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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
Aviance Capital Management
Sarasota,
Florida
| USD 172 M | -USD 10 M | -6% | 3.46% | 22% | 503 | 55.67% | 0.1 |
|
| 2627 |
LCM
2627
Lionstone Capital Management
New York
| USD 172 M | +USD 9.5 M | +6% | 13.3% | 74.1% | 18 | 22.22% | 0.2 |
|
| 2628 |
BCM
2628
Bodri Capital Management
San Francisco,
California
| USD 172 M | +USD 9.9 M | +6% | 9.6% | – | 77 | 66.23% | 0.1 |
|
| 2629 |
BCM
2629
Breithorn Capital Management
New York
| USD 171 M | +USD 20.2 M | +13% | 9.63% | 43.9% | 85 | 42.35% | 0.2 |
|
| 2630 |
SJ
2630
Stilwell Joseph
| USD 171 M | -USD 2.46 M | -1% | 2.55% | – | 66 | 13.64% | 0.2 |
|
| 2631 |
2631
Regal Investment Advisors
Kentwood,
Michigan
| USD 171 M | -USD 9.9 M | -5% | 5.19% | 64.7% | 996 | 16.27% | 0.2 |
|
| 2632 |
2632
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| USD 171 M | +USD 10.7 M | +7% | 5.27% | 12.8% | 147 | 29.25% | 0.2 |
|
| 2633 |
2633
Jaffetilchin Investment Partners
Tampa,
Florida
| USD 171 M | +USD 26.3 M | +18% | 8.96% | 88.1% | 223 | 52.02% | 0.2 |
|
| 2634 |
KS
2634
Karpas Strategies
Litchfield,
Connecticut
| USD 171 M | +USD 7.43 M | +5% | 3.64% | 16.1% | 106 | 2.83% | 0.2 |
|
| 2635 |
2635
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| USD 171 M | +USD 13.7 M | +9% | 9.39% | 47.7% | 9 | 0% | 0.3 |
|
| 2636 |
2636
Caldwell & Orkin
Norcross,
Georgia
| USD 170 M | -USD 11.7 M | -6% | 9.59% | 137% | 107 | 62.62% | 0.1 |
|
| 2637 |
LCP
2637
Lamond Capital Partners
San Francisco,
California
| USD 170 M | -USD 2.84 M | -2% | 28.9% | 54.3% | 18 | 44.44% | 0.2 |
|
| 2638 |
2638
Timpani Capital Management
Milwaukee,
Wisconsin
| USD 170 M | +USD 12.3 M | +8% | 25.4% | 383% | 107 | 42.06% | 0.2 |
|
| 2639 |
PWAP
2639
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| USD 170 M | +USD 8.93 M | +6% | 9.02% | 58.5% | 119 | 11.76% | 0.2 |
|
| 2640 |
2640
Fiera Capital (Europe)
Grand Cayman,
Cayman Islands
| USD 169 M | +USD 4 M | +2% | 12.9% | 41.3% | 26 | 38.46% | 0.2 |
|
| 2641 |
2641
Stillwater Capital Advisors
Devon,
Pennsylvania
| USD 169 M | +USD 7.54 M | +5% | 2.94% | 121% | 48 | 12.5% | 0.2 |
|
| 2642 |
GRP
2642
Geologic Resource Partners
Boston,
Massachusetts
| USD 169 M | -USD 7.33 M | -4% | 6.34% | – | 19 | 10.53% | 0.3 |
|
| 2643 |
2643
Cumberland Advisors
Sarasota,
Florida
| USD 169 M | -USD 14.3 M | -8% | 9.67% | 73.5% | 61 | 68.85% | 0.1 |
|
| 2644 |
CIM
2644
CIM Investment Management
Pittsburgh,
Pennsylvania
| USD 169 M | +USD 342 k | +0.2% | 6.78% | 123% | 148 | 20.95% | 0.2 |
|
| 2645 |
2645
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| USD 169 M | -USD 873 k | -0.5% | 1.17% | 95.4% | 31 | 6.45% | 0.2 |
|
| 2646 |
CM
2646
Cibelli Mario
| USD 169 M | -USD 18.1 M | -10% | 4.82% | – | 25 | 8% | 0.2 |
|
| 2647 |
2647
Stevens First Principles Investment Advisors
Newport Beach,
California
| USD 168 M | +USD 26.4 M | +19% | 5.33% | 44% | 247 | 29.15% | 0.2 |
|
| 2648 |
MCP
2648
Moab Capital Partners
Southampton,
New York
| USD 168 M | +USD 1.64 M | +1% | 8.05% | 89.3% | 40 | 27.5% | 0.2 |
|
| 2649 |
2649
FCA Corp
Houston,
Texas
| USD 168 M | +USD 8.31 M | +5% | 5.86% | 57.4% | 143 | 18.18% | 0.2 |
|
| 2650 |
2650
Patton Albertson Miller Group
Chattanooga,
Tennessee
| USD 168 M | +USD 2.9 M | +2% | 3.72% | 117% | 126 | 12.7% | 0.2 |
|