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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)
Petrus Trust Company
1976
Petrus Trust Company
Texas
USD 825 M +USD 37.5 M +5% 11% 36.9% 732 64.48% 0.3
Foster Victor Wealth Advisors
1977
Foster Victor Wealth Advisors
South Carolina
USD 825 M +USD 39.1 M +5% 5.76% 78.2% 176 16.48% 2.3
Great Mountain Partners
1978
Great Mountain Partners
Connecticut
USD 824 M -USD 307 M -27% 22.5% 95.3% 3 33.33% 1.8
Advocacy Wealth Management Services
1979
Advocacy Wealth Management Services
Georgia
USD 823 M +USD 66.4 M +9% 1.56% 48.3% 44 29.55% 2
SGCIA
1980
Smith Graham & Co Investment Advisors
Texas
USD 823 M +USD 5.57 M +0.7% 3.4% 56.9% 145 6.9% 6.2
Edgemoor Investment Advisors
1981
Edgemoor Investment Advisors
Maryland
USD 823 M +USD 24.2 M +3% 6.88% 109% 173 16.18% 4.7
Stack Financial Management
1982
Stack Financial Management
Montana
USD 822 M -USD 172 M -17% 2.72% 70% 39 17.95% 5.5
Henry H. Armstrong Associates
1983
Henry H. Armstrong Associates
Pennsylvania
USD 821 M +USD 14.7 M +2% 6.07% 70% 63 7.94% 6.4
XML Financial
1984
XML Financial
Maryland
USD 821 M +USD 25.2 M +3% 3.94% 77.9% 347 8.65% 1.8
Cartenna Capital
1985
Cartenna Capital
Connecticut
USD 821 M +USD 240 M +41% 9.09% 162% 49 71.43% 0.3
Wealthcare Capital Management
1986
Wealthcare Capital Management
Virginia
USD 820 M +USD 38.1 M +5% 5.3% 46.2% 79 22.78% 4.9
Globeflex Capital
1987
Globeflex Capital
California
USD 819 M +USD 29.5 M +4% 5.28% 186% 524 19.47% 2
Clearwater Capital Advisors
1988
Clearwater Capital Advisors
Illinois
USD 819 M +USD 51.7 M +7% 5.05% 44.7% 164 9.15% 4.1
Maple Capital Management
1989
Maple Capital Management
Vermont
USD 818 M +USD 63.2 M +8% 11.9% 114% 103 12.62% 5.6
Taurus Asset Management
1990
Taurus Asset Management
New York
USD 818 M +USD 30.9 M +4% 8.41% 26.9% 92 3.26% 6.3
Palisade Asset Management
1991
Palisade Asset Management
Minnesota
USD 816 M -USD 57 M -7% 2.2% 61.8% 186 5.91% 6.7
SP Asset Management
1992
SP Asset Management
California
USD 815 M +USD 68.4 M +9% 16.7% 92.4% 118 10.17% 3.1
BDO Wealth Advisors
1993
BDO Wealth Advisors
Florida
USD 815 M +USD 10.9 M +1% 6.68% 38.3% 1,110 13.51% 2.9
MAM
1994
Mastrapasqua Asset Management
Tennessee
USD 815 M +USD 56.1 M +7% 11.5% 54.9% 160 13.75% 3.8
Perella Weinberg Partners Capital Management
1995
Perella Weinberg Partners Capital Management
New York
USD 814 M +USD 195 M +31% 3.15% 1.52% 24 16.67% 3
Brahman Capital
1996
Brahman Capital
New York
USD 814 M +USD 92.5 M +13% 12.2% 16.6% 25 32% 1.8
Northcape Capital
1997
Northcape Capital
Australia
USD 813 M +USD 1.43 M +0.2% 20.7% – 31 22.58% 2.9
SC
1998
Sasco Capital
Connecticut
USD 813 M +USD 26.4 M +3% 2.18% 15.5% 54 11.11% 3.4
GPCM
1999
Greenbrier Partners Capital Management
Texas
USD 813 M +USD 119 M +17% 23.5% 96.1% 14 0% 8.4
Bath Savings Trust
2000
Bath Savings Trust
Maine
USD 812 M +USD 37.2 M +5% 6.31% 57.8% 160 5.63% 5.8