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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1076 |
1076
Goelzer Investment Management
Carmel,
Indiana
| USD 2282 M | -USD 12.8 M | -0.6% | 0.04% | 97.2% | 325 | 12.92% | 6 |
|
| 1077 |
1077
Quintet Private Bank (Europe)
Luxembourg
| USD 2275 M | +USD 672 M | +42% | 9.2% | 111% | 206 | 12.14% | 3 |
|
| 1078 |
1078
Angeles Wealth Management
Santa Monica,
California
| USD 2271 M | +USD 81.4 M | +4% | 2.65% | 80.6% | 669 | 15.99% | 1.9 |
|
| 1079 |
1079
Signal Advisors Wealth
Detroit,
Michigan
| USD 2271 M | +USD 292 M | +15% | 2.29% | 70.5% | 745 | 21.34% | 1.1 |
|
| 1080 |
1080
Strategic Financial Services
Utica,
New York
| USD 2271 M | -USD 12.1 M | -0.5% | 1.68% | 61.5% | 166 | 14.46% | 6.4 |
|
| 1081 |
1081
1ST Source Bank
South Bend,
Indiana
| USD 2270 M | +USD 64.2 M | +3% | 1.41% | 88.7% | 304 | 8.22% | 7.6 |
|
| 1082 |
1082
Alerus Financial
Grand Forks,
North Dakota
| USD 2268 M | -USD 18.1 M | -0.8% | 1.77% | 107% | 556 | 13.49% | 2.3 |
|
| 1083 |
1083
Maj Invest Holding A/S
Copenhagen K,
Denmark
| USD 2264 M | +USD 64.8 M | +3% | 5.7% | 106% | 40 | 5% | 4.1 |
|
| 1084 |
1084
Investment House LLC
Redondo Beach,
California
| USD 2252 M | +USD 41.2 M | +2% | 3.39% | 137% | 237 | 21.52% | 6.8 |
|
| 1085 |
1085
New Age Alpha Advisors
Rye,
New York
| USD 2250 M | -USD 115 M | -5% | 0.43% | 115% | 1,102 | 25.23% | 1 |
|
| 1086 |
1086
BNDES Participacoes SA
Rio De Janeiro,
Brazil
| USD 2250 M | -USD 112 M | -5% | 4.73% | – | 1 | 0% | 0.8 |
|
| 1087 |
1087
Lansdowne Partners (UK)
London,
United Kingdom
| USD 2245 M | -USD 186 M | -8% | 6.87% | 289% | 28 | 14.29% | 2.1 |
|
| 1088 |
1088
Sound Income Strategies
Ft Lauderdale,
Florida
| USD 2242 M | +USD 14.2 M | +0.6% | 0.66% | 31.4% | 534 | 20.04% | 4.4 |
|
| 1089 |
1089
Old Republic International (ORI)
Chicago,
Illinois
| USD 2241 M | -USD 427 M | -16% | 0.63% | 53.8% | 70 | 22.86% | 7.4 |
|
| 1090 |
1090
Rehmann Capital Advisory Group
Lansing,
Michigan
| USD 2239 M | +USD 53.7 M | +2% | 0.97% | 71.8% | 728 | 7.01% | 4.5 |
|
| 1091 |
1091
GDS Wealth Management
Flower Mound,
Texas
| USD 2238 M | +USD 136 M | +6% | 3.3% | 95.1% | 275 | 23.27% | 2.1 |
|
| 1092 |
1092
Osmosis Investment Management UK
London,
United Kingdom
| USD 2234 M | +USD 79.1 M | +4% | 4.58% | – | 475 | 11.37% | 0.6 |
|
| 1093 |
1093
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| USD 2230 M | +USD 177 M | +9% | 2.45% | 98.1% | 795 | 12.83% | 5 |
|
| 1094 |
1094
ARS Investment Partners
New York
| USD 2225 M | -USD 63.8 M | -3% | 0.09% | 266% | 195 | 11.28% | 3.9 |
|
| 1095 |
1095
Greenspring Advisors
Towson,
Maryland
| USD 2222 M | +USD 417 M | +23% | 0.22% | – | 392 | 14.54% | 1.3 |
|
| 1096 |
1096
Bank of Italy
Rome,
Italy
| USD 2217 M | +USD 20.5 M | +0.9% | 2.24% | 26.9% | 8 | 0% | 5.5 |
|
| 1097 |
1097
Creative Financial Designs
Kokomo,
Indiana
| USD 2216 M | +USD 116 M | +6% | 0.94% | 58.8% | 2,454 | 11.41% | 3.3 |
|
| 1098 |
1098
Dymon Asia Capital (Singapore)
Singapore
| USD 2214 M | -USD 178 M | -7% | 1.96% | 291% | 312 | 68.59% | 0.3 |
|
| 1099 |
1099
Oak Grove Capital
North Hampton,
New Hampshire
| USD 2211 M | +USD 108 M | +5% | 2.11% | 470% | 120 | 15% | 1.9 |
|
| 1100 |
1100
Advisornet Financial
Minnetonka,
Minnesota
| USD 2210 M | +USD 20.7 M | +0.9% | 0.76% | 71.2% | 2,285 | 71.03% | 6 |
|