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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Whitford Management
7776
Whitford Management
New York
USD 78.5 M -USD 295 M -79% 4.46% 76.2% 32 62.5% 0.6
Bank of Marin
7777
Bank of Marin
California
USD 78.5 M -USD 48 M -38% 4.16% 94.6% 135 40.74% 3.3
Prospect Financial Group
7778
Prospect Financial Group
Virginia
USD 78.4 M -USD 2.88 M -4% 0% – 66 15.15% 0.2
Objective Capital Management
7779
Objective Capital Management
Ohio
USD 78.4 M -USD 71.2 M -48% 3.3% – 142 48.59% 2.3
Engine No 1 LLC
7780
Engine No 1 LLC
California
USD 78.3 M +USD 40.8 M +108% 5.5% 536% 8 87.5% 0.3
WEO
7781
William E. Oberndorf
USD 77.9 M +USD 18 M +30% 7.94% 57.6% 8 25% 1.6
Virtus Family Office
7782
Virtus Family Office
Texas
USD 77.9 M -USD 1.89 M -2% 6.34% 60.9% 40 2.5% 1.6
Future Fund LLC
7783
Future Fund LLC
Illinois
USD 77.8 M +USD 42.8 M +122% 1.72% 102% 88 73.86% 0.4
Katamaran Capital
7784
Katamaran Capital
United Kingdom
USD 77.8 M -USD 791 k -1% 3.71% – 46 69.57% 0.1
HI
7785
Hyundai Investments
South Korea
USD 77.6 M -USD 23.4 M -23% 17.5% 74.8% 1 0% 3.3
Windsor Advisory Group
7786
Windsor Advisory Group
Ohio
USD 77.4 M -USD 8.63 M -10% 5.19% 48.2% 83 38.55% 1.6
Global Value Investment Corporation
7787
Global Value Investment Corporation
Wisconsin
USD 77.3 M -USD 16.9 M -18% 11.1% – 24 12.5% 0.2
Baer Investment Advisory
7788
Baer Investment Advisory
California
USD 77.3 M -USD 15.5 M -17% 5.55% – 27 18.52% 0.2
Shelter Insurance Retirement Plan
7789
Shelter Insurance Retirement Plan
Missouri
USD 77.2 M -USD 771 k -1% 0.63% 67.6% 8 0% 4.4
Phoenix Asset Management Partners
7790
Phoenix Asset Management Partners
USD 77.1 M -USD 40.3 M -34% 6.18% 165% 10 10% 2
Blue Creek Capital Management
7791
Blue Creek Capital Management
Hong Kong
USD 77.1 M +USD 4.08 M +6% 20.9% – 6 0% 2.1
Kite Lake Capital Management (UK)
7792
Kite Lake Capital Management (UK)
United Kingdom
USD 76.5 M +USD 8.55 M +13% 1.26% 337% 9 55.56% 0.4
Clearfield Capital Management
7793
Clearfield Capital Management
New York
USD 76.2 M -USD 102 M -57% 16.1% 421% 20 80% 0.9
KAM
7794
Kinney Asset Management
Illinois
USD 76.2 M -USD 24 M -24% 11.7% 10.1% 4 0% 4.4
SFO
7795
Standard Family Office
South Dakota
USD 76.2 M -USD 6.39 M -8% 3.82% 80.7% 48 39.58% 1.1
Financial Network Wealth Advisors
7796
Financial Network Wealth Advisors
Utah
USD 76.2 M +USD 22.4 M +42% 0.44% 57.7% 786 40.2% 0.5
Sulzberger Capital Advisors
7797
Sulzberger Capital Advisors
Florida
USD 76.1 M -USD 12.4 M -14% 2.91% – 61 24.59% 0.2
Bridgewealth Advisory Group
7798
Bridgewealth Advisory Group
California
USD 76.1 M -USD 278 M -79% 1.24% 40.3% 118 59.32% 1.5
Valued Retirements
7799
Valued Retirements
Texas
USD 76.1 M +USD 1.84 M +2% 0.71% 84.6% 89 20.22% 0.9
FSR Wealth Management
7800
FSR Wealth Management
Illinois
USD 75.8 M -USD 3.79 M -5% 1.78% – 47 29.79% 0.2