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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)
Cypress Funds
1976
Cypress Funds
California
USD 1094 M +USD 172 M +19% 7.85% 100% 16 6.25% 3.2
BTC Capital Management
1977
BTC Capital Management
Iowa
USD 1093 M +USD 14.7 M +1% 2.04% – 209 8.13% 5
E-L Financial Corp
1978
E-L Financial Corp
Ontario, Canada
USD 1093 M -USD 189 M -15% 4.62% 68.6% 1 0% 8.3
Cape Cod Five Cents Savings Bank
1979
Cape Cod Five Cents Savings Bank
Massachusetts
USD 1092 M -USD 32.3 M -3% 0.2% – 189 0% 7.1
Sheaff Brock Investment Advisors
1980
Sheaff Brock Investment Advisors
Indiana
USD 1090 M -USD 60.1 M -5% 3.39% 61.9% 492 12.6% 5
Silver Oak Securities
1981
Silver Oak Securities
Tennessee
USD 1090 M +USD 13.6 M +1% 1.04% 73.4% 725 22.9% 1.4
Charter Oak Capital Management
1982
Charter Oak Capital Management
New Hampshire
USD 1089 M +USD 15.2 M +1% 0.86% 39.2% 197 10.66% 3.1
Cardinal Point Capital Management
1983
Cardinal Point Capital Management
Ontario, Canada
USD 1088 M +USD 458 M +73% 0.25% 65.8% 183 56.28% 0.7
First American Trust
1984
First American Trust
California
USD 1088 M +USD 85.1 M +8% 0.41% 84.6% 253 15.02% 3.6
Fusion Family Wealth
1985
Fusion Family Wealth
New York
USD 1088 M -USD 3.12 M -0.3% 1.84% 62.2% 45 2.22% 5.1
Edgemoor Investment Advisors
1986
Edgemoor Investment Advisors
Maryland
USD 1087 M -USD 47.7 M -4% 2.35% 117% 171 7.6% 5.6
Quantitative Investment Management
1987
Quantitative Investment Management
Virginia
USD 1087 M -USD 247 M -19% 3.91% 24.6% 500 74.4% 0.2
SG Capital Management
1988
SG Capital Management
Illinois
USD 1087 M +USD 52.5 M +5% 2.77% 250% 78 55.13% 0.3
Parkwood LLC
1989
Parkwood LLC
Ohio
USD 1086 M +USD 206 M +23% 0.01% 120% 100 32% 1.7
QVT Financial
1990
QVT Financial
New York
USD 1086 M -USD 36 M -3% 7.97% 267% 43 20.93% 3
Lindbrook Capital
1991
Lindbrook Capital
California
USD 1085 M -USD 23.9 M -2% 2.72% 35.8% 2,978 13.43% 3.6
Globeflex Capital
1992
Globeflex Capital
California
USD 1083 M -USD 96.8 M -8% 4.3% 186% 474 20.04% 2.1
Nebula Research & Development
1993
Nebula Research & Development
New York
USD 1082 M +USD 230 M +27% 4.48% – 1,185 48.52% 0.4
Deer Management Company
1994
Deer Management Company
New York
USD 1082 M -USD 199 M -16% 11.8% 154% 10 10% 2.7
Grassi Investment Management
1995
Grassi Investment Management
California
USD 1081 M -USD 90.8 M -8% 6.6% 170% 131 7.63% 6.8
Smith, Moore & Co
1996
Smith, Moore & Co
Missouri
USD 1080 M -USD 14.2 M -1% 1.68% 67% 515 13.4% 4.6
TCV Trust & Wealth Management
1997
TCV Trust & Wealth Management
Virginia
USD 1079 M -USD 3.24 M -0.3% 0.73% 75.3% 208 6.73% 6.8
MIM
1998
Marco Investment Management
Georgia
USD 1078 M -USD 80.3 M -7% 1.81% 127% 231 10.82% 7.3
United Asset Strategies
1999
United Asset Strategies
New York
USD 1077 M -USD 12.6 M -1% 2.33% 111% 249 13.25% 3.9
TA
2000
TCM Advisors
West Virginia
USD 1077 M +USD 65 M +6% 0.28% 56.1% 66 0% 2.5