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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)
Stack Financial Management
2026
Stack Financial Management
Montana
USD 1094 M -USD 20.3 M -2% 3.85% 58.4% 52 11.54% 4.8
Forest Avenue Capital Management
2027
Forest Avenue Capital Management
Florida
USD 1093 M +USD 270 M +33% 20.6% 415% 31 61.29% 0.5
Hartford Funds Management
2028
Hartford Funds Management
Pennsylvania
USD 1093 M +USD 12.9 M +1% 2.61% 26.8% 104 16.35% 1.7
XML Financial
2029
XML Financial
Maryland
USD 1092 M +USD 14.9 M +1% 0.33% 77.9% 373 10.72% 3
Fusion Family Wealth
2030
Fusion Family Wealth
New York
USD 1091 M +USD 4.7 M +0.4% 1.76% 58.2% 46 8.7% 4.7
United Asset Strategies
2031
United Asset Strategies
New York
USD 1090 M +USD 15.9 M +1% 4.68% 111% 252 14.29% 3.9
Recurrent Investment Advisors
2032
Recurrent Investment Advisors
Texas
USD 1089 M +USD 83.7 M +8% 5.1% 99.7% 68 25% 2.9
Nicolet Advisory Services
2033
Nicolet Advisory Services
Wisconsin
USD 1089 M +USD 29.3 M +3% 0.47% 62.7% 398 11.81% 2.6
TCV Trust & Wealth Management
2034
TCV Trust & Wealth Management
Virginia
USD 1083 M -USD 33.5 M -3% 0.2% 75.3% 205 6.83% 6.9
Austin Private Wealth
2035
Austin Private Wealth
Texas
USD 1080 M +USD 40.5 M +4% 0.16% 62.3% 322 24.84% 1.9
Soltis Investment Advisors
2036
Soltis Investment Advisors
Utah
USD 1080 M +USD 56.3 M +6% 2.85% 95.1% 399 15.54% 2.4
BTC Capital Management
2037
BTC Capital Management
Iowa
USD 1079 M -USD 46 M -4% 2.19% – 215 9.77% 4.9
WBH Advisory
2038
WBH Advisory
Maryland
USD 1078 M +USD 21.6 M +2% 0.08% 57.6% 335 7.16% 6.2
WM
2039
WS Management
Florida
USD 1077 M -USD 352 M -25% 1.08% 309% 58 39.66% 3.8
MPM
2040
MBB Public Markets
Illinois
USD 1077 M -USD 710 M -40% 4.14% 50.3% 571 87.22% 1
Silver Oak Securities
2041
Silver Oak Securities
Tennessee
USD 1076 M +USD 129 M +14% 0.91% 73.4% 664 23.34% 1.3
J.L. Bainbridge & Co
2042
J.L. Bainbridge & Co
Florida
USD 1076 M +USD 34.3 M +3% 5.63% 118% 109 8.26% 3.1
Uniplan Investment Counsel
2043
Uniplan Investment Counsel
Wisconsin
USD 1076 M -USD 70.1 M -6% 1.71% 70.5% 138 20.29% 2.7
Tompkins Financial
2044
Tompkins Financial
New York
USD 1075 M +USD 31.9 M +3% 1.52% 84.4% 610 18.03% 5.2
Charter Oak Capital Management
2045
Charter Oak Capital Management
New Hampshire
USD 1074 M +USD 4.01 M +0.4% 1.32% 39.2% 192 9.38% 3.2
DCM
2046
Dupont Capital Management
Delaware
USD 1073 M -USD 125 M -10% 2.96% 100% 144 27.78% 4.2
Cozad Asset Management
2047
Cozad Asset Management
Illinois
USD 1072 M +USD 25.6 M +2% 3.8% 132% 421 10.45% 3.7
RVW Wealth
2048
RVW Wealth
California
USD 1072 M -USD 4.61 M -0.4% 0.36% 65.8% 162 15.43% 3.1
Royal Fund Management
2049
Royal Fund Management
Florida
USD 1072 M -USD 606 M -36% 1.58% 103% 372 29.84% 3.2
First Financial Bank - Trust Division
2050
First Financial Bank - Trust Division
Ohio
USD 1072 M -USD 19.7 M -2% 0.59% 68.6% 215 4.65% 6.9