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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)
Avalon Capital Management
4051
Avalon Capital Management
California
USD 372 M +USD 28 M +8% 13% 151% 150 31.33% 1.6
AWA
4052
Aquire Wealth Advisors
Utah
USD 372 M +USD 47.2 M +15% 9% 60.2% 50 12% 2.6
TPWM
4053
Twelve Points Wealth Management
Massachusetts
USD 372 M +USD 2.98 M +0.8% 4.95% 50.7% 191 8.9% 2.5
Advantage Alpha Capital Partners
4054
Advantage Alpha Capital Partners
California
USD 371 M -USD 37.3 M -9% 11% 79.2% 167 41.32% 1.5
L.M. Kohn & Company
4055
L.M. Kohn & Company
Ohio
USD 371 M -USD 11.8 M -3% 10.1% 97.9% 310 20.97% 2.1
SFA
4056
Spectrum Financial Alliance
Kentucky
USD 371 M +USD 63.3 M +21% 17.2% 187% 24 20.83% 2.9
Brave Asset Management
4057
Brave Asset Management
New Jersey
USD 371 M +USD 50.2 M +16% 8.64% 76.3% 184 17.39% 4.8
Mattson Financial Services
4058
Mattson Financial Services
Michigan
USD 371 M +USD 38.2 M +11% 12.5% – 354 60.45% 0.7
Jackson Creek Investment Advisors
4059
Jackson Creek Investment Advisors
Colorado
USD 371 M +USD 56.2 M +18% 14.4% 239% 387 46.51% 1
Prudent Investors Network
4060
Prudent Investors Network
California
USD 371 M +USD 19.6 M +6% 5.53% – 69 24.64% 2.1
SWS Partners
4061
SWS Partners
Ohio
USD 371 M +USD 65.9 M +22% 14.7% 127% 121 12.4% 2.7
JPL Wealth Management
4062
JPL Wealth Management
Colorado
USD 371 M +USD 20 M +6% 7.54% – 117 6.84% 1.2
Atticus Wealth Management
4063
Atticus Wealth Management
Florida
USD 370 M +USD 63.9 M +21% 9.37% 73.9% 696 29.31% 2.5
Advanced Asset Management Advisors
4064
Advanced Asset Management Advisors
Ohio
USD 370 M +USD 6.64 M +2% 7.55% 93.6% 89 7.87% 4.8
RDA Financial Network
4065
RDA Financial Network
Iowa
USD 370 M +USD 34.8 M +10% 11.1% 93.4% 268 13.81% 3.5
Oak Harbor Wealth Partners
4066
Oak Harbor Wealth Partners
North Carolina
USD 370 M +USD 20.4 M +6% 7.19% 73.9% 269 15.99% 2.4
Astoria Strategic Wealth
4067
Astoria Strategic Wealth
Texas
USD 370 M +USD 29.9 M +9% 6.82% 42.1% 35 5.71% 3.7
Cache Advisors
4068
Cache Advisors
California
USD 370 M +USD 109 M +42% 29.1% – 97 19.59% 0.4
Sandler Capital Management
4069
Sandler Capital Management
New York
USD 370 M -USD 29.9 M -7% 24.7% 325% 180 53.33% 0.7
Scott Capital Advisors
4070
Scott Capital Advisors
Oregon
USD 369 M +USD 33.9 M +10% 7.45% 50.9% 52 5.77% 2.5
FCPM III Services
4071
FCPM III Services
Netherlands
USD 369 M -USD 44.6 M -11% 10.6% – 8 12.5% 1.1
VELA Investment Management
4072
VELA Investment Management
Ohio
USD 369 M +USD 50 M +16% 4.33% 56.8% 178 23.6% 1.8
Radcliff Management
4073
Radcliff Management
New York
USD 369 M +USD 38.8 M +12% 29.9% 47.6% 1 0% 3.5
Pacific Center for Financial Services
4074
Pacific Center for Financial Services
California
USD 369 M -USD 8.45 M -2% 7.51% 60.1% 476 3.36% 5.2
Stevens Capital Management
4075
Stevens Capital Management
Pennsylvania
USD 368 M -USD 34.8 M -9% 17.9% 108% 351 68.66% 0.4