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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)
LGT Fund Management
1976
LGT Fund Management
Liechtenstein
USD 1143 M +USD 179 M +19% 2.58% 121% 268 26.12% 1
General Catalyst Group Management
1977
General Catalyst Group Management
Massachusetts
USD 1141 M -USD 290 M -20% 0.73% 161% 12 16.67% 2.6
Koss-Olinger Consulting
1978
Koss-Olinger Consulting
Florida
USD 1141 M -USD 11.1 M -1% 0.55% 57.9% 302 47.35% 0.5
Shenkman Capital Management
1979
Shenkman Capital Management
New York
USD 1139 M -USD 150 M -12% 0.4% 3.15% 100 1% 1.5
Nicholas Investment Partners
1980
Nicholas Investment Partners
California
USD 1137 M +USD 47.3 M +4% 10.8% 397% 253 25.69% 1.2
Meridiem Capital Partners
1981
Meridiem Capital Partners
Texas
USD 1137 M – – 2.38% – 69 – 0
Edgemoor Investment Advisors
1982
Edgemoor Investment Advisors
Maryland
USD 1135 M -USD 15 M -1% 1.44% 109% 171 5.26% 5.3
Tradition Wealth Management
1983
Tradition Wealth Management
Minnesota
USD 1135 M +USD 13.1 M +1% 1.06% 69.6% 447 13.87% 2.7
Sunbelt Securities
1984
Sunbelt Securities
Texas
USD 1135 M +USD 115 M +11% 2.36% 83.5% 1,957 12.88% 2.1
Hardy Reed
1985
Hardy Reed
Mississippi
USD 1135 M +USD 18.4 M +2% 0.99% 69.7% 264 14.77% 1.7
Condor Capital Management
1986
Condor Capital Management
New Jersey
USD 1135 M +USD 23.4 M +2% 1.38% 58.2% 201 10.95% 5.1
Narwhal Capital Management
1987
Narwhal Capital Management
Georgia
USD 1131 M +USD 19.9 M +2% 1.98% 93.8% 170 11.18% 5.7
PDT Partners
1988
PDT Partners
New York
USD 1129 M +USD 687 k +0.1% 11% 211% 867 37.37% 0.8
Colonial Trust Advisors
1989
Colonial Trust Advisors
South Carolina
USD 1128 M -USD 28 M -2% 0.68% 80% 802 22.19% 3.1
TC
1990
Torno Capital
Massachusetts
USD 1128 M +USD 472 M +72% 3.6% – 271 70.85% 0.2
Grandeur Peak Global Advisors
1991
Grandeur Peak Global Advisors
Utah
USD 1127 M -USD 78.6 M -7% 7.19% 96% 146 22.6% 2.5
Weatherly Asset Management
1992
Weatherly Asset Management
California
USD 1127 M -USD 13.9 M -1% 0.18% 116% 190 10.53% 7.3
Eversept Partners
1993
Eversept Partners
New York
USD 1126 M -USD 333 M -23% 2.95% 321% 82 39.02% 1.7
Vicus Capital
1994
Vicus Capital
Pennsylvania
USD 1126 M -USD 3.72 M -0.3% 1.01% 59.6% 257 23.35% 3.6
PDS Planning
1995
PDS Planning
Ohio
USD 1126 M +USD 9.9 M +0.9% 0.94% 62.7% 469 10.87% 2.7
Pine Ridge Advisers
1996
Pine Ridge Advisers
New York
USD 1124 M +USD 120 M +12% 9.88% 90.1% 35 0% 2.6
Cape Cod Five Cents Savings Bank
1997
Cape Cod Five Cents Savings Bank
Massachusetts
USD 1124 M +USD 32.3 M +3% 1.92% – 189 0% 6.9
RKL Wealth Management
1998
RKL Wealth Management
Pennsylvania
USD 1124 M +USD 18.5 M +2% 0.05% 76.8% 182 17.03% 4.8
QVT Financial
1999
QVT Financial
New York
USD 1122 M -USD 39.9 M -3% 1.81% 267% 37 16.22% 3.6
Delta Asset Management
2000
Delta Asset Management
Tennessee
USD 1118 M -USD 42.9 M -4% 0.1% 53.8% 628 2.55% 3.5