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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 576 |
576
Donald Smith & Co
New York
| USD 5705 M | +USD 56 M | +1% | 4.07% | 155% | 68 | 5.88% | 4 |
|
| 577 |
577
WhitTier Trust Company
Reno,
Nevada
| USD 5701 M | +USD 304 M | +6% | 4.48% | 114% | 1,958 | 30.08% | 4.4 |
|
| 578 |
578
Aequim Alternative Investments
Mill Valley,
California
| USD 5689 M | -USD 746 M | -12% | 6.03% | 35.2% | 108 | 6.48% | 1.1 |
|
| 579 |
579
Signature Estate & Investment Advisors
Los Angeles,
California
| USD 5671 M | +USD 112 M | +2% | 2.75% | 84.4% | 701 | 9.27% | 2.6 |
|
| 580 |
580
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| USD 5659 M | -USD 302 M | -5% | 4.35% | 58% | 216 | 21.76% | 2.4 |
|
| 581 |
581
Evergreen Capital Management
Bellevue,
Washington
| USD 5653 M | -USD 49.6 M | -0.9% | 0.95% | 82.9% | 1,605 | 13.71% | 3 |
|
| 582 |
582
Cassaday & Co Wealth Management
Mclean,
Virginia
| USD 5653 M | +USD 328 M | +6% | 0.9% | 78.9% | 1,505 | 28.84% | 1.1 |
|
| 583 |
583
Japan Post Holdings
Tokyo,
Japan
| USD 5639 M | -USD 329 M | -6% | 4.67% | 45.6% | 1 | 0% | 6.8 |
|
| 584 |
584
Central Trust Company
Jefferson City,
Missouri
| USD 5604 M | +USD 74.7 M | +1% | 1.84% | 93.8% | 1,654 | 9.55% | 6.1 |
|
| 585 |
585
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| USD 5569 M | +USD 237 M | +4% | 1.03% | 56% | 284 | 35.92% | 3.5 |
|
| 586 |
586
First Financial Bankshares
Abilene,
Texas
| USD 5567 M | +USD 224 M | +4% | 3.31% | 95% | 249 | 23.29% | 1.7 |
|
| 587 |
587
TD Private Client Wealth
New York
| USD 5550 M | +USD 108 M | +2% | 0.29% | 61.6% | 1,862 | 13.96% | 3.6 |
|
| 588 |
588
Robeco Schweiz
Zurich,
Switzerland
| USD 5548 M | -USD 686 M | -11% | 7.96% | 145% | 143 | 17.48% | 4.1 |
|
| 589 |
589
W.H. Reaves & Co
Jersey City,
New Jersey
| USD 5536 M | -USD 1055 M | -16% | 12.9% | 96.4% | 98 | 13.27% | 4.4 |
|
| 590 |
590
Todd Asset Management
Louisville,
Kentucky
| USD 5515 M | -USD 114 M | -2% | 1.17% | 122% | 194 | 14.95% | 5.6 |
|
| 591 |
591
Independent Financial Group
San Diego,
California
| USD 5513 M | +USD 165 M | +3% | 2.46% | 149% | 1,700 | 16.18% | 2.7 |
|
| 592 |
592
Japan Science & Technology Agency
Tokyo,
Japan
| USD 5512 M | +USD 225 M | +4% | 2.34% | 16% | 13 | 7.69% | 2.1 |
|
| 593 |
593
Atalanta Sosnoff Capital
New York
| USD 5509 M | -USD 171 M | -3% | 5.86% | 230% | 138 | 23.91% | 3.1 |
|
| 594 |
594
Cannell & Spears
New York
| USD 5503 M | -USD 121 M | -2% | 1.65% | 122% | 466 | 10.09% | 4 |
|
| 595 |
595
Kayne Anderson Capital Advisors
Los Angeles,
California
| USD 5470 M | +USD 372 M | +7% | 3.06% | 74.8% | 63 | 22.22% | 4 |
|
| 596 |
596
Nicholas Company
Milwaukee,
Wisconsin
| USD 5454 M | -USD 14.1 M | -0.3% | 5.62% | 80.7% | 205 | 7.8% | 6.5 |
|
| 597 |
597
Millburn Ridgefield Corp
New York
| USD 5452 M | +USD 170 M | +3% | 1.93% | 56.6% | 39 | 0% | 8 |
|
| 598 |
598
Chicago Partners Investment Group
Chicago,
Illinois
| USD 5451 M | +USD 450 M | +9% | 0.9% | 81.4% | 1,854 | 20.55% | 2.7 |
|
| 599 |
599
Antipodes Partners
Royal Exchange,
Australia
| USD 5434 M | -USD 24 M | -0.4% | 0.43% | 102% | 162 | 29.63% | 1.1 |
|
| 600 |
600
Mondrian Investment Partners
London,
United Kingdom
| USD 5391 M | -USD 1091 M | -17% | 4.47% | – | 145 | 29.66% | 3.3 |
|