¡Ya estamos en !
Descubre más
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, 1,419 fondos (~16%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 26 |
26
Blue Trust Inc
Alpharetta,
Georgia
| USD 9508 M | -USD 34.5 M | -0.4% | 0.64% | 53% | 2,835 | 24.62% | 2.7 |
|
| 27 |
27
Sarasin & Partners
London,
United Kingdom
| USD 8926 M | +USD 389 M | +5% | 6.02% | 95.3% | 113 | 18.58% | 3.4 |
|
| 28 |
28
Two Seas Capital
Rye,
New York
| USD 8680 M | +USD 3631 M | +72% | 5.94% | 344% | 55 | 29.09% | 1.3 |
|
| 29 |
29
Ferguson Wellman Capital Management
Portland,
Oregon
| USD 8383 M | +USD 191 M | +2% | 4.02% | 118% | 462 | 11.04% | 5.6 |
|
| 30 |
30
Howard Capital Management
Roswell,
Georgia
| USD 8264 M | -USD 135 M | -2% | 1.23% | 144% | 457 | 17.72% | 1.7 |
|
| 31 |
31
Apella Capital
West Hartford,
Connecticut
| USD 7885 M | +USD 804 M | +11% | 0.17% | 48.6% | 824 | 15.29% | 2.1 |
|
| 32 |
32
Forum Financial Management
Lombard,
Illinois
| USD 7698 M | -USD 89 M | -1% | 1.33% | 56.7% | 368 | 11.41% | 3 |
|
| 33 |
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| USD 7656 M | +USD 49.4 M | +0.6% | 1.54% | 45.9% | 262 | 11.45% | 3.1 |
|
| 34 |
34
Douglas Lane & Associates
New York
| USD 7461 M | +USD 91.8 M | +1% | 8.93% | 91.9% | 256 | 6.25% | 6.6 |
|
| 35 |
35
Sapient Capital
Indianapolis,
Indiana
| USD 7438 M | -USD 204 M | -3% | 0.57% | 212% | 418 | 11.48% | 2 |
|
| 36 |
36
Border to Coast Pensions Partnership
Leeds,
United Kingdom
| USD 7267 M | +USD 482 M | +7% | 2.35% | 119% | 92 | 5.43% | 3.1 |
|
| 37 |
37
Gradient Investments
Arden Hills,
Minnesota
| USD 6999 M | -USD 248 M | -3% | 1.18% | 67.6% | 490 | 15.31% | 3.7 |
|
| 38 |
38
First Citizens Bank & Trust
Raleigh,
North Carolina
| USD 6726 M | +USD 39.9 M | +0.6% | 1.94% | 69% | 783 | 27.33% | 3.5 |
|
| 39 |
39
Eastern Bank
Boston,
Massachusetts
| USD 6581 M | +USD 47.8 M | +0.7% | 2.67% | 102% | 1,145 | 12.66% | 2.5 |
|
| 40 |
40
Perpetual Ltd
Sydney, New South Wales,
Australia
| USD 6569 M | -USD 433 M | -6% | 1.6% | 104% | 441 | 16.33% | 3.1 |
|
| 41 |
41
Mission Wealth Management
Santa Barbara,
California
| USD 6319 M | -USD 1862 M | -23% | 2.56% | 92.1% | 1,084 | 28.14% | 4.1 |
|
| 42 |
42
Annex Advisory Services
Brookfield,
Wisconsin
| USD 6108 M | +USD 250 M | +4% | 0.61% | 85.8% | 397 | 15.37% | 3.5 |
|
| 43 |
43
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| USD 6087 M | +USD 100 M | +2% | 0.43% | 68.2% | 443 | 5.87% | 5.9 |
|
| 44 |
44
Confluence Investment Management
St. Louis,
Missouri
| USD 5968 M | -USD 433 M | -7% | 1.67% | 37.7% | 310 | 11.61% | 4.7 |
|
| 45 |
45
IFP Advisors
Tampa,
Florida
| USD 5859 M | +USD 322 M | +6% | 1.54% | 80.6% | 5,449 | 9.8% | 3.9 |
|
| 46 |
46
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| USD 5770 M | -USD 685 M | -11% | 5.39% | 101% | 91 | 18.68% | 3.4 |
|
| 47 |
47
Wedge Capital Management
Charlotte,
North Carolina
| USD 5725 M | -USD 338 M | -6% | 3.09% | 150% | 519 | 14.26% | 3.8 |
|
| 48 |
48
Signature Estate & Investment Advisors
Los Angeles,
California
| USD 5671 M | +USD 112 M | +2% | 2.75% | 84.4% | 701 | 9.27% | 2.6 |
|
| 49 |
49
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| USD 5659 M | -USD 302 M | -5% | 4.35% | 58% | 216 | 21.76% | 2.4 |
|
| 50 |
50
Independent Financial Group
San Diego,
California
| USD 5513 M | +USD 165 M | +3% | 2.46% | 149% | 1,700 | 16.18% | 2.7 |
|