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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
Hilltop Holdings
Dallas,
Texas
| USD 962 M | +USD 49.7 M | +5% | 7.08% | 96.7% | 665 | 22.26% | 2.6 |
|
| 2027 |
2027
Mount Yale Investment Advisors
Denver,
Colorado
| USD 962 M | +USD 92.6 M | +11% | 11.3% | 92.1% | 508 | 20.28% | 1.7 |
|
| 2028 |
2028
Cortland Associates
St Louis,
Missouri
| USD 962 M | +USD 53.5 M | +6% | 2.26% | 58.4% | 65 | 6.15% | 4.3 |
|
| 2029 |
2029
Permian Investment Partners
Dallas,
Texas
| USD 962 M | -USD 45.6 M | -5% | 12.6% | 78.6% | 57 | 85.96% | 0.2 |
|
| 2030 |
2030
Bath Savings Trust
Bath,
Maine
| USD 962 M | +USD 96.7 M | +11% | 12% | 57.8% | 169 | 8.88% | 4.6 |
|
| 2031 |
2031
Beese Fulmer Investment Management
Canton,
Ohio
| USD 961 M | +USD 72.8 M | +8% | 9.81% | 124% | 252 | 8.33% | 4.3 |
|
| 2032 |
2032
Journey Strategic Wealth
Summit,
New Jersey
| USD 961 M | – | – | 10.4% | 62.2% | 211 | – | 0 |
|
| 2033 |
2033
BerganKDV Wealth Management
Bloomington,
Minnesota
| USD 958 M | +USD 75.5 M | +9% | 5.94% | 27.9% | 1,157 | 12.53% | 2.4 |
|
| 2034 |
2034
Matthews International Capital Management
San Francisco,
California
| USD 958 M | -USD 692 M | -42% | 11.4% | 186% | 47 | 29.79% | 2 |
|
| 2035 |
2035
Transform Wealth
Greenwood Village,
Colorado
| USD 957 M | +USD 85.1 M | +10% | 11.7% | 48.4% | 232 | 9.91% | 2.5 |
|
| 2036 |
2036
Eagle Ridge Investment Management
Stamford,
Connecticut
| USD 956 M | +USD 57.4 M | +6% | 10.8% | 28.2% | 161 | 11.8% | 3.9 |
|
| 2037 |
2037
Woodstock Corp
Boston,
Massachusetts
| USD 955 M | +USD 97.5 M | +11% | 13.4% | 115% | 195 | 7.18% | 5.4 |
|
| 2038 |
2038
Graypoint LLC
Albany,
New York
| USD 954 M | +USD 140 M | +17% | 9.79% | 72.8% | 311 | 15.76% | 1.1 |
|
| 2039 |
2039
Growth Interface Management
Orlando,
Florida
| USD 954 M | +USD 45 M | +5% | 8.75% | 12% | 10 | 10% | 1.6 |
|
| 2040 |
2040
Segment Wealth Management
Houston,
Texas
| USD 953 M | +USD 111 M | +13% | 10.6% | 108% | 266 | 18.05% | 3.4 |
|
| 2041 |
2041
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 953 M | +USD 89.3 M | +10% | 12.3% | 70% | 60 | 1.67% | 5.7 |
|
| 2042 |
2042
Principle Wealth Partners
Madison,
Connecticut
| USD 952 M | +USD 86.3 M | +10% | 9.61% | 90.7% | 330 | 10.3% | 1.6 |
|
| 2043 |
2043
Dubuque Bank & Trust
Dubuque,
Iowa
| USD 952 M | +USD 58.6 M | +7% | 7.28% | 24% | 289 | 15.22% | 3.6 |
|
| 2044 |
2044
Poplar Forest Capital
Pasadena,
California
| USD 952 M | -USD 22.3 M | -2% | 7.96% | 30% | 89 | 46.07% | 4 |
|
| 2045 |
2045
Pier Capital
Stamford,
Connecticut
| USD 948 M | -USD 16.6 M | -2% | 2.42% | 223% | 131 | 23.66% | 1.6 |
|
| 2046 |
2046
Dakota Wealth Management
Palm Beach Gardens,
Florida
| USD 948 M | +USD 78.6 M | +9% | 8.95% | 112% | 414 | 22.95% | 2 |
|
| 2047 |
2047
Arch Venture Management
Chicago,
Illinois
| USD 945 M | – | – | 12.4% | 228% | 9 | – | 0.3 |
|
| 2048 |
2048
First Business Financial Services
Madison,
Wisconsin
| USD 945 M | +USD 71.1 M | +8% | 6.98% | 80.9% | 174 | 12.64% | 2.7 |
|
| 2049 |
2049
BDO Wealth Advisors
Jacksonville,
Florida
| USD 945 M | +USD 36.7 M | +4% | 5.78% | 38.3% | 1,181 | 11.94% | 1.9 |
|
| 2050 |
2050
Keeley-Teton Advisors
Chicago,
Illinois
| USD 944 M | +USD 26.5 M | +3% | 7.36% | 28.6% | 338 | 10.36% | 2.2 |
|