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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)
MPS Loria Financial Planners
4126
MPS Loria Financial Planners
Illinois
USD 285 M +USD 29.3 M +11% 11.2% 80% 84 8.33% 4.2
IBOK
4127
Independence Bank of Kentucky
Kentucky
USD 285 M +USD 47.9 M +20% 11.3% 94.3% 539 14.47% 3.4
Arcus Capital Partners
4128
Arcus Capital Partners
Georgia
USD 285 M -USD 41.2 M -13% 23% 69.2% 144 38.89% 2.7
Collective Family Office
4129
Collective Family Office
Pennsylvania
USD 284 M +USD 27.8 M +11% 8.55% 52.5% 189 19.58% 1.8
O'Brien Greene & Co
4130
O'Brien Greene & Co
Pennsylvania
USD 284 M +USD 11 M +4% 6.11% 81.4% 135 10.37% 3.4
Constellation Investimentos e Participacoes
4131
Constellation Investimentos e Participacoes
Brazil
USD 284 M +USD 171 M +152% 18.4% 172% 8 37.5% 1.3
HA
4132
Hamel Associates
New Jersey
USD 284 M +USD 10 M +4% 6.75% 50.6% 76 13.16% 6.2
Atticus Wealth Management
4133
Atticus Wealth Management
Florida
USD 283 M +USD 22.5 M +9% 9.47% 73.9% 618 13.92% 2.2
Day & Ennis
4134
Day & Ennis
Georgia
USD 283 M +USD 15 M +6% 7.82% 15.2% 130 12.31% 3.7
HST Ventures
4135
HST Ventures
Utah
USD 283 M +USD 3.9 M +1% 18.8% 8.24% 63 52.38% 0.5
Smith & Howard Wealth Management
4136
Smith & Howard Wealth Management
Georgia
USD 283 M -USD 2.27 M -0.8% 8.55% 43.8% 76 15.79% 4.6
Gray Foundation
4137
Gray Foundation
New York
USD 283 M – – 17% – 11 – 0
Compton Financial Group
4138
Compton Financial Group
Maryland
USD 283 M +USD 19.4 M +7% 7.87% 37.7% 35 14.29% 2.2
Numerai
4139
Numerai
California
USD 282 M -USD 18.4 M -6% 14.2% 52.7% 335 65.37% 0.2
Grant Street Asset Management
4140
Grant Street Asset Management
Pennsylvania
USD 282 M +USD 33.5 M +13% 8.53% 47.2% 69 21.74% 1.9
SM
4141
Samjo Management
New York
USD 282 M – – 19% – 50 – 0
Weybosset Research & Management
4142
Weybosset Research & Management
Rhode Island
USD 282 M +USD 31.2 M +12% 12.8% 74.8% 48 18.75% 4.3
Everhart Financial Group
4143
Everhart Financial Group
Ohio
USD 282 M +USD 46.5 M +20% 12% 123% 251 19.52% 1.5
EGA
4144
E&G Advisors
Texas
USD 282 M +USD 8.69 M +3% 10.4% 97.7% 200 6.5% 2
Terril Brothers
4145
Terril Brothers
Missouri
USD 282 M +USD 75.7 M +37% 13.9% 94.4% 62 9.68% 3.8
Krensavage Asset Management
4146
Krensavage Asset Management
New York
USD 282 M +USD 10.2 M +4% 4.24% 124% 16 50% 3.2
Claar Advisors
4147
Claar Advisors
New York
USD 282 M +USD 29.5 M +12% 14.4% 65.5% 34 8.82% 3.5
GR Financial Group
4148
GR Financial Group
Arizona
USD 282 M -USD 76.3 M -21% 11.1% 75.4% 15 20% 0.8
Birinyi Associates
4149
Birinyi Associates
Connecticut
USD 281 M +USD 30.9 M +12% 12.5% 133% 62 24.19% 6.1
Capital Planning
4150
Capital Planning
Washington
USD 281 M +USD 27.5 M +11% 13.2% 81.2% 78 12.82% 2.1