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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)
KCP
1901
KDI Capital Partners
North Carolina
USD 408 M -USD 8.94 M -2% 8.71% 77.1% 49 20.41% 0.4
RK Capital Management (Colorado)
1902
RK Capital Management (Colorado)
Colorado
USD 407 M +USD 56.5 M +16% 15.5% 89% 59 32.2% 0.2
BPM
1903
Bowling Portfolio Management
Ohio
USD 407 M +USD 47.9 M +13% 14.3% 45.7% 109 6.42% 0.4
CA
1904
Cornerstone Advisors
North Carolina
USD 407 M +USD 101 M +33% 6.12% 108% 286 29.37% 0.3
Aston Asset Management
1905
Aston Asset Management
Illinois
USD 407 M +USD 39 M +11% 8.12% 26.1% 154 19.48% 0.4
Cypress Capital Group
1906
Cypress Capital Group
Florida
USD 407 M +USD 2.46 M +0.6% 9.03% 97.8% 223 14.35% 0.5
Polaris Wealth Advisory Group
1907
Polaris Wealth Advisory Group
California
USD 407 M +USD 84.8 M +26% 7.8% 64% 208 40.38% 0.3
Beach Point Capital Management
1908
Beach Point Capital Management
California
USD 406 M +USD 75.1 M +23% 15.4% 84.1% 22 22.73% 0.4
Atwood & Palmer
1909
Atwood & Palmer
Missouri
USD 405 M +USD 42.9 M +12% 9.49% 90% 113 7.96% 0.5
GIM
1910
Greylin Investment Management
Virginia
USD 404 M +USD 208 M +106% 6.96% 52.1% 72 48.61% 0.3
River Global Investors
1911
River Global Investors
United Kingdom
USD 404 M -USD 40.6 M -9% 10.5% 49.7% 86 30.23% 0.4
Reynders McVeigh Capital Management
1912
Reynders McVeigh Capital Management
Massachusetts
USD 404 M +USD 43.8 M +12% 12.3% 108% 158 6.33% 0.5
C.M. Bidwell & Associates
1913
C.M. Bidwell & Associates
Hawaii
USD 404 M +USD 40.6 M +11% 14% 70.6% 284 43.66% 0.3
TAM
1914
Telemark Asset Management
Massachusetts
USD 404 M +USD 67.9 M +20% 10.6% 329% 65 36.92% 0.3
AIM
1915
Act II Management
New York
USD 404 M +USD 8.38 M +2% 13.6% 43.6% 52 40.38% 0.3
Freedom Investment Management
1916
Freedom Investment Management
Connecticut
USD 403 M +USD 52 M +15% 5.94% 68.5% 469 27.08% 0.4
MYCIO Wealth Partners
1917
MYCIO Wealth Partners
Pennsylvania
USD 403 M +USD 35 M +10% 10.7% 69.3% 659 18.51% 0.4
Strategic Investment Management
1918
Strategic Investment Management
Virginia
USD 402 M -USD 118 M -23% 4.06% 53.4% 95 70.53% 0.2
Travelers Companies
1919
Travelers Companies
Minnesota
USD 402 M +USD 16.1 M +4% 4.1% – 40 15% 0.4
Connors Investor Services
1920
Connors Investor Services
Pennsylvania
USD 402 M +USD 46.3 M +13% 9.67% 125% 155 9.68% 0.4
PFMOSF
1921
Philadelphia Financial Management of San Francisco
California
USD 401 M +USD 42.7 M +12% 14.8% 209% 54 68.52% 0.2
New York Life Investment Management
1922
New York Life Investment Management
New York
USD 401 M +USD 75 M +23% 5.19% 100% 172 22.67% 0.4
Main Street Research
1923
Main Street Research
Connecticut
USD 401 M +USD 30.3 M +8% 8.47% 232% 147 8.16% 0.5
Polaris Capital Management
1924
Polaris Capital Management
Massachusetts
USD 400 M -USD 68.3 M -15% 1.23% 94.4% 62 24.19% 0.4
QGI
1925
Quadrangle GP Investors
New York
USD 400 M -USD 70.9 M -15% 8.9% 17.1% 5 40% 0.4