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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)
Neumeier Poma Investment Counsel
2026
Neumeier Poma Investment Counsel
California
USD 1461 M +USD 247 M +20% 26.7% 229% 43 6.98% 4
Harvey Partners
2027
Harvey Partners
New York
USD 1460 M +USD 204 M +16% 34.1% 174% 53 20.75% 2.3
CapWealth Advisors
2028
CapWealth Advisors
Tennessee
USD 1457 M +USD 110 M +8% 12.1% 152% 126 12.7% 5.3
FC
2029
FORA Capital
Florida
USD 1457 M +USD 91.8 M +7% 29.1% 162% 583 69.98% 0.2
Penobscot Investment Management
2030
Penobscot Investment Management
Massachusetts
USD 1456 M +USD 177 M +14% 18.3% 103% 328 9.15% 6.2
Chai Trust Company
2031
Chai Trust Company
Illinois
USD 1455 M +USD 273 M +23% 14.1% 12.7% 12 8.33% 5.5
Verity & Verity
2032
Verity & Verity
South Carolina
USD 1454 M +USD 111 M +8% 15.5% 76.4% 143 6.99% 5.2
SHP Wealth Management
2033
SHP Wealth Management
Massachusetts
USD 1454 M +USD 128 M +10% 13.5% – 2,100 19.19% 0.4
Danmarks Nationalbank
2034
Danmarks Nationalbank
USD 1454 M +USD 249 M +21% 15% – 1 0% 0.5
Baring Fintech Manager Holding
2035
Baring Fintech Manager Holding
Guernsey
USD 1450 M +USD 113 M +8% 17% – 1 0% 1.5
Narwhal Capital Management
2036
Narwhal Capital Management
Georgia
USD 1448 M +USD 92.7 M +7% 12.9% 93.8% 177 15.82% 6.4
Nilsine Partners
2037
Nilsine Partners
Colorado
USD 1447 M +USD 167 M +13% 26.9% 117% 450 12% 1.9
Weitz Investment Management
2038
Weitz Investment Management
Nebraska
USD 1444 M +USD 11.7 M +0.8% 8.79% 36.1% 52 9.62% 6.1
SS
2039
STG Securities
New York
USD 1444 M – – 18.5% – 501 – 0
Fort Point Capital Partners
2040
Fort Point Capital Partners
California
USD 1441 M +USD 616 M +75% 12% 62.2% 262 17.18% 3.9
One Day In July LLC
2041
One Day In July LLC
Vermont
USD 1438 M +USD 189 M +15% 11.3% 43.1% 174 16.09% 3.2
Inspire Advisors
2042
Inspire Advisors
Idaho
USD 1438 M +USD 210 M +17% 14.6% 60.2% 825 31.52% 1.2
Colonial Trust Advisors
2043
Colonial Trust Advisors
South Carolina
USD 1436 M +USD 150 M +12% 16% 80% 830 15.9% 3.5
Bristol Gate Capital Partners
2044
Bristol Gate Capital Partners
Ontario, Canada
USD 1436 M -USD 116 M -7% 21.8% 79.2% 38 31.58% 2.9
Clean Energy Transition
2045
Clean Energy Transition
United Kingdom
USD 1436 M -USD 101 M -7% 21.6% 129% 17 29.41% 1.5
Soma Equity Partners
2046
Soma Equity Partners
California
USD 1436 M +USD 79.5 M +6% 35.6% 151% 30 53.33% 1
UA
2047
Unison Advisors
District of Columbia
USD 1434 M +USD 116 M +9% 9.18% 54.6% 185 11.89% 3.6
Harbor Investment Advisory
2048
Harbor Investment Advisory
Maryland
USD 1434 M +USD 163 M +13% 15% 97.5% 1,388 16.35% 3.8
Value Partners Investments
2049
Value Partners Investments
Manitoba, Canada
USD 1432 M +USD 121 M +9% 9.35% 33.9% 110 10% 2.8
Hemenway Trust Hemenway Trust
2050
Hemenway Trust Hemenway Trust
New Hampshire
USD 1431 M +USD 188 M +15% 26.5% 87.2% 141 8.51% 6.6