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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)
Petredis Investment Advisors
2026
Petredis Investment Advisors
Pennsylvania
USD 1142 M +USD 185 M +19% 15.7% 158% 108 12.04% 2.1
Magnus Financial Group
2027
Magnus Financial Group
New York
USD 1140 M +USD 107 M +10% 8.98% 78.2% 398 11.31% 3
Anchor Investment Management
2028
Anchor Investment Management
South Carolina
USD 1140 M +USD 67.6 M +6% 7.19% 75.1% 1,076 6.23% 5.3
Morningstar Investment Management
2029
Morningstar Investment Management
Illinois
USD 1140 M -USD 35.1 M -3% 8.75% 48.2% 211 69.19% 0.9
AltraVue Capital
2030
AltraVue Capital
Washington
USD 1138 M +USD 141 M +14% 19.5% 221% 27 3.7% 4.1
First Financial Bank - Trust Division
2031
First Financial Bank - Trust Division
Ohio
USD 1138 M +USD 106 M +10% 7.95% 68.6% 214 7.94% 7
RKL Wealth Management
2032
RKL Wealth Management
Pennsylvania
USD 1138 M +USD 76.4 M +7% 9.04% 76.8% 180 8.33% 5.1
Rockwood Wealth Management
2033
Rockwood Wealth Management
Pennsylvania
USD 1137 M +USD 155 M +16% 7.72% 48.9% 109 13.76% 2
Smartleaf Asset Management
2034
Smartleaf Asset Management
Massachusetts
USD 1135 M +USD 98.7 M +10% 10.4% – 3,013 14.97% 1.1
Central Securities
2035
Central Securities
New York
USD 1133 M +USD 82.6 M +8% 9.54% 90.2% 27 0% 7.9
LLL
2036
Lynrock Lake LP
New York
USD 1133 M +USD 93.2 M +9% 5.92% 21.2% 30 10% 2.1
Sunbelt Securities
2037
Sunbelt Securities
Texas
USD 1133 M +USD 12.9 M +1% 8.72% 83.5% 1,921 12.75% 2.5
Benchstone Capital Management
2038
Benchstone Capital Management
New York
USD 1133 M +USD 192 M +20% 17.1% – 50 60% 0.3
Stack Financial Management
2039
Stack Financial Management
Montana
USD 1132 M -USD 68.5 M -6% 6.73% 58.4% 55 14.55% 5.2
Counterpoint Mutual Funds
2040
Counterpoint Mutual Funds
California
USD 1130 M +USD 432 M +62% 6% 74.3% 458 73.8% 0.2
Connors Investor Services
2041
Connors Investor Services
Pennsylvania
USD 1129 M +USD 122 M +12% 17.8% 125% 172 17.44% 4.7
Atom Investors
2042
Atom Investors
Texas
USD 1128 M +USD 316 M +39% 6.11% 83.4% 808 66.96% 0.4
Tributary Capital Management
2043
Tributary Capital Management
Nebraska
USD 1128 M -USD 16 M -1% 5.58% 82.3% 168 4.76% 5.2
Intrust Bank
2044
Intrust Bank
Kansas
USD 1128 M +USD 117 M +12% 11.8% 102% 416 12.74% 6.1
OHIF
2045
Oriental Harbor Investment Fund
Hong Kong
USD 1127 M +USD 259 M +30% 39.4% – 14 35.71% 0.5
Gemmer Asset Management
2046
Gemmer Asset Management
California
USD 1127 M +USD 125 M +12% 10.7% 96.8% 170 11.18% 5
IQ EQ Fund Management
2047
IQ EQ Fund Management
Ireland
USD 1125 M +USD 275 M +32% 19.7% 109% 326 11.96% 3.3
First Heartland Consultants
2048
First Heartland Consultants
Missouri
USD 1124 M +USD 155 M +16% 8.55% 59.2% 525 20.57% 3.2
Harbor Investment Advisory
2049
Harbor Investment Advisory
Maryland
USD 1123 M +USD 94.8 M +9% 10.1% 97.5% 1,222 7.69% 3.9
Verus Capital Partners
2050
Verus Capital Partners
Arizona
USD 1123 M +USD 120 M +12% 13.8% 139% 420 20.95% 2.8