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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)
Cypress Asset Management
1801
Cypress Asset Management
Texas
USD 475 M -USD 56.6 M -11% 8.11% 141% 215 15.81% 1.8
Covalent Partners
1802
Covalent Partners
Massachusetts
USD 474 M -USD 80.2 M -14% 9.41% 36.6% 43 30.23% 1
MassMutual Private Wealth & Trust
1803
MassMutual Private Wealth & Trust
Connecticut
USD 474 M +USD 26.3 M +6% 8.51% 90.4% 906 25.06% 1
TAM
1804
Taylor Asset Management
Ontario, Canada
USD 474 M -USD 74.8 M -14% 9.01% 12.9% 40 32.5% 1
Fund Evaluation Group
1805
Fund Evaluation Group
Ohio
USD 473 M -USD 53.1 M -10% 6.96% 51.6% 25 44% 1.1
KLS Professional Advisors Group
1806
KLS Professional Advisors Group
New York
USD 473 M -USD 84.9 M -15% 7.97% 38% 2 0% 2.3
Waratah Capital Advisors
1807
Waratah Capital Advisors
Ontario, Canada
USD 473 M +USD 29.7 M +7% 6.65% 192% 170 68.24% 0.3
TFP
1808
Triple Frond Partners
California
USD 473 M +USD 81.1 M +21% 5.81% 92.9% 7 0% 1.1
SCA
1809
Strategic Capital Alternatives
United States
USD 472 M +USD 56.4 M +14% 5.59% – 550 59.45% 0.5
Grassi Investment Management
1810
Grassi Investment Management
California
USD 471 M -USD 61 M -11% 9.01% 170% 146 9.59% 1.9
Petrus Trust Company
1811
Petrus Trust Company
Texas
USD 471 M +USD 31 M +7% 7.28% 36.9% 164 58.54% 0.7
Adams Street Partners
1812
Adams Street Partners
Illinois
USD 471 M -USD 195 M -29% 16.7% 399% 25 60% 0.4
Smithfield Trust
1813
Smithfield Trust
Pennsylvania
USD 469 M -USD 37.7 M -7% 6.79% 50% 854 12.65% 1.7
LHC
1814
Lodge Hill Capital
New York
USD 469 M -USD 105 M -18% 8.67% 17.9% 44 61.36% 0.3
First Interstate Bank
1815
First Interstate Bank
Montana
USD 469 M -USD 188 M -29% 8.3% 48.2% 844 90.4% 0.2
PFMOSF
1816
Philadelphia Financial Management of San Francisco
California
USD 469 M +USD 39.7 M +9% 10.1% 209% 50 54% 0.5
Brighton Jones LLC
1817
Brighton Jones LLC
Washington
USD 468 M +USD 30.8 M +7% 4.97% 97.9% 213 20.66% 1.7
Sun Life Financial
1818
Sun Life Financial
Ontario, Canada
USD 468 M -USD 471 M -50% 6.63% 65.7% 89 8.99% 2.1
Globeflex Capital
1819
Globeflex Capital
California
USD 467 M -USD 78.5 M -14% 6.75% 186% 647 37.56% 0.8
Dubuque Bank & Trust
1820
Dubuque Bank & Trust
Iowa
USD 466 M -USD 70.8 M -13% 7.31% 24% 672 18.01% 1.3
Foundation Resource Management
1821
Foundation Resource Management
Arkansas
USD 465 M -USD 87.2 M -16% 14.1% 84.5% 62 4.84% 2.1
BCM
1822
Brenham Capital Management
Texas
USD 465 M +USD 100 M +27% 13.4% 234% 14 42.86% 0.4
Bulldog Investors
1823
Bulldog Investors
New Jersey
USD 465 M -USD 19.8 M -4% 6.44% 22.5% 100 32% 0.8
Northwestern Mutual Investment Services
1824
Northwestern Mutual Investment Services
Wisconsin
USD 465 M +USD 23.9 M +5% 5.4% – 420 91.67% 0.1
Freshford Capital Management
1825
Freshford Capital Management
New York
USD 464 M -USD 166 M -26% 10.5% 97.3% 35 42.86% 0.9