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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
New Capital Management
Houston,
Texas
| USD 398 M | +USD 16.4 M | +4% | 2.2% | 55.4% | 56 | 5.36% | 3.6 |
|
| 4202 |
4202
Planning Project LLC
The Woodlands,
Texas
| USD 398 M | – | – | 1.33% | – | 144 | – | 0 |
|
| 4203 |
4203
Globe Life
Mckinney,
Texas
| USD 398 M | -USD 2.35 M | -0.6% | 1.77% | 67.5% | 2 | 0% | 5.6 |
|
| 4204 |
4204
Bridgefront Capital
Austin,
Texas
| USD 398 M | +USD 57.9 M | +17% | 0.97% | 52.1% | 829 | 72.98% | 0.2 |
|
| 4205 |
4205
First Wilshire Securities Management
Pasadena,
California
| USD 398 M | +USD 21.7 M | +6% | 3.82% | 135% | 90 | 10% | 4.9 |
|
| 4206 |
4206
Vodafone Ventures
Newbury,
United Kingdom
| USD 397 M | – | – | 48% | – | 1 | – | 0 |
|
| 4207 |
4207
Astoria Strategic Wealth
Conroe,
Texas
| USD 397 M | +USD 1.8 M | +0.5% | 1.59% | 46.1% | 35 | 0% | 4.2 |
|
| 4208 |
4208
Towarzystwo Funduszy Inwestycyjnych PZU SA
Warsaw,
| USD 397 M | -USD 24.8 M | -6% | 3.09% | 164% | 698 | 7.45% | 3.1 |
|
| 4209 |
4209
Sunflower Bank
Dallas,
Texas
| USD 397 M | -USD 14.2 M | -3% | 2.28% | 46.2% | 161 | 12.42% | 3.2 |
|
| 4210 |
4210
tru Independence
Portland,
Oregon
| USD 397 M | +USD 11.6 M | +3% | 3.11% | 67.4% | 138 | 13.77% | 3 |
|
| 4211 |
4211
LPWM LLC
Minneapolis,
Minnesota
| USD 396 M | +USD 21.6 M | +6% | 1.3% | 59.4% | 88 | 5.68% | 3.7 |
|
| 4212 |
4212
Hidden Lake Asset Management
New York
| USD 395 M | -USD 387 M | -49% | 2.09% | 849% | 60 | 75% | 0.3 |
|
| 4213 |
DCPAL
4213
Div Capital Phoenix Assets Ltd
Georgetown,
| USD 395 M | – | – | 3.73% | – | 13 | – | 0 |
|
| 4214 |
4214
Channel Wealth
Santa Barbara,
California
| USD 395 M | +USD 21.1 M | +6% | 2.77% | 68.1% | 185 | 12.97% | 1.9 |
|
| 4215 |
IAA
4215
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| USD 395 M | +USD 6.72 M | +2% | 0.45% | 49.3% | 81 | 16.05% | 3.2 |
|
| 4216 |
4216
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| USD 394 M | -USD 28.3 M | -7% | 10.5% | 264% | 104 | 52.88% | 2.6 |
|
| 4217 |
4217
Performa Ltd (US)
Charleston,
South Carolina
| USD 394 M | +USD 17 M | +5% | 1.21% | 59.6% | 58 | 20.69% | 2.7 |
|
| 4218 |
RI
4218
Rinkey Investments
San Diego,
California
| USD 394 M | +USD 16.8 M | +4% | 1.04% | 42.1% | 143 | 21.68% | 1.4 |
|
| 4219 |
4219
Kelly Financial Group
Wethersfield,
Connecticut
| USD 393 M | +USD 16.4 M | +4% | 1.54% | – | 98 | 4.08% | 0.8 |
|
| 4220 |
4220
Trustees of Dartmouth College
Hanover,
New Hampshire
| USD 393 M | +USD 3.97 M | +1% | 1.64% | 63.8% | 10 | 30% | 1.7 |
|
| 4221 |
4221
Xcel Wealth Management
Holly Hill,
Florida
| USD 393 M | +USD 8.43 M | +2% | 3.08% | 98.8% | 149 | 10.74% | 3.7 |
|
| 4222 |
4222
Sequent Planning
Omaha,
Nebraska
| USD 393 M | +USD 40.5 M | +12% | 1.58% | – | 237 | 19.83% | 1 |
|
| 4223 |
4223
Redmond Asset Management
Henrico,
Virginia
| USD 392 M | -USD 15.1 M | -4% | 0.71% | 68.2% | 203 | 5.42% | 4.5 |
|
| 4224 |
4224
Pacific Center for Financial Services
San Ramon,
California
| USD 392 M | USD 0 | 0% | 0.9% | 60.1% | 475 | 0% | 5.5 |
|
| 4225 |
4225
CV Advisors
Aventura,
Florida
| USD 392 M | +USD 31.1 M | +9% | 3.26% | 112% | 54 | 18.52% | 1.2 |
|