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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
LD
3551
Lipe & Dalton
Syracuse,
New York
| USD 141 M | -USD 8.84 M | -6% | 4.36% | 101% | 78 | 23.08% | 1.8 |
|
| 3552 |
DCM
3552
Delta Capital Management
Red Bank,
New Jersey
| USD 141 M | +USD 3.73 M | +3% | 5.94% | 129% | 72 | 5.56% | 2.3 |
|
| 3553 |
SV
3553
Stilwell Value
New York
| USD 141 M | -USD 25.2 M | -15% | 13.3% | 87.9% | 49 | 30.61% | 1.4 |
|
| 3554 |
DR
3554
Davis Rea
Toronto,
Ontario, Canada
| USD 141 M | +USD 6.43 M | +5% | 1.68% | 66.9% | 38 | 10.53% | 2.7 |
|
| 3555 |
CMI
3555
Cider Mill Investments
Greenwich,
Connecticut
| USD 140 M | – | – | 7.57% | – | 22 | – | 0 |
|
| 3556 |
DDC
3556
Daniel Devine & Co
Parkland,
Florida
| USD 140 M | -USD 8.52 M | -6% | 2.59% | 34.2% | 51 | 13.73% | 1.7 |
|
| 3557 |
LC
3557
Lincoln Capital
Lincoln,
Nebraska
| USD 140 M | +USD 4.95 M | +4% | 3.13% | 67.1% | 66 | 6.06% | 1.6 |
|
| 3558 |
DSN
3558
D. Scott Neal
Lexington,
Kentucky
| USD 140 M | +USD 12.9 M | +10% | 0% | 105% | 201 | 26.87% | 1 |
|
| 3559 |
CA
3559
Cumberland Advisors
Sarasota,
Florida
| USD 140 M | -USD 39.2 M | -22% | 2.76% | 73.5% | 64 | 28.13% | 1.2 |
|
| 3560 |
HWM
3560
Holloway Wealth Management
Gainesville,
Florida
| USD 140 M | – | – | 3.32% | 50.7% | 247 | – | 0 |
|
| 3561 |
FM
3561
Fondren Management
Houston,
Texas
| USD 140 M | – | – | 12.3% | 14.2% | 56 | – | 0 |
|
| 3562 |
MCM
3562
McMillion Capital Management
Greensboro,
North Carolina
| USD 140 M | +USD 6.58 M | +5% | 4.83% | 59.3% | 62 | 14.52% | 2.5 |
|
| 3563 |
KAS
3563
Kemnay Advisory Services
New York
| USD 140 M | -USD 4.94 M | -3% | 4.13% | 167% | 48 | 16.67% | 2.2 |
|
| 3564 |
ACM
3564
Astenbeck Capital Management
Southport,
Connecticut
| USD 140 M | +USD 15 M | +12% | 1.15% | 12.4% | 3 | 0% | 0.8 |
|
| 3565 |
3565
Westover Capital Advisors
Wilmington,
Delaware
| USD 140 M | +USD 5.1 M | +4% | 5.27% | 133% | 105 | 21.9% | 1.5 |
|
| 3566 |
OCM
3566
Orleans Capital Management
Mandeville,
Louisiana
| USD 140 M | -USD 4.31 M | -3% | 2.89% | 94.6% | 92 | 13.04% | 2.6 |
|
| 3567 |
HM
3567
HCSF Management
San Francisco,
California
| USD 140 M | +USD 14 M | +11% | 6.83% | 58.8% | 11 | 9.09% | 1.4 |
|
| 3568 |
NLVP
3568
New Leaf Venture Partners
New York
| USD 140 M | +USD 712 k | +0.5% | 7.48% | 17.1% | 16 | 18.75% | 1 |
|
| 3569 |
GCM
3569
Garland Capital Management
Bellevue,
Washington
| USD 140 M | +USD 16.2 M | +13% | 4.05% | 55.7% | 32 | 12.5% | 2.6 |
|
| 3570 |
HCA
3570
Harbour Capital Advisors
Tysons Corner,
Virginia
| USD 139 M | -USD 20.2 M | -13% | 4.69% | 168% | 280 | 48.57% | 1.8 |
|
| 3571 |
JAM
3571
Jolley Asset Management
Rocky Mount,
North Carolina
| USD 139 M | +USD 15.8 M | +13% | 8.97% | 3.47% | 163 | 14.72% | 2.1 |
|
| 3572 |
PWMAG
3572
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| USD 139 M | +USD 7.37 M | +6% | 2.79% | 80.5% | 127 | 9.45% | 1.5 |
|
| 3573 |
OIMU
3573
Orbis Investment Management (US)
San Francisco,
California
| USD 139 M | -USD 1.35 M | -1% | 12.2% | 48.8% | 24 | 20.83% | 1.6 |
|
| 3574 |
3574
Occidental Asset Management
Burlingame,
California
| USD 139 M | +USD 16.2 M | +13% | 0% | 82.5% | 139 | 39.57% | 1.2 |
|
| 3575 |
DCM
3575
Divisar Capital Management
San Francisco,
California
| USD 139 M | – | – | 14.9% | 194% | 27 | – | 0 |
|