¡Ya estamos en ! Descubre más

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)
Old Mutual Customised Solutions
1976
Old Mutual Customised Solutions
South Africa
USD 414 M +USD 15.6 M +4% 6.16% 49.7% 770 6.1% 1
Lloyds Banking Group
1977
Lloyds Banking Group
United Kingdom
USD 413 M -USD 10.8 mil M -96% 5.3% 46.6% 619 21.81% 0.9
Partners Group Holding
1978
Partners Group Holding
Switzerland
USD 413 M +USD 8.06 M +2% 6.92% 23.3% 45 24.44% 0.8
Fulton Breakefield Broenniman
1979
Fulton Breakefield Broenniman
Maryland
USD 413 M +USD 24.9 M +6% 3.81% 68% 132 5.3% 0.9
HCM
1980
Hawkeye Capital Management
Florida
USD 412 M +USD 55 M +15% 8.28% – 15 33.33% 0.5
Professional Advisory Services
1981
Professional Advisory Services
Florida
USD 412 M +USD 11.1 M +3% 1.86% 69.3% 61 19.67% 0.7
Mesirow Financial Investment Management - Fixed Income
1982
Mesirow Financial Investment Management - Fixed Income
Illinois
USD 412 M -USD 6.24 M -1% 5.89% 26.9% 212 30.19% 0.7
Corsair Capital
1983
Corsair Capital
New York
USD 411 M +USD 78.8 M +24% 3.64% 17.1% 5 80% 0.3
Obermeyer Wealth Partners
1984
Obermeyer Wealth Partners
Colorado
USD 411 M +USD 10.6 M +3% 3.62% 91.3% 72 23.61% 0.8
Novare Capital Management
1985
Novare Capital Management
North Carolina
USD 411 M +USD 36 M +10% 7.46% 76.5% 126 11.9% 0.9
Capital Analysts LLC
1986
Capital Analysts LLC
Pennsylvania
USD 410 M +USD 28.1 M +7% 3.92% 51.3% 391 12.28% 0.8
MTIP
1987
Magee Thomson Investment Partners
California
USD 409 M -USD 30.9 M -7% 4.71% 94.3% 176 30.68% 0.6
PH
1988
Pinnacle Holdings
Oklahoma
USD 409 M +USD 47.8 M +13% 10.3% 79.6% 219 15.07% 0.8
OCM
1989
Oskie Capital Management
New York
USD 409 M +USD 60.7 M +17% 6.56% 69.3% 43 67.44% 0.4
E. Ohman J:or Asset Management
1990
E. Ohman J:or Asset Management
Sweden
USD 407 M +USD 4.65 M +1% 5.54% 110% 515 3.3% 1
PCM
1991
Prime Capital Management
Hong Kong
USD 407 M +USD 194 M +91% 14% 579% 11 54.55% 0.3
Bank Hapoalim BM
1992
Bank Hapoalim BM
Israel
USD 407 M +USD 40.4 M +11% 1.95% 76.6% 171 16.96% 0.4
Jacobs Asset Management
1993
Jacobs Asset Management
New York
USD 406 M +USD 29.8 M +8% 0.43% 114% 51 37.25% 0.7
300 North Capital
1994
300 North Capital
California
USD 406 M +USD 20.6 M +5% 3.83% – 118 17.8% 0.7
Sphera Funds Management
1995
Sphera Funds Management
Israel
USD 406 M -USD 32.3 M -7% 5.63% 245% 151 59.6% 0.2
Oberweis Asset Management
1996
Oberweis Asset Management
Illinois
USD 406 M -USD 70.7 M -15% 4.47% 485% 167 28.14% 0.6
Capital Investment Services of America
1997
Capital Investment Services of America
Wisconsin
USD 405 M +USD 7.23 M +2% 2.31% 50.7% 57 7.02% 0.9
Planning Alternatives
1998
Planning Alternatives
Michigan
USD 405 M +USD 63 M +18% 4.26% 69.6% 47 6.38% 0.7
Tompkins Financial
1999
Tompkins Financial
New York
USD 405 M +USD 9.4 M +2% 3.37% 84.4% 561 12.48% 0.8
Tegean Capital Management
2000
Tegean Capital Management
New York
USD 404 M +USD 227 M +128% 1.45% – 19 47.37% 0.6