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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 876 |
876
Pacific Heights Asset Management
San Francisco,
California
| USD 3096 M | -USD 62.4 M | -2% | 6.94% | 186% | 78 | 5.13% | 9.8 |
|
| 877 |
877
Greenwich Wealth Management
Greenwich,
Connecticut
| USD 3094 M | +USD 347 M | +13% | 5.38% | 214% | 322 | 13.04% | 5.1 |
|
| 878 |
ET
878
Entropy Technologies
New York
| USD 3084 M | +USD 571 M | +23% | 2.19% | 69.8% | 1,467 | 61.35% | 0.3 |
|
| 879 |
879
Covea Finance
Paris,
France
| USD 3071 M | -USD 94.4 M | -3% | 1.12% | 129% | 170 | 12.35% | 2.1 |
|
| 880 |
880
Western Wealth Management
Golden,
Colorado
| USD 3065 M | +USD 6.56 M | +0.2% | 1.92% | 92.1% | 1,054 | 15.56% | 3.5 |
|
| 881 |
881
71 West Capital Partners
Boston,
Massachusetts
| USD 3056 M | +USD 164 M | +6% | 2.89% | – | 417 | 12.71% | 0.6 |
|
| 882 |
882
WesBanco Bank
Wheeling,
West Virginia
| USD 3048 M | -USD 973 M | -24% | 2.31% | 97.3% | 684 | 31.58% | 7.5 |
|
| 883 |
883
First Merchants Corp
Muncie,
Indiana
| USD 3046 M | +USD 206 M | +7% | 0.59% | 55.6% | 370 | 4.86% | 5.3 |
|
| 884 |
884
Bogart Wealth LLC
Mclean,
Virginia
| USD 3039 M | +USD 121 M | +4% | 2.21% | 67.6% | 2,191 | 14.24% | 2.8 |
|
| 885 |
885
AG2R La Mondiale Gestion d'Actifs
Paris,
France
| USD 3023 M | +USD 268 M | +10% | 4.79% | – | 431 | 22.04% | 1.1 |
|
| 886 |
886
Eagle Global Advisors
Houston,
Texas
| USD 3022 M | +USD 1.52 M | +0.1% | 1.43% | 106% | 294 | 9.52% | 4.9 |
|
| 887 |
887
Hill City Capital
Boston,
Massachusetts
| USD 3022 M | -USD 1261 M | -29% | 26.2% | 151% | 29 | 20.69% | 1.8 |
|
| 888 |
888
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| USD 3021 M | -USD 91.9 M | -3% | 3.65% | 181% | 452 | 6.19% | 8.2 |
|
| 889 |
889
IFG Advisory
Atlanta,
Georgia
| USD 3011 M | +USD 156 M | +5% | 0.5% | 76.3% | 2,497 | 13.22% | 0.6 |
|
| 890 |
CA
890
Cornerstone Advisors
Asheville,
North Carolina
| USD 3001 M | -USD 35.6 M | -1% | 5.01% | 126% | 124 | 16.94% | 2.7 |
|
| 891 |
891
Root Financial Partners
Encinitas,
California
| USD 2981 M | +USD 407 M | +16% | 0.05% | 62.5% | 3,839 | 89.5% | 0.2 |
|
| 892 |
892
Azimuth Capital Investment Management
Bloomfield Hills,
Michigan
| USD 2980 M | +USD 16.2 M | +0.5% | 2.98% | 116% | 328 | 8.84% | 3.2 |
|
| 893 |
893
GeoWealth Management
Chicago,
Illinois
| USD 2977 M | -USD 202 M | -6% | 0.24% | 62.9% | 1,033 | 23.14% | 2.1 |
|
| 894 |
894
Meeder Advisory Services
Dublin,
Ohio
| USD 2964 M | +USD 231 M | +8% | 2.19% | 102% | 797 | 16.81% | 2.3 |
|
| 895 |
895
Scharf Investments
Los Gatos,
California
| USD 2958 M | -USD 69.7 M | -2% | 6.43% | 63.2% | 84 | 19.05% | 3.4 |
|
| 896 |
896
GAMMA Investing
Foster City,
California
| USD 2956 M | +USD 269 M | +10% | 3.3% | 139% | 4,462 | 9.52% | 2.1 |
|
| 897 |
897
Greenwoods Asset Management (HK)
Hong Kong
| USD 2950 M | +USD 764 M | +35% | 0.35% | 230% | 24 | 25% | 2 |
|
| 898 |
898
Peregrine Capital Management
Minneapolis,
Minnesota
| USD 2946 M | -USD 131 M | -4% | 4.08% | 109% | 301 | 12.29% | 3.1 |
|
| 899 |
899
Aviso Financial
Toronto,
Ontario, Canada
| USD 2940 M | +USD 64.5 M | +2% | 4.71% | – | 288 | 12.5% | 1.7 |
|
| 900 |
900
Banque Cantonale Vaudoise
Lausanne,
Switzerland
| USD 2937 M | +USD 2216 M | +307% | 2.66% | – | 924 | 18.61% | 3.2 |
|