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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)
U.S. Global Investors (USGI)
2501
U.S. Global Investors (USGI)
Texas
USD 1040 M +USD 182 M +21% 28.9% 119% 146 20.55% 2.7
SR One Capital Management
2502
SR One Capital Management
Pennsylvania
USD 1039 M +USD 124 M +13% 38.8% 656% 17 29.41% 1.8
Harbour Trust & Investment Management
2503
Harbour Trust & Investment Management
Indiana
USD 1039 M +USD 96 M +10% 18.4% – 168 12.5% 2.1
Private Wealth Asset Management
2504
Private Wealth Asset Management
Iowa
USD 1038 M +USD 102 M +11% 13.7% – 977 10.44% 1.1
Caliber Wealth Management (Kansas)
2505
Caliber Wealth Management (Kansas)
Kansas
USD 1036 M +USD 122 M +13% 13.5% – 314 18.47% 0.9
New England Private Wealth Advisors
2506
New England Private Wealth Advisors
Massachusetts
USD 1035 M +USD 169 M +20% 11.2% 51.3% 208 8.17% 4.1
OTL
2507
Oak Thistle LLC
New York
USD 1035 M +USD 4.79 M +0.5% 14.5% 59% 667 62.37% 0.3
Iron Gate Global Advisors
2508
Iron Gate Global Advisors
Utah
USD 1035 M +USD 88.2 M +9% 11.3% 106% 115 13.91% 3.5
Absolute Investment Advisers
2509
Absolute Investment Advisers
Florida
USD 1035 M +USD 183 M +21% 0.03% 0.22% 145 38.62% 1
Sierra Capital
2510
Sierra Capital
Florida
USD 1035 M +USD 117 M +13% 6.76% 32.4% 242 16.53% 2.9
Isthmus Partners
2511
Isthmus Partners
Wisconsin
USD 1034 M +USD 80.9 M +8% 12.6% 61.1% 235 11.49% 3
Baldwin Investment Management
2512
Baldwin Investment Management
Pennsylvania
USD 1034 M +USD 178 M +21% 14.6% 74.8% 238 14.71% 5.5
LWANC
2513
Laurel Wealth Advisors (North Carolina)
North Carolina
USD 1034 M +USD 22.2 M +2% 9.09% 63.3% 203 6.9% 5.3
AssuredPartners Investment Advisors
2514
AssuredPartners Investment Advisors
Florida
USD 1034 M +USD 114 M +12% 19.2% – 441 14.51% 0.9
Henry H. Armstrong Associates
2515
Henry H. Armstrong Associates
Pennsylvania
USD 1033 M +USD 51.2 M +5% 6.13% 70% 65 7.69% 7.6
Opus Capital Group
2516
Opus Capital Group
Ohio
USD 1032 M +USD 102 M +11% 11% 49.7% 154 12.34% 4.6
Paradigm Operations
2517
Paradigm Operations
California
USD 1031 M +USD 77.3 M +8% 14% 230% 4 25% 1.5
L.J. Altfest & Co
2518
L.J. Altfest & Co
New York
USD 1031 M +USD 96.1 M +10% 17.3% 90.3% 362 24.03% 4.2
Rodgers Brothers
2519
Rodgers Brothers
Pennsylvania
USD 1030 M +USD 165 M +19% 25.6% 108% 255 8.24% 6.7
Provident Investment Management
2520
Provident Investment Management
Michigan
USD 1029 M +USD 22.1 M +2% 16.1% 69.5% 95 20% 4.1
Quadcap Wealth Management
2521
Quadcap Wealth Management
Texas
USD 1029 M +USD 150 M +17% 15.9% – 451 15.96% 1.7
Impact Partnership Wealth
2522
Impact Partnership Wealth
Georgia
USD 1029 M +USD 219 M +27% 9.22% 47.3% 499 39.28% 0.9
Massar Capital Management
2523
Massar Capital Management
Connecticut
USD 1029 M +USD 94.3 M +10% 35.9% – 416 77.16% 0.2
Columbus Macro
2524
Columbus Macro
Pennsylvania
USD 1028 M +USD 92.1 M +10% 8.84% 48.7% 217 12.44% 3.5
Engine Capital Management
2525
Engine Capital Management
New York
USD 1028 M +USD 199 M +24% 6.65% 21.1% 35 42.86% 1.3