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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)
Arrow Investment Advisors
2001
Arrow Investment Advisors
Maryland
USD 427 M -USD 33.4 M -7% 3.53% 36.3% 84 29.76% 1.3
NM
2002
Newtyn Management
New York
USD 427 M -USD 92.7 M -18% 8.66% 52% 23 52.17% 0.6
Alambic Investment Management
2003
Alambic Investment Management
California
USD 425 M +USD 26.4 M +7% 11.2% 47.6% 606 29.21% 0.5
Marble Harbor Investment Counsel
2004
Marble Harbor Investment Counsel
Massachusetts
USD 425 M +USD 12.8 M +3% 3.17% 66.7% 147 9.52% 2.4
Signet Financial Management
2005
Signet Financial Management
New Jersey
USD 425 M -USD 6.95 M -2% 3.02% 65.2% 187 14.97% 1.2
Tairen Capital
2006
Tairen Capital
Hong Kong
USD 424 M -USD 43 M -9% 17.2% 462% 45 62.22% 0.3
Elm Ridge Management
2007
Elm Ridge Management
New York
USD 424 M +USD 8.77 M +2% 9.43% 93.6% 34 17.65% 1.5
Bank Hapoalim BM
2008
Bank Hapoalim BM
Israel
USD 424 M -USD 4.24 M -1% 4.52% 76.6% 205 15.61% 1.5
NatWest Group
2009
NatWest Group
United Kingdom
USD 424 M +USD 28.6 M +7% 5.61% 207% 146 39.04% 2
TM
2010
Tiger Management
New York
USD 423 M +USD 113 M +37% 6.96% – 37 16.22% 1.1
PCM
2011
Piermont Capital Management
Missouri
USD 422 M +USD 36 M +9% 7.52% 33.2% 310 44.84% 0.6
MCF Advisors
2012
MCF Advisors
Kentucky
USD 422 M +USD 13.9 M +3% 3.59% 50.2% 577 24.78% 2.1
Chemung Canal Trust
2013
Chemung Canal Trust
New York
USD 422 M +USD 1.07 M +0.3% 2.75% 80.9% 124 11.29% 2.6
Goodnow Investment Group
2014
Goodnow Investment Group
Connecticut
USD 422 M -USD 7.27 M -2% 7.85% 131% 27 22.22% 2.2
Catawba Capital Management
2015
Catawba Capital Management
Virginia
USD 422 M +USD 9.9 M +2% 1.92% 33.1% 255 12.16% 2.4
Essex Financial Services
2016
Essex Financial Services
Connecticut
USD 420 M +USD 6.9 M +2% 2.22% 87.7% 329 14.59% 2.4
C.M. Bidwell & Associates
2017
C.M. Bidwell & Associates
Hawaii
USD 419 M +USD 16.4 M +4% 9.91% 70.6% 361 66.2% 0.3
Pictet North America Advisors
2018
Pictet North America Advisors
Switzerland
USD 419 M -USD 9.3 M -2% 6.35% 65.9% 117 29.91% 1
Connable Office Inc
2019
Connable Office Inc
Michigan
USD 419 M +USD 61.1 M +17% 5.96% 68.3% 221 24.89% 1.7
Cypress Capital Group
2020
Cypress Capital Group
Florida
USD 419 M -USD 8.26 M -2% 0.16% 97.8% 192 17.19% 2.4
Bangor Savings Bank
2021
Bangor Savings Bank
Maine
USD 419 M +USD 12.6 M +3% 2.32% 54.6% 139 2.88% 2.5
Lombard Odier Asset Management (Switzerland)
2022
Lombard Odier Asset Management (Switzerland)
Switzerland
USD 419 M -USD 317 M -43% 3.62% 135% 314 75.48% 0.5
Emery Howard Portfolio Management
2023
Emery Howard Portfolio Management
California
USD 419 M +USD 17.2 M +4% 4.26% 66.5% 32 3.13% 2.8
TC
2024
TFS Capital
Pennsylvania
USD 418 M -USD 126 M -23% 11.3% 53.8% 1,247 66.08% 0.5
JMH
2025
J.M. Hartwell
New York
USD 418 M +USD 25.5 M +6% 6.82% 72.2% 83 10.84% 2.3