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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
Plante Moran Financial Advisors
Southfield,
Michigan
| USD 1000 M | +USD 69.5 M | +7% | 2.51% | 62.8% | 904 | 19.25% | 5 |
|
| 2027 |
2027
Atom Investors
Austin,
Texas
| USD 1000 M | +USD 198 M | +25% | 1.5% | 83.4% | 717 | 57.6% | 0.5 |
|
| 2028 |
2028
Bangor Savings Bank
Bangor,
Maine
| USD 1000 M | +USD 21.9 M | +2% | 0.96% | 54.6% | 532 | 9.02% | 3.5 |
|
| 2029 |
2029
First American Trust
Santa Ana,
California
| USD 998 M | +USD 43.7 M | +5% | 3.88% | 84.6% | 229 | 12.23% | 3.5 |
|
| 2030 |
2030
Marcum Wealth
Cleveland,
Ohio
| USD 998 M | +USD 11.3 M | +1% | 2.03% | 20% | 412 | 9.95% | 2.5 |
|
| 2031 |
2031
Naples Global Advisors
Naples,
Florida
| USD 997 M | +USD 19.6 M | +2% | 2.59% | 103% | 413 | 6.05% | 5.6 |
|
| 2032 |
2032
Hardy Reed
Tupelo,
Mississippi
| USD 996 M | +USD 191 M | +24% | 2.34% | 69.7% | 237 | 54.43% | 1.5 |
|
| 2033 |
2033
XML Financial
Bethesda,
Maryland
| USD 994 M | +USD 17.2 M | +2% | 1.75% | 69.5% | 354 | 8.76% | 2.7 |
|
| 2034 |
2034
Saudi Central Bank
Riyadh,
Saudi Arabia
| USD 992 M | +USD 37.2 M | +4% | 4.17% | 140% | 7 | 0% | 1.4 |
|
| 2035 |
CC
2035
Cornerstone Capital
Palo Alto,
California
| USD 992 M | +USD 16.6 M | +2% | 1.47% | 91.2% | 98 | 10.2% | 5.7 |
|
| 2036 |
2036
Pegasus Partners
Mequon,
Wisconsin
| USD 992 M | +USD 48 M | +5% | 2.82% | 32.6% | 172 | 16.28% | 3.4 |
|
| 2037 |
2037
PDS Planning
Dublin,
Ohio
| USD 991 M | +USD 39.4 M | +4% | 1.17% | 62.7% | 417 | 9.83% | 2.5 |
|
| 2038 |
2038
J. Safra Asset Management
New York
| USD 991 M | +USD 108 M | +12% | 4.19% | 84.3% | 284 | 46.48% | 0.7 |
|
| 2039 |
2039
Smith Anglin Financial
Dallas,
Texas
| USD 990 M | +USD 20.9 M | +2% | 1.21% | 52.8% | 213 | 12.68% | 2 |
|
| 2040 |
FP
2040
FPR Partners
San Francisco,
California
| USD 989 M | -USD 270 M | -21% | 5.98% | 33% | 16 | 6.25% | 7 |
|
| 2041 |
2041
Pertento Partners
London,
United Kingdom
| USD 989 M | +USD 449 M | +83% | 5.86% | 196% | 28 | 25% | 0.8 |
|
| 2042 |
2042
WBH Advisory
Baltimore,
Maryland
| USD 988 M | +USD 16.2 M | +2% | 1.76% | 57.6% | 320 | 6.25% | 6.1 |
|
| 2043 |
2043
Taurus Asset Management
New York
| USD 987 M | -USD 182 k | -0% | 1.96% | 26.9% | 91 | 6.59% | 7.4 |
|
| 2044 |
2044
Water Island Capital
New York
| USD 987 M | +USD 24.9 M | +3% | 5.81% | 438% | 97 | 57.73% | 0.4 |
|
| 2045 |
2045
Avestar Capital
New York
| USD 985 M | +USD 31.3 M | +3% | 6.54% | 101% | 526 | 26.05% | 1.7 |
|
| 2046 |
2046
Iron Triangle Partners
Cos Cob,
Connecticut
| USD 984 M | +USD 7.35 M | +0.8% | 4.22% | 152% | 39 | 58.97% | 0.6 |
|
| 2047 |
2047
Woodstock Corp
Boston,
Massachusetts
| USD 983 M | +USD 17.4 M | +2% | 5.31% | 115% | 167 | 2.4% | 7.5 |
|
| 2048 |
2048
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| USD 983 M | -USD 438 M | -31% | 6.47% | 135% | 361 | 46.81% | 1.7 |
|
| 2049 |
2049
Fusion Family Wealth
Woodbury,
New York
| USD 982 M | +USD 17 M | +2% | 0.8% | 58.2% | 43 | 2.33% | 4.6 |
|
| 2050 |
2050
Tang Capital Management
San Diego,
California
| USD 982 M | +USD 21.4 M | +2% | 9.41% | 493% | 143 | 40.56% | 0.8 |
|