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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
First Nebraska Trust
Lincoln,
Nebraska
| USD 572 M | +USD 17.1 M | +3% | 4.54% | 67.9% | 148 | 4.05% | 3.8 |
|
| 2027 |
SCM
2027
SIR Capital Management
New York
| USD 572 M | +USD 27.5 M | +5% | 6.34% | 71.1% | 73 | 64.38% | 0.3 |
|
| 2028 |
GFWEX
2028
G.F.W. Energy XI
Dallas,
Texas
| USD 572 M | -USD 269 M | -32% | 30.9% | – | 2 | 0% | 0.8 |
|
| 2029 |
2029
Charles-Lim Capital
Central,
Hong Kong
| USD 571 M | +USD 85.4 M | +18% | 33.3% | 4.44% | 4 | 25% | 2.2 |
|
| 2030 |
2030
Exane Derivatives
Paris,
France
| USD 571 M | +USD 64.7 M | +13% | 1.34% | 42.7% | 757 | 27.61% | 1.7 |
|
| 2031 |
AL
2031
Arnhold LLC
New York
| USD 570 M | +USD 14.3 M | +3% | 3.53% | 156% | 139 | 12.23% | 1.1 |
|
| 2032 |
PFMOSF
2032
Philadelphia Financial Management of San Francisco
San Francisco,
California
| USD 569 M | -USD 24.6 M | -4% | 5.73% | 209% | 62 | 62.9% | 0.5 |
|
| 2033 |
FBP
2033
Flippin Bruce & Porter
Lynchburg,
Virginia
| USD 569 M | +USD 10.4 M | +2% | 1.57% | 44.4% | 80 | 5% | 4.4 |
|
| 2034 |
DA
2034
DSC Advisors
Chicago,
Illinois
| USD 569 M | +USD 24.9 M | +5% | 2.51% | 3.18% | 95 | 34.74% | 1.5 |
|
| 2035 |
2035
John G. Ullman & Associates
Corning,
New York
| USD 569 M | +USD 16.2 M | +3% | 1.93% | 156% | 152 | 18.42% | 3 |
|
| 2036 |
2036
Thomas White International
Chicago,
Illinois
| USD 568 M | +USD 13.9 M | +3% | 0.19% | 34.9% | 257 | 9.34% | 2.4 |
|
| 2037 |
2037
Radcliffe Capital Management
Bala Cynwyd,
Pennsylvania
| USD 568 M | -USD 44.2 M | -7% | 0% | 4.8% | 40 | 32.5% | 0.8 |
|
| 2038 |
2038
Girard Partners
King Of Prussia,
Pennsylvania
| USD 567 M | +USD 30.5 M | +6% | 4.5% | 25.7% | 242 | 7.02% | 3.1 |
|
| 2039 |
2039
Bangor Savings Bank
Bangor,
Maine
| USD 567 M | +USD 34.5 M | +6% | 2.42% | 54.6% | 172 | 8.72% | 3.7 |
|
| 2040 |
2040
Vestor Capital
Chicago,
Illinois
| USD 567 M | +USD 20.4 M | +4% | 4.22% | 188% | 156 | 25% | 2.6 |
|
| 2041 |
2041
INCA Investments
Miami,
Florida
| USD 566 M | -USD 17 M | -3% | 12.6% | 128% | 13 | 7.69% | 2.8 |
|
| 2042 |
2042
J.V. Bruni & Co
Colorado Springs,
Colorado
| USD 566 M | +USD 15.1 M | +3% | 3.27% | 97.9% | 29 | 10.34% | 3.6 |
|
| 2043 |
2043
Forward Management
San Francisco,
California
| USD 566 M | -USD 106 M | -16% | 1.01% | 36.9% | 50 | 12% | 2.6 |
|
| 2044 |
2044
Petrus Trust Company
Dallas,
Texas
| USD 564 M | +USD 48.1 M | +9% | 3.69% | 36.9% | 383 | 60.84% | 0.8 |
|
| 2045 |
2045
Matrix Asset Advisors
White Plains,
New York
| USD 564 M | -USD 21.2 M | -4% | 3.97% | 84.9% | 71 | 8.45% | 4.3 |
|
| 2046 |
2046
IFG Advisory
Atlanta,
Georgia
| USD 564 M | +USD 41.1 M | +8% | 4.07% | 70.1% | 375 | 19.2% | 1.1 |
|
| 2047 |
3C
2047
361 Capital
Denver,
Colorado
| USD 563 M | -USD 12.6 M | -2% | 8.17% | 118% | 427 | 54.8% | 0.5 |
|
| 2048 |
2048
Stonebridge Capital Advisors
St Paul,
Minnesota
| USD 563 M | +USD 24.6 M | +5% | 4.01% | 80.1% | 949 | 80.61% | 0.7 |
|
| 2049 |
2049
Cat Rock Capital Management
Greenwich,
Connecticut
| USD 563 M | +USD 194 M | +52% | 1.68% | 66.7% | 11 | 45.45% | 0.8 |
|
| 2050 |
FCP
2050
Fine Capital Partners
New York
| USD 562 M | -USD 131 M | -19% | 8.35% | 95.5% | 13 | 15.38% | 3.6 |
|