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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
Nottingham Advisors
Amherst,
New York
| USD 896 M | +USD 6.15 M | +0.7% | 4.62% | 44.3% | 159 | 16.35% | 2.9 |
|
| 2027 |
2027
Roundview Capital
Princeton,
New Jersey
| USD 896 M | +USD 102 M | +13% | 7.16% | 77.7% | 283 | 8.48% | 3.8 |
|
| 2028 |
2028
Novare Capital Management
Charlotte,
North Carolina
| USD 895 M | +USD 64 M | +8% | 6.27% | 76.5% | 168 | 14.88% | 3.4 |
|
| 2029 |
2029
Origin Asset Management
London,
United Kingdom
| USD 895 M | -USD 82.9 M | -8% | 2.64% | 59.3% | 145 | 29.66% | 1.3 |
|
| 2030 |
2030
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| USD 894 M | +USD 32.2 M | +4% | 8.59% | 26.9% | 154 | 25.97% | 1 |
|
| 2031 |
WDA
2031
Wendell David Associates
Portsmouth,
New Hampshire
| USD 893 M | +USD 62.4 M | +8% | 7.13% | 46% | 155 | 4.52% | 5.7 |
|
| 2032 |
2032
Sixth Street Partners
Dallas,
Texas
| USD 893 M | -USD 44.8 M | -5% | 1.59% | 5.31% | 9 | 22.22% | 0.8 |
|
| 2033 |
2033
Morningstar Investment Management
Chicago,
Illinois
| USD 893 M | -USD 104 M | -10% | 5% | 48.2% | 45 | 44.44% | 1 |
|
| 2034 |
2034
Hodges Capital Management
Dallas,
Texas
| USD 892 M | +USD 169 M | +23% | 10.5% | 200% | 252 | 21.43% | 2.6 |
|
| 2035 |
2035
Incline Global Management
New York
| USD 892 M | +USD 397 M | +80% | 6.23% | 40.1% | 28 | 42.86% | 0.9 |
|
| 2036 |
2036
York Capital Management Global Advisors
New York
| USD 892 M | +USD 196 M | +28% | 13% | 74.1% | 76 | 60.53% | 0.4 |
|
| 2037 |
2037
Dow Chemical Company
Midland,
Michigan
| USD 891 M | +USD 475 M | +114% | 3.77% | 29.4% | 11 | 54.55% | 1.2 |
|
| 2038 |
2038
First Command Bank
Fort Worth,
Texas
| USD 891 M | +USD 428 M | +92% | 6.48% | 34.1% | 465 | 10.97% | 2.6 |
|
| 2039 |
2039
First Command Financial Services
Fort Worth,
Texas
| USD 891 M | +USD 428 M | +92% | 6.48% | 34.4% | 465 | 10.97% | 2.6 |
|
| 2040 |
2040
Bangor Savings Bank
Bangor,
Maine
| USD 891 M | +USD 61.7 M | +7% | 4.63% | 54.6% | 196 | 4.59% | 4.5 |
|
| 2041 |
2041
Connectus Wealth
Cincinnati,
Ohio
| USD 891 M | +USD 56.1 M | +7% | 10% | 37.8% | 35 | 11.43% | 0.2 |
|
| 2042 |
2042
Kore Private Wealth
New York
| USD 890 M | +USD 149 M | +20% | 8.06% | 35.9% | 441 | 19.73% | 1.3 |
|
| 2043 |
2043
Donor Advised Charitable Giving
San Francisco,
California
| USD 889 M | -USD 83.4 M | -9% | 25.2% | 365% | 116 | 4.31% | 1.3 |
|
| 2044 |
2044
GSA Capital Partners
London,
United Kingdom
| USD 889 M | +USD 286 M | +47% | 7.17% | 94.7% | 1,751 | 66.76% | 0.3 |
|
| 2045 |
2045
Hilltop Holdings
Dallas,
Texas
| USD 888 M | +USD 113 M | +15% | 6.99% | 96.7% | 598 | 20.4% | 2.4 |
|
| 2046 |
2046
Archon Capital Management
Seattle,
Washington
| USD 887 M | +USD 192 M | +28% | 8.05% | 222% | 43 | 37.21% | 1.1 |
|
| 2047 |
2047
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| USD 886 M | +USD 15 M | +2% | 5.91% | 58.6% | 82 | 7.32% | 2.9 |
|
| 2048 |
2048
Bank Hapoalim BM
Tel Aviv,
Israel
| USD 884 M | +USD 96.4 M | +12% | 7.58% | 76.6% | 249 | 11.65% | 2.3 |
|
| 2049 |
2049
Beese Fulmer Investment Management
Canton,
Ohio
| USD 884 M | +USD 51.3 M | +6% | 7.1% | 124% | 240 | 10.42% | 4.2 |
|
| 2050 |
2050
Omega Fund Management
Boston,
Massachusetts
| USD 884 M | -USD 174 M | -16% | 7.74% | 106% | 24 | 4.17% | 2.1 |
|