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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)
CapWealth Advisors
2001
CapWealth Advisors
Tennessee
USD 399 M -USD 24.9 M -6% 8.03% 152% 323 15.79% 0.9
Tenor Capital Management
2002
Tenor Capital Management
New York
USD 399 M -USD 111 M -22% 0.18% 4.73% 52 15.38% 0.6
Professional Advisory Services
2003
Professional Advisory Services
Florida
USD 399 M -USD 18.8 M -5% 5.35% 69.3% 62 17.74% 1.7
USCA RIA
2004
USCA RIA
Texas
USD 398 M +USD 21.2 M +6% 8.19% 60.6% 410 27.32% 1.2
FPCM
2005
Financial Partners Capital Management
New York
USD 398 M -USD 9.8 M -2% 7.2% 34.2% 126 15.08% 1.6
Private Wealth Partners
2006
Private Wealth Partners
California
USD 397 M -USD 45.4 M -10% 8.99% 132% 149 18.79% 1.7
Board of Trustees of The Leland Stanford Junior University
2007
Board of Trustees of The Leland Stanford Junior University
California
USD 397 M +USD 169 M +74% 14.9% 142% 29 65.52% 0.9
G.F.W. Energy X
2008
G.F.W. Energy X
Texas
USD 397 M -USD 127 M -24% 21.1% 71.3% 4 0% 1.1
VCM
2009
V3 Capital Management
Texas
USD 397 M -USD 56.1 M -12% 1.31% 20.5% 21 47.62% 0.6
Corsair Capital
2010
Corsair Capital
New York
USD 397 M -USD 34.7 M -8% 6.98% 17.1% 3 0% 1.5
Ninety One North America
2011
Ninety One North America
New York
USD 396 M +USD 84.3 M +27% 13.9% 70.6% 116 28.45% 0.5
Prospera Financial Services
2012
Prospera Financial Services
Texas
USD 395 M -USD 25 M -6% 5.95% 97.4% 346 29.48% 1.3
PAM
2013
Premier Asset Management
Illinois
USD 395 M -USD 29.5 M -7% 6.32% 104% 101 17.82% 1.5
Flow Traders U.S.
2014
Flow Traders U.S.
New York
USD 394 M -USD 126 M -24% 10.8% 86.5% 274 64.6% 0.3
RCIM
2015
Russell Clark Investment Management
United Kingdom
USD 393 M +USD 4.56 M +1% 8.32% 174% 38 39.47% 1
ACM
2016
Acertus Capital Management
New Jersey
USD 392 M -USD 41.4 M -10% 6.9% 23.5% 5 0% 1.2
KFS
2017
Kurt F. Somerville
USD 392 M -USD 40 M -9% 6.73% 92.9% 138 10.14% 1.7
Tekne Capital Management
2018
Tekne Capital Management
New York
USD 392 M -USD 146 M -27% 3.58% 516% 19 31.58% 0.7
Bangor Savings Bank
2019
Bangor Savings Bank
Maine
USD 391 M -USD 23.9 M -6% 5.17% 54.6% 150 11.33% 1.7
Foster Dykema Cabot & Co
2020
Foster Dykema Cabot & Co
Massachusetts
USD 391 M +USD 5.98 M +2% 7.59% 34% 93 10.75% 1.9
Corbyn Investment Management
2021
Corbyn Investment Management
Maryland
USD 391 M -USD 66.6 M -15% 8.49% 71.9% 55 7.27% 1.6
MCF Advisors
2022
MCF Advisors
Kentucky
USD 390 M -USD 7.04 M -2% 7.68% 50.2% 485 14.43% 1.6
Laird Norton Wetherby Wealth Management
2023
Laird Norton Wetherby Wealth Management
California
USD 390 M -USD 25.7 M -6% 7.17% – 525 18.67% 1.8
Bardin Hill Management Partners
2024
Bardin Hill Management Partners
New York
USD 390 M -USD 333 M -46% 4.7% 214% 99 68.69% 0.3
VHCP Management
2025
VHCP Management
New York
USD 390 M +USD 35.6 M +10% 20% 234% 21 28.57% 1.1