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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)
Mivtachim The Workers Social Insurance Fund
1976
Mivtachim The Workers Social Insurance Fund
Israel
USD 1038 M -USD 241 M -19% 7.55% 165% 44 27.27% 2.1
Nexus Investment Management
1977
Nexus Investment Management
Ontario, Canada
USD 1038 M +USD 79.1 M +8% 7.07% 93.5% 77 5.19% 6.8
Cape Cod Five Cents Savings Bank
1978
Cape Cod Five Cents Savings Bank
Massachusetts
USD 1038 M +USD 54.2 M +6% 6.69% – 196 5.61% 6.3
8KM
1979
8 Knots Management
Texas
USD 1036 M +USD 500 M +93% 20.3% – 21 38.1% 0.2
MHR Fund Management
1980
MHR Fund Management
New York
USD 1035 M +USD 120 M +13% 22.6% 332% 10 0% 4.8
Weatherly Asset Management
1981
Weatherly Asset Management
California
USD 1034 M +USD 106 M +11% 14.2% 116% 174 3.45% 7.4
Ledyard National Bank
1982
Ledyard National Bank
USD 1033 M +USD 61.6 M +6% 8.25% 80.7% 220 6.82% 6.5
TIG Advisors LLC
1983
TIG Advisors LLC
New York
USD 1032 M +USD 231 M +29% 9.1% 379% 77 75.32% 0.1
Nicola Wealth Management
1984
Nicola Wealth Management
British Columbia, Canada
USD 1032 M +USD 78.9 M +8% 4.55% 56.1% 128 22.66% 2.1
Trigran Investments
1985
Trigran Investments
Illinois
USD 1032 M -USD 7.04 M -0.7% 2.57% 30.2% 22 22.73% 3.4
Fifth Third Securities
1986
Fifth Third Securities
Ohio
USD 1030 M +USD 64.3 M +7% 7.28% 62.7% 239 7.11% 1.6
Armstrong Advisory Group
1987
Armstrong Advisory Group
Massachusetts
USD 1030 M USD 0 0% 5.61% 55.6% 769 0% 1.2
Blue Chip Partners
1988
Blue Chip Partners
Michigan
USD 1030 M +USD 71.1 M +7% 6.57% 81.2% 200 18% 4.3
C
1989
Chescapmanager
Maryland
USD 1029 M +USD 3.12 M +0.3% 31% 202% 47 23.4% 2.3
Leith Wheeler Investment Counsel
1990
Leith Wheeler Investment Counsel
British Columbia, Canada
USD 1029 M +USD 115 M +13% 8.16% 52.3% 64 10.94% 2.8
Henry H. Armstrong Associates
1991
Henry H. Armstrong Associates
Pennsylvania
USD 1028 M +USD 86.7 M +9% 11.1% 70% 60 10% 7.1
Palisade Asset Management
1992
Palisade Asset Management
Minnesota
USD 1027 M +USD 114 M +13% 7.95% 72.9% 415 54.22% 3.3
Globeflex Capital
1993
Globeflex Capital
California
USD 1027 M +USD 47 M +5% 11.1% 186% 515 15.73% 2.2
Beaird Harris Wealth Management
1994
Beaird Harris Wealth Management
Texas
USD 1026 M +USD 72.7 M +8% 3.7% 41.3% 661 15.13% 1.3
Greenwood Gearhart
1995
Greenwood Gearhart
Arkansas
USD 1025 M +USD 87.6 M +9% 9.18% 79% 304 66.78% 4.2
Stratos Investment Management
1996
Stratos Investment Management
Ohio
USD 1025 M +USD 180 M +21% 7.05% 58.2% 226 29.2% 2.3
Condor Capital Management
1997
Condor Capital Management
New Jersey
USD 1022 M +USD 89.3 M +10% 7.57% 58.2% 207 16.43% 4.9
Narwhal Capital Management
1998
Narwhal Capital Management
Georgia
USD 1021 M +USD 106 M +12% 13.3% 109% 172 9.3% 5.4
Pacific Life Fund Advisors
1999
Pacific Life Fund Advisors
California
USD 1019 M +USD 19.8 M +2% 5.48% 47.6% 20 5% 0.8
Ilex Capital Partners
2000
Ilex Capital Partners
United Kingdom
USD 1019 M +USD 303 M +42% 4.78% – 28 75% 0.1