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