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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)
Marshall Financial Group (Maryland)
3901
Marshall Financial Group (Maryland)
Maryland
USD 237 M -USD 13.5 M -5% 5.04% 63.5% 180 2.22% 1.3
Hamilton Wealth
3902
Hamilton Wealth
California
USD 237 M -USD 18.9 M -7% 4% 108% 103 46.6% 1
IAM Advisory
3903
IAM Advisory
Pennsylvania
USD 237 M -USD 6.74 M -3% 4.98% 74.5% 86 17.44% 0.7
Financial Sense Advisors
3904
Financial Sense Advisors
California
USD 237 M -USD 36.9 M -13% 5.95% 152% 108 25% 0.9
Confluence Wealth Services
3905
Confluence Wealth Services
Pennsylvania
USD 236 M +USD 8.76 M +4% 4.42% 64.5% 283 25.8% 0.6
Gries Financial
3906
Gries Financial
Ohio
USD 236 M +USD 26.2 M +12% 5.5% 71.3% 155 29.68% 1
LSP Investment Advisors
3907
LSP Investment Advisors
New York
USD 236 M -USD 17.1 M -7% 3.28% 79.5% 33 12.12% 1
ST
3908
SAL Trading
Pennsylvania
USD 236 M -USD 300 k -0.1% 8.78% 18.9% 56 46.43% 0.3
Semmax Financial Advisors
3909
Semmax Financial Advisors
North Carolina
USD 236 M -USD 9.02 M -4% 6.13% – 300 6% 2.7
Aflac Inc
3910
Aflac Inc
Georgia
USD 236 M -USD 29.1 M -11% 0.89% 28.8% 5 60% 0.2
Redhawk Wealth Advisors
3911
Redhawk Wealth Advisors
Minnesota
USD 236 M +USD 15.5 M +7% 2.59% 116% 194 38.66% 1.6
AC
3912
Athos Capital
Hong Kong
USD 236 M -USD 29.4 M -11% 1.44% 110% 150 22.67% 0.8
Frisch Financial Group
3913
Frisch Financial Group
New York
USD 236 M -USD 23 M -9% 4.86% 66.6% 129 11.63% 2.5
Walter & Keenan Wealth Management
3914
Walter & Keenan Wealth Management
Indiana
USD 236 M -USD 17.1 M -7% 6.33% 92% 147 10.2% 3.6
Claar Advisors
3915
Claar Advisors
New York
USD 236 M -USD 19.8 M -8% 5.93% 65.5% 37 10.81% 2.4
Reliant Wealth Planning
3916
Reliant Wealth Planning
Kentucky
USD 236 M -USD 2.74 M -1% 4.57% 39.4% 15 0% 0.9
FCA Corp
3917
FCA Corp
Texas
USD 235 M -USD 18.3 M -7% 4.34% 57.4% 186 16.13% 4
Wambolt & Associates
3918
Wambolt & Associates
Colorado
USD 235 M -USD 13.3 M -5% 5.5% 62.2% 243 7.41% 2.6
Moerus Capital Management
3919
Moerus Capital Management
New York
USD 235 M -USD 48.2 M -17% 2.02% 220% 14 7.14% 3.1
CWAG
3920
Compton Wealth Advisory Group
Virginia
USD 235 M +USD 3.05 M +1% 5.8% 76.1% 98 8.16% 2.3
DFPG Investments
3921
DFPG Investments
Utah
USD 235 M +USD 5.91 M +3% 3.12% 38.2% 189 24.34% 2
Riverpoint Wealth Management Holdings
3922
Riverpoint Wealth Management Holdings
Illinois
USD 235 M -USD 13.3 M -5% 6.78% 53.6% 46 6.52% 4.2
Wittenberg Investment Management
3923
Wittenberg Investment Management
Massachusetts
USD 235 M -USD 1.5 M -0.6% 4.47% 89.9% 90 12.22% 3.7
Mount Capital
3924
Mount Capital
United Kingdom
USD 235 M -USD 49.4 M -17% 8.45% 34.4% 48 41.67% 0.5
Canvas Wealth Advisors
3925
Canvas Wealth Advisors
Kansas
USD 235 M -USD 13.7 M -5% 4.69% 115% 143 24.48% 1.1