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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)
Petrus Trust Company
1926
Petrus Trust Company
Texas
USD 443 M -USD 43.5 M -9% 0.27% 36.9% 231 48.48% 0.8
HG Vora Capital Management
1927
HG Vora Capital Management
New York
USD 443 M -USD 101 M -19% 1.35% 42.6% 18 61.11% 0.7
NAM
1928
Netols Asset Management
Wisconsin
USD 442 M -USD 8.06 M -2% 3.39% 41.7% 72 6.94% 2.3
L & S Advisors
1929
L & S Advisors
California
USD 440 M +USD 36.1 M +9% 9.36% 231% 148 68.24% 0.5
Strategy Asset Managers
1930
Strategy Asset Managers
California
USD 440 M +USD 88 k +0% 3.41% 115% 138 6.52% 1.9
Yorktown Management & Research Company
1931
Yorktown Management & Research Company
Virginia
USD 440 M -USD 75.5 M -15% 4.03% 223% 388 28.61% 1.6
Advisory Services Network
1932
Advisory Services Network
Georgia
USD 440 M +USD 73.7 M +20% 3.15% 105% 2,068 21.66% 1
TFG Asset Management
1933
TFG Asset Management
Cayman Islands
USD 439 M +USD 124 M +39% 0.36% 72.1% 36 22.22% 0.7
AAM
1934
Autus Asset Management
Arizona
USD 439 M +USD 27.2 M +7% 2.33% 26.3% 160 5% 2
Dudley & Shanley
1935
Dudley & Shanley
Florida
USD 439 M -USD 19.3 M -4% 1.93% 67.9% 31 9.68% 1.9
VBCP
1936
Vollero Beach Capital Partners
New York
USD 438 M +USD 150 M +52% 15% 75.8% 137 67.15% 0.3
Pine Brook Road Advisors
1937
Pine Brook Road Advisors
New York
USD 438 M +USD 21.7 M +5% 5.24% – 3 0% 2.3
Professional Advisory Services
1938
Professional Advisory Services
Florida
USD 437 M +USD 14.1 M +3% 3.04% 69.3% 59 6.78% 2.1
Dorsey & Whitney Trust
1939
Dorsey & Whitney Trust
South Dakota
USD 437 M +USD 38.1 M +10% 3.9% 86% 300 20% 1.9
Auxier Asset Management
1940
Auxier Asset Management
Oregon
USD 437 M +USD 14.6 M +3% 3.08% 71.7% 151 9.27% 2.5
ACM
1941
Anandar Capital Management
New York
USD 436 M +USD 156 M +56% 7.58% – 69 78.26% 0.2
Eagle Ridge Investment Management
1942
Eagle Ridge Investment Management
Connecticut
USD 436 M +USD 8.67 M +2% 1.64% 28.2% 134 13.43% 1.2
BTR Capital Management
1943
BTR Capital Management
California
USD 436 M +USD 5.53 M +1% 2.6% 35% 162 6.79% 2.2
Sonora Investment Management
1944
Sonora Investment Management
Arizona
USD 436 M +USD 20 M +5% 0.66% 32.8% 1,088 23.44% 0.6
PFMOSF
1945
Philadelphia Financial Management of San Francisco
California
USD 436 M -USD 19.1 M -4% 0.41% 209% 61 75.41% 0.6
Pinnacle Financial Partners (Tennessee)
1946
Pinnacle Financial Partners (Tennessee)
Tennessee
USD 435 M +USD 45.2 M +12% 3.1% 86% 295 18.98% 1.6
Middleton & Co
1947
Middleton & Co
Massachusetts
USD 435 M +USD 3.66 M +0.8% 1.68% 69.7% 162 7.41% 2.3
JA
1948
JVL Advisors
Texas
USD 435 M +USD 97.8 M +29% 29.7% 89.4% 19 15.79% 1.2
TAM
1949
Telemark Asset Management
Massachusetts
USD 435 M +USD 30.9 M +8% 11.3% 329% 40 37.5% 0.8
Northstar Investment Advisors
1950
Northstar Investment Advisors
Colorado
USD 434 M +USD 23.2 M +6% 2.65% 85.8% 117 20.51% 2