennsylvania
USD 377 M +USD 16 M +4% 15.3% 307% 150 36.67% 0.3
Speece Thorson Capital Group
1981
Speece Thorson Capital Group
Minnesota
USD 377 M +USD 15.5 M +4% 5.62% 34.2% 42 7.14% 0.5
Harvey Investment Company
1982
Harvey Investment Company
Kentucky
USD 377 M +USD 23.7 M +7% 8.55% 56.4% 92 11.96% 0.5
Foster Dykema Cabot & Co
1983
Foster Dykema Cabot & Co
Massachusetts
USD 376 M +USD 31.5 M +9% 8.43% 34% 94 9.57% 0.4
VAM
1984
Visionary Asset Management
Texas
USD 376 M +USD 63.6 M +20% 10.5% 31.9% 127 69.29% 0.2
Gradient Investments
1985
Gradient Investments
Minnesota
USD 376 M +USD 58.6 M +18% 3.93% 67.6% 735 45.58% 0.3
PAM
1986
Premier Asset Management
Illinois
USD 376 M +USD 29 M +8% 13.9% 104% 97 10.31% 0.2
Grandeur Peak Global Advisors
1987
Grandeur Peak Global Advisors
Utah
USD 375 M +USD 15.2 M +4% 10.9% 96% 150 31.33% 0.4
Mesirow Financial Investment Management - Fixed Income
1988
Mesirow Financial Investment Management - Fixed Income
Illinois
USD 375 M +USD 24 M +7% 13.3% 26.9% 210 28.57% 0.4
Algert Global
1989
Algert Global
California
USD 374 M +USD 26.2 M +8% 14% 194% 420 38.1% 0.3
Knightsbridge Asset Management
1990
Knightsbridge Asset Management
California
USD 373 M -USD 25.4 M -6% 10.8% 150% 48 14.58% 0.4
Carnegie Investment Counsel
1991
Carnegie Investment Counsel
Ohio
USD 373 M +USD 48.4 M +15% 8.89% 112% 215 9.3% 0.4
YHB Investment Advisors
1992
YHB Investment Advisors
Connecticut
USD 373 M +USD 34.6 M +10% 9.87% 96.2% 148 4.73% 0.5
Solus Alternative Asset Management
1993
Solus Alternative Asset Management
New Jersey
USD 373 M +USD 54.7 M +17% 10.3% 79.3% 11 27.27% 0.4
LCM
1994
Lomas Capital Management
New York
USD 372 M +USD 38.8 M +12% 16.6% 66.3% 52 61.54% 0.3
GPCM
1995
Greenbrier Partners Capital Management
Texas
USD 371 M +USD 45 M +14% 11.4% 96.1% 24 8.33% 0.5
FSI Group
1996
FSI Group
Ohio
USD 371 M +USD 104 M +39% 10.8% 44.1% 74 31.08% 0.4
Altai Capital Management
1997
Altai Capital Management
California
USD 371 M +USD 69.2 M +23% 44.8% 24.9% 11 63.64% 0.3
Sector Gamma AS
1998
Sector Gamma AS
Norway
USD 371 M -USD 19.1 M -5% 9.41% 35.3% 41 39.02% 0.4
OIM
1999
Opus Investment Management
Massachusetts
USD 370 M -USD 71 M -16% 5.36% 52.8% 76 1.32% 0.5
Aureus Asset Management
2000
Aureus Asset Management
Massachusetts
USD 369 M +USD 76.9 M +26% 11.9% 93.9% 150 35.33% 0.3