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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
Delta Air Lines
Atlanta,
Georgia
| USD 994 M | -USD 157 M | -14% | 13% | 5.3% | 5 | 0% | 2.1 |
|
| 2027 |
SCM
2027
SIR Capital Management
New York
| USD 993 M | +USD 15.7 M | +2% | 8.66% | 71.1% | 85 | 43.53% | 0.9 |
|
| 2028 |
WAM
2028
WT Asset Management
Hong Kong
| USD 993 M | +USD 197 M | +25% | 24% | 2,732% | 38 | 55.26% | 0.4 |
|
| 2029 |
2029
Perella Weinberg Partners Capital Management
New York
| USD 993 M | -USD 230 M | -19% | 3.19% | 1.52% | 32 | 28.13% | 2.9 |
|
| 2030 |
2030
Oak Ridge Investments
Chicago,
Illinois
| USD 991 M | +USD 122 M | +14% | 16.3% | 223% | 155 | 12.26% | 4 |
|
| 2031 |
2031
Crake Asset Management
London,
United Kingdom
| USD 991 M | -USD 58.1 M | -6% | 14.9% | 52.7% | 19 | 26.32% | 1.3 |
|
| 2032 |
2032
Central Securities
New York
| USD 990 M | +USD 69.5 M | +8% | 12.3% | 90.2% | 28 | 3.57% | 7.3 |
|
| 2033 |
2033
Wellesley Asset Management
Portsmouth,
New Hampshire
| USD 990 M | -USD 12.1 M | -1% | 0% | 0% | 55 | 0% | 1 |
|
| 2034 |
2034
Artemis Wealth Advisors
New York
| USD 990 M | +USD 468 M | +90% | 10.8% | 180% | 37 | 43.24% | 1.9 |
|
| 2035 |
WDA
2035
Wendell David Associates
Portsmouth,
New Hampshire
| USD 990 M | +USD 61.3 M | +7% | 8.68% | 58.7% | 166 | 4.22% | 7.4 |
|
| 2036 |
2036
Longbow Finance
Lutry,
Switzerland
| USD 989 M | +USD 3.91 M | +0.4% | 13.1% | 162% | 96 | 46.88% | 0.6 |
|
| 2037 |
2037
DT Investment Partners
Chadds Ford,
Pennsylvania
| USD 989 M | +USD 63.9 M | +7% | 7.38% | 64.3% | 480 | 4.58% | 2.1 |
|
| 2038 |
2038
Tradition Wealth Management
Edina,
Minnesota
| USD 988 M | +USD 32.1 M | +3% | 7.19% | 69.6% | 1,308 | 73.39% | 2.5 |
|
| 2039 |
2039
Taurus Asset Management
New York
| USD 987 M | +USD 61.4 M | +7% | 9.13% | 26.9% | 89 | 1.12% | 7.3 |
|
| 2040 |
2040
Marcum Wealth
Cleveland,
Ohio
| USD 986 M | +USD 46.5 M | +5% | 7.68% | 20% | 420 | 13.57% | 2.3 |
|
| 2041 |
2041
Strategy Capital
Los Altos,
California
| USD 985 M | +USD 65.2 M | +7% | 15.6% | 316% | 10 | 10% | 2.9 |
|
| 2042 |
2042
Nicolet Advisory Services
Green Bay,
Wisconsin
| USD 985 M | +USD 54.7 M | +6% | 7.65% | 62.7% | 358 | 14.8% | 2.4 |
|
| 2043 |
2043
Lyell Wealth Management
Menlo Park,
California
| USD 984 M | +USD 104 M | +12% | 13.3% | 144% | 205 | 8.78% | 3.7 |
|
| 2044 |
2044
Meeder Advisory Services
Dublin,
Ohio
| USD 983 M | +USD 110 M | +13% | 9.29% | 91.4% | 460 | 10.87% | 1 |
|
| 2045 |
2045
FJ Capital Management
Mclean,
Virginia
| USD 983 M | -USD 13.3 M | -1% | 4.97% | 97.9% | 129 | 44.96% | 2.2 |
|
| 2046 |
2046
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| USD 983 M | -USD 180 M | -15% | 9.49% | 78.9% | 232 | 15.95% | 6 |
|
| 2047 |
2047
Transamerica Financial Advisors
St. Petersburg,
Florida
| USD 982 M | +USD 258 M | +36% | 8.36% | 77.1% | 702 | 24.79% | 2 |
|
| 2048 |
2048
Nitorum Capital
New York
| USD 982 M | +USD 47.4 M | +5% | 11.9% | 87.1% | 30 | 13.33% | 3.3 |
|
| 2049 |
2049
Amica Mutual Insurance
Providence,
Rhode Island
| USD 981 M | +USD 55.5 M | +6% | 10.1% | 80.4% | 130 | 5.38% | 3.9 |
|
| 2050 |
2050
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| USD 980 M | +USD 39.8 M | +4% | 7.45% | 58.6% | 114 | 6.14% | 1.1 |
|