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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)
Signet Financial Management
2001
Signet Financial Management
New Jersey
USD 572 M +USD 4.82 M +0.8% 3.93% 65.2% 1,093 16.56% 0.8
CCMD
2002
Cypress Capital Management (Delaware)
Delaware
USD 571 M +USD 46.2 M +9% 8.55% 25.6% 158 10.13% 2
Tokio Marine Asset Management
2003
Tokio Marine Asset Management
Japan
USD 570 M +USD 23.7 M +4% 8.51% 129% 257 28.4% 3.1
Granite Investment Advisors
2004
Granite Investment Advisors
New Hampshire
USD 570 M +USD 20.8 M +4% 7.46% 55.6% 169 8.28% 2.6
Jay A. Fishman Ltd
2005
Jay A. Fishman Ltd
Michigan
USD 569 M +USD 34.6 M +6% 9.25% 105% 89 5.62% 3.7
Pensionfund DSM Netherlands
2006
Pensionfund DSM Netherlands
Netherlands
USD 568 M +USD 144 k +0% 5.62% 36.9% 233 21.46% 2.1
Baystate Wealth Management
2007
Baystate Wealth Management
Massachusetts
USD 566 M -USD 108 M -16% 3.92% 14.6% 719 8.76% 1.5
SFM
2008
Signature Financial Management
Virginia
USD 566 M +USD 93.1 M +20% 5.37% 20.8% 172 10.47% 2.5
Silver Rock Financial
2009
Silver Rock Financial
California
USD 565 M +USD 110 M +24% 4.26% 2.58% 34 17.65% 1.1
Venturi Wealth Management
2010
Venturi Wealth Management
Texas
USD 565 M +USD 28.6 M +5% 6.69% 101% 176 11.36% 1.5
Empirical Wealth Management
2011
Empirical Wealth Management
Washington
USD 564 M +USD 30.1 M +6% 2.03% 78.8% 225 22.67% 2.1
Raging Capital Management
2012
Raging Capital Management
New Jersey
USD 564 M -USD 102 M -15% 4.07% 6.41% 31 32.26% 1.3
Girard Partners
2013
Girard Partners
Pennsylvania
USD 564 M +USD 34.2 M +6% 7.68% 25.7% 982 73.22% 0.7
Brouwer & Janachowski
2014
Brouwer & Janachowski
California
USD 563 M +USD 41.6 M +8% 4.34% 41.8% 53 9.43% 2.8
Marble Harbor Investment Counsel
2015
Marble Harbor Investment Counsel
Massachusetts
USD 563 M +USD 37.4 M +7% 8.21% 66.7% 155 5.81% 3.9
LCM
2016
Lonestar Capital Management
California
USD 563 M +USD 261 M +86% 1.34% 260% 23 26.09% 0.9
Halsey Associates
2017
Halsey Associates
Connecticut
USD 562 M +USD 47.4 M +9% 9.21% 63.8% 97 9.28% 3.9
Hudson Edge Investment Partners
2018
Hudson Edge Investment Partners
New Jersey
USD 562 M +USD 25.8 M +5% 5.6% 68.6% 158 8.23% 3
Canandaigua National Bank & Trust
2019
Canandaigua National Bank & Trust
New York
USD 562 M +USD 40.9 M +8% 7.94% – 356 12.36% 2.4
Thompson Investment Management
2020
Thompson Investment Management
Wisconsin
USD 561 M +USD 13.1 M +2% 4.35% 100% 186 9.14% 3.7
L. Roy Papp & Associates
2021
L. Roy Papp & Associates
Arizona
USD 560 M +USD 31.3 M +6% 8.27% 80.1% 163 6.13% 3.4
PCM
2022
Prime Capital Management
Hong Kong
USD 559 M -USD 45.3 M -7% 6.48% 579% 4 0% 2.4
Investure LLC
2023
Investure LLC
Virginia
USD 559 M -USD 288 M -34% 2.15% 55.4% 15 0% 2.2
Atika Capital Management
2024
Atika Capital Management
New York
USD 558 M +USD 37.6 M +7% 23.5% 811% 112 45.54% 0.7
Savant Capital
2025
Savant Capital
Illinois
USD 557 M +USD 88.7 M +19% 5.43% 61.2% 308 8.77% 3.3