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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)
Pictet North America Advisors
1976
Pictet North America Advisors
Switzerland
USD 789 M +USD 78.2 M +11% 11.3% 67.7% 129 10.08% 3.1
KAS
1977
Kemnay Advisory Services
New York
USD 789 M +USD 67.9 M +9% 13.4% 167% 114 50.88% 2.2
McDaniel Terry & Co
1978
McDaniel Terry & Co
Texas
USD 789 M +USD 82 M +12% 11% 76.6% 87 6.9% 3.9
SFMG Wealth Advisors
1979
SFMG Wealth Advisors
Texas
USD 789 M +USD 63.6 M +9% 8.44% 85.1% 238 25.21% 2.1
Grassi Investment Management
1980
Grassi Investment Management
California
USD 788 M +USD 83 M +12% 15.3% 170% 143 15.38% 3.7
Silverback Asset Management
1981
Silverback Asset Management
North Carolina
USD 787 M +USD 310 M +65% 0.17% 92.1% 58 8.62% 0.7
AIC
1982
AWM Investment Company
New York
USD 787 M +USD 177 M +29% 37.7% 778% 107 28.04% 2.1
M Holdings Securities
1983
M Holdings Securities
Oregon
USD 784 M +USD 157 M +25% 14.1% 94.1% 187 18.18% 2.6
Trigran Investments
1984
Trigran Investments
Illinois
USD 784 M +USD 231 M +42% 37% 44.7% 20 10% 3
TrustCore Financial Services
1985
TrustCore Financial Services
Tennessee
USD 783 M +USD 125 M +19% 14.9% 28.3% 992 19.35% 1.6
JIM
1986
JB Investments Management
Pennsylvania
USD 783 M – – 63.2% – 7 – 0
Beese Fulmer Investment Management
1987
Beese Fulmer Investment Management
Ohio
USD 783 M +USD 76.8 M +11% 12.5% 124% 216 12.96% 4.1
ALAM
1988
Asahi Life Asset Management
Japan
USD 782 M +USD 104 M +15% 12.7% 133% 287 51.92% 0.9
Oxbow Advisors
1989
Oxbow Advisors
Texas
USD 781 M -USD 7.24 M -0.9% 9.29% 75.5% 292 18.15% 3.1
Main Management
1990
Main Management
California
USD 781 M +USD 69 M +10% 14.3% 64.1% 134 10.45% 2.4
Berry Street Capital Management
1991
Berry Street Capital Management
United Kingdom
USD 780 M – – 27.2% 331% 73 – 0
Summit Creek Advisors
1992
Summit Creek Advisors
Minnesota
USD 779 M +USD 106 M +16% 29.3% 84.6% 73 10.96% 2.6
Sixth Street Partners
1993
Sixth Street Partners
Texas
USD 778 M +USD 311 M +67% 31.4% 10.1% 7 14.29% 0.5
Mirova
1994
Mirova
France
USD 778 M +USD 156 M +25% 20.4% 86.7% 236 47.88% 1
CC
1995
Cornerstone Capital
California
USD 777 M +USD 83.3 M +12% 12.2% 102% 87 8.05% 4
St. James Investment Company
1996
St. James Investment Company
Texas
USD 776 M +USD 55.5 M +8% 12.2% 48.4% 38 13.16% 1.7
AAM
1997
Autus Asset Management
Arizona
USD 776 M +USD 21.4 M +3% 12.4% 26.3% 160 10% 4.9
Nexus Investment Management
1998
Nexus Investment Management
Ontario, Canada
USD 776 M +USD 115 M +17% 19.3% 93.5% 70 10% 5.2
Johnson & Johnson Innovation - JJDC
1999
Johnson & Johnson Innovation - JJDC
New Jersey
USD 775 M +USD 279 M +56% 76.6% – 17 17.65% 0.8
B. Riley Wealth Management
2000
B. Riley Wealth Management
Tennessee
USD 775 M -USD 72.6 M -9% 11.9% 32.2% 496 38.1% 1.5