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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)
Moss Adams Wealth Advisors
1976
Moss Adams Wealth Advisors
Washington
USD 1283 M +USD 181 M +16% 7.77% 71.9% 280 18.21% 1.4
Prelude Capital Management
1977
Prelude Capital Management
New York
USD 1282 M +USD 253 M +25% 18.4% 198% 1,446 55.19% 0.7
RVW Wealth
1978
RVW Wealth
California
USD 1281 M +USD 103 M +9% 6.85% 65.8% 179 6.7% 3.2
Kimelman & Baird
1979
Kimelman & Baird
New York
USD 1280 M +USD 52.2 M +4% 5.53% – 349 14.04% 3.6
Fidelis Capital Partners
1980
Fidelis Capital Partners
Florida
USD 1280 M +USD 182 M +17% 10.6% 115% 496 11.69% 1.6
SPC Financial Inc
1981
SPC Financial Inc
Maryland
USD 1280 M +USD 86.1 M +7% 5.72% 65.1% 290 13.79% 4.1
Edgar Lomax Company
1982
Edgar Lomax Company
Virginia
USD 1277 M -USD 304 M -19% 4.79% 66.2% 58 0% 5.7
Abrams Bison Investments
1983
Abrams Bison Investments
Maryland
USD 1276 M +USD 203 M +19% 11% 170% 9 11.11% 2.7
American Express
1984
American Express
New York
USD 1275 M +USD 281 M +28% 28.3% – 2 0% 1.8
Charter Oak Capital Management
1985
Charter Oak Capital Management
New Hampshire
USD 1274 M +USD 90.6 M +8% 5.82% 39.2% 208 8.65% 3.4
Ethos Financial Group
1986
Ethos Financial Group
Pennsylvania
USD 1274 M +USD 111 M +10% 7.11% 63% 544 18.75% 1.1
BSN Capital Partners
1987
BSN Capital Partners
United Kingdom
USD 1274 M USD 0 0% 3.73% 183% 16 0% 0.5
Greenvale Capital
1988
Greenvale Capital
United Kingdom
USD 1271 M +USD 95.4 M +8% 28.5% 101% 21 42.86% 0.9
Technology Crossover Management IX
1989
Technology Crossover Management IX
California
USD 1268 M +USD 26.5 M +2% 3.01% 13% 6 0% 5.9
Magnus Financial Group
1990
Magnus Financial Group
New York
USD 1267 M +USD 127 M +11% 7.62% 78.2% 419 12.41% 3.1
Pitcairn
1991
Pitcairn
Pennsylvania
USD 1267 M -USD 260 M -17% 8.55% 111% 725 17.93% 5.4
Counterpoint Mutual Funds
1992
Counterpoint Mutual Funds
California
USD 1266 M +USD 136 M +12% 6.04% 74.3% 493 74.85% 0.2
Limestone Investment Advisors
1993
Limestone Investment Advisors
New York
USD 1263 M +USD 115 M +10% 17.6% – 703 57.75% 0.1
E-L Financial Corp
1994
E-L Financial Corp
Ontario, Canada
USD 1262 M +USD 116 M +10% 7.81% 68.6% 1 0% 8.8
PPSC Investment Service
1995
PPSC Investment Service
Japan
USD 1261 M +USD 189 M +18% 16.6% 193% 8 12.5% 1.7
Capital Investment Advisory Services
1996
Capital Investment Advisory Services
North Carolina
USD 1261 M +USD 39.2 M +3% 9.78% 69.3% 1,141 12.8% 3.6
SP Asset Management
1997
SP Asset Management
California
USD 1260 M +USD 48.2 M +4% 7.6% 92.4% 144 11.81% 4.1
Cozad Asset Management
1998
Cozad Asset Management
Illinois
USD 1257 M +USD 113 M +10% 12% 132% 430 8.14% 3.9
DigitalBridge Group
1999
DigitalBridge Group
Florida
USD 1255 M +USD 239 M +24% 18.7% 161% 78 29.49% 1.3
Windward Capital Management
2000
Windward Capital Management
California
USD 1254 M +USD 75.5 M +6% 10.4% 78.5% 71 0% 8