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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)
Peak Planning Group
5151
Peak Planning Group
Colorado
USD 71.5 M – – 10.2% 105% 49 – 0
Texas Capital Bancshares
5152
Texas Capital Bancshares
Texas
USD 71.2 M +USD 3.74 M +6% 7.13% 175% 47 12.77% 2.3
DLDF
5153
Dan L. Duncan Foundation
Texas
USD 71 M -USD 10.7 M -13% 3.74% 11.8% 3 0% 0.6
AWH Capital
5154
AWH Capital
Texas
USD 71 M +USD 20 M +39% 14.1% 183% 50 48% 0.6
GBA
5155
Garrison Bradford & Associates
New York
USD 71 M +USD 2.11 M +3% 7.2% 62.2% 56 8.93% 3.8
National Investment Services of America
5156
National Investment Services of America
Wisconsin
USD 70.9 M +USD 703 k +1% 7.06% – 80 17.5% 0.6
Penn Mutual Asset Management
5157
Penn Mutual Asset Management
Pennsylvania
USD 70.9 M -USD 27 M -28% 9.87% 32% 62 64.52% 0.5
Triad Investment Management
5158
Triad Investment Management
California
USD 70.6 M -USD 3.3 M -4% 4.43% – 54 9.26% 1.1
Horizon Bancorp
5159
Horizon Bancorp
Indiana
USD 70.6 M -USD 22.5 M -24% 7.3% 33.4% 265 13.21% 0.7
OFM
5160
Okumus Fund Management
Cayman Islands
USD 70.3 M +USD 12.6 M +22% 29.8% 8.26% 2 0% 2.8
Ferox Capital
5161
Ferox Capital
United Kingdom
USD 70.3 M -USD 19.1 M -21% 0% – 34 0% 0.2
MKD Wealth Coaches
5162
MKD Wealth Coaches
Michigan
USD 70 M -USD 9.21 M -12% 6.01% – 38 31.58% 1
Security Benefit Life Insurance Company
5163
Security Benefit Life Insurance Company
Kansas
USD 69.8 M +USD 23.1 M +49% 10.4% 61.7% 9 22.22% 0.9
Mitsubishi UFJ Securities
5164
Mitsubishi UFJ Securities
Japan
USD 69.4 M +USD 68.1 M +5,030% 5.98% 81.1% 56 89.29% 0.1
Tempus Wealth Planning
5165
Tempus Wealth Planning
California
USD 69.1 M +USD 2.09 M +3% 2.88% 95% 81 19.75% 0.6
Alterna Wealth Management
5166
Alterna Wealth Management
Texas
USD 69 M -USD 14.7 M -18% 5.69% 52.9% 118 45.76% 0.9
Gemsstock Ltd
5167
Gemsstock Ltd
United Kingdom
USD 68.8 M -USD 23 M -25% 5.38% 149% 12 41.67% 0.4
Gainplan
5168
Gainplan
Michigan
USD 68.5 M -USD 85.3 M -55% 4.87% 103% 54 57.41% 0.7
KAM
5169
Kinney Asset Management
Illinois
USD 68.3 M -USD 14.1 M -17% 10.2% 10.1% 4 0% 0.6
GuideStone Capital Management
5170
GuideStone Capital Management
Texas
USD 68.2 M +USD 30.1 M +79% 27% 49.2% 1 0% 0.8
PBMares Wealth Management
5171
PBMares Wealth Management
Virginia
USD 68 M +USD 1.52 M +2% 6.08% 67.7% 116 17.24% 0.6
EDMP Inc
5172
EDMP Inc
Florida
USD 68 M +USD 3.77 M +6% 5.08% 78% 47 8.51% 3.4
University of Maryland Foundation
5173
University of Maryland Foundation
Maryland
USD 67.9 M -USD 998 k -1% 11.2% 54.9% 5 0% 0.7
GFI
5174
Global Frontier Investments
South Carolina
USD 67.8 M +USD 2.26 M +3% 2.13% – 17 5.88% 0.2
Greywolf Capital Management
5175
Greywolf Capital Management
New York
USD 67.3 M -USD 8.68 M -11% 52.4% 174% 3 0% 3.2