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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1526 |
1526
Delta Global Management
New York
| USD 1504 M | +USD 190 M | +14% | 3.84% | – | 43 | 37.21% | 0.3 |
|
| 1527 |
1527
Fernbridge Capital Management
Los Angeles,
California
| USD 1504 M | +USD 202 M | +15% | 3.24% | 12.4% | 24 | 29.17% | 1.2 |
|
| 1528 |
1528
TruWealth Advisors
Metairie,
Louisiana
| USD 1504 M | +USD 70.4 M | +5% | 3.24% | 56.3% | 170 | 10.59% | 2.2 |
|
| 1529 |
1529
Lowe Brockenbrough & Co
Richmond,
Virginia
| USD 1502 M | +USD 21.9 M | +1% | 3.33% | 87.3% | 262 | 2.29% | 7 |
|
| 1530 |
1530
Centaurus Financial
Anaheim,
California
| USD 1502 M | +USD 72.6 M | +5% | 2.34% | 83.5% | 853 | 17.7% | 3 |
|
| 1531 |
HIG
1531
Herr Investment Group
Austin,
Texas
| USD 1500 M | +USD 1118 M | +292% | 0.34% | – | 93 | 44.09% | 0.7 |
|
| 1532 |
1532
JTC Employer Solutions Trustee
St Helier,
Jersey
| USD 1496 M | -USD 80.1 M | -5% | 2.39% | 85.3% | 351 | 7.41% | 2.3 |
|
| 1533 |
TFS
1533
Thoroughbred Financial Services
Brentwood,
Tennessee
| USD 1495 M | +USD 455 M | +44% | 5.66% | 179% | 650 | 32.15% | 2 |
|
| 1534 |
1534
Hodges Capital Management
Dallas,
Texas
| USD 1494 M | -USD 81 M | -5% | 0.08% | 200% | 231 | 15.15% | 2.9 |
|
| 1535 |
1535
Compass Capital Management
Minneapolis,
Minnesota
| USD 1492 M | -USD 56.7 M | -4% | 0.73% | 65.5% | 37 | 8.11% | 8.1 |
|
| 1536 |
1536
Simplify Asset Management
Las Vegas,
Nevada
| USD 1491 M | -USD 189 M | -11% | 1.23% | 48.4% | 134 | 41.79% | 0.8 |
|
| 1537 |
1537
Van Hulzen Asset Management
El Dorado Hills,
California
| USD 1491 M | -USD 23.7 M | -2% | 3.39% | 86.3% | 341 | 17.6% | 3.5 |
|
| 1538 |
1538
New Mountain Capital
New York
| USD 1490 M | -USD 84.2 M | -5% | 5.39% | 64.8% | 2 | 0% | 1.8 |
|
| 1539 |
1539
Full Sail Capital
Oklahoma City,
Oklahoma
| USD 1487 M | +USD 53 M | +4% | 0.73% | 55.4% | 173 | 4.05% | 3.4 |
|
| 1540 |
1540
Greenoaks Capital Partners
Orinda,
California
| USD 1485 M | +USD 272 M | +22% | 26.8% | 311% | 15 | 0% | 2.5 |
|
| 1541 |
1541
Arkadios Wealth Advisors
Atlanta,
Georgia
| USD 1483 M | +USD 192 M | +15% | 2.36% | 91.1% | 922 | 27.55% | 1.9 |
|
| 1542 |
1542
Summit Global Investments
Bountiful,
Utah
| USD 1482 M | +USD 137 M | +10% | 1.95% | 68.4% | 595 | 35.29% | 1.3 |
|
| 1543 |
1543
Winton Group
London,
United Kingdom
| USD 1481 M | +USD 64.5 M | +5% | 1.6% | 128% | 778 | 53.47% | 1.1 |
|
| 1544 |
1544
Klingman & Associates
New York
| USD 1480 M | +USD 38.9 M | +3% | 1.82% | 64.9% | 255 | 9.8% | 4 |
|
| 1545 |
1545
Nichols & Pratt Advisers
Boston,
Massachusetts
| USD 1480 M | -USD 4.9 M | -0.3% | 1.78% | 71.2% | 106 | 12.26% | 7.6 |
|
| 1546 |
1546
PFG Advisors
Phoenix,
Arizona
| USD 1479 M | +USD 111 M | +8% | 2.3% | 82.7% | 702 | 13.82% | 2.3 |
|
| 1547 |
1547
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| USD 1477 M | +USD 22.7 M | +2% | 5.75% | 115% | 506 | 2.57% | 7.9 |
|
| 1548 |
1548
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| USD 1472 M | +USD 329 M | +29% | 1.87% | 142% | 31 | 25.81% | 2.6 |
|
| 1549 |
1549
Strategic Blueprint
Atlanta,
Georgia
| USD 1472 M | +USD 63.6 M | +5% | 3.25% | 82.1% | 661 | 15.58% | 2.2 |
|
| 1550 |
1550
Ranger Investment Management
Dallas,
Texas
| USD 1470 M | -USD 85.3 M | -5% | 0.01% | 105% | 99 | 11.11% | 3.9 |
|