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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)
First Business Financial Services
2001
First Business Financial Services
Wisconsin
USD 487 M +USD 12.9 M +3% 2.39% 74% 86 23.26% 1.6
Halsey Associates
2002
Halsey Associates
Connecticut
USD 487 M +USD 15.1 M +3% 4.71% 63.8% 101 10.89% 3.2
PM Capital
2003
PM Capital
Australia
USD 487 M -USD 22.1 M -4% 5.5% 105% 28 3.57% 2.1
Strategy Asset Managers
2004
Strategy Asset Managers
California
USD 486 M +USD 25.7 M +6% 3.14% 115% 127 7.09% 2.4
JC
2005
Joho Capital
New York
USD 486 M -USD 37.2 M -7% 13% 80.2% 9 44.44% 1.4
Summit Creek Advisors
2006
Summit Creek Advisors
Minnesota
USD 486 M +USD 9.07 M +2% 8.78% 68.8% 55 9.09% 2.2
Dudley & Shanley
2007
Dudley & Shanley
Florida
USD 485 M +USD 5.48 M +1% 1.82% 67.9% 32 15.63% 2.4
Rubric Capital Management (New York)
2008
Rubric Capital Management (New York)
New York
USD 485 M +USD 142 M +41% 1.05% 251% 64 67.19% 0.2
GenTrust
2009
GenTrust
Florida
USD 485 M +USD 51.7 M +12% 1.67% 53% 87 21.84% 0.4
American Assets Investment Management
2010
American Assets Investment Management
California
USD 484 M -USD 6.98 M -1% 0.82% 507% 157 6.37% 2.4
First Interstate Bank
2011
First Interstate Bank
Montana
USD 483 M -USD 1.08 M -0.2% 1.64% 48.2% 733 13.23% 1.6
Motley Fool Asset Management
2012
Motley Fool Asset Management
Virginia
USD 483 M +USD 19.3 M +4% 8.82% 117% 77 23.38% 2.1
SFMG Wealth Advisors
2013
SFMG Wealth Advisors
Texas
USD 482 M -USD 11.7 M -2% 2.33% 76.1% 126 11.9% 2.1
Lido Advisors
2014
Lido Advisors
California
USD 481 M +USD 120 M +33% 1.71% 75% 289 23.88% 0.6
JMH
2015
J.M. Hartwell
New York
USD 481 M +USD 22.1 M +5% 5.43% 72.2% 92 16.3% 2.6
GTC
2016
Ghost Tree Capital
New York
USD 481 M -USD 55.4 M -10% 8.55% 265% 92 58.7% 0.4
CHA
2017
Cedar Hill Associates
Illinois
USD 481 M +USD 942 k +0.2% 2.27% 21% 82 13.41% 2.7
Boothbay Fund Management
2018
Boothbay Fund Management
New York
USD 481 M -USD 55.6 M -10% 3.44% 328% 998 64.13% 0.4
Baskin Financial Services
2019
Baskin Financial Services
Ontario, Canada
USD 480 M +USD 27 M +6% 5% 69.1% 50 14% 2.6
Speece Thorson Capital Group
2020
Speece Thorson Capital Group
Minnesota
USD 479 M +USD 6.5 M +1% 1.25% 34.2% 39 5.13% 3.4
FPCM
2021
Financial Partners Capital Management
New York
USD 479 M +USD 23 M +5% 2.67% 34.2% 121 14.05% 2.5
Goodnow Investment Group
2022
Goodnow Investment Group
Connecticut
USD 478 M +USD 42.2 M +10% 14.4% 131% 26 26.92% 2.1
PGCM
2023
Prescott Group Capital Management
Oklahoma
USD 477 M +USD 19.2 M +4% 4.82% 148% 188 23.94% 1.8
Kopernik Global Investors
2024
Kopernik Global Investors
Florida
USD 476 M +USD 34.5 M +8% 5.55% 128% 28 21.43% 1.9
Decatur Capital Management
2025
Decatur Capital Management
Georgia
USD 476 M -USD 38.1 M -7% 7.74% 135% 97 64.95% 1