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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 |
CGM
2026
Centenus Global Management
New York
| USD 557 M | +USD 21.4 M | +4% | 2.85% | – | 168 | 69.05% | 0.2 |
|
| 2027 |
2027
Independent Advisor Alliance
Charlotte,
North Carolina
| USD 555 M | +USD 74.8 M | +16% | 6.69% | 135% | 424 | 24.06% | 1 |
|
| 2028 |
2028
Resources Management Corp
West Hartford,
Connecticut
| USD 554 M | – | – | 6.96% | 78.5% | 463 | – | 0 |
|
| 2029 |
2029
Centaurus Financial
Anaheim,
California
| USD 554 M | -USD 171 M | -24% | 5.64% | 83.5% | 2,532 | 79.19% | 0.5 |
|
| 2030 |
2030
Guinness Asset Management
London,
United Kingdom
| USD 553 M | +USD 42.8 M | +8% | 3.29% | 73.9% | 103 | 4.85% | 3.2 |
|
| 2031 |
2031
One Capital Management
Westlake Village,
California
| USD 553 M | +USD 25 M | +5% | 3.11% | 50.5% | 177 | 9.04% | 2.8 |
|
| 2032 |
2032
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| USD 553 M | +USD 48.9 M | +10% | 6.04% | 80.6% | 102 | 18.63% | 2.3 |
|
| 2033 |
2033
Estate Counselors
Thiensville,
Wisconsin
| USD 553 M | +USD 25 M | +5% | 2.91% | 60% | 70 | 18.57% | 2.4 |
|
| 2034 |
2034
Kemper
Chicago,
Illinois
| USD 552 M | +USD 329 M | +148% | 3.18% | 28.6% | 25 | 24% | 2.2 |
|
| 2035 |
2035
Baskin Financial Services
Toronto,
Ontario, Canada
| USD 552 M | +USD 17.3 M | +3% | 6.23% | 69.1% | 48 | 14.58% | 3.1 |
|
| 2036 |
2036
Sun Life Financial
Toronto,
Ontario, Canada
| USD 551 M | -USD 150 M | -21% | 5.79% | 65.7% | 649 | 7.55% | 1.5 |
|
| 2037 |
MG
2037
Magnolia Group
Omaha,
Nebraska
| USD 550 M | +USD 72.6 M | +15% | 18.1% | 9.52% | 10 | 30% | 0.9 |
|
| 2038 |
2038
John G. Ullman & Associates
Corning,
New York
| USD 550 M | +USD 21.3 M | +4% | 6.29% | 156% | 133 | 17.29% | 2.9 |
|
| 2039 |
2039
New Leaf Venture Partners
New York
| USD 550 M | +USD 135 M | +33% | 5.87% | 3.91% | 21 | 33.33% | 0.8 |
|
| 2040 |
2040
Winslow Asset Management
Beachwood,
Ohio
| USD 549 M | +USD 10.2 M | +2% | 5.11% | 89.9% | 94 | 2.13% | 4.1 |
|
| 2041 |
TEC
2041
Tiger Eye Capital
Nashville,
Tennessee
| USD 549 M | +USD 53.4 M | +11% | 15.3% | 116% | 49 | 18.37% | 0.9 |
|
| 2042 |
2042
Dorsey Wright & Associates
Pasadena,
California
| USD 549 M | -USD 132 M | -19% | 9.02% | 311% | 324 | 75% | 0.3 |
|
| 2043 |
2043
Condor Capital Management
Martinsville,
New Jersey
| USD 548 M | +USD 28.4 M | +5% | 6.41% | 58.2% | 169 | 3.55% | 3.7 |
|
| 2044 |
2044
WealthPLAN Partners
Omaha,
Nebraska
| USD 548 M | +USD 60 M | +12% | 6.97% | 71.6% | 297 | 27.27% | 1.7 |
|
| 2045 |
2045
Resource Management
Metairie,
Louisiana
| USD 547 M | +USD 33.7 M | +7% | 5.46% | 82.7% | 142 | 9.86% | 0.7 |
|
| 2046 |
2046
Sageview Capital
Greenwich,
Connecticut
| USD 547 M | -USD 285 M | -34% | 33.9% | 335% | 2 | 0% | 2.8 |
|
| 2047 |
2047
Solus Alternative Asset Management
Summit,
New Jersey
| USD 547 M | +USD 132 M | +32% | 8.19% | 79.3% | 14 | 35.71% | 1 |
|
| 2048 |
2048
Frazier Management
Seattle,
Washington
| USD 546 M | +USD 63.4 M | +13% | 15.4% | 408% | 17 | 29.41% | 1 |
|
| 2049 |
2049
Stewart & Patten Company
Lafayette,
California
| USD 546 M | +USD 22 M | +4% | 6.82% | 27.5% | 97 | 7.22% | 4.1 |
|
| 2050 |
2050
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| USD 545 M | +USD 34.5 M | +7% | 4% | 65.6% | 1,357 | 10.32% | 0.9 |
|