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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
Nachman Norwood & Parrott
Greenville,
South Carolina
| USD 611 M | +USD 49 M | +9% | 6.32% | – | 255 | 11.76% | 0.9 |
|
| 2027 |
2027
Phillips Financial Management
Fort Wayne,
Indiana
| USD 610 M | +USD 41.3 M | +7% | 4.51% | 45.6% | 79 | 5.06% | 4.5 |
|
| 2028 |
2028
Horan Capital Management
Hunt Valley,
Maryland
| USD 609 M | +USD 49.7 M | +9% | 10.3% | 69.2% | 56 | 12.5% | 2.8 |
|
| 2029 |
2029
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| USD 609 M | +USD 385 M | +171% | 14.8% | 88.9% | 119 | 79.83% | 0.3 |
|
| 2030 |
2030
Pekin Hardy Strauss
Chicago,
Illinois
| USD 609 M | +USD 94.6 M | +18% | 9.63% | 102% | 237 | 14.77% | 3.4 |
|
| 2031 |
2031
Ally Financial
Detroit,
Michigan
| USD 609 M | +USD 46.4 M | +8% | 6.18% | 9.35% | 131 | 35.88% | 1.6 |
|
| 2032 |
2032
Cevian Capital II
St. Helier,
Jersey
| USD 608 M | +USD 36.7 M | +6% | 6.43% | 105% | 2 | 0% | 1.5 |
|
| 2033 |
2033
Bardin Hill Management Partners
New York
| USD 608 M | +USD 31.5 M | +5% | 29% | 214% | 50 | 68% | 0.4 |
|
| 2034 |
2034
CAS Investment Partners
Westport,
Connecticut
| USD 608 M | +USD 155 M | +34% | 36.6% | 527% | 6 | 0% | 1.1 |
|
| 2035 |
2035
Krilogy Financial
St. Louis,
Missouri
| USD 608 M | +USD 54.5 M | +10% | 5.84% | 79% | 210 | 14.76% | 2.4 |
|
| 2036 |
2036
Adell Harriman & Carpenter
Houston,
Texas
| USD 608 M | +USD 55.8 M | +10% | 10.1% | 176% | 142 | 4.93% | 4.3 |
|
| 2037 |
2037
Foresite Capital Management II
Larkspur,
California
| USD 607 M | +USD 134 M | +28% | 50.8% | 66.2% | 7 | 28.57% | 3 |
|
| 2038 |
MAM
2038
Mastrapasqua Asset Management
Nashville,
Tennessee
| USD 607 M | +USD 63 M | +12% | 9.41% | 54.9% | 140 | 10.71% | 3.1 |
|
| 2039 |
2039
Citizens Business Bank
Ontario,
California
| USD 607 M | +USD 259 k | +0% | 8.44% | 108% | 258 | 11.24% | 4.1 |
|
| 2040 |
2040
Tygh Capital Management
Portland,
Oregon
| USD 606 M | +USD 42.3 M | +8% | 10.5% | 251% | 90 | 31.11% | 1.3 |
|
| 2041 |
2041
Stearns Financial Services Group
Greensboro,
North Carolina
| USD 605 M | +USD 38.8 M | +7% | 5.37% | 26.1% | 193 | 13.99% | 3.5 |
|
| 2042 |
2042
Girard Partners
King Of Prussia,
Pennsylvania
| USD 605 M | +USD 67.9 M | +13% | 8.2% | 25.7% | 233 | 12.02% | 3.4 |
|
| 2043 |
2043
NewSquare Capital
Newtown Square,
Pennsylvania
| USD 604 M | +USD 52.1 M | +9% | 4.57% | 76.5% | 344 | 22.09% | 2.4 |
|
| 2044 |
2044
Howe & Rusling
Rochester,
New York
| USD 604 M | +USD 33.6 M | +6% | 10.1% | 82% | 910 | 15.49% | 3.1 |
|
| 2045 |
AIM
2045
Aigen Investment Management
New York
| USD 604 M | – | – | 5% | 55.5% | 1,169 | – | 0 |
|
| 2046 |
2046
Brouwer & Janachowski
Mill Valley,
California
| USD 603 M | +USD 30.1 M | +5% | 5.05% | 41.8% | 53 | 15.09% | 3.6 |
|
| 2047 |
2047
Jackson Wealth Management
Lake Mary,
Florida
| USD 603 M | +USD 125 M | +26% | 9.75% | 72.1% | 156 | 25.64% | 1.3 |
|
| 2048 |
2048
Colonial Trust Advisors
Spartanburg,
South Carolina
| USD 603 M | +USD 37.1 M | +7% | 8.73% | 80% | 163 | 4.91% | 4.1 |
|
| 2049 |
2049
Bedrijfstakpensioenfonds Voor De Media PNO
Hilversum,
Netherlands
| USD 601 M | +USD 17.6 M | +3% | 10.3% | 146% | 37 | 8.11% | 4.3 |
|
| 2050 |
PS
2050
Presima Securities
Montreal,
Quebec, Canada
| USD 601 M | -USD 8.85 M | -1% | 0.81% | 10.3% | 40 | 12.5% | 2.6 |
|