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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)
WM
2801
WCG Management
New York
USD 215 M +USD 108 M +100% 0.77% 29.5% 27 51.85% 0.8
Steigerwald Gordon & Koch
2802
Steigerwald Gordon & Koch
Virginia
USD 215 M +USD 15.2 M +8% 2.8% 59.5% 54 9.26% 1.4
MU Investments Company
2803
MU Investments Company
Japan
USD 215 M -USD 15.6 M -7% 1.51% 40.4% 321 11.53% 1.5
WealthPLAN Partners
2804
WealthPLAN Partners
Nebraska
USD 215 M – – 1.11% 71.6% 591 – 0
Thomas J. Herzfeld Advisors
2805
Thomas J. Herzfeld Advisors
Florida
USD 215 M +USD 15.6 M +8% 0.43% 17.7% 327 16.51% 1.1
USA Mutuals Advisors
2806
USA Mutuals Advisors
Texas
USD 215 M -USD 22.4 M -9% 1.74% 14.1% 60 23.33% 1.2
Reservoir Operations
2807
Reservoir Operations
New York
USD 214 M -USD 8.26 M -4% 6.12% 12% 40 30% 1.1
LCM
2808
Lionstone Capital Management
New York
USD 214 M +USD 9.7 M +5% 9.31% 74.1% 14 0% 1.5
Pointe Capital Management
2809
Pointe Capital Management
Michigan
USD 214 M – – 0.01% 62.6% 164 – 0
CL
2810
CIM LLC
New York
USD 214 M +USD 2.57 M +1% 7.3% 108% 92 30.43% 1.1
PWAP
2811
Private Wealth Advisors (Pennsylvania)
Pennsylvania
USD 214 M +USD 6.86 M +3% 1.75% 58.5% 135 12.59% 1.4
BCM
2812
Brenham Capital Management
Texas
USD 214 M +USD 107 M +101% 22.1% 234% 13 61.54% 0.1
LCP
2813
Longhorn Capital Partners
Texas
USD 214 M -USD 39.4 M -16% 0.71% 30.2% 11 27.27% 1.7
Financial Management Professionals
2814
Financial Management Professionals
Texas
USD 213 M +USD 32.3 M +18% 2.18% 62.1% 357 14.85% 1.3
Guinness Asset Management
2815
Guinness Asset Management
United Kingdom
USD 213 M +USD 10.7 M +5% 1.59% 73.9% 82 2.44% 1.3
JFS Wealth Advisors
2816
JFS Wealth Advisors
Pennsylvania
USD 213 M -USD 416 M -66% 0.67% 54.8% 565 16.11% 0.8
CFSG
2817
Community Financial Services Group
Vermont
USD 213 M -USD 4.28 M -2% 1.14% – 368 25.27% 0.8
WIP
2818
Wayzata Investment Partners
Minnesota
USD 213 M +USD 31.5 M +17% 21.2% – 1 0% 1.8
Beech Hill Advisors
2819
Beech Hill Advisors
New York
USD 213 M +USD 12.1 M +6% 4.13% 105% 149 39.6% 0.9
Chanos & Company
2820
Chanos & Company
New York
USD 213 M -USD 67.6 M -24% 8.35% – 49 59.18% 0.4
Supplemental Annuity Collective Trust (SACT) of New Jersey
2821
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
USD 213 M -USD 239 k -0.1% 1.09% 147% 187 2.67% 1.7
MKCM
2822
Mount Kellett Capital Management
New York
USD 213 M -USD 88.2 M -29% 4.23% 20.1% 9 22.22% 1.3
American National Bank & Trust (Virginia)
2823
American National Bank & Trust (Virginia)
Virginia
USD 213 M +USD 3.1 M +1% 0.62% – 142 16.9% 1.2
Sageview Capital
2824
Sageview Capital
Connecticut
USD 213 M -USD 44.2 M -17% 7.55% 335% 5 20% 1.4
Capital Investment Counsel Inc
2825
Capital Investment Counsel Inc
North Carolina
USD 212 M +USD 4.77 M +2% 1.61% 174% 145 8.28% 1.5