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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
Harbor Investment Advisory
Lutherville,
Maryland
| USD 1271 M | -USD 61.3 M | -5% | 0.73% | 97.5% | 1,375 | 20.87% | 3.9 |
|
| 2027 |
2027
RMR Wealth Builders
Montclair,
New Jersey
| USD 1270 M | +USD 20 M | +2% | 2.55% | 91.7% | 295 | 12.88% | 3.1 |
|
| 2028 |
2028
Summit Financial Strategies
Columbus,
Ohio
| USD 1269 M | +USD 52.1 M | +4% | 0.39% | 59.4% | 180 | 13.33% | 4.2 |
|
| 2029 |
2029
P/E Global LLC
Boston,
Massachusetts
| USD 1269 M | -USD 119 M | -9% | 3.88% | 49% | 7 | 28.57% | 1.4 |
|
| 2030 |
2030
PPSC Investment Service
Tokyo,
Japan
| USD 1268 M | -USD 71.9 M | -5% | 6.6% | 193% | 8 | 0% | 2.2 |
|
| 2031 |
TC
2031
Teilinger Capital
Houston,
Texas
| USD 1267 M | -USD 661 M | -34% | 7.13% | 30.2% | 18 | 50% | 0.5 |
|
| 2032 |
2032
CGN Advisors
Manhattan,
Kansas
| USD 1266 M | +USD 3.85 M | +0.3% | 0.71% | 48.9% | 326 | 6.75% | 3.2 |
|
| 2033 |
2033
Gemmer Asset Management
Walnut Creek,
California
| USD 1265 M | -USD 33.4 M | -3% | 0.17% | 96.8% | 183 | 13.66% | 5.2 |
|
| 2034 |
2034
Novare Capital Management
Charlotte,
North Carolina
| USD 1262 M | -USD 72.7 M | -5% | 2.18% | 76.5% | 207 | 11.59% | 4.8 |
|
| 2035 |
2035
Triad Wealth Partners
Lawrence,
Kansas
| USD 1262 M | +USD 209 M | +20% | 1.06% | – | 526 | 21.67% | 0.7 |
|
| 2036 |
2036
Tweedy, Browne Co
Stamford,
Connecticut
| USD 1259 M | +USD 20.3 M | +2% | 4.5% | 70.3% | 102 | 14.71% | 4 |
|
| 2037 |
2037
Nixon Peabody Trust
Boston,
Massachusetts
| USD 1258 M | -USD 62.4 M | -5% | 1.68% | 101% | 170 | 11.18% | 3.4 |
|
| 2038 |
2038
United Asset Strategies
Garden City,
New York
| USD 1257 M | -USD 38.6 M | -3% | 1.29% | 111% | 279 | 13.98% | 4.3 |
|
| 2039 |
2039
Harvey Partners
Tarrytown,
New York
| USD 1257 M | +USD 128 M | +11% | 13.8% | 174% | 51 | 21.57% | 2.5 |
|
| 2040 |
2040
Dorsey Asset Management
Chicago,
Illinois
| USD 1256 M | +USD 105 M | +9% | 5.76% | 122% | 14 | 50% | 1.4 |
|
| 2041 |
2041
Tompkins Financial
Ithaca,
New York
| USD 1256 M | -USD 30.3 M | -2% | 0.6% | 84.4% | 683 | 24.16% | 5.5 |
|
| 2042 |
2042
Perennial Investment Advisors
Los Angeles,
California
| USD 1255 M | -USD 13.2 M | -1% | 2.9% | 84.3% | 560 | 17.5% | 2.5 |
|
| 2043 |
2043
Dundas Partners
Edinburgh,
United Kingdom
| USD 1254 M | -USD 166 M | -12% | 5.37% | 87.6% | 49 | 0% | 3.9 |
|
| 2044 |
2044
Teewinot Capital Advisers
New York
| USD 1254 M | -USD 108 M | -8% | 9.11% | 149% | 34 | 11.76% | 3.1 |
|
| 2045 |
2045
Bangor Savings Bank
Bangor,
Maine
| USD 1251 M | +USD 7.63 M | +0.6% | 0.19% | 54.6% | 624 | 16.67% | 4.5 |
|
| 2046 |
2046
Cardiff Park Advisors
Carlsbad,
California
| USD 1250 M | +USD 32.6 M | +3% | 1.37% | 88.6% | 385 | 12.99% | 3.1 |
|
| 2047 |
2047
Galvin Gaustad & Stein
Scottsdale,
Arizona
| USD 1250 M | -USD 31.6 M | -2% | 1.87% | 60.7% | 273 | 16.12% | 2.8 |
|
| 2048 |
2048
Transcend Capital Advisors
Madison,
New Jersey
| USD 1250 M | -USD 44.8 M | -3% | 2.21% | 71.6% | 782 | 20.08% | 2.4 |
|
| 2049 |
2049
Limestone Investment Advisors
New York
| USD 1250 M | +USD 206 M | +20% | 4% | – | 572 | 56.47% | 0.4 |
|
| 2050 |
2050
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| USD 1249 M | +USD 198 M | +19% | 23.3% | 47.9% | 36 | 41.67% | 1 |
|