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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)
HNP Capital
3801
HNP Capital
New York
USD 171 M +USD 9.7 M +6% 3.74% 52.4% 109 5.5% 0.5
Teza Capital Management
3802
Teza Capital Management
Illinois
USD 171 M -USD 17.8 M -9% 1.84% 140% 514 84.24% 0.1
CAN
3803
Claraphi Advisory Network
United States
USD 171 M +USD 11 M +7% 3.22% 88.3% 271 24.72% 0.9
CMH Wealth Management
3804
CMH Wealth Management
New Hampshire
USD 170 M +USD 5.38 M +3% 4.32% 88% 53 9.43% 1.5
Quantinno Capital Management
3805
Quantinno Capital Management
New York
USD 170 M +USD 14.3 M +9% 4.95% 119% 558 60.04% 0.2
Resource Planning Group
3806
Resource Planning Group
Georgia
USD 170 M +USD 18.8 M +12% 2.53% 1.9% 58 15.52% 0.5
Physicians Financial Services
3807
Physicians Financial Services
North Carolina
USD 170 M +USD 9.04 M +6% 3.64% 100% 124 11.29% 2.6
Lake Street Private Wealth
3808
Lake Street Private Wealth
Illinois
USD 170 M +USD 24.3 M +17% 3.47% 105% 124 25% 0.2
HHM Wealth Advisors
3809
HHM Wealth Advisors
Tennessee
USD 170 M +USD 13.3 M +9% 2.73% 62.3% 76 6.58% 0.4
Long Road Investment Counsel
3810
Long Road Investment Counsel
Michigan
USD 170 M +USD 6.28 M +4% 5.32% 53.8% 73 1.37% 3.7
Total Wealth Planning
3811
Total Wealth Planning
Ohio
USD 169 M +USD 7.44 M +5% 2.41% 37.2% 34 0% 0.5
First United Bank & Trust
3812
First United Bank & Trust
Maryland
USD 169 M +USD 7.11 M +4% 3.26% 78% 124 8.87% 3.6
GA
3813
GRS Advisors
Illinois
USD 169 M -USD 1.39 M -0.8% 3.23% 54.3% 33 63.64% 0.6
GQ Asset Management
3814
GQ Asset Management
New York
USD 169 M +USD 11.1 M +7% 2.69% – 188 53.72% 0.2
Calixto Global Investors
3815
Calixto Global Investors
Florida
USD 169 M -USD 68.1 M -29% 11.6% 180% 18 55.56% 0.4
Semper Augustus Investments Group
3816
Semper Augustus Investments Group
Colorado
USD 169 M +USD 6.02 M +4% 7.55% 95.4% 28 3.57% 4.4
Lucerne Capital Management
3817
Lucerne Capital Management
Connecticut
USD 169 M +USD 17.4 M +12% 13.4% – 2 0% 1
Providence Capital Advisors
3818
Providence Capital Advisors
North Carolina
USD 169 M +USD 9.7 M +6% 2.49% 47.4% 310 25.48% 1
RPg Family Wealth Advisory
3819
RPg Family Wealth Advisory
Massachusetts
USD 168 M -USD 848 k -0.5% 3.39% 117% 309 14.89% 1.5
Bandera Partners
3820
Bandera Partners
New York
USD 168 M +USD 6.98 M +4% 5.53% 55.4% 16 18.75% 2.7
SL
3821
SWF LLC
Nebraska
USD 168 M +USD 25.3 M +18% 6.48% 87.4% 2 0% 1.5
Schoolcraft Capital
3822
Schoolcraft Capital
Colorado
USD 168 M +USD 12.7 M +8% 2.36% 58.7% 56 21.43% 0.2
FVCM
3823
F&V Capital Management
Florida
USD 168 M -USD 7.29 M -4% 2.09% 123% 60 13.33% 3.8
HCIA
3824
Hochman Cole Investment Advisors
Illinois
USD 168 M -USD 59 k -0% 2.53% 42.7% 116 10.34% 2.3
EP
3825
Elkhorn Partners
Nebraska
USD 168 M +USD 924 k +0.6% 0.99% 32.2% 38 21.05% 4.1