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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)
GPCM
2001
Greenbrier Partners Capital Management
Texas
USD 559 M +USD 30.7 M +6% 7.39% 96.1% 17 11.76% 3.6
CapWealth Advisors
2002
CapWealth Advisors
Tennessee
USD 558 M +USD 41.1 M +8% 2.56% 152% 111 10.81% 3.3
First Business Financial Services
2003
First Business Financial Services
Wisconsin
USD 558 M +USD 19.8 M +4% 1.58% 74% 89 11.24% 1.9
Legato Capital Management
2004
Legato Capital Management
California
USD 558 M -USD 29.3 M -5% 0.77% 243% 130 11.54% 0.8
Merit Financial Group
2005
Merit Financial Group
Georgia
USD 558 M +USD 49.2 M +10% 1.56% 67.3% 122 17.21% 0.4
Summit Creek Advisors
2006
Summit Creek Advisors
Minnesota
USD 557 M +USD 6.99 M +1% 12.7% 68.8% 58 8.62% 2.5
Newport Asia
2007
Newport Asia
California
USD 557 M -USD 89.9 M -14% 2.79% – 6 16.67% 3
Jacobs Asset Management
2008
Jacobs Asset Management
New York
USD 557 M +USD 16.8 M +3% 3.2% 114% 61 27.87% 1.8
SeaCrest Wealth Management
2009
SeaCrest Wealth Management
New York
USD 555 M +USD 9.8 M +2% 3.58% 153% 2,389 8.87% 0.5
Transform Wealth
2010
Transform Wealth
Colorado
USD 553 M +USD 26.7 M +5% 4.54% 48.4% 243 14.4% 0.9
JMH
2011
J.M. Hartwell
New York
USD 553 M +USD 19.1 M +4% 8.91% 72.2% 91 19.78% 2.9
Howe & Rusling
2012
Howe & Rusling
New York
USD 552 M +USD 77 k +0% 1.49% 82% 1,017 25.66% 2.5
Jacobs & Co
2013
Jacobs & Co
California
USD 552 M +USD 10.8 M +2% 3.78% 105% 126 6.35% 4
First Reserve GP XI
2014
First Reserve GP XI
Connecticut
USD 552 M +USD 107 M +24% 24% 26.4% 1 0% 4.5
OIM
2015
Opus Investment Management
Massachusetts
USD 552 M +USD 7.19 M +1% 1.11% 52.8% 95 5.26% 3.2
Griffin Asset Management
2016
Griffin Asset Management
New York
USD 551 M +USD 1.67 M +0.3% 2.95% 88.9% 213 7.51% 2.3
PM Capital
2017
PM Capital
Australia
USD 551 M -USD 3.69 M -0.7% 2.02% 105% 25 4% 2.7
AH
2018
Allen Holding
New York
USD 551 M -USD 3.42 M -0.6% 0.42% 135% 10 0% 3.7
Granite Investment Advisors
2019
Granite Investment Advisors
New Hampshire
USD 549 M +USD 3.96 M +0.7% 1.48% 55.6% 175 9.14% 2.4
Thompson Investment Management
2020
Thompson Investment Management
Wisconsin
USD 548 M +USD 11.1 M +2% 3.29% 100% 192 11.98% 3.5
Tokio Marine Asset Management
2021
Tokio Marine Asset Management
Japan
USD 546 M -USD 21.2 M -4% 6.95% 129% 278 28.42% 3.1
Cadinha & Co
2022
Cadinha & Co
Hawaii
USD 546 M +USD 50.8 M +10% 1.33% 132% 136 12.5% 3.2
Peconic Partners
2023
Peconic Partners
New York
USD 545 M +USD 27.7 M +5% 3.32% 300% 55 34.55% 1.5
Quantitative Systematic Strategies
2024
Quantitative Systematic Strategies
Florida
USD 545 M +USD 74.3 M +16% 4.28% 133% 883 62.17% 0.4
MCTIC
2025
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
USD 545 M +USD 8.06 M +2% 5.24% 38.8% 99 6.06% 3.7