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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)
Hefren-Tillotson
1976
Hefren-Tillotson
Pennsylvania
USD 426 M +USD 208 M +95% 2.15% 40% 75 70.67% 0.4
3I Investments
1977
3I Investments
United Kingdom
USD 426 M -USD 5.65 M -1% 1.31% 64.3% 1 0% 2.3
Lebenthal Holdings
1978
Lebenthal Holdings
New York
USD 426 M -USD 8.57 M -2% 7.12% – 333 23.42% 0.8
ARS Investment Partners
1979
ARS Investment Partners
New York
USD 426 M -USD 10.6 M -2% 8.01% 260% 89 10.11% 1.6
1834 Investment Advisors
1980
1834 Investment Advisors
Wisconsin
USD 426 M +USD 22.6 M +6% 5.2% 68.7% 199 15.58% 1.6
Pacer Advisors
1981
Pacer Advisors
Pennsylvania
USD 426 M +USD 385 M +936% 7.3% 58.4% 854 88.29% 0.2
Ashford Capital Management
1982
Ashford Capital Management
Delaware
USD 425 M -USD 845 k -0.2% 8.64% 150% 123 21.95% 1.7
De Burlo Group
1983
De Burlo Group
Massachusetts
USD 425 M -USD 1.04 M -0.2% 8.98% 147% 111 18.92% 1.6
Wexford Capital
1984
Wexford Capital
Florida
USD 425 M -USD 92.1 M -18% 4.78% 128% 106 65.09% 0.4
Choreo LLC
1985
Choreo LLC
Illinois
USD 424 M +USD 42.7 M +11% 5.03% 74.7% 169 14.79% 1.4
ASA
1986
Armstrong Shaw Associates
Connecticut
USD 424 M +USD 11.2 M +3% 5.82% 51.2% 44 11.36% 2
Rail-Splitter Capital Management
1987
Rail-Splitter Capital Management
Illinois
USD 423 M +USD 61.5 M +17% 9.59% 64.1% 50 38% 0.7
Zuckerman Investment Group
1988
Zuckerman Investment Group
Illinois
USD 423 M -USD 2.36 M -0.6% 6% 111% 49 12.24% 1.3
Cobiz Wealth
1989
Cobiz Wealth
Colorado
USD 423 M +USD 11.5 M +3% 5.94% 54% 150 13.33% 1.8
Tiptree Advisors
1990
Tiptree Advisors
New York
USD 423 M -USD 226 M -35% 2.51% – 54 44.44% 0.9
Greylock XIII
1991
Greylock XIII
California
USD 422 M – – 2.97% – 2 – 0
Cadinha & Co
1992
Cadinha & Co
Hawaii
USD 422 M +USD 9.7 M +2% 6.05% 132% 114 14.04% 1.9
JCM
1993
JS Capital Management
New York
USD 421 M -USD 179 M -30% 9.03% 52.4% 64 28.13% 1.1
Providence Equity Partners
1994
Providence Equity Partners
Rhode Island
USD 421 M +USD 10.1 M +2% 1.59% 12.4% 4 25% 1.9
C.M. Bidwell & Associates
1995
C.M. Bidwell & Associates
Hawaii
USD 421 M +USD 14.2 M +3% 6.21% 70.6% 314 56.05% 0.6
FPCM
1996
Financial Partners Capital Management
New York
USD 420 M +USD 21.9 M +5% 6.91% 34.2% 130 19.23% 1.7
Goldentree Asset Management
1997
Goldentree Asset Management
New York
USD 419 M -USD 192 M -31% 0.93% 27.7% 25 36% 1
Professional Advisory Services
1998
Professional Advisory Services
Florida
USD 419 M +USD 20.7 M +5% 5.88% 69.3% 61 14.75% 1.7
Integre Asset Management
1999
Integre Asset Management
New York
USD 418 M -USD 2.4 M -0.6% 7.11% 74.1% 180 35.56% 1.3
Silverback Asset Management
2000
Silverback Asset Management
North Carolina
USD 418 M -USD 541 M -56% 5.7% 92.1% 49 22.45% 0.7