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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Wellington Shields & Co
New York
| USD 175 M | +USD 16.5 M | +10% | 12.2% | 109% | 125 | 12% | 1.2 |
|
| 3052 |
LGC
3052
Laurel Grove Capital
Los Angeles,
California
| USD 175 M | -USD 8.39 M | -5% | 4.34% | 59.2% | 97 | 9.28% | 1.2 |
|
| 3053 |
3053
Scale Management
Foster City,
California
| USD 175 M | – | – | 12.2% | – | 6 | – | 0 |
|
| 3054 |
3054
FCA Corp
Houston,
Texas
| USD 175 M | -USD 4.36 M | -2% | 2.69% | 57.4% | 157 | 21.66% | 1.1 |
|
| 3055 |
3055
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| USD 175 M | -USD 31.4 M | -15% | 3.1% | 75% | 509 | 71.91% | 0.3 |
|
| 3056 |
MCM
3056
McMillion Capital Management
Greensboro,
North Carolina
| USD 174 M | +USD 4.04 M | +2% | 2.81% | 59.3% | 70 | 8.57% | 1.3 |
|
| 3057 |
SCM
3057
Samson Capital Management
Leawood,
Kansas
| USD 174 M | -USD 47.5 M | -21% | 9.58% | 13.4% | 23 | 13.04% | 1 |
|
| 3058 |
GCG
3058
Giovine Capital Group
Santa Monica,
California
| USD 174 M | +USD 2.92 M | +2% | 8.43% | – | 53 | 22.64% | 1 |
|
| 3059 |
3059
Buffington Mohr McNeal
Boise,
Idaho
| USD 174 M | -USD 2.25 M | -1% | 2.39% | 29.3% | 85 | 20% | 1 |
|
| 3060 |
SJ
3060
Stilwell Joseph
| USD 174 M | +USD 19.1 M | +12% | 4.25% | – | 58 | 25.86% | 1 |
|
| 3061 |
3061
Camelot Portfolios
Maumee,
Ohio
| USD 174 M | +USD 1.71 M | +1% | 0.53% | 41.3% | 187 | 24.06% | 1.1 |
|
| 3062 |
3062
First National Bank of Hutchinson
Hutchinson,
Kansas
| USD 174 M | +USD 10.3 M | +6% | 5.11% | 121% | 85 | 16.47% | 1.2 |
|
| 3063 |
3063
Haberer Registered Investment Advisor
Cincinnati,
Ohio
| USD 174 M | -USD 36.2 M | -17% | 3.97% | – | 445 | 24.72% | 1.3 |
|
| 3064 |
SM
3064
SLS Management
New York
| USD 173 M | +USD 30.3 M | +21% | 5.33% | 11.3% | 18 | 27.78% | 0.7 |
|
| 3065 |
SFSIG
3065
San Francisco Sentry Investment Group
San Francisco,
California
| USD 173 M | -USD 27 M | -14% | 1.3% | 436% | 636 | 75.79% | 1.4 |
|
| 3066 |
DA
3066
DSC Advisors
Chicago,
Illinois
| USD 173 M | -USD 26.3 M | -13% | 4.79% | 3.18% | 90 | 44.44% | 0.7 |
|
| 3067 |
DCMM
3067
DG Capital Management (Massachusetts)
Boston,
Massachusetts
| USD 173 M | +USD 8.64 M | +5% | 7.95% | 96.7% | 76 | 30.26% | 0.8 |
|
| 3068 |
3068
Guinness Atkinson Asset Management
Pasadena,
California
| USD 173 M | -USD 4.9 M | -3% | 0.82% | 132% | 71 | 2.82% | 1.3 |
|
| 3069 |
3069
Geller Advisors
New York
| USD 173 M | -USD 4.79 M | -3% | 5.6% | 20.4% | 46 | 28.26% | 0.9 |
|
| 3070 |
3070
Birchview Capital
Burlington,
Vermont
| USD 172 M | – | – | 5.69% | 327% | 33 | – | 0 |
|
| 3071 |
EP
3071
Elkhorn Partners
Omaha,
Nebraska
| USD 172 M | +USD 4.73 M | +3% | 3.32% | 32.2% | 50 | 10% | 1.3 |
|
| 3072 |
3072
Weik Capital Management
Wyomissing,
Pennsylvania
| USD 172 M | +USD 9.6 M | +6% | 6.72% | 66.9% | 111 | 6.31% | 1.3 |
|
| 3073 |
SC
3073
Saybrook Capital
Winston Salem,
North Carolina
| USD 172 M | +USD 6.8 M | +4% | 4.54% | 67.1% | 49 | 4.08% | 1.4 |
|
| 3074 |
PCC
3074
Park Circle Company
Baltimore,
Maryland
| USD 172 M | +USD 13.2 M | +8% | 5.61% | 70.5% | 95 | 22.11% | 0.5 |
|
| 3075 |
3075
Cumberland Advisors
Sarasota,
Florida
| USD 172 M | +USD 20.3 M | +13% | 3.25% | 73.5% | 79 | 35.44% | 0.5 |
|