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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
LGT Capital Partners
Pfaeffikon,
Switzerland
| USD 388 M | -USD 37.5 M | -9% | 3.03% | 67.2% | 71 | 26.76% | 0.2 |
|
| 2027 |
2027
Platte River Capital
Denver,
Colorado
| USD 387 M | -USD 272 M | -41% | 1.07% | – | 230 | 37.39% | 0.8 |
|
| 2028 |
PH
2028
Pinnacle Holdings
Tulsa,
Oklahoma
| USD 387 M | -USD 21.9 M | -5% | 1.38% | 79.6% | 217 | 11.98% | 1 |
|
| 2029 |
T
2029
Tahithromos
New York
| USD 385 M | -USD 34.2 M | -8% | 7.95% | 16.4% | 53 | 54.72% | 0.6 |
|
| 2030 |
2030
Northstar Investment Advisors
Denver,
Colorado
| USD 385 M | -USD 2.7 M | -0.7% | 0.56% | 85.8% | 113 | 9.73% | 1.1 |
|
| 2031 |
QGI
2031
Quadrangle GP Investors
New York
| USD 385 M | +USD 24.1 M | +7% | 7.41% | 17.1% | 4 | 0% | 1.1 |
|
| 2032 |
2032
Kathryn A. Hall
| USD 385 M | -USD 191 M | -33% | 2.09% | 95.2% | 63 | 84.13% | 0.6 |
|
| 2033 |
SIA
2033
Spruce Investment Advisors
Stamford,
Connecticut
| USD 385 M | +USD 55.9 M | +17% | 0.7% | 23.5% | 31 | 51.61% | 0.5 |
|
| 2034 |
2034
Paradice Investment Management
Denver,
Colorado
| USD 384 M | +USD 48.4 M | +14% | 4.46% | 72.2% | 29 | 3.45% | 0.7 |
|
| 2035 |
2035
B. Riley Wealth Advisors
Boca Raton,
Florida
| USD 384 M | -USD 41.6 M | -10% | 1.27% | 118% | 2,640 | 81.25% | 0.7 |
|
| 2036 |
ICRM
2036
Insight Capital Research & Management
Walnut Creek,
California
| USD 384 M | -USD 54 M | -12% | 7.11% | 287% | 163 | 57.67% | 0.5 |
|
| 2037 |
2037
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| USD 383 M | +USD 4.19 M | +1% | 0.45% | 58.1% | 808 | 17.08% | 0.9 |
|
| 2038 |
ECP
2038
Elk Creek Partners
Denver,
Colorado
| USD 383 M | +USD 15.5 M | +4% | 4.15% | 16.4% | 113 | 27.43% | 0.6 |
|
| 2039 |
2039
AB CarVal Investors
Minneapolis,
Minnesota
| USD 382 M | +USD 180 M | +89% | 2.29% | 24% | 13 | 38.46% | 0.5 |
|
| 2040 |
2040
Grimes & Company
Westborough,
Massachusetts
| USD 382 M | +USD 411 k | +0.1% | 0.28% | 66.2% | 184 | 16.85% | 1 |
|
| 2041 |
2041
Tompkins Financial
Ithaca,
New York
| USD 382 M | -USD 22.7 M | -6% | 1.47% | 84.4% | 547 | 14.08% | 1.1 |
|
| 2042 |
2042
Coastline Trust
Providence,
Rhode Island
| USD 382 M | -USD 3.8 M | -1% | 1.55% | 106% | 218 | 4.59% | 1.1 |
|
| 2043 |
2043
Connable Office Inc
Kalamazoo,
Michigan
| USD 381 M | -USD 6.65 M | -2% | 3.61% | 68.3% | 227 | 13.22% | 1.1 |
|
| 2044 |
2044
Berkshire Partners
Boston,
Massachusetts
| USD 380 M | +USD 35.2 M | +10% | 10.2% | 79% | 1 | 0% | 1.3 |
|
| 2045 |
MPAM
2045
Monarch Partners Asset Management
Boston,
Massachusetts
| USD 380 M | -USD 1.92 M | -0.5% | 2.34% | 136% | 157 | 42.68% | 0.5 |
|
| 2046 |
NC
2046
Nokomis Capital
Dallas,
Texas
| USD 380 M | +USD 7.42 M | +2% | 7.75% | 145% | 52 | 38.46% | 0.7 |
|
| 2047 |
QAM
2047
Quentec Asset Management
New York
| USD 378 M | -USD 5.5 M | -1% | 4.88% | 43.5% | 57 | 49.12% | 0.5 |
|
| 2048 |
2048
SCGF III Management
Menlo Park,
California
| USD 378 M | -USD 88.5 M | -19% | 6.34% | – | 4 | 25% | 1.1 |
|
| 2049 |
2049
Efficient Market Advisors
San Diego,
California
| USD 378 M | -USD 16 M | -4% | 2.84% | 5.97% | 257 | 47.86% | 0.6 |
|
| 2050 |
2050
KLCM Advisors
Milwaukee,
Wisconsin
| USD 378 M | -USD 50.8 M | -12% | 5.13% | 122% | 80 | 16.25% | 1 |
|