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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 826 |
826
Sand Hill Global Advisors
Palo Alto,
California
| USD 3365 M | +USD 43.3 M | +1% | 0.04% | 66% | 229 | 10.04% | 4.6 |
|
| 827 |
827
KCM Investment Advisors
Greenbrae,
California
| USD 3361 M | -USD 5.99 M | -0.2% | 2.55% | 97.1% | 424 | 8.73% | 7.3 |
|
| 828 |
828
Meridian Wealth Management
Lexington,
Kentucky
| USD 3354 M | +USD 109 M | +3% | 2.3% | 129% | 861 | 13.36% | 1.6 |
|
| 829 |
829
RPOA Advisors
Plano,
Texas
| USD 3353 M | -USD 158 M | -4% | 0.01% | 43.4% | 9 | 33.33% | 2.1 |
|
| 830 |
830
Ascent Group
Virginia Beach,
Virginia
| USD 3340 M | -USD 4.15 M | -0.1% | 1.8% | 91.7% | 869 | 14.04% | 2.5 |
|
| 831 |
831
Karpus Investment Management
Pittsford,
New York
| USD 3335 M | -USD 141 M | -4% | 2.73% | 29.6% | 261 | 15.33% | 2.1 |
|
| 832 |
BG
832
Bollard Group
Boston,
Massachusetts
| USD 3323 M | +USD 37.4 M | +1% | 3.34% | 71.2% | 313 | 4.47% | 7.2 |
|
| 833 |
833
Conestoga Capital Advisors
Wayne,
Pennsylvania
| USD 3312 M | -USD 1285 M | -28% | 7.46% | 44.4% | 118 | 14.41% | 6 |
|
| 834 |
834
Intact Investment Management
Montreal,
Quebec, Canada
| USD 3311 M | -USD 208 M | -6% | 1.91% | 85.8% | 229 | 17.47% | 5.1 |
|
| 835 |
835
Focus Financial Network
Minneapolis,
Minnesota
| USD 3303 M | +USD 72.3 M | +2% | 1.71% | 106% | 808 | 9.9% | 3.4 |
|
| 836 |
836
Adams Diversified Equity Fund
Baltimore,
Maryland
| USD 3301 M | +USD 27.2 M | +0.8% | 4.2% | 165% | 112 | 18.75% | 3.3 |
|
| 837 |
837
Sprott Inc
Toronto,
Ontario, Canada
| USD 3299 M | +USD 145 M | +5% | 8.79% | 254% | 291 | 21.31% | 3.2 |
|
| 838 |
838
Fulton Bank
Lancaster,
Pennsylvania
| USD 3289 M | +USD 16.2 M | +0.5% | 1.33% | 48.1% | 726 | 10.33% | 5.2 |
|
| 839 |
839
BCV Asset Management
Winnipeg,
| USD 3278 M | -USD 32.7 M | -1% | 0.9% | – | 124 | 14.52% | 0.6 |
|
| 840 |
840
Integrity Alliance
Urbandale,
Iowa
| USD 3277 M | +USD 78.8 M | +2% | 0.36% | – | 1,059 | 27.67% | 0.9 |
|
| 841 |
841
Spire Wealth Management
Mclean,
Virginia
| USD 3274 M | -USD 37.1 M | -1% | 2.11% | 112% | 2,327 | 10.31% | 3.5 |
|
| 842 |
842
Conning Inc
Hartford,
Connecticut
| USD 3254 M | -USD 84.3 M | -3% | 1.06% | 65.1% | 339 | 5.6% | 8.6 |
|
| 843 |
843
VestGen Advisors
Inverness,
Illinois
| USD 3247 M | -USD 183 M | -5% | 3.48% | – | 1,239 | 28.01% | 0.9 |
|
| 844 |
844
Harvest Fund Management
Beijing,
China
| USD 3241 M | +USD 221 M | +7% | 3.23% | 304% | 483 | 10.14% | 2.9 |
|
| 845 |
845
ZWJ Investment Counsel
Atlanta,
Georgia
| USD 3235 M | +USD 143 M | +5% | 2.66% | 128% | 317 | 14.51% | 4.7 |
|
| 846 |
HC
846
Henshaw Capital
Woburn,
Massachusetts
| USD 3229 M | +USD 156 M | +5% | 2.96% | 138% | 162 | 35.19% | 5.1 |
|
| 847 |
847
Washington Trust
Westerly,
Rhode Island
| USD 3227 M | +USD 7.58 M | +0.2% | 3.17% | 104% | 308 | 8.77% | 7.4 |
|
| 848 |
848
Provident Trust Company
Waukesha,
Wisconsin
| USD 3217 M | -USD 1554 M | -33% | 1.7% | 80.5% | 24 | 20.83% | 8.2 |
|
| 849 |
849
Anchor Capital Advisors
Boston,
Massachusetts
| USD 3215 M | -USD 344 M | -10% | 2.39% | 62.3% | 260 | 10% | 5.8 |
|
| 850 |
850
Blue Whale Capital
London,
United Kingdom
| USD 3211 M | +USD 59.6 M | +2% | 4.55% | 387% | 32 | 40.63% | 1.3 |
|