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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)
Brighton Jones LLC
1976
Brighton Jones LLC
Washington
USD 442 M +USD 5.49 M +1% 2.9% 97.9% 205 10.73% 1.4
Jacobs Asset Management
1977
Jacobs Asset Management
New York
USD 442 M -USD 7.36 M -2% 2.25% 114% 46 17.39% 1.1
Planning Alternatives
1978
Planning Alternatives
Michigan
USD 441 M -USD 25 M -5% 1.8% 69.6% 50 18% 1.3
Rehmann Capital Advisory Group
1979
Rehmann Capital Advisory Group
Michigan
USD 441 M +USD 6.32 M +1% 1.96% 64.6% 368 17.39% 1.3
GPCM
1980
Greenbrier Partners Capital Management
Texas
USD 440 M +USD 27.7 M +7% 6.2% 96.1% 21 9.52% 1.7
IMOV
1981
Investment Management of Virginia
Virginia
USD 440 M -USD 40.2 M -8% 0.75% 93.4% 162 12.35% 1.5
KFS
1982
Kurt F. Somerville
USD 440 M +USD 37.9 M +9% 0.27% 92.9% 134 5.22% 1.3
MCG
1983
Meru Capital Group
New York
USD 439 M +USD 130 M +42% 12% – 73 47.95% 0.5
Davidson & Garrard
1984
Davidson & Garrard
Virginia
USD 439 M +USD 7.18 M +2% 1.19% 25.2% 197 5.08% 1.5
SCM
1985
Symons Capital Management
Pennsylvania
USD 439 M +USD 17.6 M +4% 1.7% 25.4% 92 33.7% 0.9
AFS
1986
Aft Forsyth & Sober
Florida
USD 439 M -USD 12.1 M -3% 2.2% 94.6% 42 0% 1.5
PCM
1987
Prime Capital Management
Hong Kong
USD 439 M +USD 26.1 M +6% 1.63% 579% 12 8.33% 0.9
Cypress Capital Group
1988
Cypress Capital Group
Florida
USD 438 M +USD 6.98 M +2% 1.55% 97.8% 224 13.39% 1.4
Encompass Capital Advisors
1989
Encompass Capital Advisors
New York
USD 438 M +USD 113 M +35% 10.5% 364% 43 83.72% 0.1
Bridges Investment Counsel
1990
Bridges Investment Counsel
Nebraska
USD 438 M +USD 830 k +0.2% 0.93% 33.7% 160 4.38% 1.6
JC
1991
Joho Capital
New York
USD 438 M -USD 83.8 M -16% 10.6% 80.2% 10 20% 1.5
SCI
1992
Seneca Capital Investments
New York
USD 437 M +USD 75 M +21% 6.14% – 60 51.67% 0.5
DAM
1993
Davis Asset Management
California
USD 437 M +USD 34 M +8% 2.87% 97.3% 29 13.79% 1
Majedie Asset Management
1994
Majedie Asset Management
United Kingdom
USD 437 M -USD 71.3 M -14% 0.26% 126% 72 20.83% 0.6
Denali Advisors
1995
Denali Advisors
California
USD 437 M +USD 82.7 M +23% 3.33% 106% 298 25.84% 0.9
Burnham Asset Management
1996
Burnham Asset Management
New York
USD 436 M -USD 4.58 M -1% 3.9% 39.5% 241 5.81% 1.6
Catawba Capital Management
1997
Catawba Capital Management
Virginia
USD 435 M +USD 2.21 M +0.5% 0.89% 33.1% 263 11.79% 1.5
Capital Investment Services of America
1998
Capital Investment Services of America
Wisconsin
USD 435 M +USD 4.31 M +1% 2.78% 50.7% 64 10.94% 1.5
Delphi Financial Group
1999
Delphi Financial Group
Delaware
USD 435 M +USD 55.7 M +15% 1.6% 66.3% 20 20% 1
Aureus Asset Management
2000
Aureus Asset Management
Massachusetts
USD 435 M +USD 23.6 M +6% 5.16% 93.9% 166 29.52% 1