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