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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)
TCOT
2226
Trust Company of Toledo
Ohio
USD 315 M -USD 28.3 M -8% 4.07% 109% 187 11.76% 2.1
Vestor Capital
2227
Vestor Capital
Illinois
USD 315 M -USD 18.2 M -5% 7.31% 188% 127 29.92% 1.1
First Nebraska Trust
2228
First Nebraska Trust
Nebraska
USD 314 M -USD 12.9 M -4% 2.62% 67.9% 103 9.71% 1.9
FormulaFolio Investments
2229
FormulaFolio Investments
Michigan
USD 313 M -USD 45.1 M -13% 2.13% 41.4% 138 51.45% 0.4
BLM
2230
Bennett Lawrence Management
New York
USD 313 M -USD 67.6 M -18% 6.35% – 109 31.19% 0.8
Garde Capital
2231
Garde Capital
Washington
USD 313 M -USD 19.8 M -6% 6.96% 57.6% 149 10.07% 1
Fidelity National Financial
2232
Fidelity National Financial
Florida
USD 312 M +USD 34.3 M +12% 2.75% 2.54% 27 18.52% 1.2
First Business Financial Services
2233
First Business Financial Services
Wisconsin
USD 312 M -USD 32.2 M -9% 5.91% 74% 84 17.86% 1.1
Canandaigua National Bank & Trust
2234
Canandaigua National Bank & Trust
New York
USD 312 M -USD 29.3 M -9% 6.36% – 212 8.49% 1.9
Barry Investment Advisors
2235
Barry Investment Advisors
Massachusetts
USD 312 M +USD 213 M +214% 6.92% 66.7% 80 13.75% 0.7
American Assets Inc
2236
American Assets Inc
California
USD 310 M +USD 2.32 M +0.8% 0.21% 63.2% 7 42.86% 0.9
JLB & Associates
2237
JLB & Associates
Michigan
USD 310 M -USD 12.7 M -4% 3.79% 69.5% 72 5.56% 2.1
RCM
2238
Rotella Capital Management
Washington
USD 310 M +USD 188 M +155% 7.71% 26.6% 790 80% 0.2
Tompkins Financial
2239
Tompkins Financial
New York
USD 309 M -USD 58.6 M -16% 5.36% 84.4% 534 10.3% 1.6
RCM
2240
Rockshelter Capital Management
Pennsylvania
USD 309 M -USD 40.6 M -12% 7.17% 31.2% 35 5.71% 1.1
Stearns Financial Services Group
2241
Stearns Financial Services Group
North Carolina
USD 309 M -USD 21.1 M -6% 6.49% 26.1% 111 9.91% 2.1
SLCM
2242
Seven Locks Capital Management
New York
USD 309 M -USD 102 M -25% 7.3% 50.1% 38 52.63% 0.8
Terril Brothers
2243
Terril Brothers
Missouri
USD 309 M -USD 14.7 M -5% 11.3% 94.4% 51 7.84% 0.9
CenturyLink Investment Management
2244
CenturyLink Investment Management
Colorado
USD 309 M +USD 9.9 M +3% 6.9% – 314 27.39% 1.3
Hudson Valley Investment Advisors
2245
Hudson Valley Investment Advisors
New York
USD 308 M -USD 11.9 M -4% 5.03% 94.6% 168 19.64% 1.6
HBK Sorce Advisory
2246
HBK Sorce Advisory
Pennsylvania
USD 308 M +USD 14 M +5% 7.75% 58.2% 205 13.17% 1.4
NTV Asset Management
2247
NTV Asset Management
West Virginia
USD 308 M -USD 33.2 M -10% 7.07% 97.8% 209 8.13% 1.9
Annex Advisory Services
2248
Annex Advisory Services
Wisconsin
USD 308 M -USD 4.43 M -1% 6.46% 85.8% 123 13.82% 1.4
ICM
2249
Indaba Capital Management
California
USD 307 M +USD 67 M +28% 6.01% 66.7% 18 50% 0.3
Summit Equities
2250
Summit Equities
New Jersey
USD 307 M -USD 24.1 M -7% 10.4% 40.7% 22 4.55% 1.3