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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)
Cypress Capital Group
1976
Cypress Capital Group
Florida
USD 431 M +USD 10.6 M +3% 5.59% 97.8% 228 17.11% 1.2
Johnson Financial Group Inc (Wisconsin)
1977
Johnson Financial Group Inc (Wisconsin)
Wisconsin
USD 431 M +USD 47.6 M +12% 8.24% 58.1% 846 13.12% 1.1
Benjamin F. Edwards & Company
1978
Benjamin F. Edwards & Company
Missouri
USD 431 M +USD 30.3 M +8% 4.74% 19.7% 1,086 14.46% 1.1
Capital Investment Services of America
1979
Capital Investment Services of America
Wisconsin
USD 431 M +USD 36.9 M +9% 8.17% 50.7% 62 8.06% 1.3
LBMC Investment Advisors
1980
LBMC Investment Advisors
Tennessee
USD 431 M +USD 18.3 M +4% 3.99% 52.8% 62 17.74% 1.1
Harvey Investment Company
1981
Harvey Investment Company
Kentucky
USD 430 M +USD 34.1 M +9% 9.26% 56.4% 89 3.37% 1.4
Vestar Capital Partners
1982
Vestar Capital Partners
New York
USD 430 M +USD 35.6 M +9% 9.03% – 1 0% 0.3
CNA Financial
1983
CNA Financial
Illinois
USD 430 M -USD 91.5 M -18% 3.28% 48.6% 216 24.54% 1.1
Professional Advisory Services
1984
Professional Advisory Services
Florida
USD 429 M +USD 15.6 M +4% 4.84% 69.3% 62 11.29% 1.1
JMH
1985
J.M. Hartwell
New York
USD 428 M +USD 1.36 M +0.3% 4.29% 72.2% 110 23.64% 1
PWM
1986
Patriot Wealth Management
Texas
USD 428 M +USD 22.7 M +6% 3.54% 24.3% 65 15.38% 1.2
ACP
1987
Andalusian Capital Partners
Connecticut
USD 427 M +USD 94.8 M +29% 8.2% – 59 62.71% 0.4
Corsair Capital
1988
Corsair Capital
New York
USD 427 M +USD 52.3 M +14% 14% 17.1% 3 0% 0.8
KPF
1989
K2 Principal Fund
Ontario, Canada
USD 426 M – – 9.26% 76.5% 160 – 0
CapWealth Advisors
1990
CapWealth Advisors
Tennessee
USD 426 M -USD 14.5 M -3% 4.84% 152% 385 77.14% 1.3
Private Wealth Partners
1991
Private Wealth Partners
California
USD 425 M -USD 30 M -7% 2.91% 132% 185 29.19% 1.2
Travelers Companies
1992
Travelers Companies
Minnesota
USD 425 M -USD 17 M -4% 4.66% – 38 34.21% 1
DMK
1993
David M. Knott
USD 424 M -USD 101 M -19% 9.75% 81% 87 25.29% 1.1
GIM
1994
Greylin Investment Management
Virginia
USD 424 M +USD 5.43 M +1% 2.46% 52.1% 67 10.45% 1.2
McDaniel Terry & Co
1995
McDaniel Terry & Co
Texas
USD 423 M +USD 4.9 M +1% 2.13% 57.9% 50 2% 1.4
Neumeier Poma Investment Counsel
1996
Neumeier Poma Investment Counsel
California
USD 423 M +USD 16.6 M +4% 8.49% 229% 44 18.18% 1.2
Gratus Capital
1997
Gratus Capital
Georgia
USD 422 M – – 1.92% 51.4% 79 – 0
Granite Investment Advisors
1998
Granite Investment Advisors
New Hampshire
USD 422 M -USD 9.44 M -2% 2.9% 55.6% 108 15.74% 1.3
Bainco International Investors
1999
Bainco International Investors
Massachusetts
USD 422 M +USD 21.6 M +5% 8.47% 69.4% 92 10.87% 1.2
Foster Dykema Cabot & Co
2000
Foster Dykema Cabot & Co
Massachusetts
USD 422 M +USD 9.7 M +2% 2.9% 34% 98 14.29% 1.3