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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 776 |
776
Hyperion Asset Management
Brisbane,
Australia
| USD 3658 M | -USD 116 M | -3% | 2.32% | 151% | 20 | 0% | 4.8 |
|
| 777 |
777
Burney Company
Reston,
Virginia
| USD 3656 M | -USD 52.4 M | -1% | 1.22% | 129% | 665 | 17.44% | 5.6 |
|
| 778 |
778
MASECO Private Wealth
London,
| USD 3655 M | +USD 96.5 M | +3% | 0.89% | – | 698 | 61.89% | 0.3 |
|
| 779 |
779
Emerald Advisers
Leola,
Pennsylvania
| USD 3642 M | -USD 606 M | -14% | 8.47% | 452% | 252 | 17.06% | 2.6 |
|
| 780 |
780
Moran Wealth Management
Naples,
Florida
| USD 3638 M | -USD 29.4 M | -0.8% | 1.03% | 111% | 549 | 19.49% | 1.6 |
|
| 781 |
781
Private Management Group
Irvine,
California
| USD 3632 M | -USD 165 M | -4% | 2.45% | 51.3% | 328 | 6.71% | 3.8 |
|
| 782 |
782
Metropolis Capital
Amersham,
United Kingdom
| USD 3630 M | +USD 181 M | +5% | 6.68% | 61.7% | 16 | 0% | 4.4 |
|
| 783 |
783
Belpointe Asset Management
Reno,
Nevada
| USD 3626 M | +USD 565 M | +18% | 1.65% | 88.6% | 1,273 | 21.68% | 2.8 |
|
| 784 |
784
First National Bank of Omaha
Omaha,
Nebraska
| USD 3607 M | +USD 58.9 M | +2% | 2.09% | 80.1% | 537 | 9.12% | 4.5 |
|
| 785 |
785
Geneva Capital Management
Milwaukee,
Wisconsin
| USD 3589 M | -USD 773 M | -18% | 5% | 58.1% | 139 | 17.27% | 5.8 |
|
| 786 |
786
Avidian Wealth Enterprises
Houston,
Texas
| USD 3588 M | -USD 27.6 M | -0.8% | 0.86% | 71.7% | 814 | 16.71% | 2.9 |
|
| 787 |
YC
787
Yarbrough Capital
Franklin,
Tennessee
| USD 3583 M | +USD 241 M | +7% | 8.56% | 183% | 92 | 16.3% | 3.1 |
|
| 788 |
788
Zhang Financial
Portage,
Michigan
| USD 3582 M | +USD 158 M | +5% | 0.73% | 75.8% | 420 | 9.76% | 3.7 |
|
| 789 |
789
Matson Money Inc
Mason,
Ohio
| USD 3575 M | -USD 15.3 M | -0.4% | 0.91% | 36.2% | 9 | 0% | 6.7 |
|
| 790 |
790
MIRAE ASSET SECURITIES (USA) INC.
New York
| USD 3572 M | -USD 9.08 M | -0.3% | 1.84% | – | 172 | 63.37% | 0.6 |
|
| 791 |
791
Elm Partners Management
Philadelphia,
Pennsylvania
| USD 3563 M | +USD 204 M | +6% | 0.38% | 51.4% | 182 | 17.03% | 2.1 |
|
| 792 |
792
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| USD 3545 M | +USD 26.1 M | +0.7% | 4.17% | 148% | 503 | 2.39% | 10.3 |
|
| 793 |
793
Argent Trust Co
Nashville,
Tennessee
| USD 3535 M | +USD 72.7 M | +2% | 2.78% | 96.9% | 807 | 9.54% | 5 |
|
| 794 |
794
SNS Financial Group
Minneapolis,
Minnesota
| USD 3530 M | +USD 383 M | +12% | 1.21% | 60.1% | 533 | 19.32% | 2.5 |
|
| 795 |
795
Heritage Investors Management Corp
Bethesda,
Maryland
| USD 3524 M | -USD 89.5 M | -2% | 4.06% | 114% | 262 | 5.34% | 8 |
|
| 796 |
796
Dynamic Advisor Solutions
Phoenix,
Arizona
| USD 3523 M | -USD 6.09 M | -0.2% | 0.77% | 70.9% | 1,122 | 15.15% | 3.1 |
|
| 797 |
797
Helikon Investments
London,
United Kingdom
| USD 3518 M | +USD 171 M | +5% | 3.27% | 272% | 21 | 23.81% | 1.3 |
|
| 798 |
798
Calamos Wealth Management
Naperville,
Illinois
| USD 3505 M | +USD 193 M | +6% | 3.67% | 119% | 505 | 13.66% | 3.2 |
|
| 799 |
CK
799
Cohen Klingenstein
New York
| USD 3505 M | +USD 12.8 M | +0.4% | 2.67% | 99.1% | 208 | 1.44% | 9.5 |
|
| 800 |
800
Fideuram - Intesa Sanpaolo Private Banking
Turin,
| USD 3504 M | +USD 173 M | +5% | 8.14% | – | 524 | 30.53% | 0.6 |
|