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