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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)
Fund Evaluation Group
1976
Fund Evaluation Group
Ohio
USD 780 M -USD 47.8 M -6% 4.37% 51.6% 29 20.69% 2.6
Nalanda India Equity Fund
1977
Nalanda India Equity Fund
Mauritius
USD 780 M +USD 30.3 M +4% 4.05% 30.2% 2 0% 3.4
Anchorage Capital Group
1978
Anchorage Capital Group
New York
USD 780 M -USD 341 M -30% 9.38% 24.9% 20 5% 1.6
FFT Wealth Management
1979
FFT Wealth Management
Pennsylvania
USD 780 M +USD 63.6 M +9% 9.02% 65.6% 126 21.43% 1.2
Wealthquest
1980
Wealthquest
Ohio
USD 777 M +USD 62 M +9% 7.46% 52.1% 132 15.15% 3.5
Inspire Investing
1981
Inspire Investing
Idaho
USD 777 M +USD 69.3 M +10% 8.85% 107% 776 7.09% 1.7
Stokes Family Office
1982
Stokes Family Office
Louisiana
USD 777 M +USD 76 M +11% 9.96% 68.1% 304 20.07% 1.8
Invictus Private Wealth
1983
Invictus Private Wealth
Colorado
USD 776 M – – 5.68% 84.2% 89 – 0
Harvey Investment Company
1984
Harvey Investment Company
Kentucky
USD 775 M +USD 85.7 M +12% 13.7% 56.4% 92 3.26% 7
Bath Savings Trust
1985
Bath Savings Trust
Maine
USD 775 M +USD 56 M +8% 10.2% 57.8% 158 8.23% 5.6
Central Securities
1986
Central Securities
New York
USD 774 M +USD 64.5 M +9% 11.6% 90.2% 27 3.7% 6.5
Gladstone Capital Management
1987
Gladstone Capital Management
United Kingdom
USD 773 M +USD 60.8 M +9% 6.53% 304% 15 40% 1.8
Bernzott Capital Advisors
1988
Bernzott Capital Advisors
California
USD 773 M +USD 48.3 M +7% 13.2% 46.6% 53 7.55% 3.5
Ironvine Capital Partners
1989
Ironvine Capital Partners
Nebraska
USD 772 M +USD 27.3 M +4% 7.03% 58.8% 51 3.92% 4
Twin Capital Management
1990
Twin Capital Management
Pennsylvania
USD 772 M +USD 31.8 M +4% 8.6% 132% 315 16.83% 3.2
Voya Financial Advisors
1991
Voya Financial Advisors
Connecticut
USD 769 M -USD 4.27 M -0.6% 6.36% 44.8% 253 13.04% 4.8
Unison Advisors
1992
Unison Advisors
District of Columbia
USD 768 M +USD 228 M +42% 11.7% 54.6% 185 3.78% 2.5
Jacobs & Co
1993
Jacobs & Co
California
USD 768 M +USD 72.7 M +10% 11.2% 105% 128 7.81% 6.3
Crestview Partners II
1994
Crestview Partners II
New York
USD 768 M +USD 38.2 M +5% 14.4% 157% 3 0% 4.2
First Nebraska Trust
1995
First Nebraska Trust
Nebraska
USD 767 M +USD 69.5 M +10% 10.4% 67.9% 172 9.88% 5.5
Clearwater Capital Advisors
1996
Clearwater Capital Advisors
Illinois
USD 767 M +USD 43 M +6% 6.06% 44.7% 173 17.92% 3.8
Applied Finance Capital Management
1997
Applied Finance Capital Management
Puerto Rico
USD 767 M – – 11.5% 90.4% 70 – 0
Willis Johnson & Associates
1998
Willis Johnson & Associates
Texas
USD 767 M +USD 80.2 M +12% 8.08% 50.9% 123 21.95% 1.2
Kontiki Capital Management (HK)
1999
Kontiki Capital Management (HK)
Hong Kong
USD 766 M -USD 54.3 M -7% 0.35% 90.6% 7 14.29% 3
Verity & Verity
2000
Verity & Verity
South Carolina
USD 766 M +USD 145 M +23% 14.8% 90.4% 132 30.3% 4