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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)
Hilltop Holdings
2026
Hilltop Holdings
Texas
USD 962 M +USD 49.7 M +5% 7.08% 96.7% 665 22.26% 2.6
Mount Yale Investment Advisors
2027
Mount Yale Investment Advisors
Colorado
USD 962 M +USD 92.6 M +11% 11.3% 92.1% 508 20.28% 1.7
Cortland Associates
2028
Cortland Associates
Missouri
USD 962 M +USD 53.5 M +6% 2.26% 58.4% 65 6.15% 4.3
Permian Investment Partners
2029
Permian Investment Partners
Texas
USD 962 M -USD 45.6 M -5% 12.6% 78.6% 57 85.96% 0.2
Bath Savings Trust
2030
Bath Savings Trust
Maine
USD 962 M +USD 96.7 M +11% 12% 57.8% 169 8.88% 4.6
Beese Fulmer Investment Management
2031
Beese Fulmer Investment Management
Ohio
USD 961 M +USD 72.8 M +8% 9.81% 124% 252 8.33% 4.3
Journey Strategic Wealth
2032
Journey Strategic Wealth
New Jersey
USD 961 M – – 10.4% 62.2% 211 – 0
BerganKDV Wealth Management
2033
BerganKDV Wealth Management
Minnesota
USD 958 M +USD 75.5 M +9% 5.94% 27.9% 1,157 12.53% 2.4
Matthews International Capital Management
2034
Matthews International Capital Management
California
USD 958 M -USD 692 M -42% 11.4% 186% 47 29.79% 2
Transform Wealth
2035
Transform Wealth
Colorado
USD 957 M +USD 85.1 M +10% 11.7% 48.4% 232 9.91% 2.5
Eagle Ridge Investment Management
2036
Eagle Ridge Investment Management
Connecticut
USD 956 M +USD 57.4 M +6% 10.8% 28.2% 161 11.8% 3.9
Woodstock Corp
2037
Woodstock Corp
Massachusetts
USD 955 M +USD 97.5 M +11% 13.4% 115% 195 7.18% 5.4
Graypoint LLC
2038
Graypoint LLC
New York
USD 954 M +USD 140 M +17% 9.79% 72.8% 311 15.76% 1.1
Growth Interface Management
2039
Growth Interface Management
Florida
USD 954 M +USD 45 M +5% 8.75% 12% 10 10% 1.6
Segment Wealth Management
2040
Segment Wealth Management
Texas
USD 953 M +USD 111 M +13% 10.6% 108% 266 18.05% 3.4
Henry H. Armstrong Associates
2041
Henry H. Armstrong Associates
Pennsylvania
USD 953 M +USD 89.3 M +10% 12.3% 70% 60 1.67% 5.7
Principle Wealth Partners
2042
Principle Wealth Partners
Connecticut
USD 952 M +USD 86.3 M +10% 9.61% 90.7% 330 10.3% 1.6
Dubuque Bank & Trust
2043
Dubuque Bank & Trust
Iowa
USD 952 M +USD 58.6 M +7% 7.28% 24% 289 15.22% 3.6
Poplar Forest Capital
2044
Poplar Forest Capital
California
USD 952 M -USD 22.3 M -2% 7.96% 30% 89 46.07% 4
Pier Capital
2045
Pier Capital
Connecticut
USD 948 M -USD 16.6 M -2% 2.42% 223% 131 23.66% 1.6
Dakota Wealth Management
2046
Dakota Wealth Management
Florida
USD 948 M +USD 78.6 M +9% 8.95% 112% 414 22.95% 2
Arch Venture Management
2047
Arch Venture Management
Illinois
USD 945 M – – 12.4% 228% 9 – 0.3
First Business Financial Services
2048
First Business Financial Services
Wisconsin
USD 945 M +USD 71.1 M +8% 6.98% 80.9% 174 12.64% 2.7
BDO Wealth Advisors
2049
BDO Wealth Advisors
Florida
USD 945 M +USD 36.7 M +4% 5.78% 38.3% 1,181 11.94% 1.9
Keeley-Teton Advisors
2050
Keeley-Teton Advisors
Illinois
USD 944 M +USD 26.5 M +3% 7.36% 28.6% 338 10.36% 2.2