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