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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)
Adell Harriman & Carpenter
2051
Adell Harriman & Carpenter
Texas
USD 552 M +USD 16.8 M +3% 2.23% 176% 148 16.22% 4.1
NewSquare Capital
2052
NewSquare Capital
Pennsylvania
USD 552 M +USD 4.2 M +0.8% 1.28% 76.5% 382 31.15% 2.4
Tandem Investment Advisors
2053
Tandem Investment Advisors
South Carolina
USD 552 M +USD 24.3 M +5% 3.45% 10.4% 65 6.15% 2.2
FAS Wealth Partners
2054
FAS Wealth Partners
Kansas
USD 552 M +USD 14.7 M +3% 0.77% 72.3% 194 3.61% 3.5
John G. Ullman & Associates
2055
John G. Ullman & Associates
New York
USD 551 M -USD 18 M -3% 1.45% 156% 161 18.63% 3.1
HGC Investment Management
2056
HGC Investment Management
Ontario, Canada
USD 550 M +USD 40.2 M +8% 1.47% 33.2% 160 31.88% 0.6
SFG
2057
Sather Financial Group
Texas
USD 550 M +USD 23.4 M +4% 3.33% 70% 64 23.44% 3
Centerbridge Partners
2058
Centerbridge Partners
New York
USD 550 M -USD 265 M -32% 11.5% 15.9% 12 25% 1.2
Stieven Capital Advisors
2059
Stieven Capital Advisors
Missouri
USD 550 M -USD 9.21 M -2% 0.91% 117% 63 22.22% 2.6
Arbiter Partners Capital Management
2060
Arbiter Partners Capital Management
New York
USD 549 M +USD 33.6 M +7% 0.54% 378% 57 19.3% 2.7
Thomas White International
2061
Thomas White International
Illinois
USD 548 M -USD 19.8 M -3% 0.33% 34.9% 270 17.04% 2.4
North Point Portfolio Managers
2062
North Point Portfolio Managers
Ohio
USD 547 M +USD 1.67 M +0.3% 1.43% 72.8% 80 11.25% 3.8
Freshford Capital Management
2063
Freshford Capital Management
New York
USD 547 M -USD 47.2 M -8% 4.96% 97.3% 21 28.57% 1.2
Efficient Advisors
2064
Efficient Advisors
Ohio
USD 547 M -USD 25.5 M -4% 0.25% 30.6% 50 0% 4.5
United Bank (Virginia)
2065
United Bank (Virginia)
Virginia
USD 547 M -USD 51.3 M -9% 1.65% 76.1% 146 7.53% 2.1
Glynn Capital Management
2066
Glynn Capital Management
California
USD 547 M -USD 38.5 M -7% 9.46% 252% 44 4.55% 3.6
NJ State Employees Deferred Compensation Plan
2067
NJ State Employees Deferred Compensation Plan
New Jersey
USD 547 M -USD 10.6 M -2% 2.3% 127% 568 10.39% 3.3
Planning Alternatives
2068
Planning Alternatives
Michigan
USD 547 M -USD 811 k -0.1% 0.58% 69.6% 52 5.77% 4
Weld Capital Management
2069
Weld Capital Management
New York
USD 546 M +USD 1.55 M +0.3% 2.43% – 1,121 71.28% 0.2
Bowie Capital Management
2070
Bowie Capital Management
Texas
USD 546 M +USD 51.2 M +10% 3.6% 31.6% 41 31.71% 1.6
Kays Financial Advisory
2071
Kays Financial Advisory
Georgia
USD 545 M -USD 655 k -0.1% 1.3% 23.3% 124 9.68% 2.1
Hengehold Capital Management
2072
Hengehold Capital Management
Ohio
USD 545 M +USD 24.7 M +5% 1.53% 54.5% 132 6.82% 3.1
Clarius Group LLC
2073
Clarius Group LLC
Washington
USD 545 M +USD 47.8 M +10% 0.24% 92.1% 288 12.15% 1.1
MAM
2074
Mastrapasqua Asset Management
Tennessee
USD 544 M +USD 16.6 M +3% 2.84% 54.9% 137 13.14% 3.1
Singapore Technologies Telemedia
2075
Singapore Technologies Telemedia
Singapore
USD 544 M +USD 34 M +7% 6.68% 173% 1 0% 2.5