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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 |
1001
Chesley Taft & Associates
Chicago,
Illinois
| USD 2559 M | -USD 9.45 M | -0.4% | 2.91% | 93.1% | 382 | 7.85% | 6.5 |
|
| 1002 |
1002
Visionary Wealth Advisors
O'fallon,
Illinois
| USD 2554 M | +USD 21.7 M | +0.9% | 1.52% | 75.4% | 716 | 10.89% | 3.1 |
|
| 1003 |
BPI
1003
BFC Planning, Inc.
Cedar Rapids,
Iowa
| USD 2553 M | +USD 94.2 M | +4% | 3.3% | – | 3,655 | 11.52% | 1.4 |
|
| 1004 |
1004
North Dakota State Investment Board
Bismarck,
North Dakota
| USD 2550 M | +USD 87.7 M | +4% | 3.58% | – | 850 | 7.41% | 0.7 |
|
| 1005 |
1005
Empirical Finance
Havertown,
Pennsylvania
| USD 2540 M | +USD 135 M | +6% | 4.08% | 138% | 536 | 7.84% | 4.7 |
|
| 1006 |
1006
Csenge Advisory Group
Clearwater,
Florida
| USD 2533 M | +USD 67.9 M | +3% | 0.66% | 72.3% | 827 | 15.96% | 3.2 |
|
| 1007 |
1007
FORA Capital
Miami,
Florida
| USD 2533 M | +USD 1076 M | +74% | 2.1% | 177% | 747 | 71.22% | 0.2 |
|
| 1008 |
1008
Obermeyer Wealth Partners
Aspen,
Colorado
| USD 2513 M | +USD 68.4 M | +3% | 3.19% | 91.3% | 315 | 8.57% | 4.2 |
|
| 1009 |
1009
Smithfield Trust
Pittsburgh,
Pennsylvania
| USD 2513 M | +USD 8.01 M | +0.3% | 0.58% | 56.1% | 1,112 | 7.82% | 7.3 |
|
| 1010 |
1010
MUFG Securities Americas
New York
| USD 2509 M | +USD 562 M | +29% | 4.87% | – | 508 | 1.97% | 1.7 |
|
| 1011 |
1011
Nippon Life Global Investors Americas
New York
| USD 2508 M | -USD 6.29 M | -0.3% | 5.11% | 190% | 114 | 20.18% | 3.3 |
|
| 1012 |
1012
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| USD 2505 M | -USD 90.6 M | -3% | 1.16% | 9.44% | 12 | 8.33% | 5.6 |
|
| 1013 |
1013
Sepio Capital
Salt Lake City,
Utah
| USD 2503 M | +USD 515 M | +26% | 5.79% | 92% | 363 | 20.94% | 4.4 |
|
| 1014 |
1014
BSN Capital Partners
London,
United Kingdom
| USD 2497 M | +USD 285 M | +13% | 8.76% | 183% | 34 | 70.59% | 0.3 |
|
| 1015 |
1015
Acropolis Investment Management
St. Louis,
Missouri
| USD 2487 M | -USD 47.5 M | -2% | 1.52% | 51% | 401 | 9.73% | 4.9 |
|
| 1016 |
1016
Pine Valley Investments
Marlton,
New Jersey
| USD 2485 M | -USD 47.6 M | -2% | 1.43% | 103% | 641 | 8.11% | 2.4 |
|
| 1017 |
1017
TCI Wealth Advisors
Tucson,
Arizona
| USD 2485 M | +USD 174 M | +8% | 0.55% | 68.2% | 308 | 16.88% | 5.8 |
|
| 1018 |
1018
Cambiar Investors
Denver,
Colorado
| USD 2482 M | +USD 178 M | +8% | 0.92% | 61.1% | 199 | 30.65% | 2.8 |
|
| 1019 |
1019
SouthState Corp
Winter Haven,
Florida
| USD 2481 M | +USD 84.2 M | +4% | 4.01% | 90.3% | 1,455 | 14.71% | 3.2 |
|
| 1020 |
1020
General Atlantic
New York
| USD 2481 M | -USD 426 M | -15% | 5.9% | 157% | 13 | 15.38% | 2.9 |
|
| 1021 |
1021
Delta Accumulation LLC
Sausalito,
California
| USD 2470 M | -USD 31.2 M | -1% | 8.98% | 135% | 177 | 24.86% | 0.8 |
|
| 1022 |
1022
Waratah Capital Advisors
Toronto,
Ontario, Canada
| USD 2468 M | -USD 473 M | -16% | 4.59% | 204% | 175 | 71.43% | 0.8 |
|
| 1023 |
1023
Paralel Advisors
Denver,
Colorado
| USD 2465 M | -USD 124 M | -5% | 1.79% | 73.3% | 130 | 7.69% | 1.7 |
|
| 1024 |
1024
H&F Corporate Investors X
San Francisco,
California
| USD 2459 M | -USD 336 M | -12% | 12% | – | 1 | 0% | 0.8 |
|
| 1025 |
1025
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| USD 2458 M | -USD 261 M | -10% | 4% | 151% | 418 | 13.64% | 1.6 |
|