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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, 4,978 fondos (~56%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 476 |
476
AG2R La Mondiale Gestion d'Actifs
Paris,
France
| USD 3023 M | +USD 268 M | +10% | 4.79% | – | 431 | 22.04% | 1.1 |
|
| 477 |
477
Eagle Global Advisors
Houston,
Texas
| USD 3022 M | +USD 1.52 M | +0.1% | 1.43% | 106% | 294 | 9.52% | 4.9 |
|
| 478 |
478
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| USD 3021 M | -USD 91.9 M | -3% | 3.65% | 181% | 452 | 6.19% | 8.2 |
|
| 479 |
479
IFG Advisory
Atlanta,
Georgia
| USD 3011 M | +USD 156 M | +5% | 0.5% | 76.3% | 2,497 | 13.22% | 0.6 |
|
| 480 |
CA
480
Cornerstone Advisors
Asheville,
North Carolina
| USD 3001 M | -USD 35.6 M | -1% | 5.01% | 126% | 124 | 16.94% | 2.7 |
|
| 481 |
481
Root Financial Partners
Encinitas,
California
| USD 2981 M | +USD 407 M | +16% | 0.05% | 62.5% | 3,839 | 89.5% | 0.2 |
|
| 482 |
482
GAMMA Investing
Foster City,
California
| USD 2956 M | +USD 269 M | +10% | 3.3% | 139% | 4,462 | 9.52% | 2.1 |
|
| 483 |
483
Peregrine Capital Management
Minneapolis,
Minnesota
| USD 2946 M | -USD 131 M | -4% | 4.08% | 109% | 301 | 12.29% | 3.1 |
|
| 484 |
484
Capital Asset Advisory Services
Williamston,
Michigan
| USD 2937 M | +USD 174 M | +6% | 0.45% | 56.8% | 409 | 21.03% | 3.7 |
|
| 485 |
485
Welch Group
Birmingham,
Alabama
| USD 2933 M | +USD 4.67 M | +0.2% | 0.52% | 79.5% | 349 | 12.89% | 4.9 |
|
| 486 |
486
JB Capital
Wethersfield,
Connecticut
| USD 2929 M | +USD 40.2 M | +1% | 0.41% | 83.8% | 292 | 11.99% | 2.7 |
|
| 487 |
487
GLOBALT Investments
Atlanta,
Georgia
| USD 2905 M | -USD 60.6 M | -2% | 0.32% | 76.3% | 219 | 5.94% | 2.2 |
|
| 488 |
488
First National Trust
Hermitage,
Pennsylvania
| USD 2885 M | -USD 61.1 M | -2% | 2.21% | 92.7% | 414 | 11.11% | 6.8 |
|
| 489 |
489
Waldron Private Wealth
Bridgeville,
Pennsylvania
| USD 2881 M | -USD 6.82 M | -0.2% | 1.06% | 76.6% | 367 | 10.08% | 5.5 |
|
| 490 |
WBG
490
Wharton Business Group
Malvern,
Pennsylvania
| USD 2873 M | -USD 118 M | -4% | 0.98% | 75.8% | 147 | 7.48% | 5.3 |
|
| 491 |
491
Schwartz Investment Counsel
Plymouth,
Michigan
| USD 2871 M | -USD 143 M | -5% | 1.44% | 85.6% | 151 | 14.57% | 5 |
|
| 492 |
492
James Hambro & Partners
London,
United Kingdom
| USD 2869 M | +USD 104 M | +4% | 7.36% | 97% | 76 | 21.05% | 3.6 |
|
| 493 |
493
Canada Post Corporation Pension Plan
Toronto,
Canada
| USD 2864 M | -USD 3.61 M | -0.1% | 5.45% | – | 496 | 2.22% | 1.3 |
|
| 494 |
494
Leavell Investment Management
Mobile,
Alabama
| USD 2861 M | +USD 126 M | +5% | 1.68% | 92% | 671 | 9.09% | 5.7 |
|
| 495 |
495
HighPoint Advisor Group
Downers Grove,
Illinois
| USD 2861 M | +USD 22.8 M | +0.8% | 0.63% | 110% | 738 | 11.65% | 3 |
|
| 496 |
496
Howland Capital Management
Boston,
Massachusetts
| USD 2859 M | +USD 86 M | +3% | 4.38% | 84.1% | 294 | 8.16% | 6.3 |
|
| 497 |
497
Hosking Partners
London,
United Kingdom
| USD 2813 M | -USD 195 M | -6% | 1.96% | 195% | 105 | 9.52% | 6.7 |
|
| 498 |
498
MCF Advisors
Covington,
Kentucky
| USD 2809 M | +USD 10.5 M | +0.4% | 0.08% | 55.2% | 1,408 | 70.31% | 3.4 |
|
| 499 |
499
Van Berkom & Associates
Montreal,
Quebec, Canada
| USD 2807 M | -USD 297 M | -10% | 0.59% | 50.4% | 72 | 19.44% | 3.8 |
|
| 500 |
500
Trust Company of Vermont
Brattleboro,
Vermont
| USD 2799 M | +USD 118 M | +4% | 3.87% | 92.5% | 1,427 | 22.7% | 3.8 |
|