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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)
Sandbox Financial Partners
5526
Sandbox Financial Partners
Maryland
USD 159 M +USD 19.1 M +14% 11.7% 69.6% 118 27.97% 0.6
FirstPurpose Wealth
5527
FirstPurpose Wealth
Utah
USD 159 M – – 5.34% – 145 – 0
Providence Wealth Advisors
5528
Providence Wealth Advisors
Illinois
USD 159 M +USD 15.4 M +11% 11.4% 121% 99 5.05% 2.6
Memorial Sloan Kettering Cancer Center
5529
Memorial Sloan Kettering Cancer Center
New York
USD 159 M -USD 1.35 M -0.8% 3.08% 14.8% 6 0% 0.8
Florin Court Capital
5530
Florin Court Capital
United Kingdom
USD 159 M +USD 54 M +51% 8.65% 129% 38 21.05% 0.7
Concorde Financial
5531
Concorde Financial
Texas
USD 159 M – – 7.28% 81.3% 134 – 0
Profit Investment Management
5532
Profit Investment Management
Maryland
USD 159 M +USD 15.2 M +11% 9.45% 101% 92 13.04% 5.2
RFMS
5533
RWQ Financial Management Services
Florida
USD 159 M +USD 22.5 M +17% 18.9% 446% 31 41.94% 0.6
Alaethes Wealth
5534
Alaethes Wealth
Nevada
USD 159 M +USD 21.3 M +15% 10.7% 96.4% 297 6.73% 0.5
Tiller Private Wealth
5535
Tiller Private Wealth
Pennsylvania
USD 159 M +USD 25.9 M +20% 7.67% 60.2% 56 14.29% 2
Alpha DNA Investment Management
5536
Alpha DNA Investment Management
Maryland
USD 158 M +USD 11.6 M +8% 15.9% 134% 160 74.38% 0.3
Plotkin Financial Advisors
5537
Plotkin Financial Advisors
Maryland
USD 158 M -USD 9.9 M -6% 10.6% 95.3% 104 29.81% 1.2
H&H Retirement Design & Management
5538
H&H Retirement Design & Management
Nevada
USD 158 M -USD 4.36 M -3% 2.24% 38.4% 69 43.48% 0.9
Hutchens & Kramer Investment Management Group
5539
Hutchens & Kramer Investment Management Group
Indiana
USD 158 M – – 11.2% 83% 120 – 0
Opal Wealth Advisors
5540
Opal Wealth Advisors
New York
USD 158 M +USD 54 M +52% 7.96% 62.3% 137 47.45% 0.5
Silver Oak Advisory Group
5541
Silver Oak Advisory Group
Oregon
USD 158 M – – 2.65% 28.9% 60 – 0
Alphadyne Asset Management
5542
Alphadyne Asset Management
New York
USD 158 M +USD 343 k +0.2% 14.8% 159% 6 50% 0.2
HighMark Wealth Management
5543
HighMark Wealth Management
Minnesota
USD 158 M +USD 21.9 M +16% 5.1% 110% 547 14.26% 1.4
Cerro Pacific Wealth Advisors
5544
Cerro Pacific Wealth Advisors
California
USD 158 M +USD 18.9 M +14% 13.6% – 128 11.72% 0.8
Ridgewood Investments
5545
Ridgewood Investments
New Jersey
USD 158 M +USD 10.2 M +7% 5.63% – 202 7.92% 2.4
Acorn Wealth Advisors
5546
Acorn Wealth Advisors
Michigan
USD 158 M +USD 14.7 M +10% 7.8% 58.8% 185 10.27% 2.2
Royal Harbor Partners
5547
Royal Harbor Partners
Texas
USD 158 M +USD 17.1 M +12% 8.88% 54.6% 86 15.12% 1.2
HBC Financial Services
5548
HBC Financial Services
Washington
USD 158 M +USD 7.57 M +5% 7.41% 12.6% 197 16.24% 1.4
BCFD
5549
Boit C.F. David
USD 158 M +USD 11.9 M +8% 11% 84.2% 116 0.86% 0.5
Regency Capital Management
5550
Regency Capital Management
Hawaii
USD 157 M +USD 15.2 M +11% 10.8% 92.1% 179 54.75% 0.4