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