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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)
Warren Street Wealth Advisors
5426
Warren Street Wealth Advisors
California
USD 152 M +USD 11.2 M +8% 4.78% 75.7% 78 7.69% 1.1
New England Capital Financial Advisors
5427
New England Capital Financial Advisors
Connecticut
USD 152 M +USD 10 M +7% 6.02% 55.6% 449 15.14% 0.5
New Potomac Partners
5428
New Potomac Partners
Maryland
USD 152 M +USD 7.36 M +5% 6.59% 37.2% 73 6.85% 3.7
Alhambra Investment Management
5429
Alhambra Investment Management
Florida
USD 152 M +USD 5.89 M +4% 3.87% 67.7% 156 14.1% 2.3
TTP Investments
5430
TTP Investments
California
USD 152 M +USD 22.6 M +17% 12.8% 197% 49 36.73% 1.1
Signet Investment Advisory Group
5431
Signet Investment Advisory Group
Rhode Island
USD 151 M +USD 6.57 M +5% 6.35% 59.6% 65 1.54% 3.8
Brandywine Managers
5432
Brandywine Managers
Delaware
USD 151 M +USD 10.8 M +8% 2.05% 96.3% 48 0% 2.8
Resurgent Financial Advisors
5433
Resurgent Financial Advisors
Georgia
USD 151 M +USD 1.21 M +0.8% 6.37% 86.4% 532 13.35% 0.7
ACT Advisors
5434
ACT Advisors
North Carolina
USD 151 M -USD 3.76 M -2% 5.94% 75.4% 31 19.35% 1.5
Gunderson Capital Management
5435
Gunderson Capital Management
South Carolina
USD 151 M +USD 16.7 M +12% 17.8% 961% 54 42.59% 0.4
Tilt Investment Management Holdings
5436
Tilt Investment Management Holdings
New York
USD 151 M +USD 16.1 M +12% 10.2% – 160 13.75% 0.4
Ridgecrest Wealth Partners
5437
Ridgecrest Wealth Partners
California
USD 151 M +USD 10.9 M +8% 9.02% 103% 108 14.81% 1.7
Summit Investment Advisory Services
5438
Summit Investment Advisory Services
Minnesota
USD 151 M +USD 10.7 M +8% 7.03% 68.3% 57 7.02% 0.5
Financial Avengers
5439
Financial Avengers
California
USD 151 M +USD 20.6 M +16% 15.5% 108% 182 13.19% 2.1
Banyan Capital Management
5440
Banyan Capital Management
Georgia
USD 151 M +USD 14 M +10% 11.6% 42.5% 16 0% 4.1
Nine27 Capital Management
5441
Nine27 Capital Management
New York
USD 151 M +USD 59.3 M +65% 5.33% – 25 88% 0
Powers Advisory Group
5442
Powers Advisory Group
Illinois
USD 151 M +USD 7.75 M +5% 3.38% 49.8% 94 5.32% 1.4
Sterling Financial Group
5443
Sterling Financial Group
California
USD 151 M +USD 20.4 M +16% 4.67% 49.6% 70 40% 0.4
Kanen Wealth Management
5444
Kanen Wealth Management
Florida
USD 151 M +USD 3.92 M +3% 3.45% 328% 23 39.13% 1
BCFD
5445
Boit C.F. David
USD 151 M +USD 4.33 M +3% 6.24% 75.4% 110 1.82% 1.8
Seneca Financial Advisors
5446
Seneca Financial Advisors
New York
USD 151 M -USD 4.96 M -3% 5.03% 47.3% 57 12.28% 1.7
H&H Retirement Design & Management
5447
H&H Retirement Design & Management
Nevada
USD 151 M -USD 6.53 M -4% 1.72% 38.4% 58 5.17% 1.2
Bessemer Securities
5448
Bessemer Securities
New York
USD 151 M -USD 63.5 M -30% 9.91% 45% 136 7.35% 2.6
Cora Capital Advisors
5449
Cora Capital Advisors
New Jersey
USD 150 M +USD 16.2 M +12% 6.82% 70.5% 98 13.27% 0.4
Trellis Wealth Advisors
5450
Trellis Wealth Advisors
California
USD 150 M +USD 14.3 M +11% 6.23% 62.2% 32 9.38% 0.4