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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
Levin Capital Strategies
New York
| USD 927 M | +USD 87.2 M | +10% | 10.7% | 88.6% | 326 | 41.72% | 3.3 |
|
| 2027 |
2027
Taurus Asset Management
New York
| USD 926 M | +USD 102 M | +12% | 12% | 26.9% | 91 | 5.49% | 7.1 |
|
| 2028 |
2028
Amica Mutual Insurance
Providence,
Rhode Island
| USD 926 M | +USD 75.7 M | +9% | 10.5% | 80.4% | 130 | 26.15% | 3.8 |
|
| 2029 |
2029
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 925 M | +USD 107 M | +13% | 10.7% | 76.8% | 155 | 17.42% | 4.7 |
|
| 2030 |
2030
DT Investment Partners
Chadds Ford,
Pennsylvania
| USD 925 M | +USD 100 M | +12% | 9.58% | 64.3% | 489 | 8.79% | 1.9 |
|
| 2031 |
2031
True Link Financial Advisors
San Francisco,
California
| USD 924 M | +USD 90.3 M | +11% | 5.92% | 27.3% | 114 | 56.14% | 2 |
|
| 2032 |
2032
Prosperity Capital Advisors
Westlake,
Ohio
| USD 922 M | +USD 166 M | +22% | 9.54% | 72.2% | 283 | 25.44% | 0.7 |
|
| 2033 |
2033
Central Securities
New York
| USD 921 M | +USD 102 M | +12% | 14.3% | 90.2% | 28 | 0% | 6.9 |
|
| 2034 |
2034
Strategy Capital
Los Altos,
California
| USD 920 M | +USD 203 M | +28% | 30.3% | 316% | 10 | 10% | 2.9 |
|
| 2035 |
2035
Bangor Savings Bank
Bangor,
Maine
| USD 917 M | +USD 77.4 M | +9% | 9.36% | 54.6% | 545 | 8.44% | 3.2 |
|
| 2036 |
2036
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| USD 917 M | +USD 58.4 M | +7% | 8.47% | 77.5% | 167 | 3.59% | 7.6 |
|
| 2037 |
2037
MHR Fund Management
New York
| USD 915 M | +USD 99.5 M | +12% | 21.9% | 332% | 10 | 0% | 4.6 |
|
| 2038 |
2038
Narwhal Capital Management
Marietta,
Georgia
| USD 915 M | +USD 95.7 M | +12% | 11.4% | 93.8% | 175 | 10.86% | 5.1 |
|
| 2039 |
2039
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| USD 913 M | +USD 157 M | +21% | 12.5% | 52.3% | 58 | 1.72% | 2.8 |
|
| 2040 |
CC
2040
Cornerstone Capital
Palo Alto,
California
| USD 913 M | +USD 82.9 M | +10% | 12.6% | 91.2% | 93 | 5.38% | 5.6 |
|
| 2041 |
2041
Confluence Wealth Services
Mcmurray,
Pennsylvania
| USD 912 M | +USD 406 M | +80% | 9.96% | 64.5% | 306 | 19.61% | 1.4 |
|
| 2042 |
2042
Palisade Asset Management
Minneapolis,
Minnesota
| USD 912 M | +USD 89.7 M | +11% | 10.4% | 61.8% | 200 | 11.5% | 6.6 |
|
| 2043 |
2043
RVW Wealth
Los Angeles,
California
| USD 910 M | +USD 80.7 M | +10% | 9.72% | 65.8% | 381 | 63.78% | 2.6 |
|
| 2044 |
2044
Naples Global Advisors
Naples,
Florida
| USD 909 M | +USD 84.2 M | +10% | 11.2% | 103% | 422 | 9% | 5.2 |
|
| 2045 |
2045
Inspire Investing
Meridian,
Idaho
| USD 909 M | +USD 126 M | +16% | 12.8% | 107% | 835 | 11.26% | 2.2 |
|
| 2046 |
2046
P2 Capital Partners
New York
| USD 909 M | +USD 144 M | +19% | 14.1% | 7.96% | 16 | 18.75% | 2.7 |
|
| 2047 |
2047
Sound View Wealth Advisors Group
Savannah,
Georgia
| USD 907 M | +USD 103 M | +13% | 9.16% | 73% | 398 | 11.56% | 2.8 |
|
| 2048 |
2048
PDT Partners
New York
| USD 905 M | +USD 113 M | +14% | 15.6% | 211% | 703 | 43.1% | 0.7 |
|
| 2049 |
2049
Clough Capital Partners
Boston,
Massachusetts
| USD 904 M | -USD 27.8 M | -3% | 12.3% | 175% | 234 | 31.62% | 0.8 |
|
| 2050 |
2050
Cardiff Park Advisors
Carlsbad,
California
| USD 904 M | +USD 111 M | +14% | 11.5% | 88.6% | 343 | 13.7% | 1.6 |
|