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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7776 |
7776
Whitford Management
New York
| USD 78.5 M | -USD 295 M | -79% | 4.46% | 76.2% | 32 | 62.5% | 0.6 |
|
| 7777 |
7777
Bank of Marin
Novato,
California
| USD 78.5 M | -USD 48 M | -38% | 4.16% | 94.6% | 135 | 40.74% | 3.3 |
|
| 7778 |
7778
Prospect Financial Group
Arlington,
Virginia
| USD 78.4 M | -USD 2.88 M | -4% | 0% | – | 66 | 15.15% | 0.2 |
|
| 7779 |
7779
Objective Capital Management
Pepper Pike,
Ohio
| USD 78.4 M | -USD 71.2 M | -48% | 3.3% | – | 142 | 48.59% | 2.3 |
|
| 7780 |
7780
Engine No 1 LLC
San Francisco,
California
| USD 78.3 M | +USD 40.8 M | +108% | 5.5% | 536% | 8 | 87.5% | 0.3 |
|
| 7781 |
WEO
7781
William E. Oberndorf
| USD 77.9 M | +USD 18 M | +30% | 7.94% | 57.6% | 8 | 25% | 1.6 |
|
| 7782 |
7782
Virtus Family Office
El Paso,
Texas
| USD 77.9 M | -USD 1.89 M | -2% | 6.34% | 60.9% | 40 | 2.5% | 1.6 |
|
| 7783 |
7783
Future Fund LLC
Chicago,
Illinois
| USD 77.8 M | +USD 42.8 M | +122% | 1.72% | 102% | 88 | 73.86% | 0.4 |
|
| 7784 |
7784
Katamaran Capital
London,
United Kingdom
| USD 77.8 M | -USD 791 k | -1% | 3.71% | – | 46 | 69.57% | 0.1 |
|
| 7785 |
HI
7785
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| USD 77.6 M | -USD 23.4 M | -23% | 17.5% | 74.8% | 1 | 0% | 3.3 |
|
| 7786 |
7786
Windsor Advisory Group
Columbus,
Ohio
| USD 77.4 M | -USD 8.63 M | -10% | 5.19% | 48.2% | 83 | 38.55% | 1.6 |
|
| 7787 |
7787
Global Value Investment Corporation
Milwaukee,
Wisconsin
| USD 77.3 M | -USD 16.9 M | -18% | 11.1% | – | 24 | 12.5% | 0.2 |
|
| 7788 |
7788
Baer Investment Advisory
Corte Madera,
California
| USD 77.3 M | -USD 15.5 M | -17% | 5.55% | – | 27 | 18.52% | 0.2 |
|
| 7789 |
7789
Shelter Insurance Retirement Plan
Columbia,
Missouri
| USD 77.2 M | -USD 771 k | -1% | 0.63% | 67.6% | 8 | 0% | 4.4 |
|
| 7790 |
7790
Phoenix Asset Management Partners
London,
| USD 77.1 M | -USD 40.3 M | -34% | 6.18% | 165% | 10 | 10% | 2 |
|
| 7791 |
7791
Blue Creek Capital Management
Hong Kong
| USD 77.1 M | +USD 4.08 M | +6% | 20.9% | – | 6 | 0% | 2.1 |
|
| 7792 |
7792
Kite Lake Capital Management (UK)
London,
United Kingdom
| USD 76.5 M | +USD 8.55 M | +13% | 1.26% | 337% | 9 | 55.56% | 0.4 |
|
| 7793 |
7793
Clearfield Capital Management
New York
| USD 76.2 M | -USD 102 M | -57% | 16.1% | 421% | 20 | 80% | 0.9 |
|
| 7794 |
KAM
7794
Kinney Asset Management
Chicago,
Illinois
| USD 76.2 M | -USD 24 M | -24% | 11.7% | 10.1% | 4 | 0% | 4.4 |
|
| 7795 |
SFO
7795
Standard Family Office
Sioux Falls,
South Dakota
| USD 76.2 M | -USD 6.39 M | -8% | 3.82% | 80.7% | 48 | 39.58% | 1.1 |
|
| 7796 |
7796
Financial Network Wealth Advisors
Murray,
Utah
| USD 76.2 M | +USD 22.4 M | +42% | 0.44% | 57.7% | 786 | 40.2% | 0.5 |
|
| 7797 |
7797
Sulzberger Capital Advisors
Miami,
Florida
| USD 76.1 M | -USD 12.4 M | -14% | 2.91% | – | 61 | 24.59% | 0.2 |
|
| 7798 |
7798
Bridgewealth Advisory Group
Fresno,
California
| USD 76.1 M | -USD 278 M | -79% | 1.24% | 40.3% | 118 | 59.32% | 1.5 |
|
| 7799 |
7799
Valued Retirements
Houston,
Texas
| USD 76.1 M | +USD 1.84 M | +2% | 0.71% | 84.6% | 89 | 20.22% | 0.9 |
|
| 7800 |
7800
FSR Wealth Management
Elmhurst,
Illinois
| USD 75.8 M | -USD 3.79 M | -5% | 1.78% | – | 47 | 29.79% | 0.2 |
|