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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, 2,475 fondos (~28%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 301 |
301
Axxion S.A.
Grevenmacher,
Luxembourg
| USD 1523 M | +USD 118 M | +8% | 5.04% | – | 608 | 17.76% | 0.2 |
|
| 302 |
302
Corda Investment Management
Houston,
Texas
| USD 1519 M | -USD 111 M | -7% | 0.2% | 85% | 87 | 12.64% | 5.7 |
|
| 303 |
303
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 1517 M | -USD 12 M | -0.8% | 2.51% | 94.5% | 246 | 9.76% | 6.5 |
|
| 304 |
304
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| USD 1510 M | +USD 13.4 M | +0.9% | 3.33% | 94.2% | 163 | 3.68% | 7.2 |
|
| 305 |
305
First Heartland Consultants
Lake St. Louis,
Missouri
| USD 1504 M | -USD 41.2 M | -3% | 0.37% | 59.2% | 632 | 13.13% | 3.4 |
|
| 306 |
306
Verity & Verity
Beaufort,
South Carolina
| USD 1498 M | +USD 43.9 M | +3% | 4.47% | 90.4% | 145 | 8.97% | 5.4 |
|
| 307 |
307
Magnus Financial Group
New York
| USD 1496 M | +USD 82.1 M | +6% | 1.58% | 78.2% | 438 | 16.21% | 3.5 |
|
| 308 |
308
Harbor Capital Advisors
Chicago,
Illinois
| USD 1478 M | +USD 11 M | +0.7% | 1.34% | 128% | 1,526 | 25.82% | 1.4 |
|
| 309 |
309
Neville Rodie & Shaw
New York
| USD 1475 M | -USD 69.9 M | -5% | 2.22% | 125% | 249 | 6.02% | 8.8 |
|
| 310 |
310
Private Wealth Partners
Mill Valley,
California
| USD 1471 M | +USD 68.2 M | +5% | 7.13% | 132% | 193 | 13.47% | 4.8 |
|
| 311 |
311
Harbor Investment Advisory
Lutherville,
Maryland
| USD 1471 M | +USD 37 M | +3% | 2.29% | 97.5% | 1,470 | 12.79% | 3.7 |
|
| 312 |
OHIF
312
Oriental Harbor Investment Fund
Hong Kong
| USD 1469 M | -USD 181 M | -11% | 2.04% | – | 15 | 26.67% | 0.8 |
|
| 313 |
313
NBT Bank
Norwich,
New York
| USD 1466 M | -USD 43.6 M | -3% | 2.36% | 77% | 1,078 | 47.87% | 4.9 |
|
| 314 |
314
UNICOM Systems
Las Vegas,
Nevada
| USD 1464 M | -USD 68.8 M | -4% | 0.89% | – | 40 | 5% | 0.9 |
|
| 315 |
315
PKO Investment Management Joint-Stock
Warsaw,
Poland
| USD 1460 M | +USD 83.9 M | +6% | 4.93% | 145% | 240 | 9.58% | 3.6 |
|
| 316 |
316
Traphagen Investment Advisors
Oradell,
New Jersey
| USD 1460 M | +USD 60.5 M | +4% | 2.48% | 65.8% | 236 | 10.59% | 3.5 |
|
| 317 |
317
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| USD 1457 M | +USD 92.5 M | +7% | 0.16% | 58% | 237 | 16.46% | 2.6 |
|
| 318 |
318
Value Partners Investments
Winnipeg,
Manitoba, Canada
| USD 1442 M | +USD 9.8 M | +0.7% | 7.18% | 50.7% | 107 | 6.54% | 3 |
|
| 319 |
319
Summit Financial Strategies
Columbus,
Ohio
| USD 1442 M | +USD 17.6 M | +1% | 1.64% | 59.4% | 180 | 12.22% | 4.5 |
|
| 320 |
320
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| USD 1428 M | +USD 25.6 M | +2% | 0.74% | – | 69 | 8.7% | 2.6 |
|
| 321 |
321
AWM Capital
Phoenix,
Arizona
| USD 1421 M | +USD 172 M | +14% | 0.23% | 51.1% | 129 | 6.98% | 2.7 |
|
| 322 |
322
Tompkins Financial
Ithaca,
New York
| USD 1419 M | -USD 9.08 M | -0.6% | 2.08% | 84.4% | 578 | 8.65% | 5.6 |
|
| 323 |
323
Weatherly Asset Management
Del Mar,
California
| USD 1416 M | +USD 11.5 M | +0.8% | 2.77% | 116% | 198 | 10.1% | 7.9 |
|
| 324 |
324
Washington Trust Advisors
Wellesley,
Massachusetts
| USD 1400 M | +USD 52.5 M | +4% | 6.04% | 106% | 768 | 14.71% | 3 |
|
| 325 |
325
Talbot Financial
Bellevue,
Washington
| USD 1390 M | +USD 30.8 M | +2% | 6.53% | 118% | 72 | 8.33% | 2.8 |
|