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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 801 |
801
Sax Wealth Advisors
Parsippany,
New Jersey
| USD 3504 M | +USD 1045 M | +43% | 1.16% | 64.3% | 773 | 33.51% | 1.5 |
|
| 802 |
802
Joel Isaacson & Co
New York
| USD 3500 M | +USD 45.4 M | +1% | 0.59% | 79.2% | 522 | 11.11% | 4.9 |
|
| 803 |
803
Swan Global Investments
Durango,
Colorado
| USD 3497 M | +USD 111 M | +3% | 2.7% | 72.7% | 113 | 18.58% | 3 |
|
| 804 |
804
Meyer Handelman Company
Rye Brook,
New York
| USD 3494 M | -USD 40.4 M | -1% | 3.94% | 97.4% | 284 | 7.04% | 6.9 |
|
| 805 |
805
Smartleaf Asset Management
Boston,
Massachusetts
| USD 3493 M | +USD 417 M | +14% | 1.26% | 87.1% | 3,848 | 15.72% | 1.8 |
|
| 806 |
806
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| USD 3490 M | +USD 328 M | +10% | 1.55% | 94.7% | 1,038 | 18.59% | 2.8 |
|
| 807 |
807
DeepCurrents Investment Group
New York
| USD 3488 M | +USD 187 M | +6% | 0.19% | 13.7% | 186 | 40.86% | 0.6 |
|
| 808 |
808
Profund Advisors
Bethesda,
Maryland
| USD 3484 M | -USD 153 M | -4% | 3.6% | 258% | 1,225 | 14.37% | 6.2 |
|
| 809 |
809
Braun Stacey Associates
New York
| USD 3479 M | -USD 48.2 M | -1% | 4.19% | 247% | 124 | 16.94% | 4.3 |
|
| 810 |
810
CoreCap Advisors
Southfield,
Michigan
| USD 3478 M | +USD 86.6 M | +3% | 0.21% | 89.8% | 3,425 | 15.8% | 1.8 |
|
| 811 |
811
Y.D. More Investments
Ramat Gan,
Israel
| USD 3473 M | +USD 261 M | +8% | 3.77% | 309% | 574 | 19.34% | 1.9 |
|
| 812 |
812
Level Four Advisory Services
Dallas,
Texas
| USD 3460 M | -USD 79.8 M | -2% | 2.27% | 102% | 995 | 11.26% | 3.8 |
|
| 813 |
813
Senvest Management
New York
| USD 3455 M | +USD 45 M | +1% | 0.41% | 114% | 60 | 23.33% | 3 |
|
| 814 |
814
Fisher Funds Management
Auckland,
New Zealand
| USD 3437 M | -USD 80.4 M | -2% | 3.6% | – | 182 | 10.99% | 1.5 |
|
| 815 |
815
Simplicity Wealth
Summit,
New Jersey
| USD 3431 M | +USD 468 M | +16% | 0.57% | 82.2% | 1,176 | 21.77% | 1.1 |
|
| 816 |
816
Donaldson Capital Management
Evansville,
Indiana
| USD 3424 M | -USD 77 M | -2% | 0.33% | 81.4% | 341 | 14.96% | 4.5 |
|
| 817 |
817
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| USD 3418 M | -USD 84.5 M | -2% | 2.65% | 95% | 1,020 | 11.37% | 2.5 |
|
| 818 |
818
Close Asset Management
London,
United Kingdom
| USD 3416 M | -USD 341 M | -9% | 2.84% | 122% | 282 | 11.35% | 4.3 |
|
| 819 |
819
Riverbridge Partners
Minneapolis,
Minnesota
| USD 3407 M | -USD 174 M | -5% | 6.34% | 56.2% | 218 | 23.39% | 4.6 |
|
| 820 |
820
Narodna banka Slovenska
Bratislava,
| USD 3393 M | -USD 97.5 M | -3% | 0.5% | – | 3 | 0% | 0.5 |
|
| 821 |
821
CWA Asset Management Group
Naples,
Florida
| USD 3389 M | +USD 109 M | +3% | 3.17% | – | 782 | 12.79% | 2.8 |
|
| 822 |
822
Pallas Capital Advisors
Braintree,
Massachusetts
| USD 3386 M | +USD 137 M | +4% | 3.32% | 89.1% | 1,110 | 18.65% | 1.9 |
|
| 823 |
823
F/M Investments
Washington,
District of Columbia
| USD 3379 M | +USD 1411 M | +72% | 1.39% | 107% | 469 | 29.64% | 1.3 |
|
| 824 |
824
MKP Capital Management
New York
| USD 3376 M | -USD 321 M | -9% | 1.99% | 80.4% | 34 | 61.76% | 0.3 |
|
| 825 |
825
Tokio Marine Asset Management
Tokyo,
Japan
| USD 3371 M | +USD 143 M | +4% | 5.13% | 142% | 647 | 24.57% | 6 |
|