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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
PLFAM
2876
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| USD 165 M | +USD 18.3 M | +12% | 8.91% | 81.6% | 90 | 15.56% | 0.4 |
|
| 2877 |
2877
Sterneck Capital Management
Kansas City,
Missouri
| USD 165 M | +USD 7.1 M | +4% | 8.43% | 61.5% | 165 | 24.24% | 0.4 |
|
| 2878 |
2878
Consolidated Investment Group
Englewood,
Colorado
| USD 165 M | +USD 17.5 M | +12% | 9.03% | 140% | 55 | 12.73% | 0.4 |
|
| 2879 |
2879
First New York Securities
New York
| USD 164 M | -USD 86.4 M | -34% | 7.72% | 119% | 527 | 80.27% | 0.1 |
|
| 2880 |
MCM
2880
McMillion Capital Management
Greensboro,
North Carolina
| USD 164 M | +USD 24.3 M | +17% | 9.52% | 59.3% | 66 | 15.15% | 0.4 |
|
| 2881 |
ACM
2881
Artha Capital Management
Stamford,
Connecticut
| USD 164 M | -USD 145 M | -47% | 14.2% | – | 21 | 66.67% | 0.3 |
|
| 2882 |
AMG
2882
Asset Management Group
Stamford,
Connecticut
| USD 164 M | +USD 10.6 M | +7% | 5.65% | 57% | 80 | 8.75% | 0.5 |
|
| 2883 |
GP
2883
Grow Partners
San Diego,
California
| USD 164 M | – | – | 11.6% | – | 34 | – | 0 |
|
| 2884 |
2884
Altavista Wealth Management
Asheville,
North Carolina
| USD 164 M | +USD 10.3 M | +7% | 8.45% | 80.6% | 122 | 10.66% | 0.4 |
|
| 2885 |
2885
Aisling Capital
New York
| USD 164 M | – | – | 8.04% | 386% | 6 | – | 0 |
|
| 2886 |
2886
Roaring Blue Lion Capital Management
Dallas,
Texas
| USD 163 M | -USD 29.7 M | -15% | 9.52% | – | 68 | 41.18% | 0.4 |
|
| 2887 |
2887
Algebris Investments (UK)
London,
United Kingdom
| USD 163 M | +USD 46.8 M | +40% | 7.11% | 15.3% | 74 | 51.35% | 0.2 |
|
| 2888 |
2888
Smith Affiliated Capital
New York
| USD 163 M | -USD 23.6 M | -13% | 9.19% | 6.89% | 96 | 0% | 0.5 |
|
| 2889 |
CCM
2889
Cortex Capital Management
Fort Worth,
Texas
| USD 163 M | – | – | 21.2% | – | 32 | – | 0 |
|
| 2890 |
IPRC
2890
Indices-Pac Research Corporation
Montvale,
New Jersey
| USD 163 M | +USD 10.6 M | +7% | 9.23% | – | 260 | 51.15% | 0.3 |
|
| 2891 |
2891
Richmond Hill Investments
New York
| USD 163 M | +USD 2.58 M | +2% | 5.97% | 55.2% | 15 | 46.67% | 0.4 |
|
| 2892 |
MCM
2892
Matarin Capital Management
New York
| USD 163 M | +USD 43.6 M | +37% | 12.6% | 73.2% | 183 | 43.72% | 0.4 |
|
| 2893 |
HCP
2893
Holt Capital Partners
Fort Worth,
Texas
| USD 163 M | – | – | 9.02% | 69.5% | 209 | – | 0 |
|
| 2894 |
GTC
2894
Ghost Tree Capital
New York
| USD 163 M | – | – | 24.1% | 265% | 62 | – | 0 |
|
| 2895 |
2895
Weik Capital Management
Wyomissing,
Pennsylvania
| USD 162 M | +USD 13.3 M | +9% | 8.82% | 66.9% | 103 | 2.91% | 0.5 |
|
| 2896 |
2896
Buffington Mohr McNeal
Boise,
Idaho
| USD 162 M | +USD 2.94 M | +2% | 3.84% | 29.3% | 85 | 20% | 0.4 |
|
| 2897 |
2897
ARS Wealth Advisors
St. Petersburg,
Florida
| USD 162 M | – | – | 6.4% | 62.5% | 64 | – | 0 |
|
| 2898 |
2898
RWWM Inc
Rocklin,
California
| USD 162 M | +USD 18.7 M | +13% | 14.9% | 40.6% | 10 | 0% | 0.5 |
|
| 2899 |
SCIA
2899
Sanibel Captiva Investment Advisers
Chicago,
Illinois
| USD 162 M | +USD 32.4 M | +25% | 8.41% | – | 108 | 17.59% | 0.4 |
|
| 2900 |
LFR
2900
Lehman Financial Resources
Media,
Pennsylvania
| USD 162 M | +USD 5.83 M | +4% | 4.89% | 58.2% | 415 | 9.16% | 0.4 |
|