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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
Divulgaciones en tiempo real
Las presentaciones de información sobre carteras para T3 2026 están en curso y cerrarán el 16 de noviembre. Hasta este momento, 5,393 fondos (~60%) han divulgado sus posiciones. Los datos a continuación se actualizan en tiempo real en cuanto un fondo presenta una declaración ante la autoridad reguladora.
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
RWC Asset Advisors
Miami,
Florida
| USD 377 M | -USD 72.2 M | -16% | 9.04% | 267% | 17 | 23.53% | 2.4 |
|
| 2602 |
2602
Cypress Capital
Franklin,
Tennessee
| USD 377 M | +USD 7.41 M | +2% | 0.72% | 43.6% | 127 | 18.9% | 2.6 |
|
| 2603 |
2603
Seneca Financial Advisors
Rochester,
New York
| USD 377 M | -USD 7.85 M | -2% | 1.41% | 50.9% | 69 | 13.04% | 3.7 |
|
| 2604 |
2604
Orion Investment Company
St. Louis,
Missouri
| USD 377 M | +USD 34.5 M | +10% | 29.1% | – | 74 | 5.41% | 2 |
|
| 2605 |
2605
Claris Advisors
St. Louis,
Missouri
| USD 377 M | -USD 5.85 M | -2% | 0.01% | 68.9% | 78 | 7.69% | 2.8 |
|
| 2606 |
FAP
2606
Financial Advisory Partners
Winter Park,
Florida
| USD 377 M | -USD 5.61 M | -1% | 0.85% | 52.9% | 75 | 1.33% | 3.3 |
|
| 2607 |
2607
Trust Company of Oklahoma
Tulsa,
Oklahoma
| USD 377 M | -USD 12.3 M | -3% | 3.02% | 101% | 152 | 17.11% | 6 |
|
| 2608 |
2608
Narus Financial Partners
Salt Lake City,
Utah
| USD 377 M | -USD 12.4 M | -3% | 2.18% | 85.3% | 184 | 10.33% | 4.1 |
|
| 2609 |
2609
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| USD 377 M | +USD 2.35 M | +0.6% | 3.93% | 106% | 44 | 0% | 5.1 |
|
| 2610 |
2610
Kelleher Financial Advisors
New York
| USD 377 M | -USD 328 M | -47% | 2.96% | 80.3% | 884 | 51.13% | 2 |
|
| 2611 |
2611
Capital Planning
Bellevue,
Washington
| USD 376 M | +USD 32.7 M | +10% | 2.56% | 81.2% | 93 | 15.05% | 3.6 |
|
| 2612 |
2612
Sweeney & Michel
Chico,
California
| USD 376 M | -USD 5.05 M | -1% | 1.51% | – | 172 | 8.14% | 2.3 |
|
| 2613 |
2613
Veery Capital
Wilmington,
Delaware
| USD 375 M | +USD 2.96 M | +0.8% | 0.12% | 63.4% | 109 | 15.6% | 3.3 |
|
| 2614 |
2614
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
| USD 375 M | -USD 60.4 M | -14% | 3.58% | – | 2 | 0% | 1.5 |
|
| 2615 |
2615
Pinnacle Bancorp
Beatrice,
Nebraska
| USD 375 M | -USD 9.5 M | -2% | 1.31% | 72.9% | 950 | 5.79% | 5.1 |
|
| 2616 |
KA
2616
Kooman & Associates
Altoona,
Pennsylvania
| USD 375 M | +USD 2.32 M | +0.6% | 0.77% | 66% | 57 | 7.02% | 2.6 |
|
| 2617 |
2617
ShankerValleau Wealth Advisors
Skokie,
Illinois
| USD 374 M | -USD 5.14 M | -1% | 1.01% | 60.3% | 50 | 22% | 2.4 |
|
| 2618 |
2618
StrongBox Wealth
Lee's Summit,
Missouri
| USD 374 M | +USD 23.3 M | +7% | 1.26% | 63.9% | 358 | 27.37% | 1.2 |
|
| 2619 |
2619
PCJ Investment Counsel
Toronto,
Ontario, Canada
| USD 374 M | +USD 25.8 M | +7% | 4.32% | 178% | 70 | 21.43% | 3.4 |
|
| 2620 |
2620
Morling Financial Advisors
Fremont,
California
| USD 374 M | +USD 13.5 M | +4% | 0.33% | 97.6% | 154 | 26.62% | 2.1 |
|
| 2621 |
2621
Cypress Financial Planning
Haddon Heights,
New Jersey
| USD 373 M | -USD 39.4 M | -10% | 1.9% | 41.2% | 116 | 17.24% | 2 |
|
| 2622 |
2622
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
| USD 373 M | +USD 76.8 M | +26% | 1.94% | – | 13 | 23.08% | 1.7 |
|
| 2623 |
2623
Watershed Private Wealth
Oak Brook,
Illinois
| USD 373 M | +USD 18.2 M | +5% | 1.58% | 80.3% | 129 | 17.05% | 2.3 |
|
| 2624 |
2624
Lisanti Capital Growth
New York
| USD 373 M | -USD 81.7 M | -18% | 16.6% | 1,588% | 161 | 73.29% | 0.4 |
|
| 2625 |
MKC
2625
M. Kraus & Co
Shelburne,
Vermont
| USD 373 M | -USD 4.18 M | -1% | 3.17% | 65.9% | 88 | 7.95% | 6.9 |
|