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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)
Income Research & Management
5801
Income Research & Management
Massachusetts
USD 128 M -USD 33.1 M -21% 0% 1.19% 16 37.5% 2.3
Privium Fund Management (UK)
5802
Privium Fund Management (UK)
United Kingdom
USD 128 M +USD 793 k +0.6% 1.52% 37.1% 95 46.32% 0.5
Peak Planning Group
5803
Peak Planning Group
Colorado
USD 128 M -USD 6.87 M -5% 2.35% 105% 78 7.69% 2.3
Koesten Hirschmann & Crabtree
5804
Koesten Hirschmann & Crabtree
Kansas
USD 128 M -USD 4.51 M -3% 3.9% 68.7% 184 11.96% 0.7
HPS Investment Partners
5805
HPS Investment Partners
New York
USD 127 M -USD 15.3 M -11% 23.1% 55.9% 8 37.5% 1.9
Hatteras Investment Partners
5806
Hatteras Investment Partners
North Carolina
USD 127 M -USD 20.9 M -14% 13.7% – 1 0% 0.3
Boyar Asset Management
5807
Boyar Asset Management
New York
USD 127 M -USD 7.81 M -6% 3.81% 75.5% 81 2.47% 6.3
Lauterbach Financial Advisors
5808
Lauterbach Financial Advisors
Texas
USD 127 M -USD 3.51 M -3% 2.17% 76.5% 62 4.84% 1.4
Tilson Financial Group
5809
Tilson Financial Group
New Jersey
USD 127 M +USD 68.5 M +116% 2.74% 39.3% 61 57.38% 0.3
Plustick Management
5810
Plustick Management
Virginia
USD 127 M +USD 7.8 M +7% 11.1% 1,667% 26 26.92% 0.9
McGinn Penninger Investment Management
5811
McGinn Penninger Investment Management
Virginia
USD 127 M -USD 11.4 M -8% 4.23% 51.9% 28 14.29% 2.3
Scissortail Wealth Management
5812
Scissortail Wealth Management
Oklahoma
USD 127 M +USD 5.06 M +4% 0.73% 65% 57 49.12% 0.7
Goldstream Capital Management
5813
Goldstream Capital Management
Hong Kong
USD 127 M -USD 12.4 M -9% 1.82% 686% 55 20% 0.5
Chicago Wealth Management
5814
Chicago Wealth Management
Illinois
USD 127 M -USD 4.28 M -3% 3.24% 134% 44 18.18% 1.6
Arrowroot Family Office
5815
Arrowroot Family Office
California
USD 127 M -USD 5.2 M -4% 3.69% – 129 15.5% 0.4
Heartland Bank & Trust
5816
Heartland Bank & Trust
Illinois
USD 127 M -USD 1.25 M -1% 1.54% 105% 132 4.55% 1.3
Wealthspan Partners
5817
Wealthspan Partners
Iowa
USD 127 M -USD 164 k -0.1% 3.37% 65% 83 16.87% 1.4
William Marsh Rice University
5818
William Marsh Rice University
Texas
USD 127 M -USD 20.3 M -14% 4.86% 1.81% 6 33.33% 2.2
Evergreen Wealth Management
5819
Evergreen Wealth Management
Michigan
USD 127 M -USD 1.13 M -0.9% 1.79% 62.1% 56 7.14% 0.7
Cascade Investment Advisors
5820
Cascade Investment Advisors
Oregon
USD 126 M -USD 7.52 M -6% 2.98% 71.4% 117 16.24% 4
ShariaPortfolio
5821
ShariaPortfolio
Florida
USD 126 M – – 4.2% 254% 37 – 0
Salvus Wealth Management
5822
Salvus Wealth Management
New Jersey
USD 126 M -USD 3.73 M -3% 3.48% 108% 109 11.93% 2
GEM Asset Management
5823
GEM Asset Management
Michigan
USD 126 M -USD 3.22 M -2% 5.34% 62.9% 81 4.94% 0.7
KC
5824
Kades & Cheifetz
Pennsylvania
USD 126 M -USD 4.13 M -3% 3.49% – 79 11.39% 0.7
William Allan Corp
5825
William Allan Corp
Colorado
USD 126 M -USD 4.28 M -3% 3.83% 94.2% 48 4.17% 1.5