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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, 1,944 fondos (~22%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 51 |
51
First Citizens Bank & Trust
Raleigh,
North Carolina
| USD 6726 M | +USD 39.9 M | +0.6% | 1.94% | 69% | 783 | 27.33% | 3.5 |
|
| 52 |
52
Diversify Wealth Management
Sandy,
Utah
| USD 6688 M | +USD 705 M | +12% | 2.29% | – | 1,384 | 12.28% | 1 |
|
| 53 |
53
Diversify Advisory Services
Sandy,
Utah
| USD 6688 M | +USD 705 M | +12% | 2.29% | – | 1,384 | 12.28% | 0.5 |
|
| 54 |
54
Eastern Bank
Boston,
Massachusetts
| USD 6581 M | +USD 47.8 M | +0.7% | 2.67% | 102% | 1,145 | 12.66% | 2.5 |
|
| 55 |
55
Perpetual Ltd
Sydney, New South Wales,
Australia
| USD 6569 M | -USD 433 M | -6% | 1.6% | 104% | 441 | 16.33% | 3.1 |
|
| 56 |
56
Louisiana State Employees Retirement System
Baton Rouge,
Louisiana
| USD 6559 M | -USD 182 M | -3% | 2.19% | 157% | 1,550 | 3.61% | 8.8 |
|
| 57 |
57
Mission Wealth Management
Santa Barbara,
California
| USD 6319 M | -USD 1862 M | -23% | 2.56% | 92.1% | 1,084 | 28.14% | 4.1 |
|
| 58 |
58
Annex Advisory Services
Brookfield,
Wisconsin
| USD 6108 M | +USD 250 M | +4% | 0.61% | 85.8% | 397 | 15.37% | 3.5 |
|
| 59 |
59
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| USD 6087 M | +USD 100 M | +2% | 0.43% | 68.2% | 443 | 5.87% | 5.9 |
|
| 60 |
60
Confluence Investment Management
St. Louis,
Missouri
| USD 5968 M | -USD 433 M | -7% | 1.67% | 37.7% | 310 | 11.61% | 4.7 |
|
| 61 |
61
IFP Advisors
Tampa,
Florida
| USD 5859 M | +USD 322 M | +6% | 1.54% | 80.6% | 5,449 | 9.8% | 3.9 |
|
| 62 |
62
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| USD 5770 M | -USD 685 M | -11% | 5.39% | 101% | 91 | 18.68% | 3.4 |
|
| 63 |
63
Wedge Capital Management
Charlotte,
North Carolina
| USD 5725 M | -USD 338 M | -6% | 3.09% | 150% | 519 | 14.26% | 3.8 |
|
| 64 |
64
Signature Estate & Investment Advisors
Los Angeles,
California
| USD 5671 M | +USD 112 M | +2% | 2.75% | 84.4% | 701 | 9.27% | 2.6 |
|
| 65 |
65
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
| USD 5659 M | -USD 302 M | -5% | 4.35% | 58% | 216 | 21.76% | 2.4 |
|
| 66 |
66
Independent Financial Group
San Diego,
California
| USD 5513 M | +USD 165 M | +3% | 2.46% | 149% | 1,700 | 16.18% | 2.7 |
|
| 67 |
67
Japan Science & Technology Agency
Tokyo,
Japan
| USD 5512 M | +USD 225 M | +4% | 2.34% | 16% | 13 | 7.69% | 2.1 |
|
| 68 |
68
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 5309 M | +USD 190 M | +4% | 7.17% | 119% | 221 | 14.93% | 4.2 |
|
| 69 |
69
Orgel Wealth Management
Altoona,
Wisconsin
| USD 5295 M | +USD 22.9 M | +0.4% | 1.51% | 39.6% | 118 | 10.17% | 3.7 |
|
| 70 |
70
Avanza Fonder
Stockholm,
Sweden
| USD 5226 M | +USD 633 M | +14% | 4.85% | – | 458 | 0.44% | 1.5 |
|
| 71 |
71
Gulf International Bank (UK)
London,
United Kingdom
| USD 5188 M | +USD 115 M | +2% | 5% | 152% | 570 | 4.91% | 9.7 |
|
| 72 |
72
Old National Bancorp
Evansville,
Indiana
| USD 5065 M | +USD 41.2 M | +0.8% | 2.35% | 83% | 658 | 13.98% | 5.7 |
|
| 73 |
73
Carnegie Investment Counsel
Pepper Pike,
Ohio
| USD 5008 M | +USD 15.6 M | +0.3% | 2.31% | 112% | 578 | 10.03% | 5.6 |
|
| 74 |
74
Bailard
Foster City,
California
| USD 4941 M | +USD 29 M | +0.6% | 3.38% | 105% | 859 | 24.33% | 4 |
|
| 75 |
75
Valeo Financial Advisors
Carmel,
Indiana
| USD 4742 M | +USD 3.69 M | +0.1% | 0.72% | 82.7% | 913 | 13.8% | 3.9 |
|