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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)
Apollon Financial
4126
Apollon Financial
South Carolina
USD 309 M +USD 19.6 M +7% 7.47% 103% 154 10.39% 0.5
AFS
4127
Annapolis Financial Services
Maryland
USD 309 M +USD 4.98 M +2% 0.44% 15% 372 6.45% 2.7
Heirloom Wealth Management
4128
Heirloom Wealth Management
Colorado
USD 309 M +USD 15 M +5% 5.5% 81.8% 51 11.76% 1.5
Sanchez Wealth Management Group
4129
Sanchez Wealth Management Group
Florida
USD 309 M +USD 13.3 M +5% 1.25% 56.9% 40 7.5% 3.5
TruNorth Capital Management
4130
TruNorth Capital Management
Michigan
USD 308 M +USD 18.1 M +6% 0.51% – 401 42.64% 0.2
MFGP
4131
Marshall Financial Group (Pennsylvania)
Pennsylvania
USD 308 M +USD 4.81 M +2% 0.88% 65.5% 59 15.25% 4.3
Knuff & Co
4132
Knuff & Co
California
USD 308 M +USD 10.6 M +4% 5.47% 85.8% 133 7.52% 3.6
CWM
4133
Cedar Wealth Management
California
USD 308 M +USD 4.03 M +1% 1.71% 68.1% 356 18.54% 3.1
Capasso Planning Partners
4134
Capasso Planning Partners
South Carolina
USD 308 M +USD 66.5 M +28% 2.18% 51.6% 153 35.95% 1.3
Compton Financial Group
4135
Compton Financial Group
Maryland
USD 308 M +USD 10.6 M +4% 1.24% 37.7% 34 8.82% 2.6
Sentinus LLC
4136
Sentinus LLC
Illinois
USD 308 M +USD 23.8 M +8% 2.48% – 195 18.97% 1.1
Access Investment Management
4137
Access Investment Management
Georgia
USD 308 M +USD 4.97 M +2% 4.81% – 104 6.73% 0.4
Physicians Financial Services
4138
Physicians Financial Services
North Carolina
USD 307 M +USD 23.5 M +8% 7.21% 100% 110 8.18% 6.3
Security Benefit Life Insurance Company
4139
Security Benefit Life Insurance Company
Kansas
USD 307 M -USD 18.5 M -6% 4.17% 60.6% 36 22.22% 2.1
Wellington Shields & Co
4140
Wellington Shields & Co
New York
USD 307 M +USD 8.68 M +3% 3.37% 109% 322 11.18% 3.3
TFB Advisors
4141
TFB Advisors
Kansas
USD 307 M +USD 31.4 M +11% 3.23% 80.4% 299 15.38% 0.5
Brown, Lisle/Cummings
4142
Brown, Lisle/Cummings
Rhode Island
USD 307 M +USD 12.5 M +4% 1.94% 82.3% 624 12.18% 1.9
Savvy Advisors Inc
4143
Savvy Advisors Inc
New York
USD 307 M +USD 133 M +77% 2.94% – 312 32.37% 0.3
Princeton Capital Management
4144
Princeton Capital Management
New Jersey
USD 307 M +USD 29.8 M +11% 13.5% 206% 122 23.77% 4.3
TM
4145
Tikvah Management
North Carolina
USD 307 M -USD 12.5 M -4% 1.92% 169% 25 8% 3.8
Essex Woodlands Management
4146
Essex Woodlands Management
Texas
USD 307 M -USD 38.1 M -11% 7.56% 55% 7 0% 5.8
Prentice Wealth Management
4147
Prentice Wealth Management
New York
USD 306 M +USD 18.5 M +6% 1.37% 47.8% 107 1.87% 2
Ironwood Wealth Management (Arizona)
4148
Ironwood Wealth Management (Arizona)
Arizona
USD 306 M -USD 2.14 M -0.7% 0.27% 34.2% 45 4.44% 5.2
Copperwynd Financial
4149
Copperwynd Financial
Arizona
USD 306 M +USD 28.3 M +10% 3.29% 90% 155 15.48% 3.1
Carrera Capital Advisors
4150
Carrera Capital Advisors
Michigan
USD 306 M – – 0.55% – 85 – 0