¡Ya estamos en !
Descubre más
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 |
JMH
2026
J.M. Hartwell
New York
| USD 560 M | +USD 19 M | +4% | 1.26% | 72.2% | 91 | 14.29% | 3.1 |
|
| 2027 |
2027
Hazelview Securities
Toronto,
Ontario, Canada
| USD 560 M | +USD 99.2 M | +22% | 5.83% | – | 49 | 26.53% | 1.4 |
|
| 2028 |
2028
Horan Capital Management
Hunt Valley,
Maryland
| USD 560 M | +USD 1.22 M | +0.2% | 2.09% | 69.2% | 62 | 12.9% | 2.6 |
|
| 2029 |
2029
Mount Yale Investment Advisors
Denver,
Colorado
| USD 559 M | +USD 17.2 M | +3% | 3.52% | 81.9% | 343 | 19.53% | 1.2 |
|
| 2030 |
2030
TD Capital Management
Memphis,
Tennessee
| USD 559 M | +USD 66.2 M | +13% | 0.56% | 40.5% | 294 | 12.59% | 2.9 |
|
| 2031 |
2031
Pensionfund DSM Netherlands
Sittard,
Netherlands
| USD 559 M | USD 0 | 0% | 3.25% | 36.9% | 204 | 0% | 2.7 |
|
| 2032 |
2032
Klingman & Associates
New York
| USD 559 M | +USD 20.3 M | +4% | 0.4% | 64.9% | 124 | 7.26% | 3 |
|
| 2033 |
2033
Mount Lucas Management
Newtown,
Pennsylvania
| USD 558 M | -USD 32.8 M | -6% | 1.39% | 109% | 111 | 23.42% | 0.9 |
|
| 2034 |
2034
Exane Derivatives
Paris,
France
| USD 558 M | -USD 12.9 M | -2% | 1.76% | 42.7% | 718 | 16.3% | 1.8 |
|
| 2035 |
2035
Davide Leone & Partners Investment Company
London,
United Kingdom
| USD 557 M | -USD 684 M | -55% | 14.4% | 64.1% | 19 | 52.63% | 1.5 |
|
| 2036 |
2036
ARS Investment Partners
New York
| USD 557 M | -USD 38.3 M | -6% | 3.72% | 260% | 136 | 23.53% | 3.3 |
|
| 2037 |
2037
Richard C. Young & Co
Newport,
Rhode Island
| USD 556 M | +USD 28.7 M | +5% | 3.99% | 137% | 69 | 5.8% | 3 |
|
| 2038 |
2038
Jefferies Financial Group
New York
| USD 556 M | -USD 22.4 M | -4% | 4.54% | 135% | 19 | 57.89% | 0.8 |
|
| 2039 |
BSPF
2039
British Steel Pension Fund
London,
United Kingdom
| USD 556 M | -USD 106 M | -16% | 4.47% | 29.7% | 173 | 0.58% | 3.9 |
|
| 2040 |
2040
Prana Capital Management
Greenwich,
Connecticut
| USD 555 M | -USD 1.72 M | -0.3% | 0.88% | 36.6% | 73 | 57.53% | 0.4 |
|
| 2041 |
KL
2041
KGH Ltd
Nassau,
Bahamas
| USD 555 M | -USD 634 M | -53% | 19.6% | 139% | 61 | 50.82% | 1.1 |
|
| 2042 |
2042
Connable Office Inc
Kalamazoo,
Michigan
| USD 555 M | +USD 10.6 M | +2% | 0.1% | 68.3% | 192 | 14.06% | 2.8 |
|
| 2043 |
VCM
2043
V3 Capital Management
Dallas,
Texas
| USD 554 M | +USD 87.8 M | +19% | 7.42% | 20.5% | 19 | 36.84% | 0.9 |
|
| 2044 |
2044
Randolph Company
Cincinnati,
Ohio
| USD 554 M | -USD 27.9 M | -5% | 3.37% | 127% | 51 | 35.29% | 1.5 |
|
| 2045 |
2045
J.V. Bruni & Co
Colorado Springs,
Colorado
| USD 554 M | -USD 12.6 M | -2% | 1.15% | 97.9% | 27 | 7.41% | 3.9 |
|
| 2046 |
2046
Krilogy Financial
St. Louis,
Missouri
| USD 553 M | +USD 31.8 M | +6% | 1.07% | 79% | 193 | 14.51% | 2.4 |
|
| 2047 |
2047
Grosvenor Holdings
Chicago,
Illinois
| USD 553 M | +USD 127 M | +30% | 3.84% | 54.3% | 23 | 47.83% | 0.6 |
|
| 2048 |
2048
Pure Financial Advisors
San Diego,
California
| USD 553 M | -USD 4.38 M | -0.8% | 0.78% | 47.2% | 140 | 10.71% | 0.9 |
|
| 2049 |
2049
Ellington Management Group
Old Greenwich,
Connecticut
| USD 553 M | -USD 32.5 M | -6% | 1.77% | 16.1% | 894 | 74.61% | 0.2 |
|
| 2050 |
2050
Adams Natural Resources Fund
Baltimore,
Maryland
| USD 553 M | -USD 30.8 M | -5% | 4.95% | 50.6% | 65 | 7.69% | 2.7 |
|