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