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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)
Southeast Asset Advisors
2576
Southeast Asset Advisors
Georgia
USD 338 M +USD 7.08 M +2% 2.13% 91.5% 113 7.96% 2.9
Naples Global Advisors
2577
Naples Global Advisors
Florida
USD 337 M -USD 1.62 M -0.5% 2.2% 103% 301 11.96% 2.8
Flagship Harbor Advisors
2578
Flagship Harbor Advisors
Massachusetts
USD 336 M -USD 11.5 M -3% 0.55% 75.7% 403 17.87% 1
Exencial Wealth Advisors
2579
Exencial Wealth Advisors
Oklahoma
USD 336 M +USD 4.15 M +1% 0.45% 58% 190 14.21% 2.2
HJA
2580
Hugh Johnson Advisors
New York
USD 335 M -USD 7.45 M -2% 0.29% 41.5% 100 9% 3.3
Herald Investment Management
2581
Herald Investment Management
United Kingdom
USD 335 M +USD 16.1 M +5% 8.73% 493% 98 13.27% 2.7
Shelter Mutual Insurance
2582
Shelter Mutual Insurance
Missouri
USD 335 M -USD 656 k -0.2% 2.13% 51.2% 42 2.38% 4
Banco BTG Pactual
2583
Banco BTG Pactual
Brazil
USD 335 M +USD 156 M +87% 6.31% 135% 83 60.24% 0.3
WA
2584
Wealthstar Advisors
Texas
USD 334 M – – 3.28% – 51 – 0
CANC
2585
Culbertson A N & Co
Virginia
USD 334 M -USD 20.3 M -6% 2.86% 87.5% 108 6.48% 3.5
First Heartland Consultants
2586
First Heartland Consultants
Missouri
USD 334 M +USD 1.45 M +0.4% 0.71% 59.2% 286 15.38% 2.4
Marietta Investment Partners
2587
Marietta Investment Partners
Wisconsin
USD 334 M -USD 18.1 M -5% 2.08% 160% 141 9.22% 2.4
Jacobi Capital Management
2588
Jacobi Capital Management
Pennsylvania
USD 334 M +USD 24.6 M +8% 1.1% 76.6% 1,039 11.07% 1.2
Exane Asset Management
2589
Exane Asset Management
France
USD 333 M +USD 11.3 M +4% 1.01% 74.5% 178 76.4% 0.3
Madison International Realty Holdings
2590
Madison International Realty Holdings
New York
USD 333 M +USD 7.61 M +2% 8.65% – 12 16.67% 0.8
Redwood Investment Management
2591
Redwood Investment Management
Arizona
USD 332 M +USD 101 M +43% 2.56% 62.5% 153 52.94% 0.1
Stelac Advisory Services
2592
Stelac Advisory Services
New York
USD 332 M +USD 97.4 M +41% 2.04% 84.9% 130 51.54% 1.2
1C
2593
1060 Capital
Colorado
USD 332 M +USD 28.6 M +9% 0.4% 301% 46 84.78% 0.1
FPCM
2594
Financial Partners Capital Management
New York
USD 332 M -USD 210 M -39% 0.82% 34.2% 121 38.84% 3.4
GCM
2595
Gabalex Capital Management
New York
USD 332 M -USD 16.3 M -5% 2.35% 24.9% 20 20% 2.3
Aviance Capital Partners
2596
Aviance Capital Partners
Florida
USD 332 M +USD 28.6 M +9% 1.85% 98.2% 233 12.88% 2.8
Hills Bank & Trust
2597
Hills Bank & Trust
Iowa
USD 331 M -USD 9.8 M -3% 1.48% 52.8% 137 8.03% 3.3
GM Advisory Group
2598
GM Advisory Group
New York
USD 331 M -USD 36.2 M -10% 1.53% 53.6% 139 15.83% 1.5
Finepoint Capital
2599
Finepoint Capital
Massachusetts
USD 331 M -USD 212 M -39% 1.42% 27.4% 10 40% 1.8
FAG
2600
Financial Advisory Group
Texas
USD 331 M -USD 3.76 M -1% 1.77% 20.6% 70 15.71% 2.9