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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, 7,143 fondos (~80%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 526 |
526
Fiduciary Management Inc
Milwaukee,
Wisconsin
| USD 6551 M | -USD 480 M | -7% | 2.06% | 55.8% | 61 | 18.03% | 4.1 |
|
| 527 |
527
WIT LLC
District Of Columbia,
District of Columbia
| USD 6549 M | +USD 288 M | +5% | 1.26% | 50% | 24 | 4.17% | 2.9 |
|
| 528 |
528
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
| USD 6540 M | -USD 644 M | -9% | 7.07% | 37.6% | 110 | 14.55% | 4.1 |
|
| 529 |
529
Perigon Wealth Management
San Francisco,
California
| USD 6496 M | +USD 141 M | +2% | 2.35% | 104% | 1,577 | 14.52% | 2.9 |
|
| 530 |
530
Mesirow Financial Investment Management
Chicago,
Illinois
| USD 6469 M | +USD 104 M | +2% | 1.76% | 77.6% | 569 | 10.02% | 2.1 |
|
| 531 |
531
R.M. Davis Inc
Portland,
Maine
| USD 6458 M | +USD 118 M | +2% | 3.77% | 98.4% | 289 | 6.92% | 7.1 |
|
| 532 |
532
American Family Investments
Madison,
Wisconsin
| USD 6409 M | +USD 868 M | +16% | 2.63% | – | 13 | 0% | 1.3 |
|
| 533 |
533
Cooke & Bieler
Philadelphia,
Pennsylvania
| USD 6356 M | -USD 2291 M | -26% | 4.43% | 34.6% | 104 | 7.69% | 5 |
|
| 534 |
534
Advisors Asset Management
Monument,
Colorado
| USD 6338 M | -USD 219 M | -3% | 2.17% | 92.3% | 1,507 | 14.93% | 5.6 |
|
| 535 |
535
Mission Wealth Management
Santa Barbara,
California
| USD 6319 M | -USD 1862 M | -23% | 2.56% | 92.1% | 1,084 | 28.14% | 4.1 |
|
| 536 |
536
Maryland State Retirement & Pension System
Baltimore,
Maryland
| USD 6313 M | +USD 477 M | +8% | 1.58% | 126% | 1,533 | 9.39% | 3.3 |
|
| 537 |
537
Mizuho Securities USA
New York
| USD 6303 M | +USD 106 M | +2% | 4% | 112% | 783 | 19.92% | 1.6 |
|
| 538 |
538
Energy Income Partners
Westport,
Connecticut
| USD 6265 M | -USD 94.6 M | -1% | 4.92% | 58.5% | 92 | 10.87% | 5.5 |
|
| 539 |
539
Edgewood Management
Greenwich,
Connecticut
| USD 6260 M | -USD 3434 M | -35% | 0.08% | 81.2% | 93 | 10.75% | 6.8 |
|
| 540 |
540
Danica Pension Livsforsikrings
Copenhagen V,
| USD 6260 M | -USD 2.32 M | -0% | 4.35% | – | 211 | 13.27% | 1 |
|
| 541 |
541
Evelyn Partners
London,
| USD 6256 M | -USD 40.6 mil M | -87% | 4.78% | – | 693 | 23.81% | 0.2 |
|
| 542 |
542
Sumitomo Life Insurance
Tokyo,
Japan
| USD 6242 M | +USD 124 M | +2% | 2.17% | 77.9% | 297 | 3.03% | 7.5 |
|
| 543 |
543
AlphaCore Capital
La Jolla,
California
| USD 6239 M | +USD 799 M | +15% | 1.8% | 91.5% | 1,807 | 22.8% | 1 |
|
| 544 |
544
Laurion Capital Management
New York
| USD 6214 M | +USD 2315 M | +59% | 0.39% | 180% | 602 | 61.13% | 0.5 |
|
| 545 |
545
Guinness Asset Management
London,
United Kingdom
| USD 6208 M | +USD 298 M | +5% | 3.74% | 83.6% | 186 | 25.27% | 4.4 |
|
| 546 |
546
Catalyst Capital Advisors
Huntington,
New York
| USD 6207 M | +USD 178 M | +3% | 1.72% | 65.7% | 381 | 19.95% | 4.2 |
|
| 547 |
WAM
547
WT Asset Management
Hong Kong
| USD 6184 M | +USD 1131 M | +22% | 13% | 2,732% | 58 | 74.14% | 0.2 |
|
| 548 |
548
Longview Partners
St Peter Port,
Guernsey
| USD 6156 M | -USD 1.18 M | -0% | 6.01% | 51% | 25 | 8% | 3.8 |
|
| 549 |
549
TimesSquare Capital Management
New York
| USD 6116 M | -USD 683 M | -10% | 1.91% | 134% | 168 | 12.5% | 3.1 |
|
| 550 |
550
Simplify Asset Management
Las Vegas,
Nevada
| USD 6108 M | -USD 1078 M | -15% | 0.47% | 48.4% | 154 | 33.77% | 1.4 |
|