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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 421 M +USD 12.7 M +3% 3.07% 77.1% 47 25.53% 0.6
Bernzott Capital Advisors
1902
Bernzott Capital Advisors
California
USD 420 M -USD 21.8 M -5% 1.28% 46.6% 50 18% 0.6
Catawba Capital Management
1903
Catawba Capital Management
Virginia
USD 419 M +USD 2.4 M +0.6% 1.57% 33.1% 257 7.78% 0.7
BPM
1904
Bowling Portfolio Management
Ohio
USD 419 M +USD 11.9 M +3% 3.97% 45.7% 111 4.5% 0.6
Reilly Financial Advisors
1905
Reilly Financial Advisors
California
USD 419 M +USD 11.1 M +3% 1.99% 99% 935 25.45% 0.6
Beacon Capital Management Inc (Ohio)
1906
Beacon Capital Management Inc (Ohio)
Ohio
USD 419 M +USD 84.5 M +25% 3.02% 46.4% 305 31.8% 0.2
Cobiz Wealth
1907
Cobiz Wealth
Colorado
USD 419 M +USD 64 k +0% 1.59% 54% 128 12.5% 0.7
Mesirow Financial Investment Management - Fixed Income
1908
Mesirow Financial Investment Management - Fixed Income
Illinois
USD 418 M +USD 43.2 M +12% 6.56% 26.9% 204 23.53% 0.6
HGI
1909
Hansberger Global Investors
Florida
USD 418 M -USD 33.7 M -7% 3.26% – 48 18.75% 0.7
Sector Gamma AS
1910
Sector Gamma AS
Norway
USD 417 M +USD 46.4 M +13% 7.26% 35.3% 39 35.9% 0.5
Quantitative Advantage
1911
Quantitative Advantage
Minnesota
USD 417 M -USD 7.53 M -2% 2.34% 45.9% 62 59.68% 0.4
BRCA
1912
Birch Run Capital Advisors
Texas
USD 416 M -USD 38.2 M -8% 0.03% 8.22% 27 22.22% 0.6
C.M. Bidwell & Associates
1913
C.M. Bidwell & Associates
Hawaii
USD 416 M +USD 12.3 M +3% 8.53% 70.6% 301 56.81% 0.4
Travelers Companies
1914
Travelers Companies
Minnesota
USD 416 M +USD 14.1 M +4% 3.53% – 47 23.4% 0.6
T
1915
Tahithromos
New York
USD 416 M -USD 30.1 M -7% 5.04% 16.4% 45 35.56% 0.5
Parkwood LLC
1916
Parkwood LLC
Ohio
USD 416 M +USD 17.4 M +4% 0.73% 120% 629 77.74% 0.2
Keywise Capital Management
1917
Keywise Capital Management
Cayman Islands
USD 416 M +USD 115 M +38% 38.4% 219% 16 43.75% 0.3
Dean Investment Associates
1918
Dean Investment Associates
Ohio
USD 416 M -USD 2.43 M -0.6% 1.77% 63.5% 251 24.7% 0.6
CCM
1919
Contrarian Capital Management
Connecticut
USD 415 M -USD 7.3 M -2% 8.69% 29.4% 48 37.5% 0.4
De Burlo Group
1920
De Burlo Group
Massachusetts
USD 415 M -USD 4.33 M -1% 5.69% 147% 110 21.82% 0.6
Cypress Funds
1921
Cypress Funds
California
USD 414 M +USD 59.7 M +17% 6.94% 100% 22 22.73% 0.5
MRCM
1922
M&R Capital Management
New Jersey
USD 414 M +USD 32.3 M +8% 1.51% 52.6% 216 8.8% 0.7
Efficient Advisors
1923
Efficient Advisors
Ohio
USD 414 M +USD 1.17 M +0.3% 1.51% 30.6% 23 17.39% 0.6
Connors Investor Services
1924
Connors Investor Services
Pennsylvania
USD 413 M +USD 11.2 M +3% 1.59% 125% 155 8.39% 0.7
ProVise Management Group
1925
ProVise Management Group
Florida
USD 413 M +USD 25.5 M +7% 1.82% 66.8% 326 19.02% 0.6