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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)
Phillips Financial Management
2101
Phillips Financial Management
Indiana
USD 525 M +USD 56.5 M +12% 9.36% 45.6% 81 8.64% 4
NewSquare Capital
2102
NewSquare Capital
Pennsylvania
USD 524 M +USD 51.1 M +11% 10.9% 76.5% 362 16.3% 2.5
Equitec Specialists
2103
Equitec Specialists
Illinois
USD 524 M +USD 164 M +46% 17.6% 65.4% 121 55.37% 0.4
Global Alpha Capital Management
2104
Global Alpha Capital Management
Quebec, Canada
USD 524 M +USD 137 M +35% 14.9% 80.4% 37 8.11% 2.3
Richard C. Young & Co
2105
Richard C. Young & Co
Rhode Island
USD 524 M +USD 55.4 M +12% 10% 137% 76 18.42% 2.8
Foyston, Gordon, & Payne
2106
Foyston, Gordon, & Payne
Ontario, Canada
USD 523 M +USD 27.1 M +5% 11% 57.2% 59 0% 3.7
EnCap Energy Capital Fund IX
2107
EnCap Energy Capital Fund IX
Texas
USD 523 M +USD 135 M +35% 25.2% 69.2% 3 0% 1.6
SC
2108
Selz Capital
New York
USD 523 M +USD 184 M +54% 16.9% 10.2% 80 52.5% 1.4
Thompson Investment Management
2109
Thompson Investment Management
Wisconsin
USD 523 M +USD 96.6 M +23% 15.1% 100% 184 8.7% 3.8
IFG Advisory
2110
IFG Advisory
Georgia
USD 523 M +USD 98.5 M +23% 12.3% 70.1% 351 16.52% 1
Investure LLC
2111
Investure LLC
Virginia
USD 522 M +USD 28.9 M +6% 18.4% 55.4% 18 22.22% 2.1
Canandaigua National Bank & Trust
2112
Canandaigua National Bank & Trust
New York
USD 522 M +USD 48.5 M +10% 12.6% – 321 14.95% 3.1
Freshford Capital Management
2113
Freshford Capital Management
New York
USD 522 M +USD 32.6 M +7% 11.8% 97.3% 23 39.13% 1
Ardsley Advisory Partners
2114
Ardsley Advisory Partners
Connecticut
USD 521 M +USD 123 M +31% 19.6% 555% 160 53.75% 0.7
BCM
2115
Bayesian Capital Management
New York
USD 521 M +USD 32.6 M +7% 24% 107% 876 72.26% 0.2
BTR Capital Management
2116
BTR Capital Management
California
USD 520 M +USD 45.4 M +10% 12.7% 35% 172 11.05% 3.8
Granite Investment Advisors
2117
Granite Investment Advisors
New Hampshire
USD 520 M +USD 43.9 M +9% 12.3% 55.6% 164 13.41% 3
Cobiz Wealth
2118
Cobiz Wealth
Colorado
USD 519 M +USD 63.8 M +14% 14.3% 54% 129 10.08% 4.2
CWA Asset Management Group
2119
CWA Asset Management Group
Florida
USD 518 M +USD 89.1 M +21% 14.3% – 235 20.43% 1.6
Kerrisdale Advisers
2120
Kerrisdale Advisers
Florida
USD 518 M +USD 357 M +221% 28.2% 78.8% 45 77.78% 0.3
Decatur Capital Management
2121
Decatur Capital Management
Georgia
USD 517 M +USD 73 M +16% 16% 135% 64 29.69% 1.5
Adams Street Partners
2122
Adams Street Partners
Illinois
USD 517 M +USD 39.6 M +8% 26.6% 399% 20 45% 0.9
Kays Financial Advisory
2123
Kays Financial Advisory
Georgia
USD 516 M +USD 75.8 M +17% 10.3% 23.3% 138 38.41% 1.7
Petrus Trust Company
2124
Petrus Trust Company
Texas
USD 516 M +USD 60 M +13% 14.9% 36.9% 349 61.89% 0.8
Shepherd Financial Partners
2125
Shepherd Financial Partners
Massachusetts
USD 516 M +USD 56.4 M +12% 12.8% 78% 131 11.45% 1.6