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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)
Sutton Wealth Advisors
4726
Sutton Wealth Advisors
Florida
USD 187 M -USD 75.2 M -29% 6.19% 40.9% 1,674 53.11% 4.9
Armor Advisors
4727
Armor Advisors
New York
USD 187 M -USD 88 M -32% 4.73% 78.5% 14 35.71% 0.8
Blue Zone Wealth Advisors
4728
Blue Zone Wealth Advisors
California
USD 187 M -USD 234 k -0.1% 12% 91.1% 90 15.56% 2
Affinity Investment Advisors
4729
Affinity Investment Advisors
California
USD 187 M -USD 30.3 M -14% 3.94% 189% 205 16.1% 2.5
Alpha Square Group S
4730
Alpha Square Group S
New York
USD 187 M -USD 43.3 M -19% 51.4% 53.8% 42 64.29% 0.9
Fortis Capital Advisors
4731
Fortis Capital Advisors
Kansas
USD 187 M +USD 18.8 M +11% 12.6% 127% 783 31.67% 0.2
Palisades Hudson Asset Management
4732
Palisades Hudson Asset Management
Florida
USD 187 M +USD 5.42 M +3% 6.12% 66.8% 103 6.8% 6
Wela Strategies
4733
Wela Strategies
Georgia
USD 187 M +USD 8.76 M +5% 4.08% 51.3% 49 14.29% 3.1
Wilshire Advisors
4734
Wilshire Advisors
California
USD 187 M +USD 3.64 M +2% 5.49% 118% 11 18.18% 2.2
Unio Capital
4735
Unio Capital
New Jersey
USD 187 M +USD 6.76 M +4% 9% 97.8% 44 9.09% 3.4
Keystone Financial Services (Colorado)
4736
Keystone Financial Services (Colorado)
Colorado
USD 187 M +USD 716 k +0.4% 7.03% 66% 83 8.43% 1
Jacobsen Capital Management
4737
Jacobsen Capital Management
Utah
USD 187 M -USD 972 k -0.5% 7.21% 97.3% 82 50% 1.8
Abacus FCF Advisors
4738
Abacus FCF Advisors
Florida
USD 187 M +USD 33.3 M +22% 8.79% 197% 155 21.29% 1.4
Madrona Financial Services
4739
Madrona Financial Services
Washington
USD 186 M +USD 11.7 M +7% 6.75% 85.1% 87 12.64% 2.5
Joule Financial
4740
Joule Financial
Kentucky
USD 186 M +USD 35.5 M +24% 5.62% 55.5% 114 24.56% 0.6
Royal Harbor Partners
4741
Royal Harbor Partners
Texas
USD 186 M +USD 24.4 M +15% 5.53% 54.6% 87 34.48% 1.4
Alight Capital Management
4742
Alight Capital Management
New York
USD 186 M +USD 92.4 M +98% 26% 466% 63 63.49% 0.5
DI
4743
DAGCO Inc
Ohio
USD 186 M +USD 15.1 M +9% 4.91% 75% 85 9.41% 3.4
Stiles Financial Services
4744
Stiles Financial Services
Minnesota
USD 186 M +USD 11.3 M +6% 10.2% 144% 192 13.02% 1
Vance Wealth
4745
Vance Wealth
California
USD 186 M +USD 25.8 M +16% 7.42% 66.4% 78 11.54% 0.9
Stonehearth Capital Management
4746
Stonehearth Capital Management
Massachusetts
USD 186 M +USD 8.34 M +5% 4.04% 87.5% 79 20.25% 2.4
CPA
4747
Capital Performance Advisors
California
USD 186 M +USD 11.9 M +7% 5.74% 77.1% 55 10.91% 1
Old West Investment Management
4748
Old West Investment Management
California
USD 186 M +USD 26 M +16% 5.49% 242% 60 36.67% 2.7
Santori & Peters Inc
4749
Santori & Peters Inc
Pennsylvania
USD 186 M +USD 15.2 M +9% 3.18% 103% 55 20% 3.2
Lowe Wealth Advisors
4750
Lowe Wealth Advisors
Maryland
USD 186 M +USD 4.79 M +3% 5.29% 63.3% 367 7.08% 4.5