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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)
Main Management
1976
Main Management
California
USD 931 M +USD 31.2 M +3% 5.67% 64.1% 140 7.14% 2.7
Trek Financial
1977
Trek Financial
Arizona
USD 930 M +USD 86.5 M +10% 5.87% 144% 260 36.15% 0.8
NTCM
1978
Nine Ten Capital Management
Illinois
USD 930 M +USD 207 M +29% 30% 166% 10 0% 2.7
L & S Advisors
1979
L & S Advisors
California
USD 929 M +USD 48.7 M +6% 10.8% 231% 404 33.66% 1.7
RP
1980
RR Partners
New York
USD 929 M +USD 106 M +13% 11.7% 73.3% 20 35% 2.3
MKP Capital Management
1981
MKP Capital Management
New York
USD 928 M -USD 537 M -37% 5.8% 69.8% 66 57.58% 0.3
ICM
1982
Indaba Capital Management
California
USD 926 M +USD 131 M +16% 13.2% 66.7% 80 57.5% 0.4
Sandbar Asset Management
1983
Sandbar Asset Management
United Kingdom
USD 925 M +USD 171 M +23% 7.93% 128% 67 40.3% 0.6
Middleton & Co
1984
Middleton & Co
Massachusetts
USD 923 M +USD 35.3 M +4% 10.3% 81.8% 157 4.46% 5.2
Hartford Funds Management
1985
Hartford Funds Management
Pennsylvania
USD 923 M +USD 15.3 M +2% 2.39% 26.8% 5 0% 1.9
Global Alpha Capital Management
1986
Global Alpha Capital Management
Quebec, Canada
USD 922 M +USD 67.3 M +8% 5.26% 80.4% 35 5.71% 3.8
TFP
1987
Triple Frond Partners
California
USD 922 M +USD 116 M +14% 15.5% 92.9% 11 0% 2.9
CapWealth Advisors
1988
CapWealth Advisors
Tennessee
USD 921 M +USD 42.5 M +5% 6.06% 152% 108 6.48% 4.2
Grassi Investment Management
1989
Grassi Investment Management
California
USD 921 M +USD 38.9 M +4% 6.77% 170% 150 9.33% 3.9
CMG
1990
Cavalry Management Group
California
USD 920 M -USD 158 M -15% 14.4% 59.6% 49 44.9% 0.6
Accenture
1991
Accenture
Ireland
USD 917 M -USD 34.3 M -4% 3.61% – 1 0% 0.5
First Financial Bank - Trust Division
1992
First Financial Bank - Trust Division
Ohio
USD 916 M +USD 22.1 M +2% 5.3% 68.6% 187 3.21% 5.5
TCV Trust & Wealth Management
1993
TCV Trust & Wealth Management
Virginia
USD 916 M +USD 52.3 M +6% 5.47% 75.3% 204 17.65% 4.9
Bogart Wealth LLC
1994
Bogart Wealth LLC
Virginia
USD 915 M +USD 197 M +27% 5.91% 60.5% 742 19.27% 1.7
Baldwin Wealth Partners
1995
Baldwin Wealth Partners
Massachusetts
USD 915 M +USD 73.2 M +9% 10.7% 94.5% 674 8.61% 3.3
Webster Bank
1996
Webster Bank
Connecticut
USD 914 M +USD 35.9 M +4% 7.46% 77.5% 563 9.41% 4.2
AAM
1997
Autus Asset Management
Arizona
USD 913 M +USD 64.3 M +8% 7.81% 26.3% 171 4.68% 4.9
Southernsun Asset Management
1998
Southernsun Asset Management
Tennessee
USD 913 M -USD 50.3 M -5% 1.22% 54.7% 36 11.11% 4.4
Ironvine Capital Partners
1999
Ironvine Capital Partners
Nebraska
USD 913 M +USD 53.8 M +6% 10.7% 58.8% 65 20% 2.6
Executive Wealth Management
2000
Executive Wealth Management
Michigan
USD 912 M +USD 60 M +7% 7.47% 18.4% 204 14.22% 1.5