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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)
Auxier Asset Management
1951
Auxier Asset Management
Oregon
USD 447 M +USD 10.1 M +2% 2.09% 71.7% 153 5.23% 2.6
Brandywine Managers
1952
Brandywine Managers
Delaware
USD 447 M -USD 56.6 M -11% 5.38% 96.3% 3 0% 1.5
Middleton & Co
1953
Middleton & Co
Massachusetts
USD 446 M +USD 11.3 M +3% 3.79% 69.7% 166 12.05% 2.4
MCTIC
1954
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
USD 446 M -USD 2.72 M -0.6% 3.35% 38.8% 92 9.78% 2.6
Strategy Asset Managers
1955
Strategy Asset Managers
California
USD 446 M +USD 6.08 M +1% 1.74% 115% 152 32.24% 2
AAM
1956
Autus Asset Management
Arizona
USD 446 M +USD 7.09 M +2% 2.71% 26.3% 159 5.03% 2.3
BTR Capital Management
1957
BTR Capital Management
California
USD 446 M +USD 10.1 M +2% 3.6% 35% 172 13.95% 2.3
OFM
1958
Okumus Fund Management
Cayman Islands
USD 445 M -USD 132 M -23% 5.35% 8.26% 13 30.77% 1
Pinnacle Financial Partners (Tennessee)
1959
Pinnacle Financial Partners (Tennessee)
Tennessee
USD 444 M +USD 9.2 M +2% 3.02% 86% 290 4.14% 1.8
Bulldog Investors
1960
Bulldog Investors
New Jersey
USD 444 M +USD 54.7 M +14% 2.55% 22.5% 100 31% 1.1
Tensile Capital Management
1961
Tensile Capital Management
California
USD 444 M +USD 32.2 M +8% 11.8% 47.7% 19 5.26% 1.6
Dragoneer Investment Group
1962
Dragoneer Investment Group
California
USD 443 M +USD 48.1 M +12% 20.1% 77.3% 22 45.45% 0.7
Colrain Capital
1963
Colrain Capital
Massachusetts
USD 443 M -USD 58.9 M -12% 4.13% – 91 13.19% 2.2
Steel Grove Capital Advisors
1964
Steel Grove Capital Advisors
Tennessee
USD 443 M +USD 36.7 M +9% 3.12% 106% 222 21.62% 1.5
Formula Growth
1965
Formula Growth
Quebec, Canada
USD 442 M +USD 31.4 M +8% 10.9% 118% 183 34.97% 0.5
HAM
1966
Hillcrest Asset Management
Texas
USD 442 M +USD 45.1 M +11% 9.16% 97.2% 55 18.18% 1.3
Deltec Asset Management
1967
Deltec Asset Management
New York
USD 442 M +USD 44 M +11% 11.3% 128% 180 28.89% 1.4
Caprock Group
1968
Caprock Group
Idaho
USD 441 M +USD 30.6 M +7% 4.79% – 393 36.9% 0.5
Clearfield Capital Management
1969
Clearfield Capital Management
New York
USD 441 M +USD 111 M +34% 4.26% 421% 13 30.77% 0.5
Moneta Group Investment Advisors
1970
Moneta Group Investment Advisors
Missouri
USD 441 M -USD 16.5 M -4% 4.67% 64% 165 20% 1.9
Abner Herrman & Brock
1971
Abner Herrman & Brock
New Jersey
USD 440 M +USD 10.6 M +2% 3.24% 156% 127 7.09% 1.8
SkyBridge Capital II
1972
SkyBridge Capital II
New York
USD 440 M +USD 61.5 M +16% 6.84% – 30 0% 0.5
Vicus Capital
1973
Vicus Capital
Pennsylvania
USD 440 M +USD 27.3 M +7% 2.01% 59.6% 234 26.07% 1.6
Professional Advisory Services
1974
Professional Advisory Services
Florida
USD 439 M +USD 1.66 M +0.4% 2.61% 69.3% 60 8.33% 2.3
Petrus Trust Company
1975
Petrus Trust Company
Texas
USD 438 M -USD 4.52 M -1% 5.95% 36.9% 227 47.58% 0.9