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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)
Summit Creek Advisors
2001
Summit Creek Advisors
Minnesota
USD 550 M +USD 17.3 M +3% 6.38% 68.8% 59 11.86% 2.3
Annex Advisory Services
2002
Annex Advisory Services
Wisconsin
USD 550 M +USD 20.8 M +4% 0.19% 85.8% 140 20.71% 2.5
AB
2003
Atlas Brown
Kentucky
USD 550 M -USD 10.5 M -2% 4.69% 115% 147 6.8% 3.3
Griffin Asset Management
2004
Griffin Asset Management
New York
USD 549 M -USD 12.5 M -2% 3.04% 88.9% 214 6.54% 2
Elephas Investment Management
2005
Elephas Investment Management
Hong Kong
USD 549 M +USD 171 M +45% 1.41% 422% 29 68.97% 0.1
Alpha Wave Global
2006
Alpha Wave Global
New York
USD 547 M +USD 111 M +25% 9.6% 226% 26 46.15% 1
McDaniel Terry & Co
2007
McDaniel Terry & Co
Texas
USD 547 M -USD 18.1 M -3% 2.28% 57.9% 63 4.76% 3.4
SC
2008
Serenity Capital
California
USD 547 M +USD 155 M +40% 10.4% – 8 25% 0.5
SeaCrest Wealth Management
2009
SeaCrest Wealth Management
New York
USD 545 M -USD 1.65 M -0.3% 0.85% 153% 2,379 7.9% 0.2
Granite Investment Advisors
2010
Granite Investment Advisors
New Hampshire
USD 545 M -USD 23.3 M -4% 2.19% 55.6% 192 18.23% 2.1
OIM
2011
Opus Investment Management
Massachusetts
USD 545 M -USD 16.6 M -3% 3.8% 52.8% 96 9.38% 3
CPP
2012
Crow Point Partners
Massachusetts
USD 544 M -USD 91.1 M -14% 1.36% 56.9% 338 45.86% 0.8
Dorsey & Whitney Trust
2013
Dorsey & Whitney Trust
South Dakota
USD 544 M +USD 1.65 M +0.3% 2.17% 86% 400 17.5% 2.4
Barton Investment Management
2014
Barton Investment Management
Pennsylvania
USD 542 M +USD 86.7 M +19% 27.3% 80.3% 41 2.44% 4
Corient Capital Partners
2015
Corient Capital Partners
California
USD 542 M -USD 45.6 M -8% 2.08% 39.2% 291 18.21% 1.3
Guardian Life Insurance
2016
Guardian Life Insurance
New York
USD 542 M +USD 84.6 M +19% 0.16% – 529 1.51% 4
Harvey Investment Company
2017
Harvey Investment Company
Kentucky
USD 542 M -USD 7.98 M -1% 0.01% 56.4% 89 8.99% 3.7
Jacobs & Co
2018
Jacobs & Co
California
USD 541 M -USD 11.9 M -2% 0.8% 105% 126 7.14% 4
Jag Capital Management
2019
Jag Capital Management
Missouri
USD 541 M +USD 7.87 M +1% 10.2% 230% 110 23.64% 2.5
Basso Capital Management
2020
Basso Capital Management
Connecticut
USD 541 M -USD 71.6 M -12% 0.77% 85.5% 212 32.55% 0.5
IBM Retirement Fund
2021
IBM Retirement Fund
New York
USD 541 M -USD 49.4 M -8% 0% 54.4% 528 28.6% 2.8
Advisor Partners
2022
Advisor Partners
California
USD 540 M -USD 19.5 M -3% 0.35% 63.8% 614 16.61% 2.2
Jacobs Asset Management
2023
Jacobs Asset Management
New York
USD 540 M +USD 11.6 M +2% 2.06% 114% 55 23.64% 1.9
Estate Counselors
2024
Estate Counselors
Wisconsin
USD 539 M +USD 38.7 M +8% 1.03% 60% 76 28.95% 1.9
Corsair Capital Management
2025
Corsair Capital Management
New York
USD 539 M -USD 21.5 M -4% 1.99% 435% 61 8.2% 2