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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8276 |
JKSF
8276
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| USD 97.5 M | -USD 31 M | -24% | 21.8% | 30.8% | 4 | 0% | 3.3 |
|
| 8277 |
8277
Cogent Strategic Wealth
Chicago,
Illinois
| USD 97.3 M | +USD 5.58 M | +6% | 1.7% | – | 57 | 17.54% | 0.2 |
|
| 8278 |
8278
Atlas Wealth Partners
Wyomissing,
Pennsylvania
| USD 97.3 M | +USD 6.27 M | +7% | 12.9% | 136% | 67 | 7.46% | 1.5 |
|
| 8279 |
8279
Strategic Financial Group
Grand Haven,
Michigan
| USD 97.1 M | – | – | 0.18% | – | 18 | – | 0 |
|
| 8280 |
8280
Arrington Capital Management
Miami,
Florida
| USD 97.1 M | -USD 9.5 M | -9% | 2.53% | – | 37 | 45.95% | 0.2 |
|
| 8281 |
8281
Partners Wealth Management
Carmel By The Sea,
California
| USD 97 M | +USD 1.31 M | +1% | 1.94% | – | 116 | 13.79% | 1 |
|
| 8282 |
YF
8282
Yu Fan
| USD 97 M | +USD 4.74 M | +5% | 19.5% | 42.7% | 8 | 37.5% | 0.7 |
|
| 8283 |
SFO
8283
Standard Family Office
Sioux Falls,
South Dakota
| USD 96.8 M | +USD 2.64 M | +3% | 4.03% | 67.6% | 31 | 6.45% | 2 |
|
| 8284 |
8284
truNorth Financial Services
Chambersburg,
Pennsylvania
| USD 96.7 M | +USD 4.49 M | +5% | 3.11% | – | 50 | 6% | 0.2 |
|
| 8285 |
8285
Ramsey Quantitative Systems
Louisville,
Kentucky
| USD 96.6 M | -USD 13.3 M | -12% | 4.98% | 51.1% | 20 | 65% | 0.7 |
|
| 8286 |
8286
Fullerton Advisors
Danville,
California
| USD 96.6 M | -USD 3.56 M | -4% | 2.16% | – | 55 | 5.45% | 0.2 |
|
| 8287 |
8287
Watershed Asset Management
San Francisco,
California
| USD 96.5 M | -USD 10.6 M | -10% | 1.18% | – | 157 | 49.68% | 0.5 |
|
| 8288 |
8288
Samara Investment Management
Beaverton,
Oregon
| USD 96.5 M | – | – | 3.21% | – | 72 | – | 0 |
|
| 8289 |
8289
Yanni & Associates Investment Advisors
Wexford,
Pennsylvania
| USD 96.5 M | -USD 3.52 M | -4% | 3.29% | – | 36 | 5.56% | 0.3 |
|
| 8290 |
8290
Steel Partners Holdings
New York
| USD 96.4 M | -USD 28.6 M | -23% | 5.95% | – | 10 | 0% | 0.9 |
|
| 8291 |
8291
Unify Financial Advisors
Clearwater,
Florida
| USD 96.4 M | +USD 397 k | +0.4% | 1.02% | – | 99 | 15.15% | 0.2 |
|
| 8292 |
8292
Professional Financial Management
Appleton,
Wisconsin
| USD 96.1 M | +USD 7.86 M | +9% | 1.15% | – | 26 | 30.77% | 0.2 |
|
| 8293 |
8293
American Wealth Advisors
Johns Creek,
Georgia
| USD 96 M | -USD 5.87 M | -6% | 1.58% | – | 133 | 69.17% | 0.5 |
|
| 8294 |
8294
E6 Portfolios
Midvale,
Utah
| USD 95.9 M | +USD 8.48 M | +10% | 0.47% | – | 61 | 11.48% | 0.2 |
|
| 8295 |
8295
Orchard Capital Management
Chicago,
Illinois
| USD 95.9 M | -USD 19.3 M | -17% | 8.48% | 140% | 49 | 16.33% | 2.5 |
|
| 8296 |
8296
Oregon Pacific Wealth Management
Medford,
Oregon
| USD 95.8 M | -USD 953 k | -1% | 1.1% | – | 136 | 37.5% | 0.8 |
|
| 8297 |
8297
IFC & Insurance Marketing
Auburn,
California
| USD 95.8 M | -USD 5.03 M | -5% | 0.65% | – | 766 | 91.51% | 0.2 |
|
| 8298 |
8298
Fortress Financial Solutions
Tucson,
Arizona
| USD 95.7 M | -USD 2.03 M | -2% | 0.91% | – | 65 | 23.08% | 0.9 |
|
| 8299 |
8299
Red Reef Advisors
Boca Raton,
Florida
| USD 95.5 M | -USD 2.66 M | -3% | 2.61% | – | 186 | 12.37% | 0.2 |
|
| 8300 |
SCCL
8300
Split Creek Capital LLC
Charlottesville,
Virginia
| USD 95.3 M | +USD 795 k | +0.8% | 1.41% | – | 143 | 25.17% | 0.2 |
|