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