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