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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 901 |
901
Capital Asset Advisory Services
Williamston,
Michigan
| USD 2937 M | +USD 174 M | +6% | 0.45% | 56.8% | 409 | 21.03% | 3.7 |
|
| 902 |
902
Welch Group
Birmingham,
Alabama
| USD 2933 M | +USD 4.67 M | +0.2% | 0.52% | 79.5% | 349 | 12.89% | 4.9 |
|
| 903 |
903
JB Capital
Wethersfield,
Connecticut
| USD 2929 M | +USD 40.2 M | +1% | 0.41% | 83.8% | 292 | 11.99% | 2.7 |
|
| 904 |
904
Giverny Capital
Montreal,
Quebec, Canada
| USD 2918 M | -USD 56.5 M | -2% | 3.89% | 84% | 54 | 11.11% | 5.2 |
|
| 905 |
905
GLOBALT Investments
Atlanta,
Georgia
| USD 2905 M | -USD 60.6 M | -2% | 0.32% | 76.3% | 219 | 5.94% | 2.2 |
|
| 906 |
906
First Foundation Advisors
Irvine,
California
| USD 2900 M | +USD 118 M | +4% | 7.24% | 89.2% | 375 | 8.27% | 5.5 |
|
| 907 |
907
Champlain Investment Partners
Burlington,
Vermont
| USD 2898 M | -USD 993 M | -26% | 6.78% | 66.2% | 137 | 11.68% | 3.3 |
|
| 908 |
908
BIT Capital
Berlin,
Germany
| USD 2887 M | -USD 488 M | -14% | 2.9% | 1,240% | 139 | 58.27% | 0.9 |
|
| 909 |
909
First National Trust
Hermitage,
Pennsylvania
| USD 2885 M | -USD 61.1 M | -2% | 2.21% | 92.7% | 414 | 11.11% | 6.8 |
|
| 910 |
910
Waldron Private Wealth
Bridgeville,
Pennsylvania
| USD 2881 M | -USD 6.82 M | -0.2% | 1.06% | 76.6% | 367 | 10.08% | 5.5 |
|
| 911 |
911
Stonehage Fleming Financial Services
St. Helier,
Jersey
| USD 2879 M | -USD 52.9 M | -2% | 1.1% | 81.5% | 238 | 18.91% | 2.8 |
|
| 912 |
WBG
912
Wharton Business Group
Malvern,
Pennsylvania
| USD 2873 M | -USD 118 M | -4% | 0.98% | 75.8% | 147 | 7.48% | 5.3 |
|
| 913 |
913
Schwartz Investment Counsel
Plymouth,
Michigan
| USD 2871 M | -USD 143 M | -5% | 1.44% | 85.6% | 151 | 14.57% | 5 |
|
| 914 |
914
James Hambro & Partners
London,
United Kingdom
| USD 2869 M | +USD 104 M | +4% | 7.36% | 97% | 76 | 21.05% | 3.6 |
|
| 915 |
915
Meiji Yasuda Life Insurance
Tokyo,
Japan
| USD 2869 M | -USD 145 M | -5% | 3.81% | 28.6% | 260 | 21.54% | 4.7 |
|
| 916 |
916
Canada Post Corporation Pension Plan
Toronto,
Canada
| USD 2864 M | -USD 3.61 M | -0.1% | 5.45% | – | 496 | 2.22% | 1.3 |
|
| 917 |
917
CBIZ Investment Advisory Services
Independence,
Ohio
| USD 2862 M | +USD 127 M | +5% | 1.04% | 53.1% | 496 | 52.82% | 1.6 |
|
| 918 |
918
Leavell Investment Management
Mobile,
Alabama
| USD 2861 M | +USD 126 M | +5% | 1.68% | 92% | 671 | 9.09% | 5.7 |
|
| 919 |
919
HighPoint Advisor Group
Downers Grove,
Illinois
| USD 2861 M | +USD 22.8 M | +0.8% | 0.63% | 110% | 738 | 11.65% | 3 |
|
| 920 |
920
Howland Capital Management
Boston,
Massachusetts
| USD 2859 M | +USD 86 M | +3% | 4.38% | 84.1% | 294 | 8.16% | 6.3 |
|
| 921 |
921
Trajan Wealth
Scottsdale,
Arizona
| USD 2846 M | +USD 197 M | +7% | 3.99% | – | 174 | 19.54% | 1.8 |
|
| 922 |
922
Klingenstein Fields & Co
New York
| USD 2837 M | -USD 21.6 M | -0.8% | 2.79% | 107% | 203 | 8.37% | 7.1 |
|
| 923 |
923
Glenorchy Capital
Boorolite,
Australia
| USD 2817 M | +USD 103 M | +4% | 10.5% | 176% | 67 | 7.46% | 2.1 |
|
| 924 |
924
Hosking Partners
London,
United Kingdom
| USD 2813 M | -USD 195 M | -6% | 1.96% | 195% | 105 | 9.52% | 6.7 |
|
| 925 |
925
MCF Advisors
Covington,
Kentucky
| USD 2809 M | +USD 10.5 M | +0.4% | 0.08% | 55.2% | 1,408 | 70.31% | 3.4 |
|