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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)
CapWealth Advisors
2026
CapWealth Advisors
Tennessee
USD 802 M -USD 49.2 M -6% 5.32% 152% 112 9.82% 5
Central Securities
2027
Central Securities
New York
USD 802 M +USD 27.7 M +4% 8.52% 90.2% 26 0% 6.7
Marcum Wealth
2028
Marcum Wealth
Ohio
USD 801 M +USD 47.3 M +6% 6.54% 20% 419 12.41% 1.7
WBH Advisory
2029
WBH Advisory
Maryland
USD 801 M – – 6.07% 57.6% 296 – 5.5
Laird Norton Wetherby Trust Company
2030
Laird Norton Wetherby Trust Company
Washington
USD 801 M +USD 96.7 M +14% 11% 88.1% 126 14.29% 1.2
Bain Capital Life Sciences Investors
2031
Bain Capital Life Sciences Investors
Massachusetts
USD 800 M -USD 94.7 M -11% 3.41% 507% 36 13.89% 2
Narwhal Capital Management
2032
Narwhal Capital Management
Georgia
USD 799 M +USD 47.4 M +6% 7.36% 93.8% 168 6.55% 4.8
True Link Financial Advisors
2033
True Link Financial Advisors
California
USD 799 M +USD 61 M +8% 3.27% 27.3% 120 5% 1.7
Campbell Wealth Management
2034
Campbell Wealth Management
Virginia
USD 798 M +USD 79.7 M +11% 5.91% 11.2% 80 16.25% 2.2
Condor Capital Management
2035
Condor Capital Management
New Jersey
USD 797 M -USD 3.7 M -0.5% 6.4% 58.2% 261 29.89% 4.2
First Business Financial Services
2036
First Business Financial Services
Wisconsin
USD 797 M +USD 52.6 M +7% 5.46% 80.9% 171 6.43% 3.6
Desjardins Global Asset Management
2037
Desjardins Global Asset Management
Quebec, Canada
USD 794 M +USD 160 M +25% 11.1% – 637 26.37% 0.9
Longbow Finance
2038
Longbow Finance
Switzerland
USD 794 M +USD 51.7 M +7% 8.35% 162% 70 32.86% 0.2
First Nebraska Trust
2039
First Nebraska Trust
Nebraska
USD 794 M +USD 26.2 M +3% 5.04% 76.9% 172 5.81% 5.8
Bridgeworth
2040
Bridgeworth
Alabama
USD 793 M +USD 165 M +26% 5.06% 19.3% 173 14.45% 3
Ironvine Capital Partners
2041
Ironvine Capital Partners
Nebraska
USD 793 M +USD 20.2 M +3% 8.17% 58.8% 50 14% 4.1
RKL Wealth Management
2042
RKL Wealth Management
Pennsylvania
USD 792 M +USD 43.8 M +6% 6.6% 76.8% 135 6.67% 5.1
MMBG Investment Advisors
2043
MMBG Investment Advisors
Florida
USD 789 M +USD 33.8 M +4% 21.1% 118% 168 9.52% 1.1
Governors Lane
2044
Governors Lane
New York
USD 789 M -USD 181 M -19% 12.9% 133% 139 60.43% 0.9
Gladstone Capital Management
2045
Gladstone Capital Management
United Kingdom
USD 787 M +USD 13.2 M +2% 24.7% 304% 19 42.11% 1.5
Soltis Investment Advisors
2046
Soltis Investment Advisors
Utah
USD 786 M +USD 26.4 M +3% 3.57% 95.1% 278 16.19% 2
Inspire Investing
2047
Inspire Investing
Idaho
USD 786 M +USD 8.74 M +1% 6.47% 107% 806 10.92% 1.8
WMC
2048
Westwood Management Corporation
Illinois
USD 786 M +USD 43.5 M +6% 19.8% 44.3% 72 5.56% 5
Greenwood Gearhart
2049
Greenwood Gearhart
Arkansas
USD 786 M +USD 79.8 M +11% 7.25% 79% 102 10.78% 4.1
CoreView Capital Management
2050
CoreView Capital Management
Hong Kong
USD 785 M +USD 135 M +21% 18.1% 50.9% 13 30.77% 0.9