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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)
Nelson Capital Management
2401
Nelson Capital Management
California
USD 265 M +USD 15.2 M +6% 0.6% 121% 349 18.62% 0.9
Toth Financial Advisory
2402
Toth Financial Advisory
Virginia
USD 265 M +USD 1.68 M +0.6% 0.19% 90.4% 115 8.7% 1.1
FundX Investment Group
2403
FundX Investment Group
California
USD 265 M +USD 4.61 M +2% 0.06% 94.6% 27 59.26% 0.3
CCM
2404
Contrarian Capital Management
Connecticut
USD 265 M -USD 57 M -18% 7.52% 29.4% 44 38.64% 0.6
Bath Savings Trust
2405
Bath Savings Trust
Maine
USD 265 M +USD 1.87 M +0.7% 0.87% 57.8% 112 7.14% 1.1
Aviance Capital Partners
2406
Aviance Capital Partners
Florida
USD 264 M +USD 8.35 M +3% 1.05% 98.2% 251 17.93% 0.9
United Bank (West Virginia)
2407
United Bank (West Virginia)
West Virginia
USD 264 M -USD 2.26 M -0.8% 1.69% 22.5% 128 17.19% 1.1
CBT
2408
Central Bank & Trust
Kentucky
USD 264 M +USD 5.81 M +2% 0.75% 118% 350 26% 1.1
Gargoyle Investment Advisor
2409
Gargoyle Investment Advisor
New Jersey
USD 264 M -USD 2.85 M -1% 0.75% 34.5% 162 25.31% 0.7
Summit Equities
2410
Summit Equities
New Jersey
USD 264 M +USD 10 M +4% 2.62% 40.7% 21 4.76% 0.5
Maple Capital Management
2411
Maple Capital Management
Vermont
USD 264 M -USD 10.9 M -4% 0.67% 100% 126 4.76% 1.1
BCM
2412
Birmingham Capital Management
Alabama
USD 264 M -USD 10.6 M -4% 2.32% 103% 105 4.76% 1.2
CTC (Chicago Trading Company)
2413
CTC (Chicago Trading Company)
Illinois
USD 263 M +USD 102 M +63% 5.02% 192% 6 50% 0.4
MPEM
2414
Marathon Partners Equity Management
New York
USD 263 M +USD 14 M +6% 5.2% – 30 20% 0.6
Lathrop Investment Management
2415
Lathrop Investment Management
Arkansas
USD 263 M -USD 105 k -0% 1.18% 72.2% 60 11.67% 1.1
Palouse Capital Management
2416
Palouse Capital Management
Washington
USD 262 M -USD 8.6 M -3% 1.4% 67.8% 131 19.85% 0.9
Eagle Capital Management (Louisiana)
2417
Eagle Capital Management (Louisiana)
Louisiana
USD 262 M -USD 4.71 M -2% 0.51% 103% 69 13.04% 0.6
Pinnacle Financial Partners (Tennessee)
2418
Pinnacle Financial Partners (Tennessee)
Tennessee
USD 262 M +USD 11 M +4% 0.6% 86% 210 12.86% 0.9
Apriem Advisors
2419
Apriem Advisors
California
USD 262 M -USD 116 k -0% 1.91% 74.3% 638 29.31% 0.9
Segment Wealth Management
2420
Segment Wealth Management
Texas
USD 262 M +USD 3.47 M +1% 0.8% 102% 185 11.35% 1
Thomasville National Bank
2421
Thomasville National Bank
Georgia
USD 262 M -USD 11.8 M -4% 0.98% – 142 14.08% 1
Southeast Asset Advisors
2422
Southeast Asset Advisors
Georgia
USD 262 M -USD 7.6 M -3% 1.05% 91.5% 103 14.56% 1.1
Barton Investment Management
2423
Barton Investment Management
Pennsylvania
USD 261 M +USD 5.59 M +2% 0.17% 80.3% 48 10.42% 1.1
Heronetta Management
2424
Heronetta Management
New York
USD 261 M +USD 9.23 M +4% 1.82% 59.7% 41 4.88% 1.1
EVM
2425
Evelyn V. Moreno
USD 261 M -USD 5.75 M -2% 0.59% 39.4% 75 4% 0.7