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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, 1,984 fondos (~22%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 76 |
76
Bailard
Foster City,
California
| USD 4941 M | +USD 29 M | +0.6% | 3.38% | 105% | 859 | 24.33% | 4 |
|
| 77 |
77
Valeo Financial Advisors
Carmel,
Indiana
| USD 4742 M | +USD 3.69 M | +0.1% | 0.72% | 82.7% | 913 | 13.8% | 3.9 |
|
| 78 |
78
Smead Capital Management
Phoenix,
Arizona
| USD 4705 M | +USD 43.4 M | +0.9% | 3.71% | 78.2% | 32 | 3.13% | 6.3 |
|
| 79 |
79
Glencore
Baar,
Switzerland
| USD 4577 M | -USD 291 M | -6% | 4.93% | – | 2 | 0% | 1.4 |
|
| 80 |
80
Fenimore Asset Management
Cobleskill,
New York
| USD 4555 M | -USD 275 M | -6% | 1.71% | 54.8% | 95 | 5.26% | 6.8 |
|
| 81 |
81
Y-Intercept (HK)
Hong Kong
| USD 4525 M | -USD 528 M | -10% | 2.41% | 41.6% | 2,238 | 57.77% | 0.4 |
|
| 82 |
82
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| USD 4406 M | +USD 273 M | +7% | 0.55% | 85.6% | 74 | 8.11% | 4.4 |
|
| 83 |
83
Zevenbergen Capital Investments
Edmonds,
Washington
| USD 4371 M | -USD 7.02 M | -0.2% | 6.47% | 273% | 123 | 15.45% | 4.4 |
|
| 84 |
84
Copeland Capital Management
Conshohocken,
Pennsylvania
| USD 4341 M | -USD 526 M | -11% | 5.54% | 56.7% | 323 | 23.53% | 3.3 |
|
| 85 |
85
Chicago Capital
Chicago,
Illinois
| USD 4321 M | +USD 168 M | +4% | 4.91% | 137% | 390 | 12.05% | 4.3 |
|
| 86 |
86
NorthCrest Asset Manangement
Plymouth,
Minnesota
| USD 4244 M | +USD 350 M | +9% | 3.47% | 135% | 1,072 | 20.43% | 2.1 |
|
| 87 |
87
Wedmont Private Capital
West Chester,
Pennsylvania
| USD 4181 M | +USD 536 M | +15% | 1.78% | 87.5% | 1,087 | 19.87% | 2.2 |
|
| 88 |
88
Robertson Stephens Wealth Management
San Francisco,
California
| USD 4142 M | +USD 81.6 M | +2% | 0.72% | 109% | 694 | 14.99% | 3 |
|
| 89 |
89
Reinhart Partners
Mequon,
Wisconsin
| USD 4111 M | -USD 269 M | -6% | 3.9% | 110% | 76 | 10.53% | 4.1 |
|
| 90 |
90
Aspiriant LLC
Los Angeles,
California
| USD 4083 M | +USD 32.7 M | +0.8% | 0.12% | 52.7% | 460 | 21.3% | 4.2 |
|
| 91 |
91
SteelPeak Wealth
Woodland Hills,
California
| USD 4068 M | +USD 205 M | +5% | 2.35% | 140% | 789 | 26.87% | 2 |
|
| 92 |
92
Hamlin Capital Management
New York
| USD 4037 M | -USD 410 M | -9% | 4.41% | 67.9% | 31 | 12.9% | 4.8 |
|
| 93 |
93
K5 Global Advisor
Miami Beach,
Florida
| USD 4025 M | -USD 2563 M | -39% | 11.7% | – | 4 | 50% | 0.2 |
|
| 94 |
94
Salem Investment Counselors
Winston Salem,
North Carolina
| USD 4015 M | -USD 18.9 M | -0.5% | 3.97% | 181% | 1,245 | 67.15% | 6.8 |
|
| 95 |
RPGK
95
Retirement Planning Group (Kansas)
Leawood,
Kansas
| USD 4012 M | +USD 76.1 M | +2% | 0.6% | 54.7% | 561 | 8.38% | 2.3 |
|
| 96 |
96
SigFig Wealth Management
San Francisco,
California
| USD 4005 M | +USD 232 M | +6% | 0.64% | 49.3% | 154 | 10.39% | 4.1 |
|
| 97 |
97
Venture Visionary Partners
Sylvania,
Ohio
| USD 3824 M | +USD 225 M | +6% | 2.34% | 95.4% | 814 | 19.66% | 3.3 |
|
| 98 |
98
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| USD 3791 M | -USD 78.7 M | -2% | 3.43% | 90.4% | 2,544 | 10.73% | 4.4 |
|
| 99 |
99
Avior Wealth Management
Omaha,
Nebraska
| USD 3790 M | -USD 13.4 M | -0.4% | 0.2% | 71.4% | 845 | 13.85% | 5 |
|
| 100 |
100
Addenda Capital
Montreal,
Quebec, Canada
| USD 3778 M | +USD 100 M | +3% | 3.59% | 100% | 134 | 6.72% | 6.6 |
|