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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)
AltraVue Capital
2026
AltraVue Capital
Washington
USD 850 M +USD 17.3 M +2% 7.6% 221% 30 3.33% 3.2
Laird Norton Wetherby Trust Company
2027
Laird Norton Wetherby Trust Company
Washington
USD 850 M +USD 48.9 M +6% 9.34% 88.1% 123 9.76% 1.4
Creative Financial Designs
2028
Creative Financial Designs
Indiana
USD 850 M +USD 86 M +11% 4.36% 56.2% 1,525 12.2% 2.5
Banc Funds Company
2029
Banc Funds Company
Illinois
USD 849 M -USD 87.3 M -9% 4.35% 69% 160 4.38% 5.4
Woodstock Corp
2030
Woodstock Corp
Massachusetts
USD 847 M +USD 63.3 M +8% 9.95% 115% 174 5.75% 6.8
RVW Wealth
2031
RVW Wealth
California
USD 847 M +USD 40.9 M +5% 4.83% 65.8% 163 12.88% 2.2
Tran Capital Management
2032
Tran Capital Management
California
USD 847 M +USD 45.2 M +6% 11.5% 173% 42 11.9% 2.6
NEPC LLC
2033
NEPC LLC
Massachusetts
USD 847 M +USD 518 M +157% 2.24% 21.3% 40 42.5% 1.7
Broad Run Investment Management
2034
Broad Run Investment Management
Virginia
USD 845 M +USD 6.13 M +0.7% 10.9% 202% 26 3.85% 5.1
RKL Wealth Management
2035
RKL Wealth Management
Pennsylvania
USD 845 M +USD 53.3 M +7% 5.72% 76.8% 137 8.76% 5.2
Plante Moran Financial Advisors
2036
Plante Moran Financial Advisors
Michigan
USD 845 M +USD 113 M +15% 6.08% 62.8% 876 19.98% 4.7
Kintegral Advisory
2037
Kintegral Advisory
New York
USD 844 M +USD 70 M +9% 10.5% 143% 265 5.66% 3.2
WBH Advisory
2038
WBH Advisory
Maryland
USD 844 M +USD 43.1 M +5% 5.86% 57.6% 307 6.51% 5.7
SC
2039
Sasco Capital
Connecticut
USD 843 M +USD 30.5 M +4% 5.81% 15.5% 57 12.28% 3.5
EnCap Energy Capital Fund XI
2040
EnCap Energy Capital Fund XI
Texas
USD 843 M +USD 585 M +227% 6.97% 21% 2 50% 0.4
Global Endowment Management
2041
Global Endowment Management
North Carolina
USD 842 M -USD 97.3 M -10% 2.46% 46.1% 104 19.23% 3.7
Private Capital Management (Florida)
2042
Private Capital Management (Florida)
Florida
USD 841 M -USD 18.5 M -2% 5.87% 118% 161 32.3% 1.7
Jacobs & Co
2043
Jacobs & Co
California
USD 841 M +USD 31 M +4% 7.91% 105% 126 6.35% 6.8
Marks Group Wealth Management
2044
Marks Group Wealth Management
Minnesota
USD 841 M +USD 58.2 M +7% 6.72% 62.8% 289 9.69% 2.2
Central Securities
2045
Central Securities
New York
USD 841 M +USD 39.2 M +5% 7.35% 90.2% 26 0% 7
BIC
2046
Beach Investment Counsel
Pennsylvania
USD 841 M +USD 90 M +12% 3.68% 36% 165 13.94% 5.4
Aperture Investors
2047
Aperture Investors
New York
USD 840 M +USD 117 M +16% 11.3% 211% 92 28.26% 1.2
Avala Global
2048
Avala Global
New York
USD 840 M +USD 229 M +37% 21.4% 552% 16 25% 0.4
Clearwater Capital Advisors
2049
Clearwater Capital Advisors
Illinois
USD 840 M +USD 20.6 M +3% 3.16% 44.7% 159 10.06% 4.2
Criteria Caixa
2050
Criteria Caixa
Spain
USD 840 M -USD 4.73 M -0.6% 3.82% 35.5% 52 30.77% 1.9