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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)
Rezny Wealth Management
3776
Rezny Wealth Management
Florida
USD 464 M -USD 31.6 M -6% 5.12% 99.6% 46 34.78% 1.9
RWC Asset Advisors
3777
RWC Asset Advisors
Florida
USD 464 M -USD 63.5 M -12% 16.2% 267% 15 20% 2.1
Cypress Point Wealth Management
3778
Cypress Point Wealth Management
Texas
USD 464 M +USD 6.11 M +1% 5.48% 255% 132 38.64% 1.5
DI
3779
DDFG Inc
California
USD 464 M +USD 7.2 M +2% 0.21% 56.3% 90 7.78% 2.5
Curtis Advisory Group
3780
Curtis Advisory Group
California
USD 464 M -USD 12.8 M -3% 3.69% 79.8% 122 8.2% 3.3
DecisionPoint Financial
3781
DecisionPoint Financial
Arizona
USD 464 M +USD 9.4 M +2% 0.29% 48% 741 10.53% 1.3
Wiser Wealth Management
3782
Wiser Wealth Management
Georgia
USD 464 M +USD 14 M +3% 2.21% 53% 61 14.75% 2.5
First National Bank & Trust Co of Newtown
3783
First National Bank & Trust Co of Newtown
Pennsylvania
USD 464 M -USD 81.9 M -15% 1.35% 55.7% 148 10.14% 8.6
FNBOMD
3784
First National Bank of Mount Dora
Florida
USD 463 M +USD 5.25 M +1% 0.22% 96.2% 134 11.94% 6.1
CWWM
3785
Clear Wave Wealth Management
New Jersey
USD 463 M – – 1.3% – 176 – 0
Richard P. Slaughter Associates
3786
Richard P. Slaughter Associates
Texas
USD 463 M -USD 14.4 M -3% 1.12% 55.7% 114 17.54% 2.8
Hussman Strategic Advisors
3787
Hussman Strategic Advisors
Maryland
USD 463 M +USD 48.8 M +12% 0.56% 43.1% 349 51% 1.7
Coalescence Partners Investment Management
3788
Coalescence Partners Investment Management
New York
USD 463 M +USD 38.1 M +9% 10% – 16 50% 1
Smith & Howard Wealth Management
3789
Smith & Howard Wealth Management
Georgia
USD 462 M +USD 17.8 M +4% 0.62% 43.8% 103 25.24% 4.8
Sanchez Wealth Management Group
3790
Sanchez Wealth Management Group
Florida
USD 462 M -USD 5.25 M -1% 2.86% 61.1% 53 3.77% 3.8
Alliance Wealth Advisors (Utah)
3791
Alliance Wealth Advisors (Utah)
Utah
USD 462 M +USD 600 k +0.1% 0.97% 70.7% 267 21.72% 2
NatWest Group
3792
NatWest Group
United Kingdom
USD 462 M +USD 32.7 M +8% 2.48% 207% 46 19.57% 2.4
ParaFi Capital
3793
ParaFi Capital
New York
USD 462 M +USD 104 M +29% 18.9% – 26 53.85% 0.4
Aristides Capital
3794
Aristides Capital
Kentucky
USD 462 M -USD 103 M -18% 0.92% 126% 308 56.49% 1.8
Castle Rock Wealth Management
3795
Castle Rock Wealth Management
California
USD 462 M -USD 611 k -0.1% 1.58% 115% 274 9.12% 3.2
Trinity Legacy Partners
3796
Trinity Legacy Partners
Texas
USD 462 M +USD 25.9 M +6% 1.63% 63.3% 109 13.76% 3.4
Pacific Ridge Capital Partners
3797
Pacific Ridge Capital Partners
Oregon
USD 462 M +USD 6.26 M +1% 4.97% 149% 144 9.03% 5.6
Gardner Lewis Asset Management
3798
Gardner Lewis Asset Management
Pennsylvania
USD 462 M +USD 67.4 M +17% 6.19% 240% 106 53.77% 2.1
DI
3799
DAGCO Inc
Ohio
USD 461 M +USD 28.4 M +7% 1.49% 75% 391 12.53% 1.5
Weaver Capital Management
3800
Weaver Capital Management
Georgia
USD 461 M -USD 12.7 M -3% 1.94% 79.4% 190 11.05% 1.7