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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)
Creative Financial Designs
1976
Creative Financial Designs
Indiana
USD 858 M +USD 7.96 M +0.9% 2.59% 56.2% 1,562 9.99% 2.6
Hilltop Holdings
1977
Hilltop Holdings
Texas
USD 857 M +USD 35.1 M +4% 0.92% 96.7% 646 23.22% 3.4
PSG Equity
1978
PSG Equity
Massachusetts
USD 857 M -USD 155 M -15% 15.3% 13.7% 1 0% 1.8
Boussard & Gavaudan Investment Management
1979
Boussard & Gavaudan Investment Management
United Kingdom
USD 856 M -USD 196 M -19% 4.21% 25.8% 149 46.31% 0.7
Commodore Capital
1980
Commodore Capital
New York
USD 856 M -USD 34.3 M -4% 19.6% 2,121% 33 30.3% 0.9
Ally Invest Advisors
1981
Ally Invest Advisors
North Carolina
USD 855 M -USD 20.5 M -2% 4.19% 41.1% 56 8.93% 1.8
Seven Eight Capital
1982
Seven Eight Capital
New York
USD 855 M +USD 250 M +41% 6.56% 13.6% 788 66.88% 0.2
BIT Capital
1983
BIT Capital
Germany
USD 855 M -USD 224 M -21% 3.1% 1,162% 167 44.91% 0.9
Globeflex Capital
1984
Globeflex Capital
California
USD 854 M -USD 42 M -5% 2.48% 186% 519 21% 2.2
Southernsun Asset Management
1985
Southernsun Asset Management
Tennessee
USD 854 M -USD 94.4 M -10% 6.63% 54.7% 27 3.7% 5.3
MAM
1986
Mastrapasqua Asset Management
Tennessee
USD 853 M -USD 36 M -4% 2.16% 54.9% 155 7.74% 4.1
Arrow Financial
1987
Arrow Financial
New York
USD 853 M +USD 24.1 M +3% 3.58% 71.1% 352 10.23% 6.6
BW Gestao de Investimentos
1988
BW Gestao de Investimentos
Brazil
USD 853 M +USD 176 M +26% 4.93% 95.1% 112 50.89% 0.8
Banc Funds Company
1989
Banc Funds Company
Illinois
USD 853 M +USD 3.7 M +0.4% 3.11% 69% 156 5.13% 5.6
Brandywine Oak Private Wealth
1990
Brandywine Oak Private Wealth
Pennsylvania
USD 852 M -USD 41.3 M -5% 3.4% 62.2% 244 6.97% 3.6
Stokes Family Office
1991
Stokes Family Office
Louisiana
USD 852 M -USD 13.5 M -2% 2.93% 68.1% 363 15.43% 2
SBCM
1992
Schwerin Boyle Capital Management
Massachusetts
USD 852 M -USD 208 M -20% 0.05% 72.3% 53 13.21% 5.6
Unison Advisors
1993
Unison Advisors
District of Columbia
USD 850 M -USD 50.6 M -6% 1.73% 54.6% 180 1.11% 2.8
Amica Mutual Insurance
1994
Amica Mutual Insurance
Rhode Island
USD 850 M -USD 34.3 M -4% 3.04% 80.4% 106 10.38% 4.7
WDA
1995
Wendell David Associates
New Hampshire
USD 850 M -USD 35.4 M -4% 2.54% 46% 158 8.23% 7.3
Certuity
1996
Certuity
Florida
USD 849 M -USD 30.6 M -3% 2.35% 190% 292 17.47% 1.9
Howe & Rusling
1997
Howe & Rusling
New York
USD 847 M -USD 46.4 M -5% 3.12% 82% 348 14.66% 4.8
HEC
1998
Hudson Executive Capital
New York
USD 846 M +USD 17.6 M +2% 3.11% 127% 5 20% 3.5
Private Capital Management (Florida)
1999
Private Capital Management (Florida)
Florida
USD 846 M +USD 4.65 M +0.6% 1.41% 118% 160 23.13% 1.9
Edgemoor Investment Advisors
2000
Edgemoor Investment Advisors
Maryland
USD 846 M -USD 39.5 M -4% 3.24% 109% 162 6.17% 5