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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)
Capital City Trust
2551
Capital City Trust
Florida
USD 247 M +USD 3.86 M +2% 3.9% 86.1% 104 11.54% 2.2
TCGI
2552
Three Corner Global Investors
New York
USD 247 M +USD 48.3 M +24% 5.94% 57.5% 26 53.85% 0.6
American Economic Planning Group
2553
American Economic Planning Group
New Jersey
USD 247 M -USD 11.4 M -4% 0.9% 25.9% 65 38.46% 1.3
MV Capital Management
2554
MV Capital Management
Maryland
USD 247 M -USD 6.8 M -3% 1.77% 67.6% 308 8.77% 1.1
Knighthead Capital Management
2555
Knighthead Capital Management
New York
USD 247 M -USD 290 M -54% 2.56% 74.1% 12 16.67% 2.3
Lebenthal Asset Management
2556
Lebenthal Asset Management
New York
USD 247 M – – 2.83% – 97 – 0
SWK
2557
Stephen W. Kidder
USD 247 M +USD 12.6 M +5% 3.02% 94.7% 106 12.26% 1.9
Gunma Bank
2558
Gunma Bank
Japan
USD 246 M +USD 8.03 M +3% 2.22% 24.5% 11 0% 2.3
KCM
2559
Knoll Capital Management
Florida
USD 246 M -USD 23.5 M -9% 7.4% 258% 22 4.55% 1.5
Longfellow Investment Management
2560
Longfellow Investment Management
Massachusetts
USD 246 M +USD 7.74 M +3% 6.5% 45.9% 53 71.7% 0.4
Elizabeth Park Capital Advisors
2561
Elizabeth Park Capital Advisors
Ohio
USD 246 M -USD 24.7 M -9% 7.42% 119% 55 32.73% 1.3
BCM
2562
Birmingham Capital Management
Alabama
USD 246 M +USD 167 k +0.1% 3.88% 103% 106 6.6% 2.4
Ancora Family Wealth Advisors
2563
Ancora Family Wealth Advisors
Ohio
USD 245 M +USD 11.7 M +5% 2.74% – 193 12.95% 0.5
Huntington Steele
2564
Huntington Steele
Pennsylvania
USD 245 M +USD 45 k +0% 2% 69.8% 59 3.39% 2.3
TRIM
2565
Thompson Rubinstein Investment Management
Oregon
USD 245 M +USD 26.9 M +12% 3.05% 42.8% 78 5.13% 2.4
Schonfeld Strategic Advisors
2566
Schonfeld Strategic Advisors
New York
USD 245 M – – 1.25% 146% 298 – 0
Palouse Capital Management
2567
Palouse Capital Management
Washington
USD 245 M -USD 11.3 M -4% 0.4% 67.8% 122 33.61% 1.4
PWW
2568
Pettyjohn Wood & White
Virginia
USD 245 M +USD 9.39 M +4% 2.84% 70.9% 137 13.87% 2.1
WealthSource Partners
2569
WealthSource Partners
California
USD 245 M – – 3.1% 16.8% 238 – 0
Muhlenkamp & Co
2570
Muhlenkamp & Co
Pennsylvania
USD 245 M -USD 87.9 M -26% 5.77% 107% 68 35.29% 1.5
SCMC
2571
Serenity Capital Management (Cayman)
Cayman Islands
USD 245 M -USD 1.04 M -0.4% 10.8% – 7 0% 0.3
Flowering Tree Investment Management
2572
Flowering Tree Investment Management
Singapore
USD 244 M -USD 33.7 M -12% 8.78% 47.4% 5 40% 2.3
Anchor Investment Management
2573
Anchor Investment Management
South Carolina
USD 244 M – – 2.88% 75.1% 641 – 0
Pear Tree Advisors
2574
Pear Tree Advisors
Massachusetts
USD 244 M +USD 3.35 M +1% 2.57% 45.8% 114 10.53% 1
Cat Rock Capital Management
2575
Cat Rock Capital Management
Connecticut
USD 244 M -USD 12.8 M -5% 0.6% 66.7% 12 33.33% 0.2