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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
BTR Capital Management
Oakland,
California
| USD 425 M | +USD 12.3 M | +3% | 0.68% | 35% | 163 | 10.43% | 1.5 |
|
| 2027 |
PAM
2027
Premier Asset Management
Chicago,
Illinois
| USD 425 M | -USD 6.65 M | -2% | 1.24% | 104% | 100 | 11% | 1.3 |
|
| 2028 |
2028
CapWealth Advisors
Franklin,
Tennessee
| USD 424 M | -USD 1.22 M | -0.3% | 2.08% | 152% | 345 | 16.52% | 0.7 |
|
| 2029 |
2029
Calamos Wealth Management
Naperville,
Illinois
| USD 423 M | +USD 23.2 M | +6% | 0.86% | 102% | 247 | 25.1% | 0.9 |
|
| 2030 |
MRCM
2030
M&R Capital Management
Summit,
New Jersey
| USD 423 M | +USD 15 k | +0% | 0.14% | 52.6% | 216 | 6.48% | 1.7 |
|
| 2031 |
2031
Crescent Park Management
East Palo Alto,
California
| USD 423 M | +USD 114 M | +37% | 4.94% | 87% | 17 | 47.06% | 0.3 |
|
| 2032 |
2032
Old Mutual Customised Solutions
Pinelands,
South Africa
| USD 422 M | +USD 8.94 M | +2% | 1.29% | 49.7% | 739 | 4.6% | 1.8 |
|
| 2033 |
2033
Community Bank
Dewitt,
New York
| USD 422 M | -USD 7.32 M | -2% | 0.83% | 73.5% | 382 | 7.33% | 0.5 |
|
| 2034 |
2034
Prospera Financial Services
Dallas,
Texas
| USD 420 M | -USD 28.8 M | -6% | 0.46% | 97.4% | 353 | 23.51% | 1.2 |
|
| 2035 |
2035
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| USD 420 M | +USD 5.56 M | +1% | 2.14% | 26.9% | 178 | 16.29% | 1.3 |
|
| 2036 |
2036
Catawba Capital Management
Roanoke,
Virginia
| USD 419 M | -USD 16.1 M | -4% | 1.8% | 33.1% | 255 | 6.67% | 1.7 |
|
| 2037 |
2037
FJ Capital Management
Mclean,
Virginia
| USD 419 M | +USD 63 M | +18% | 5.33% | 97.9% | 94 | 15.96% | 1 |
|
| 2038 |
2038
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| USD 419 M | +USD 13.9 M | +3% | 0% | 79.4% | 36 | 13.89% | 0.4 |
|
| 2039 |
2039
CPWM LLC
Seattle,
Washington
| USD 418 M | +USD 61.9 M | +17% | 0.82% | 36.6% | 228 | 32.02% | 1.1 |
|
| 2040 |
2040
Jacobs Asset Management
New York
| USD 418 M | -USD 23.9 M | -5% | 1.43% | 114% | 46 | 21.74% | 1.2 |
|
| 2041 |
2041
Professional Advisory Services
Vero Beach,
Florida
| USD 417 M | +USD 970 k | +0.2% | 1.22% | 69.3% | 59 | 6.78% | 1.4 |
|
| 2042 |
NM
2042
Newtyn Management
New York
| USD 417 M | +USD 15.3 M | +4% | 1.32% | 52% | 16 | 18.75% | 1.1 |
|
| 2043 |
2043
Condor Capital Management
Martinsville,
New Jersey
| USD 417 M | -USD 4.71 M | -1% | 0.8% | 58.2% | 200 | 5.5% | 1.4 |
|
| 2044 |
2044
Destrier Capital Management
New York
| USD 416 M | +USD 27.5 M | +7% | 4.61% | 5.28% | 28 | 42.86% | 0.5 |
|
| 2045 |
2045
Laird Norton Wetherby Wealth Management
San Francisco,
California
| USD 416 M | +USD 5.21 M | +1% | 0.98% | – | 521 | 14.2% | 1.5 |
|
| 2046 |
2046
Speece Thorson Capital Group
Minnetonka,
Minnesota
| USD 416 M | -USD 10.4 M | -2% | 1.95% | 34.2% | 42 | 9.52% | 1.8 |
|
| 2047 |
SCA
2047
Strategic Capital Alternatives
Gig Harbor,
United States
| USD 416 M | +USD 14.7 M | +4% | 0.11% | – | 468 | 39.74% | 0.2 |
|
| 2048 |
2048
Bangor Savings Bank
Bangor,
Maine
| USD 415 M | -USD 506 k | -0.1% | 0.95% | 54.6% | 156 | 12.82% | 1.5 |
|
| 2049 |
MC
2049
MSF Capital
New York
| USD 415 M | +USD 14.5 M | +4% | 1.73% | – | 47 | 12.77% | 1.5 |
|
| 2050 |
2050
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 413 M | -USD 39.8 M | -9% | 2.08% | 70% | 39 | 0% | 1.8 |
|