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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Southeast Asset Advisors
Thomasville,
Georgia
| USD 269 M | +USD 9.6 M | +4% | 4.7% | 91.5% | 106 | 13.21% | 0.9 |
|
| 2402 |
2402
First Business Financial Services
Madison,
Wisconsin
| USD 269 M | +USD 17.8 M | +7% | 3.78% | 74% | 79 | 25.32% | 0.5 |
|
| 2403 |
CDIA
2403
Capital Directions Investment Advisors
Atlanta,
Georgia
| USD 269 M | +USD 13.9 M | +5% | 3.34% | 7.53% | 67 | 11.94% | 0.9 |
|
| 2404 |
2404
Intrust Bank
Wichita,
Kansas
| USD 268 M | +USD 24.8 M | +10% | 5.41% | 102% | 295 | 16.61% | 0.8 |
|
| 2405 |
2405
Gargoyle Investment Advisor
Englewood,
New Jersey
| USD 267 M | +USD 42.6 M | +19% | 6.87% | 34.5% | 158 | 29.75% | 0.6 |
|
| 2406 |
2406
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| USD 267 M | +USD 11.3 M | +4% | 2.79% | 103% | 66 | 6.06% | 0.5 |
|
| 2407 |
2407
Incline Global Management
New York
| USD 267 M | +USD 82.4 M | +45% | 2.64% | 40.1% | 37 | 35.14% | 0.4 |
|
| 2408 |
2408
United Bank (West Virginia)
Parkersburg,
West Virginia
| USD 267 M | +USD 12.2 M | +5% | 4.47% | 22.5% | 123 | 9.76% | 0.9 |
|
| 2409 |
2409
Stelac Advisory Services
New York
| USD 267 M | +USD 2.94 M | +1% | 4.81% | 84.9% | 35 | 17.14% | 0.8 |
|
| 2410 |
ICM
2410
Indaba Capital Management
San Francisco,
California
| USD 267 M | -USD 95 M | -26% | 0.79% | 66.7% | 20 | 50% | 0.3 |
|
| 2411 |
FSC
2411
Fiduciary Services Corp
Savannah,
Georgia
| USD 266 M | +USD 15.3 M | +6% | 4.66% | – | 159 | 4.4% | 0.9 |
|
| 2412 |
2412
Evensky & Katz
Coral Gables,
Florida
| USD 266 M | +USD 8.68 M | +3% | 4.08% | 57.1% | 35 | 0% | 1 |
|
| 2413 |
EVM
2413
Evelyn V. Moreno
| USD 266 M | +USD 12.1 M | +5% | 4.55% | 39.4% | 79 | 6.33% | 0.5 |
|
| 2414 |
GCM
2414
Gabalex Capital Management
New York
| USD 266 M | -USD 12.2 M | -4% | 2.89% | 24.9% | 14 | 14.29% | 0.8 |
|
| 2415 |
2415
Maj Invest Holding A/S
Copenhagen K,
Denmark
| USD 266 M | -USD 86.7 M | -25% | 5.4% | 92.8% | 29 | 17.24% | 0.8 |
|
| 2416 |
2416
American National Bank & Trust
Wichita Falls,
Texas
| USD 266 M | +USD 15.7 M | +6% | 4.56% | 102% | 94 | 3.19% | 0.9 |
|
| 2417 |
2417
Raub Brock Capital Management
Larkspur,
California
| USD 266 M | +USD 4.47 M | +2% | 3.06% | 56.3% | 40 | 17.5% | 0.8 |
|
| 2418 |
2418
Crosspoint Capital Strategies
Orinda,
California
| USD 265 M | +USD 18.2 M | +7% | 11.9% | – | 745 | 40% | 0.4 |
|
| 2419 |
TRIM
2419
Thompson Rubinstein Investment Management
Portland,
Oregon
| USD 265 M | +USD 14.7 M | +6% | 5.93% | 42.8% | 71 | 4.23% | 0.9 |
|
| 2420 |
2420
Stonebridge Capital Management
Los Angeles,
California
| USD 265 M | +USD 23.8 M | +10% | 4.14% | – | 194 | 11.34% | 0.8 |
|
| 2421 |
6CM
2421
683 Capital Management
New York
| USD 265 M | +USD 7.89 M | +3% | 13.3% | 311% | 67 | 41.79% | 0.4 |
|
| 2422 |
2422
WBH Advisory
Baltimore,
Maryland
| USD 265 M | +USD 13.1 M | +5% | 4.98% | 57.6% | 220 | 5.91% | 0.9 |
|
| 2423 |
IFS
2423
Ifrah Financial Services
Little Rock,
Arkansas
| USD 264 M | +USD 9.39 M | +4% | 3.82% | 64.1% | 213 | 12.68% | 0.7 |
|
| 2424 |
TLCM
2424
Tiger Legatus Capital Management
New York
| USD 264 M | +USD 14.9 M | +6% | 7.09% | 19.1% | 19 | 47.37% | 0.4 |
|
| 2425 |
SCA
2425
Signpost Capital Advisors
New York
| USD 264 M | +USD 27.7 M | +12% | 7.44% | 24.7% | 17 | 29.41% | 0.4 |
|