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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)
Asset Advisors Corp
1976
Asset Advisors Corp
Georgia
USD 575 M -USD 19.7 M -3% 2.29% 41.4% 176 13.64% 3.6
First Merchants Corp
1977
First Merchants Corp
Indiana
USD 575 M -USD 21 M -4% 3.51% 55.6% 214 9.81% 2.9
Summit Equities
1978
Summit Equities
New Jersey
USD 575 M -USD 681 k -0.1% 1.71% 40.7% 41 12.2% 1.9
AIP LLC
1979
AIP LLC
New York
USD 575 M -USD 127 M -18% 18.1% 54.9% 1 0% 0.5
Corient Capital Partners
1980
Corient Capital Partners
California
USD 573 M +USD 31 M +6% 2.3% 39.2% 267 9.36% 1.5
Bain Capital Credit
1981
Bain Capital Credit
Massachusetts
USD 573 M +USD 507 M +764% 50.8% 14.4% 19 63.16% 0.6
American Assets Investment Management
1982
American Assets Investment Management
California
USD 572 M +USD 45.9 M +9% 5.04% 507% 180 7.22% 2.8
CLCM
1983
Crawford Lake Capital Management
New Jersey
USD 572 M +USD 103 M +22% 14% 571% 133 88.72% 0.1
Capital International
1984
Capital International
California
USD 572 M +USD 13.6 M +2% 4.95% 147% 181 7.73% 2.1
AAM
1985
Autus Asset Management
Arizona
USD 571 M +USD 18.1 M +3% 3.41% 26.3% 157 7.01% 3.5
Evensky & Katz
1986
Evensky & Katz
Florida
USD 571 M -USD 8.97 M -2% 3% 57.1% 66 9.09% 3.2
Cetera Investment Advisers
1987
Cetera Investment Advisers
Illinois
USD 569 M +USD 34.9 M +7% 2.63% 73.4% 450 20% 1.5
AL
1988
Arnhold LLC
New York
USD 568 M +USD 38.9 M +7% 0.82% 156% 157 20.38% 0.2
Park Avenue Securities
1989
Park Avenue Securities
New York
USD 568 M +USD 117 M +26% 0.34% 71% 203 19.7% 0.7
Pensionfund DSM Netherlands
1990
Pensionfund DSM Netherlands
Netherlands
USD 567 M +USD 10.9 M +2% 5.16% 36.9% 231 22.08% 2.1
Signet Financial Management
1991
Signet Financial Management
New Jersey
USD 567 M +USD 11 M +2% 0.86% 65.2% 1,189 34.99% 0.6
Greenwich Wealth Management
1992
Greenwich Wealth Management
Connecticut
USD 565 M -USD 70.1 M -11% 0.3% 198% 191 14.66% 3.1
Mariner Independent Advisor Network
1993
Mariner Independent Advisor Network
Kansas
USD 565 M -USD 1061 M -65% 2.06% 39.5% 345 64.35% 0.9
Planning Alternatives
1994
Planning Alternatives
Michigan
USD 562 M +USD 12.3 M +2% 0.91% 69.6% 51 29.41% 3.1
Blackhill Capital
1995
Blackhill Capital
New Jersey
USD 562 M +USD 25.5 M +5% 8.46% 212% 76 5.26% 4
Acuta Capital Partners
1996
Acuta Capital Partners
California
USD 562 M -USD 50.5 M -8% 24.8% 7,269% 88 67.05% 0.7
NJ State Employees Deferred Compensation Plan
1997
NJ State Employees Deferred Compensation Plan
New Jersey
USD 560 M -USD 1.32 M -0.2% 3.65% 127% 543 21.55% 2.7
Financial Architects (New Jersey)
1998
Financial Architects (New Jersey)
New Jersey
USD 560 M +USD 47.8 M +9% 1.25% 31.3% 1,619 28.6% 1.8
White Mountains Advisors
1999
White Mountains Advisors
Connecticut
USD 559 M -USD 33.3 M -6% 3.07% 33.4% 3 0% 3.3
NBT Bank
2000
NBT Bank
New York
USD 559 M -USD 52.4 M -9% 2.54% 77% 197 9.64% 4.3