¡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)
Northwestern Mutual Investment Services
1976
Northwestern Mutual Investment Services
Wisconsin
USD 441 M +USD 49.5 M +13% 1.51% – 145 85.52% 0.3
Petrus Trust Company
1977
Petrus Trust Company
Texas
USD 440 M +USD 10.6 M +2% 2.04% 36.9% 116 54.31% 0.8
AA
1978
Ancient Art
Texas
USD 440 M +USD 86.7 M +25% 9.62% 168% 22 45.45% 0.9
L. Roy Papp & Associates
1979
L. Roy Papp & Associates
Arizona
USD 440 M -USD 16.5 M -4% 1.07% 80.1% 152 11.18% 1.7
Aristotle Capital Boston
1980
Aristotle Capital Boston
Massachusetts
USD 439 M +USD 118 M +37% 1.97% 72.2% 106 4.72% 0.5
Deccan Value Investors
1981
Deccan Value Investors
Connecticut
USD 439 M +USD 37.8 M +9% 8% 66.5% 6 0% 0.8
CNA Financial
1982
CNA Financial
Illinois
USD 439 M +USD 9.6 M +2% 0.12% 48.6% 200 9.5% 1.5
FIM
1983
FourPoints Investment Managers
France
USD 438 M -USD 40.9 M -9% 1.58% – 77 7.79% 1.7
Rehmann Capital Advisory Group
1984
Rehmann Capital Advisory Group
Michigan
USD 438 M -USD 2.62 M -0.6% 0.5% 64.6% 363 12.67% 1.5
Hellman Jordan Management Company
1985
Hellman Jordan Management Company
Massachusetts
USD 438 M -USD 111 M -20% 2.01% 203% 59 40.68% 0.6
Brighton Jones LLC
1986
Brighton Jones LLC
Washington
USD 438 M -USD 4.45 M -1% 0.83% 97.9% 197 8.12% 1.6
Capital Investment Services of America
1987
Capital Investment Services of America
Wisconsin
USD 438 M +USD 2.48 M +0.6% 0.53% 50.7% 62 8.06% 1.7
Bragg Financial Advisors
1988
Bragg Financial Advisors
North Carolina
USD 437 M +USD 3.01 M +0.7% 0.71% 101% 236 4.66% 1.8
Silver Rock Financial
1989
Silver Rock Financial
California
USD 437 M +USD 63.4 M +17% 1.57% 2.58% 52 38.46% 0.8
Parus Finance (UK)
1990
Parus Finance (UK)
United Kingdom
USD 436 M -USD 27.9 M -6% 4.6% 199% 20 20% 1.7
AFS
1991
Aft Forsyth & Sober
Florida
USD 436 M -USD 2.56 M -0.6% 0.81% 94.6% 43 2.33% 1.7
KPCB DGF Associates
1992
KPCB DGF Associates
California
USD 435 M -USD 142 M -25% 5.1% – 4 0% 1.1
Signet Financial Management
1993
Signet Financial Management
New Jersey
USD 435 M +USD 73.7 M +20% 0.37% 65.2% 209 26.32% 0.4
Ironwood Investment Management
1994
Ironwood Investment Management
Massachusetts
USD 435 M -USD 105 M -20% 2.16% 164% 166 9.04% 1.7
Sarissa Capital Management
1995
Sarissa Capital Management
Connecticut
USD 435 M -USD 39.5 M -8% 0.97% 80% 17 5.88% 1
Cypress Capital Group
1996
Cypress Capital Group
Florida
USD 434 M -USD 4.14 M -0.9% 0.28% 97.8% 212 9.91% 1.6
CC
1997
Cornerstone Capital
California
USD 434 M +USD 50.1 M +13% 2.49% 91.2% 85 27.06% 1.5
IMOV
1998
Investment Management of Virginia
Virginia
USD 434 M -USD 5.97 M -1% 1.37% 93.4% 161 11.8% 1.6
ACM
1999
Acertus Capital Management
New Jersey
USD 434 M +USD 253 M +139% 0.28% 23.5% 5 40% 0.9
NBW Capital
2000
NBW Capital
Massachusetts
USD 434 M -USD 12.1 M -3% 0.06% 86% 81 14.81% 1.4