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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)
Cambria Investment Management
1801
Cambria Investment Management
California
USD 682 M +USD 7.27 M +1% 4.83% 72% 284 5.63% 1.3
DP
1802
DSAM Partners
United Kingdom
USD 682 M +USD 186 M +37% 13.2% 343% 142 87.32% 0.1
Mount Lucas Management
1803
Mount Lucas Management
Pennsylvania
USD 682 M +USD 21.8 M +3% 2.76% 109% 98 48.98% 0.9
Hoplite Capital Management
1804
Hoplite Capital Management
New York
USD 681 M -USD 467 M -41% 16.2% 32.9% 29 68.97% 0.9
Denali Advisors
1805
Denali Advisors
California
USD 681 M +USD 15.3 M +2% 3.34% 106% 315 33.02% 1.7
Alexandria Capital
1806
Alexandria Capital
Virginia
USD 680 M +USD 13.7 M +2% 5.03% 66.8% 239 7.95% 3.4
JC
1807
JBF Capital
Colorado
USD 680 M +USD 16.6 M +2% 6.58% 93.6% 184 63.59% 0.5
Broadfin Capital
1808
Broadfin Capital
New York
USD 680 M +USD 44.3 M +7% 10.7% 298% 61 44.26% 1.6
Griffin Asset Management
1809
Griffin Asset Management
New York
USD 679 M +USD 128 M +23% 9.06% 88.9% 249 20.88% 2
First Financial Bank - Trust Division
1810
First Financial Bank - Trust Division
Ohio
USD 678 M +USD 31.6 M +5% 6.43% 68.6% 195 4.62% 3.7
Waverly Advisors
1811
Waverly Advisors
Alabama
USD 678 M +USD 34.9 M +5% 4.53% 67.6% 198 7.58% 2.4
Cape Cod Five Cents Savings Bank
1812
Cape Cod Five Cents Savings Bank
Massachusetts
USD 677 M +USD 30.6 M +5% 5.87% – 184 5.43% 4
Evensky & Katz
1813
Evensky & Katz
Florida
USD 676 M +USD 105 M +18% 3.66% 57.1% 65 0% 3.5
Grassi Investment Management
1814
Grassi Investment Management
California
USD 676 M +USD 52.8 M +8% 8.68% 170% 121 6.61% 4
Cypress Funds
1815
Cypress Funds
California
USD 675 M +USD 35.6 M +6% 12.8% 100% 26 38.46% 1.1
White Mountains Advisors
1816
White Mountains Advisors
Connecticut
USD 675 M +USD 116 M +21% 7.16% 33.4% 3 0% 3.6
Sandhill Capital Partners
1817
Sandhill Capital Partners
New York
USD 675 M +USD 42.7 M +7% 10.5% 64.9% 80 18.75% 2.7
Private Capital Management (Florida)
1818
Private Capital Management (Florida)
Florida
USD 674 M -USD 20.9 M -3% 1.77% 118% 45 13.33% 3.3
Washington Trust Bank
1819
Washington Trust Bank
Washington
USD 673 M -USD 44.9 M -6% 7.76% 80.5% 693 11.11% 3.2
EAM Investors
1820
EAM Investors
California
USD 673 M +USD 38.6 M +6% 31.8% 6,012% 423 62.17% 0.3
SCM
1821
SIR Capital Management
New York
USD 673 M +USD 58.6 M +10% 0.23% 71.1% 79 62.03% 0.4
Ithaka Group
1822
Ithaka Group
Virginia
USD 672 M +USD 29.5 M +5% 14% 143% 41 4.88% 3.1
Chicago Partners Investment Group
1823
Chicago Partners Investment Group
Illinois
USD 672 M +USD 27.5 M +4% 4.88% 75.8% 1,133 19.42% 1.3
Strategic Financial Services
1824
Strategic Financial Services
New York
USD 671 M +USD 22.7 M +3% 4.56% 58.7% 124 8.06% 3.3
Regis Management Company
1825
Regis Management Company
California
USD 670 M +USD 15 M +2% 1.65% 5.33% 65 7.69% 3.3