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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
SFO
3001
Standard Family Office
Sioux Falls,
South Dakota
| USD 424 M | +USD 5.83 M | +1% | 5.8% | 80.7% | 681 | 25.7% | 0.2 |
|
| 3002 |
3002
American National Bank & Trust
Wichita Falls,
Texas
| USD 424 M | +USD 36.3 M | +9% | 7.92% | 102% | 277 | 21.66% | 2.5 |
|
| 3003 |
3003
Divergent Wealth Advisors
South Jordan,
Utah
| USD 423 M | +USD 35 M | +9% | 2.76% | 14.7% | 16 | 0% | 2.5 |
|
| 3004 |
3004
Northwest Bancshares
Warren,
Pennsylvania
| USD 423 M | +USD 33.3 M | +9% | 6.17% | 84.8% | 243 | 13.58% | 1.7 |
|
| 3005 |
3005
L.J. Altfest & Co
New York
| USD 423 M | +USD 15 M | +4% | 5.1% | 95.6% | 306 | 23.86% | 2.1 |
|
| 3006 |
3006
Spirit of America Management Corp
Syosset,
New York
| USD 423 M | +USD 23.4 M | +6% | 11.9% | 113% | 231 | 3.03% | 4.4 |
|
| 3007 |
3007
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| USD 422 M | +USD 35.6 M | +9% | 8.87% | 195% | 74 | 6.76% | 5 |
|
| 3008 |
3008
Kelly Lawrence W & Associates
Pasadens,
California
| USD 422 M | +USD 170 M | +67% | 4.42% | 123% | 153 | 37.91% | 3.1 |
|
| 3009 |
3009
Lee Financial
Dallas,
Texas
| USD 422 M | +USD 36.2 M | +9% | 7.22% | 75% | 535 | 16.64% | 2.6 |
|
| 3010 |
3010
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| USD 422 M | +USD 31.8 M | +8% | 8.19% | 63.5% | 205 | 25.37% | 4.6 |
|
| 3011 |
PWW
3011
Pettyjohn Wood & White
Lynchburg,
Virginia
| USD 422 M | +USD 30 M | +8% | 6.27% | 81.9% | 157 | 8.28% | 4.9 |
|
| 3012 |
3012
DAFNA Capital Management
Los Angeles,
California
| USD 421 M | +USD 85.4 M | +25% | 13.9% | 313% | 96 | 30.21% | 1.9 |
|
| 3013 |
3013
True North Advisors
Dallas,
Texas
| USD 421 M | +USD 32 M | +8% | 9.11% | 82.9% | 215 | 14.88% | 0.8 |
|
| 3014 |
3014
MAK Capital One
New York
| USD 421 M | +USD 48.1 M | +13% | 29% | 200% | 14 | 28.57% | 1.8 |
|
| 3015 |
BPM
3015
Bowling Portfolio Management
Cincinnati,
Ohio
| USD 420 M | -USD 5.55 M | -1% | 11.8% | 45.7% | 262 | 34.35% | 3.3 |
|
| 3016 |
3016
Foundation Resource Management
Little Rock,
Arkansas
| USD 420 M | +USD 36.9 M | +10% | 17% | 84.5% | 54 | 7.41% | 6 |
|
| 3017 |
3017
Cliffwater
Marina Del Rey,
California
| USD 420 M | -USD 43.5 M | -9% | 7.11% | 28.7% | 24 | 0% | 2.7 |
|
| 3018 |
WWM
3018
Windsor Wealth Management
Indianapolis,
Indiana
| USD 420 M | +USD 27.1 M | +7% | 7.73% | 37.3% | 208 | 13.46% | 2.1 |
|
| 3019 |
EVM
3019
Evelyn V. Moreno
| USD 420 M | +USD 17 M | +4% | 5.48% | 39.4% | 61 | 0% | 5.1 |
|
| 3020 |
3020
DG Capital Management
New York
| USD 419 M | +USD 182 M | +77% | 17% | 82% | 139 | 83.45% | 0.2 |
|
| 3021 |
3021
Arkansas Financial Group
Little Rock,
Arkansas
| USD 418 M | +USD 25.8 M | +7% | 5.85% | 41.4% | 46 | 4.35% | 3.3 |
|
| 3022 |
3022
Sky Investment Group
Hartford,
Connecticut
| USD 418 M | +USD 24.1 M | +6% | 6.25% | 81.4% | 121 | 3.31% | 4.3 |
|
| 3023 |
PCR
3023
Potrero Capital Research
San Francisco,
California
| USD 418 M | -USD 373 M | -47% | 9.1% | 237% | 133 | 67.67% | 0.5 |
|
| 3024 |
CRB
3024
Chad R. Baker
| USD 417 M | +USD 7.38 M | +2% | 2.44% | 123% | 54 | 3.7% | 4 |
|
| 3025 |
3025
Opus Capital Group
Cincinnati,
Ohio
| USD 416 M | +USD 22.9 M | +6% | 6.05% | 53.7% | 138 | 11.59% | 3.3 |
|