¡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, 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 551 |
551
Annex Advisory Services
Brookfield,
Wisconsin
| USD 6108 M | +USD 250 M | +4% | 0.61% | 85.8% | 397 | 15.37% | 3.5 |
|
| 552 |
552
Atlantic Union Bankshares
Glen Allen,
Virginia
| USD 6106 M | +USD 121 M | +2% | 2.48% | 85.7% | 1,980 | 18.03% | 1.7 |
|
| 553 |
553
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| USD 6087 M | +USD 100 M | +2% | 0.43% | 68.2% | 443 | 5.87% | 5.9 |
|
| 554 |
554
MGO One Seven
Beachwood,
Ohio
| USD 6076 M | +USD 20.7 M | +0.3% | 1.73% | 98.8% | 1,668 | 14.15% | 2.7 |
|
| 555 |
555
Savvy Advisors Inc
New York
| USD 6028 M | +USD 1318 M | +28% | 1.47% | 86.1% | 1,506 | 21.45% | 1 |
|
| 556 |
556
Confluence Investment Management
St. Louis,
Missouri
| USD 5968 M | -USD 433 M | -7% | 1.67% | 37.7% | 310 | 11.61% | 4.7 |
|
| 557 |
557
Mount Yale Investment Advisors
Denver,
Colorado
| USD 5957 M | +USD 557 M | +10% | 1.49% | 92.1% | 1,369 | 24.11% | 1.5 |
|
| 558 |
558
Lazard Frères Gestion
Paris,
France
| USD 5954 M | +USD 183 M | +3% | 7.15% | 97.9% | 117 | 2.56% | 2.9 |
|
| 559 |
559
J.W. Cole Advisors
Tampa,
Florida
| USD 5934 M | +USD 108 M | +2% | 2.09% | 95.5% | 1,712 | 13.26% | 1.4 |
|
| 560 |
560
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| USD 5899 M | +USD 624 M | +12% | 0.03% | 65.6% | 1,188 | 15.24% | 3.4 |
|
| 561 |
561
IFP Advisors
Tampa,
Florida
| USD 5859 M | +USD 322 M | +6% | 1.54% | 80.6% | 5,445 | 9.75% | 3.9 |
|
| 562 |
562
Barings
Charlotte,
North Carolina
| USD 5842 M | +USD 204 M | +4% | 0.62% | 61.5% | 205 | 20% | 3.6 |
|
| 563 |
MA
563
Mutual Advisors
Omaha,
Nebraska
| USD 5817 M | +USD 507 M | +10% | 0.79% | 74.8% | 1,517 | 14.7% | 3.6 |
|
| 564 |
564
Badgley Phelps Wealth Managers
Seattle,
Washington
| USD 5802 M | +USD 93.3 M | +2% | 3.08% | 100% | 356 | 9.83% | 3.1 |
|
| 565 |
565
HUB Investment Partners
Austin,
Texas
| USD 5799 M | +USD 233 M | +4% | 3.85% | 109% | 1,738 | 27.22% | 1.1 |
|
| 566 |
566
Choate Investment Advisors
Boston,
Massachusetts
| USD 5797 M | +USD 106 M | +2% | 2.6% | 80.5% | 485 | 6.39% | 5.1 |
|
| 567 |
567
Douglass Winthrop Advisors
New York
| USD 5787 M | -USD 9.4 M | -0.2% | 2.57% | 73.2% | 319 | 8.15% | 6.1 |
|
| 568 |
568
Country Trust Bank
Bloomington,
Illinois
| USD 5779 M | +USD 67.1 M | +1% | 2.18% | 85.8% | 739 | 23.55% | 3.2 |
|
| 569 |
569
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| USD 5770 M | -USD 685 M | -11% | 5.39% | 101% | 91 | 18.68% | 3.4 |
|
| 570 |
570
Lingotto Investment Management
London,
United Kingdom
| USD 5741 M | +USD 1075 M | +23% | 10.8% | 362% | 41 | 26.83% | 2.3 |
|
| 571 |
571
South Dakota Investment Council
Sioux Falls,
South Dakota
| USD 5734 M | -USD 104 M | -2% | 1.56% | 83% | 644 | 8.07% | 5.6 |
|
| 572 |
572
Generali Asset Management
Trieste,
Italy
| USD 5734 M | +USD 202 M | +4% | 4.65% | – | 540 | 9.26% | 1.5 |
|
| 573 |
573
Brighton Jones LLC
Seattle,
Washington
| USD 5727 M | +USD 348 M | +6% | 5.16% | 114% | 1,551 | 18.7% | 0.7 |
|
| 574 |
574
Wedge Capital Management
Charlotte,
North Carolina
| USD 5725 M | -USD 338 M | -6% | 3.09% | 150% | 519 | 14.26% | 3.8 |
|
| 575 |
575
Folketrygdfondet
Oslo Norway,
Norway
| USD 5712 M | +USD 1076 M | +23% | 22.9% | 43.6% | 13 | 23.08% | 5 |
|