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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Singapore Technologies Telemedia
2026
Singapore Technologies Telemedia
Singapore
USD 896 M -USD 346 M -28% 27.9% 173% 1 0% 4.5
Webster Bank
2027
Webster Bank
Connecticut
USD 895 M -USD 18.5 M -2% 0.59% 77.5% 560 8.75% 4.2
NYL Investors
2028
NYL Investors
New York
USD 895 M +USD 41.2 M +5% 0.73% 12.7% 36 5.56% 2.2
Minneapolis Portfolio Management Group
2029
Minneapolis Portfolio Management Group
Minnesota
USD 895 M -USD 67.1 M -7% 7.73% 140% 32 3.13% 3.2
Connectus Wealth
2030
Connectus Wealth
Ohio
USD 894 M +USD 3.38 M +0.4% 0.52% 37.8% 33 3.03% 0.5
Dubuque Bank & Trust
2031
Dubuque Bank & Trust
Iowa
USD 894 M -USD 6.25 M -0.7% 0.18% 24% 289 10.73% 3.4
Cardan Capital Partners
2032
Cardan Capital Partners
Colorado
USD 893 M -USD 5.83 M -0.6% 0.23% 64% 259 9.65% 1.9
Omega Fund Management
2033
Omega Fund Management
Massachusetts
USD 891 M +USD 7.78 M +0.9% 2.48% 106% 26 11.54% 2.1
BTC Capital Management
2034
BTC Capital Management
Iowa
USD 891 M +USD 13.1 M +1% 0.04% – 233 21.03% 3
Kopernik Global Investors
2035
Kopernik Global Investors
Florida
USD 891 M -USD 63 M -7% 0.02% 128% 26 23.08% 3.4
Grassi Investment Management
2036
Grassi Investment Management
California
USD 889 M -USD 31.9 M -3% 1.62% 170% 149 8.72% 4.1
Sand Grove Capital Management
2037
Sand Grove Capital Management
United Kingdom
USD 889 M -USD 168 M -16% 1.02% 410% 24 75% 0.2
Beese Fulmer Investment Management
2038
Beese Fulmer Investment Management
Ohio
USD 889 M +USD 4.82 M +0.5% 0.03% 124% 247 10.12% 4.2
Conservest Capital Advisors
2039
Conservest Capital Advisors
Pennsylvania
USD 887 M +USD 1.7 M +0.2% 0.78% 58.6% 86 11.63% 3.1
Robertson Stephens Wealth Management
2040
Robertson Stephens Wealth Management
California
USD 885 M +USD 52.8 M +6% 0.41% 109% 354 18.36% 1.2
BerganKDV Wealth Management
2041
BerganKDV Wealth Management
Minnesota
USD 882 M +USD 39.6 M +5% 1.05% 27.9% 1,122 13.55% 2.2
Fiduciary Group
2042
Fiduciary Group
Georgia
USD 881 M +USD 17 M +2% 0.17% 67.1% 244 4.51% 4.1
Orgel Wealth Management
2043
Orgel Wealth Management
Wisconsin
USD 880 M +USD 82.8 M +10% 1.54% 39.6% 62 8.06% 2.3
RPGK
2044
Retirement Planning Group (Kansas)
Kansas
USD 880 M +USD 8.64 M +1% 0.92% 54.7% 91 10.99% 3.3
MG
2045
Magnolia Group
Nebraska
USD 879 M +USD 74.7 M +9% 12% 9.52% 11 9.09% 2.1
Column Group
2046
Column Group
California
USD 879 M +USD 173 M +24% 11.4% 95.1% 8 50% 0.4
Edgemoor Investment Advisors
2047
Edgemoor Investment Advisors
Maryland
USD 878 M -USD 193 M -18% 0.12% 109% 148 12.16% 4.5
BRR OpCo
2048
BRR OpCo
Ohio
USD 878 M -USD 30.6 M -3% 0.49% 23.6% 233 10.3% 3.1
Brewin Dolphin Wealth Management
2049
Brewin Dolphin Wealth Management
Ireland
USD 877 M +USD 53.8 M +7% 0.65% 47.5% 345 6.96% 2.1
Resource Management
2050
Resource Management
Louisiana
USD 876 M +USD 1.89 M +0.2% 1.15% 82.7% 199 14.57% 2.3