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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)
Parus Finance (UK)
2001
Parus Finance (UK)
United Kingdom
USD 553 M -USD 17 M -3% 5.52% 199% 18 11.11% 2
Nationwide Fund Advisors
2002
Nationwide Fund Advisors
Ohio
USD 552 M -USD 24.9 mil M -98% 4.47% 28.3% 3,198 99.87% 0.7
Alaska Permanent Capital Management
2003
Alaska Permanent Capital Management
Alaska
USD 552 M +USD 22.9 M +4% 3.56% 42.8% 26 7.69% 2.3
Highland Associates
2004
Highland Associates
Alabama
USD 551 M – – 3.87% – 2 – 0
HAM
2005
Hillcrest Asset Management
Texas
USD 551 M -USD 1.01 M -0.2% 0.06% 97.2% 64 17.19% 1.4
Ensemble Capital Management
2006
Ensemble Capital Management
California
USD 550 M +USD 73.3 M +15% 8.33% 36.2% 40 25% 2.7
Howe & Rusling
2007
Howe & Rusling
New York
USD 550 M +USD 9.6 M +2% 6.78% 82% 927 14.13% 2.6
Harvey Investment Company
2008
Harvey Investment Company
Kentucky
USD 550 M +USD 43.1 M +9% 8.16% 56.4% 87 8.05% 3.5
MCTIC
2009
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
USD 550 M +USD 40.6 M +8% 7.4% 38.8% 98 5.1% 3.3
First Fiduciary Investment Counsel
2010
First Fiduciary Investment Counsel
Ohio
USD 549 M +USD 2.68 M +0.5% 7.65% 48.1% 47 14.89% 2.5
Cortland Associates
2011
Cortland Associates
Missouri
USD 549 M +USD 12.7 M +2% 5.41% 57.1% 55 18.18% 2.7
Seminole Management
2012
Seminole Management
New York
USD 549 M +USD 82.3 M +18% 7.45% 95.4% 34 58.82% 0.8
AAM
2013
Autus Asset Management
Arizona
USD 548 M +USD 27.8 M +5% 6.12% 26.3% 155 7.74% 3.3
Pekin Hardy Strauss
2014
Pekin Hardy Strauss
Illinois
USD 548 M +USD 13 M +2% 6.6% 102% 201 10.95% 2.8
Boxer Capital
2015
Boxer Capital
California
USD 547 M +USD 108 M +25% 14.5% 262% 36 44.44% 0.9
SeaCrest Wealth Management
2016
SeaCrest Wealth Management
New York
USD 547 M – – 4.91% 153% 2,284 – 0
Goodnow Investment Group
2017
Goodnow Investment Group
Connecticut
USD 546 M +USD 61 M +13% 12.3% 131% 26 11.54% 2.2
First Business Financial Services
2018
First Business Financial Services
Wisconsin
USD 545 M +USD 42.5 M +8% 4.59% 74% 88 20.45% 1.9
Cetera Investment Advisers
2019
Cetera Investment Advisers
Illinois
USD 545 M +USD 93 M +21% 4.83% 73.4% 424 11.32% 1.3
Kelly Lawrence W & Associates
2020
Kelly Lawrence W & Associates
California
USD 544 M +USD 18.9 M +4% 5.47% 123% 160 15.63% 2.4
EnCap Energy Capital Fund VIII
2021
EnCap Energy Capital Fund VIII
Texas
USD 543 M +USD 394 M +264% 6.56% 6.16% 3 66.67% 0.3
Winslow Asset Management
2022
Winslow Asset Management
Ohio
USD 543 M +USD 27 M +5% 7.53% 89.9% 96 4.17% 3.7
Graticule Asia Macro Advisors
2023
Graticule Asia Macro Advisors
New York
USD 543 M -USD 1639 M -75% 7.35% – 104 75% 0.4
Finepoint Capital
2024
Finepoint Capital
Massachusetts
USD 543 M +USD 93.9 M +21% 7.84% 27.4% 11 27.27% 1.6
Transform Wealth
2025
Transform Wealth
Colorado
USD 543 M +USD 256 M +89% 7.54% 48.4% 259 22.78% 0.5