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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)
Bank of New Hampshire
3276
Bank of New Hampshire
New Hampshire
USD 346 M -USD 65.8 M -16% 13.3% 96.5% 544 7.9% 0.5
SXL
3277
Summit X LLC
Missouri
USD 346 M -USD 61.7 M -15% 13.8% 62.9% 272 17.65% 2.8
Total Wealth Planning
3278
Total Wealth Planning
Ohio
USD 346 M -USD 24.7 M -7% 11% 37.2% 90 17.78% 1.4
Alphadyne Asset Management
3279
Alphadyne Asset Management
New York
USD 345 M +USD 214 M +163% 15.8% 159% 16 93.75% 0
Physician Wealth Advisors
3280
Physician Wealth Advisors
Utah
USD 345 M -USD 31.4 M -8% 15.1% 79.9% 163 12.88% 2
Compass Ion Advisors
3281
Compass Ion Advisors
Pennsylvania
USD 345 M +USD 22.1 M +7% 10.8% 75.6% 96 28.13% 1.4
Schroders
3282
Schroders
United Kingdom
USD 345 M -USD 111 M -24% 8.53% 5.82% 84 19.05% 0.3
Monograph Wealth Advisors
3283
Monograph Wealth Advisors
California
USD 345 M -USD 51.2 M -13% 15.1% 68% 92 18.48% 0.5
Systelligence LLC
3284
Systelligence LLC
Minnesota
USD 345 M -USD 119 M -26% 12.6% 57.3% 48 39.58% 0.9
Fieldpoint Private Securities
3285
Fieldpoint Private Securities
Connecticut
USD 344 M -USD 141 M -29% 12.5% 47.2% 1,793 18.8% 1.6
West Financial Advisors
3286
West Financial Advisors
Iowa
USD 344 M -USD 36 M -9% 11.6% 49.1% 202 27.23% 1.2
Hamilton Point Investment Advisors
3287
Hamilton Point Investment Advisors
North Carolina
USD 344 M -USD 44.6 M -11% 11.9% 79.3% 76 3.95% 5.3
Canal Insurance Company
3288
Canal Insurance Company
South Carolina
USD 344 M -USD 20.6 M -6% 6.33% 114% 105 22.86% 3.3
Providence Capital Advisors
3289
Providence Capital Advisors
North Carolina
USD 344 M -USD 64.7 M -16% 13.3% 47.4% 482 38.38% 2.3
Haverford Financial Services
3290
Haverford Financial Services
Pennsylvania
USD 344 M -USD 62.3 M -15% 10.9% 57.9% 70 10% 4
IA Venture Strategies Fund II
3291
IA Venture Strategies Fund II
New York
USD 343 M -USD 164 M -32% 31.2% 375% 2 0% 0.5
American Money Management
3292
American Money Management
California
USD 343 M -USD 32.8 M -9% 10.8% 65% 141 5.67% 3.2
Berkshire Bank
3293
Berkshire Bank
Massachusetts
USD 343 M -USD 77.8 M -18% 12.7% 69.7% 140 5% 1.5
Think Investments
3294
Think Investments
California
USD 343 M -USD 9.28 M -3% 17.8% 285% 26 30.77% 1.8
Advisor OS
3295
Advisor OS
Illinois
USD 343 M -USD 2.58 M -0.7% 8.93% 61.2% 215 15.35% 1.3
Thrive Capital Management (New York)
3296
Thrive Capital Management (New York)
New York
USD 342 M -USD 398 M -54% 48.5% 205% 11 27.27% 0.6
Ovata Capital Management
3297
Ovata Capital Management
Hong Kong
USD 342 M +USD 17.4 M +5% 16.2% 69.1% 211 81.99% 0.4
Smith Anglin Financial
3298
Smith Anglin Financial
Texas
USD 342 M -USD 89.5 M -21% 14.2% 52.8% 151 22.52% 1.1
Bedel Financial Consulting
3299
Bedel Financial Consulting
Indiana
USD 342 M +USD 23.6 M +7% 3.47% 104% 1,016 81.1% 3.7
Waller Financial Planning Group
3300
Waller Financial Planning Group
Ohio
USD 342 M -USD 35.7 M -9% 12.7% 47.5% 58 24.14% 2.6