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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)
Feinberg Stephen
2026
Feinberg Stephen
USD 311 M -USD 162 M -34% 1.35% 54.3% 8 37.5% 0.3
Amalgamated Bank
2027
Amalgamated Bank
New York
USD 311 M +USD 38.3 M +14% 5.78% 147% 249 27.31% 0.2
FPCM
2028
Fox Point Capital Management
New York
USD 311 M -USD 17.9 M -5% 25.6% 201% 49 51.02% 0.2
BC
2029
Balestra Capital
New York
USD 311 M -USD 58.9 M -16% 0.57% – 20 60% 0.2
ACM
2030
Artha Capital Management
Connecticut
USD 309 M +USD 146 M +90% 19.4% – 20 65% 0.1
Rehmann Capital Advisory Group
2031
Rehmann Capital Advisory Group
Michigan
USD 309 M +USD 21 M +7% 4.65% 64.6% 302 19.87% 0.2
Efficient Market Advisors
2032
Efficient Market Advisors
California
USD 309 M +USD 34 M +12% 4.19% 5.97% 140 18.57% 0.2
Regis Management Company
2033
Regis Management Company
California
USD 309 M +USD 9.9 M +3% 6.49% 5.33% 52 13.46% 0.2
GJCM
2034
Grand Jean Capital Management
California
USD 309 M +USD 52.2 M +20% 6.65% 61.4% 37 24.32% 0.2
Hutchinson Capital Management
2035
Hutchinson Capital Management
California
USD 309 M +USD 9.18 M +3% 4.12% 52.6% 60 5% 0.2
3AM
2036
3D Asset Management
Connecticut
USD 308 M +USD 11.2 M +4% 4.94% 0.82% 42 11.9% 0.2
Cubic Asset Management
2037
Cubic Asset Management
Massachusetts
USD 308 M +USD 17.8 M +6% 5.55% 40.5% 165 16.97% 0.2
JMG Financial Group
2038
JMG Financial Group
Illinois
USD 308 M +USD 12.1 M +4% 4.29% 58.7% 53 11.32% 0.2
Sheets Smith Wealth Management
2039
Sheets Smith Wealth Management
North Carolina
USD 307 M +USD 12.8 M +4% 8.02% 83.4% 265 26.79% 0.2
Brookmont Capital Management
2040
Brookmont Capital Management
Texas
USD 307 M +USD 65.8 M +27% 2.67% 32.2% 43 2.33% 0.2
CA
2041
Cornerstone Advisors
North Carolina
USD 307 M +USD 51.3 M +20% 2.13% 108% 252 31.35% 0.2
Griffin Asset Management
2042
Griffin Asset Management
New York
USD 306 M +USD 29.7 M +11% 3.19% 88.9% 119 11.76% 0.2
Calamos Wealth Management
2043
Calamos Wealth Management
Illinois
USD 306 M +USD 23.6 M +8% 7.77% 102% 242 25.21% 0.2
BC
2044
Bruce & Co
Illinois
USD 306 M +USD 7.11 M +2% 4.93% 94.5% 57 3.51% 0.2
Twele Capital Management
2045
Twele Capital Management
Minnesota
USD 306 M +USD 15.3 M +5% 3.26% 37.1% 61 6.56% 0.2
TD Ameritrade Trust
2046
TD Ameritrade Trust
Colorado
USD 305 M -USD 20.1 M -6% 5.07% 21.7% 49 18.37% 0.2
1834 Investment Advisors
2047
1834 Investment Advisors
Wisconsin
USD 305 M +USD 13.3 M +5% 4.76% 68.7% 155 6.45% 0.2
AVC
2048
Arlington Value Capital
Utah
USD 304 M +USD 31.8 M +12% 6.21% 14.4% 11 9.09% 0.2
Coldstream Capital Management
2049
Coldstream Capital Management
Washington
USD 304 M +USD 7.92 M +3% 4.34% 71% 200 20.5% 0.2
Glynn Capital Management
2050
Glynn Capital Management
California
USD 303 M +USD 54.8 M +22% 32.8% 252% 54 9.26% 0.2