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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
Jay A. Fishman Ltd
Troy,
Michigan
| USD 632 M | +USD 59 M | +10% | 13% | 119% | 89 | 6.74% | 4.4 |
|
| 2027 |
2027
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 631 M | +USD 81.2 M | +15% | 8.01% | 118% | 83 | 19.28% | 1.4 |
|
| 2028 |
2028
Wellington Shields Capital Management
New York
| USD 631 M | +USD 7.52 M | +1% | 11.7% | 157% | 252 | 17.46% | 4.2 |
|
| 2029 |
2029
Emerson Point Capital
Larchmont,
New York
| USD 630 M | +USD 104 M | +20% | 15% | 94.8% | 37 | 13.51% | 1.1 |
|
| 2030 |
2030
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| USD 630 M | +USD 59.8 M | +10% | 12.7% | 22.7% | 36 | 11.11% | 4.3 |
|
| 2031 |
2031
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 628 M | +USD 44.9 M | +8% | 7.01% | 76.8% | 121 | 13.22% | 3.7 |
|
| 2032 |
SFG
2032
Sather Financial Group
Victoria,
Texas
| USD 628 M | +USD 44.9 M | +8% | 11.3% | 82.3% | 47 | 23.4% | 3 |
|
| 2033 |
2033
Sun Life Financial
Toronto,
Ontario, Canada
| USD 627 M | +USD 113 M | +22% | 5.85% | 65.7% | 523 | 12.05% | 3.2 |
|
| 2034 |
2034
Bowie Capital Management
Richardson,
Texas
| USD 627 M | +USD 26 M | +4% | 10.9% | 31.6% | 47 | 29.79% | 1.6 |
|
| 2035 |
2035
M Holdings Securities
Portland,
Oregon
| USD 627 M | +USD 68 M | +12% | 7.52% | 94.1% | 178 | 19.66% | 2.8 |
|
| 2036 |
2036
Sunriver Management
Greenwich,
Connecticut
| USD 626 M | -USD 7.93 M | -1% | 12.1% | 9.27% | 24 | 33.33% | 0.9 |
|
| 2037 |
2037
J.M. Forbes & Co
Boston,
Massachusetts
| USD 625 M | +USD 64.4 M | +11% | 10.2% | 112% | 105 | 8.57% | 4.6 |
|
| 2038 |
2038
Bracebridge Capital LLC
Boston,
Massachusetts
| USD 624 M | +USD 283 M | +83% | 2.51% | 156% | 13 | 15.38% | 0.5 |
|
| 2039 |
2039
SeaCrest Wealth Management
Purchase,
New York
| USD 624 M | +USD 45.4 M | +8% | 9.83% | 153% | 627 | 19.46% | 1.8 |
|
| 2040 |
2040
Kays Financial Advisory
Atlanta,
Georgia
| USD 624 M | +USD 48.9 M | +9% | 6.1% | 23.3% | 101 | 7.92% | 2.7 |
|
| 2041 |
2041
Fairpointe Capital
Chicago,
Illinois
| USD 624 M | -USD 62.7 M | -9% | 6.56% | 48.1% | 80 | 11.25% | 3.1 |
|
| 2042 |
2042
NewSquare Capital
Newtown Square,
Pennsylvania
| USD 623 M | +USD 36.8 M | +6% | 6.91% | 82.5% | 426 | 25.82% | 2.5 |
|
| 2043 |
2043
Lingotto Investment Management
London,
United Kingdom
| USD 622 M | +USD 12.4 M | +2% | 8.81% | 362% | 9 | 11.11% | 1.9 |
|
| 2044 |
2044
Waterfront Capital Partners
New York
| USD 622 M | +USD 14.8 M | +2% | 6.3% | 88.3% | 62 | 56.45% | 0.7 |
|
| 2045 |
2045
Oslo Pensjonsforsikring
Oslo,
| USD 621 M | +USD 31.7 M | +5% | 8.85% | 79% | 17 | 11.76% | 2.8 |
|
| 2046 |
2046
Ally Financial
Detroit,
Michigan
| USD 621 M | +USD 13.7 M | +2% | 3.24% | 9.28% | 121 | 14.05% | 1.9 |
|
| 2047 |
2047
Mirova
Paris,
France
| USD 621 M | +USD 186 M | +43% | 43.2% | 64.6% | 230 | 39.13% | 0.9 |
|
| 2048 |
2048
Advocacy Wealth Management Services
Atlanta,
Georgia
| USD 621 M | +USD 127 M | +26% | 3.71% | 48.3% | 140 | 10% | 2.4 |
|
| 2049 |
DTL
2049
Dynamic Technology Lab
Singapore
| USD 621 M | -USD 43.6 M | -7% | 5.71% | 30.8% | 1,508 | 75.6% | 0.2 |
|
| 2050 |
2050
Richard C. Young & Co
Newport,
Rhode Island
| USD 620 M | +USD 20.1 M | +3% | 7.1% | 152% | 88 | 25% | 3.3 |
|