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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)
WBH Advisory
2026
WBH Advisory
Maryland
USD 749 M -USD 65.2 M -8% 12.7% 57.6% 326 12.27% 5
Charles-Lim Capital
2027
Charles-Lim Capital
Hong Kong
USD 748 M -USD 191 M -20% 28.3% 4.44% 11 54.55% 1.9
James Investment Research
2028
James Investment Research
Ohio
USD 747 M -USD 206 M -22% 11.4% 110% 562 18.51% 3.4
Journey Strategic Wealth
2029
Journey Strategic Wealth
New Jersey
USD 747 M -USD 170 M -19% 16.1% 62.2% 228 63.16% 0.3
Jacobs & Co
2030
Jacobs & Co
California
USD 747 M -USD 156 M -17% 12.6% 105% 125 6.4% 6.3
GeoWealth Management
2031
GeoWealth Management
Illinois
USD 747 M -USD 391 M -34% 11.4% 58% 419 27.21% 1.2
RVW Wealth
2032
RVW Wealth
California
USD 746 M -USD 119 M -14% 13.3% 65.8% 150 24% 1.8
Chai Trust Company
2033
Chai Trust Company
Illinois
USD 746 M -USD 151 M -17% 8.49% 12.7% 34 29.41% 3.3
Hazelview Securities
2034
Hazelview Securities
Ontario, Canada
USD 745 M -USD 27 M -3% 17% – 27 11.11% 1.8
Nations Financial Group
2035
Nations Financial Group
Iowa
USD 745 M -USD 87.4 M -10% 12.8% 105% 572 18.71% 2.1
Quadrant Capital Group
2036
Quadrant Capital Group
Ohio
USD 744 M -USD 81.5 M -10% 13.9% 118% 2,869 14.6% 3.8
Crestview Partners II
2037
Crestview Partners II
New York
USD 744 M -USD 152 M -17% 17% 157% 3 0% 3.7
Executive Wealth Management
2038
Executive Wealth Management
Michigan
USD 744 M -USD 178 M -19% 9.46% 18.4% 208 22.12% 2.1
Kahn Brothers Group
2039
Kahn Brothers Group
New York
USD 743 M -USD 44.8 M -6% 5.2% 53.4% 46 2.17% 5.2
First Business Financial Services
2040
First Business Financial Services
Wisconsin
USD 742 M -USD 162 M -18% 14.4% 74% 185 21.62% 3.2
DigitalBridge Group
2041
DigitalBridge Group
Florida
USD 742 M -USD 57.7 M -7% 12% 161% 58 22.41% 1
Fragasso Financial Advisors
2042
Fragasso Financial Advisors
Pennsylvania
USD 742 M -USD 107 M -13% 14.2% 73.7% 201 15.92% 3
Tanglewood Wealth Management
2043
Tanglewood Wealth Management
Texas
USD 741 M +USD 75.3 M +11% 10.1% 64.6% 37 37.84% 2.1
Marathon Asset Management (New York)
2044
Marathon Asset Management (New York)
New York
USD 741 M +USD 349 M +89% 22.6% 490% 25 36% 1.1
Landscape Capital Management
2045
Landscape Capital Management
New Jersey
USD 740 M -USD 45.1 M -6% 15.2% 92.5% 1,123 34.55% 0.6
Redwood Capital Management
2046
Redwood Capital Management
New York
USD 739 M -USD 382 M -34% 23.1% 313% 46 10.87% 2.5
E-L Financial Corp
2047
E-L Financial Corp
Ontario, Canada
USD 738 M -USD 119 M -14% 16.4% 68.6% 1 0% 5.5
TD Capital Management
2048
TD Capital Management
Tennessee
USD 738 M -USD 100 M -12% 10.5% 40.5% 95 13.68% 5.3
Nottingham Advisors
2049
Nottingham Advisors
New York
USD 737 M -USD 106 M -13% 12% 44.3% 145 17.24% 3.9
Discerene Group
2050
Discerene Group
Connecticut
USD 737 M -USD 47 M -6% 4.24% 48.6% 16 6.25% 1.3