¡Ya estamos en !
Descubre más
Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
U.S. Global Investors (USGI)
San Antonio,
Texas
| USD 1040 M | +USD 182 M | +21% | 28.9% | 119% | 146 | 20.55% | 2.7 |
|
| 2502 |
2502
SR One Capital Management
Wayne,
Pennsylvania
| USD 1039 M | +USD 124 M | +13% | 38.8% | 656% | 17 | 29.41% | 1.8 |
|
| 2503 |
2503
Harbour Trust & Investment Management
Michigan City,
Indiana
| USD 1039 M | +USD 96 M | +10% | 18.4% | – | 168 | 12.5% | 2.1 |
|
| 2504 |
2504
Private Wealth Asset Management
Cedar Rapids,
Iowa
| USD 1038 M | +USD 102 M | +11% | 13.7% | – | 977 | 10.44% | 1.1 |
|
| 2505 |
2505
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
| USD 1036 M | +USD 122 M | +13% | 13.5% | – | 314 | 18.47% | 0.9 |
|
| 2506 |
2506
New England Private Wealth Advisors
Wellesley,
Massachusetts
| USD 1035 M | +USD 169 M | +20% | 11.2% | 51.3% | 208 | 8.17% | 4.1 |
|
| 2507 |
OTL
2507
Oak Thistle LLC
New York
| USD 1035 M | +USD 4.79 M | +0.5% | 14.5% | 59% | 667 | 62.37% | 0.3 |
|
| 2508 |
2508
Iron Gate Global Advisors
Nsl,
Utah
| USD 1035 M | +USD 88.2 M | +9% | 11.3% | 106% | 115 | 13.91% | 3.5 |
|
| 2509 |
2509
Absolute Investment Advisers
Rosemary Beach,
Florida
| USD 1035 M | +USD 183 M | +21% | 0.03% | 0.22% | 145 | 38.62% | 1 |
|
| 2510 |
2510
Sierra Capital
Miami,
Florida
| USD 1035 M | +USD 117 M | +13% | 6.76% | 32.4% | 242 | 16.53% | 2.9 |
|
| 2511 |
2511
Isthmus Partners
Madison,
Wisconsin
| USD 1034 M | +USD 80.9 M | +8% | 12.6% | 61.1% | 235 | 11.49% | 3 |
|
| 2512 |
2512
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| USD 1034 M | +USD 178 M | +21% | 14.6% | 74.8% | 238 | 14.71% | 5.5 |
|
| 2513 |
LWANC
2513
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| USD 1034 M | +USD 22.2 M | +2% | 9.09% | 63.3% | 203 | 6.9% | 5.3 |
|
| 2514 |
2514
AssuredPartners Investment Advisors
Tampa,
Florida
| USD 1034 M | +USD 114 M | +12% | 19.2% | – | 441 | 14.51% | 0.9 |
|
| 2515 |
2515
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 1033 M | +USD 51.2 M | +5% | 6.13% | 70% | 65 | 7.69% | 7.6 |
|
| 2516 |
2516
Opus Capital Group
Cincinnati,
Ohio
| USD 1032 M | +USD 102 M | +11% | 11% | 49.7% | 154 | 12.34% | 4.6 |
|
| 2517 |
2517
Paradigm Operations
San Francisco,
California
| USD 1031 M | +USD 77.3 M | +8% | 14% | 230% | 4 | 25% | 1.5 |
|
| 2518 |
2518
L.J. Altfest & Co
New York
| USD 1031 M | +USD 96.1 M | +10% | 17.3% | 90.3% | 362 | 24.03% | 4.2 |
|
| 2519 |
2519
Rodgers Brothers
Harmony,
Pennsylvania
| USD 1030 M | +USD 165 M | +19% | 25.6% | 108% | 255 | 8.24% | 6.7 |
|
| 2520 |
2520
Provident Investment Management
Novi,
Michigan
| USD 1029 M | +USD 22.1 M | +2% | 16.1% | 69.5% | 95 | 20% | 4.1 |
|
| 2521 |
2521
Quadcap Wealth Management
Frisco,
Texas
| USD 1029 M | +USD 150 M | +17% | 15.9% | – | 451 | 15.96% | 1.7 |
|
| 2522 |
2522
Impact Partnership Wealth
Marietta,
Georgia
| USD 1029 M | +USD 219 M | +27% | 9.22% | 47.3% | 499 | 39.28% | 0.9 |
|
| 2523 |
2523
Massar Capital Management
Stamford,
Connecticut
| USD 1029 M | +USD 94.3 M | +10% | 35.9% | – | 416 | 77.16% | 0.2 |
|
| 2524 |
2524
Columbus Macro
New Castle,
Pennsylvania
| USD 1028 M | +USD 92.1 M | +10% | 8.84% | 48.7% | 217 | 12.44% | 3.5 |
|
| 2525 |
2525
Engine Capital Management
New York
| USD 1028 M | +USD 199 M | +24% | 6.65% | 21.1% | 35 | 42.86% | 1.3 |
|