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