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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Phillips Financial Management
Fort Wayne,
Indiana
| USD 525 M | +USD 56.5 M | +12% | 9.36% | 45.6% | 81 | 8.64% | 4 |
|
| 2102 |
2102
NewSquare Capital
Newtown Square,
Pennsylvania
| USD 524 M | +USD 51.1 M | +11% | 10.9% | 76.5% | 362 | 16.3% | 2.5 |
|
| 2103 |
2103
Equitec Specialists
Chicago,
Illinois
| USD 524 M | +USD 164 M | +46% | 17.6% | 65.4% | 121 | 55.37% | 0.4 |
|
| 2104 |
2104
Global Alpha Capital Management
Montreal,
Quebec, Canada
| USD 524 M | +USD 137 M | +35% | 14.9% | 80.4% | 37 | 8.11% | 2.3 |
|
| 2105 |
2105
Richard C. Young & Co
Newport,
Rhode Island
| USD 524 M | +USD 55.4 M | +12% | 10% | 137% | 76 | 18.42% | 2.8 |
|
| 2106 |
2106
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| USD 523 M | +USD 27.1 M | +5% | 11% | 57.2% | 59 | 0% | 3.7 |
|
| 2107 |
2107
EnCap Energy Capital Fund IX
Houston,
Texas
| USD 523 M | +USD 135 M | +35% | 25.2% | 69.2% | 3 | 0% | 1.6 |
|
| 2108 |
SC
2108
Selz Capital
New York
| USD 523 M | +USD 184 M | +54% | 16.9% | 10.2% | 80 | 52.5% | 1.4 |
|
| 2109 |
2109
Thompson Investment Management
Madison,
Wisconsin
| USD 523 M | +USD 96.6 M | +23% | 15.1% | 100% | 184 | 8.7% | 3.8 |
|
| 2110 |
2110
IFG Advisory
Atlanta,
Georgia
| USD 523 M | +USD 98.5 M | +23% | 12.3% | 70.1% | 351 | 16.52% | 1 |
|
| 2111 |
2111
Investure LLC
Charlottesville,
Virginia
| USD 522 M | +USD 28.9 M | +6% | 18.4% | 55.4% | 18 | 22.22% | 2.1 |
|
| 2112 |
2112
Canandaigua National Bank & Trust
Canandaigua,
New York
| USD 522 M | +USD 48.5 M | +10% | 12.6% | – | 321 | 14.95% | 3.1 |
|
| 2113 |
2113
Freshford Capital Management
Rye Brook,
New York
| USD 522 M | +USD 32.6 M | +7% | 11.8% | 97.3% | 23 | 39.13% | 1 |
|
| 2114 |
2114
Ardsley Advisory Partners
Stamford,
Connecticut
| USD 521 M | +USD 123 M | +31% | 19.6% | 555% | 160 | 53.75% | 0.7 |
|
| 2115 |
BCM
2115
Bayesian Capital Management
Brooklyn,
New York
| USD 521 M | +USD 32.6 M | +7% | 24% | 107% | 876 | 72.26% | 0.2 |
|
| 2116 |
2116
BTR Capital Management
Oakland,
California
| USD 520 M | +USD 45.4 M | +10% | 12.7% | 35% | 172 | 11.05% | 3.8 |
|
| 2117 |
2117
Granite Investment Advisors
Concord,
New Hampshire
| USD 520 M | +USD 43.9 M | +9% | 12.3% | 55.6% | 164 | 13.41% | 3 |
|
| 2118 |
2118
Cobiz Wealth
Denver,
Colorado
| USD 519 M | +USD 63.8 M | +14% | 14.3% | 54% | 129 | 10.08% | 4.2 |
|
| 2119 |
2119
CWA Asset Management Group
Naples,
Florida
| USD 518 M | +USD 89.1 M | +21% | 14.3% | – | 235 | 20.43% | 1.6 |
|
| 2120 |
2120
Kerrisdale Advisers
Miami,
Florida
| USD 518 M | +USD 357 M | +221% | 28.2% | 78.8% | 45 | 77.78% | 0.3 |
|
| 2121 |
2121
Decatur Capital Management
Decatur,
Georgia
| USD 517 M | +USD 73 M | +16% | 16% | 135% | 64 | 29.69% | 1.5 |
|
| 2122 |
2122
Adams Street Partners
Chicago,
Illinois
| USD 517 M | +USD 39.6 M | +8% | 26.6% | 399% | 20 | 45% | 0.9 |
|
| 2123 |
2123
Kays Financial Advisory
Atlanta,
Georgia
| USD 516 M | +USD 75.8 M | +17% | 10.3% | 23.3% | 138 | 38.41% | 1.7 |
|
| 2124 |
2124
Petrus Trust Company
Dallas,
Texas
| USD 516 M | +USD 60 M | +13% | 14.9% | 36.9% | 349 | 61.89% | 0.8 |
|
| 2125 |
2125
Shepherd Financial Partners
Winchester,
Massachusetts
| USD 516 M | +USD 56.4 M | +12% | 12.8% | 78% | 131 | 11.45% | 1.6 |
|