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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7201 |
7201
Guild Investment Management
Los Angeles,
California
| USD 63 M | +USD 3.29 M | +6% | 10.2% | 119% | 65 | 43.08% | 1.8 |
|
| 7202 |
7202
American Asset Management
Boca Raton,
Florida
| USD 62.9 M | +USD 3.51 M | +6% | 11.1% | 42.5% | 11 | 36.36% | 3.3 |
|
| 7203 |
ST
7203
SAL Trading
Bala Cynwyd,
Pennsylvania
| USD 62.6 M | -USD 8.76 M | -12% | 9.22% | 18.9% | 35 | 62.86% | 0.6 |
|
| 7204 |
SFO
7204
Standard Family Office
Sioux Falls,
South Dakota
| USD 62.1 M | +USD 5.86 M | +10% | 10.5% | 67.6% | 2 | 0% | 1.3 |
|
| 7205 |
7205
Evoke Wealth
Los Angeles,
California
| USD 61.7 M | -USD 2780 M | -98% | 9.62% | 65.2% | 385 | 78.96% | 2.3 |
|
| 7206 |
7206
Industry Ventures
San Francisco,
California
| USD 61.6 M | -USD 14.2 M | -19% | 3.3% | 77.4% | 13 | 61.54% | 0.4 |
|
| 7207 |
WEO
7207
William E. Oberndorf
| USD 61.4 M | +USD 6.7 M | +12% | 18.4% | 36.2% | 11 | 27.27% | 1.7 |
|
| 7208 |
AFA
7208
Atlas Financial Advisors
Oroville,
California
| USD 61.1 M | -USD 66.8 M | -52% | 11.5% | 5.34% | 46 | 41.3% | 0.8 |
|
| 7209 |
PM
7209
Parametrica Management
Wanchai,
Hong Kong
| USD 60.9 M | +USD 1.5 M | +3% | 18.2% | 543% | 37 | 40.54% | 0.9 |
|
| 7210 |
AC
7210
Anson Capital
Tyrone,
Georgia
| USD 60.6 M | +USD 7.96 M | +15% | 9.28% | 50.5% | 67 | 31.34% | 1.1 |
|
| 7211 |
DA
7211
DSC Advisors
Chicago,
Illinois
| USD 60.5 M | -USD 17.4 M | -22% | 2.98% | 3.18% | 37 | 40.54% | 2.4 |
|
| 7212 |
7212
Sonoma Private Wealth
Sonoma,
California
| USD 60.4 M | +USD 5.57 M | +10% | 10.7% | 85.7% | 91 | 32.97% | 0.7 |
|
| 7213 |
7213
Wiser Advisor Group
Phoenix,
Arizona
| USD 60.1 M | – | – | 10.5% | – | 303 | – | 0 |
|
| 7214 |
7214
University of Wisconsin Foundation
Madison,
Wisconsin
| USD 60.1 M | -USD 27.2 M | -31% | 15.2% | 142% | 5 | 0% | 0.5 |
|
| 7215 |
7215
Virtus Family Office
El Paso,
Texas
| USD 59.7 M | +USD 4.65 M | +8% | 8.08% | 60.9% | 46 | 21.74% | 0.8 |
|
| 7216 |
7216
Lubert-Adler Management Company
Philadelphia,
Pennsylvania
| USD 59.7 M | +USD 418 k | +0.7% | 1.74% | 40.5% | 3 | 0% | 1.7 |
|
| 7217 |
7217
Jetstream Capital
Brentwood,
Tennessee
| USD 59.6 M | -USD 80.2 M | -57% | 34.8% | – | 25 | 68% | 0.3 |
|
| 7218 |
7218
Yost Capital Management
Houston,
Texas
| USD 59.6 M | -USD 33.3 M | -36% | 4.11% | 125% | 16 | 25% | 0.7 |
|
| 7219 |
7219
Stapp Wealth Management
Olympia,
Washington
| USD 59.6 M | +USD 7.62 M | +15% | 4.83% | 54.4% | 25 | 20% | 0.8 |
|
| 7220 |
7220
Capitol Family Office
Beaverton,
Oregon
| USD 59.4 M | +USD 6.28 M | +12% | 12.8% | 72% | 16 | 0% | 1.1 |
|
| 7221 |
7221
PATRIZIA Pty Ltd
Barton,
Australia
| USD 58.9 M | -USD 45.8 M | -44% | 11.8% | – | 16 | 37.5% | 3.8 |
|
| 7222 |
7222
P&S Credit Management
New York
| USD 58.9 M | -USD 32 M | -35% | 7.15% | – | 24 | 45.83% | 0.6 |
|
| 7223 |
LR
7223
Library Research
Hong Kong
| USD 58.1 M | -USD 11.1 M | -16% | 42.9% | 22.4% | 4 | 25% | 2.5 |
|
| 7224 |
7224
Valued Retirements
Houston,
Texas
| USD 57.7 M | – | – | 8.47% | 84.6% | 68 | – | 0 |
|
| 7225 |
7225
Ursa Fund Management
Danville,
California
| USD 57.6 M | +USD 37.2 M | +183% | 10.4% | 93.5% | 49 | 69.39% | 0.2 |
|