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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1126 |
1126
Oakworth Capital
Birmingham,
Alabama
| USD 2124 M | +USD 22 M | +1% | 0.4% | 70% | 1,031 | 14.65% | 4.6 |
|
| 1127 |
1127
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
| USD 2122 M | -USD 543 M | -20% | 15.7% | 283% | 133 | 55.64% | 0.4 |
|
| 1128 |
1128
Stairway Partners
Chicago,
Illinois
| USD 2117 M | -USD 5.36 M | -0.3% | 1.23% | 48.1% | 18 | 0% | 8.2 |
|
| 1129 |
1129
Jacobi Capital Management
Pittston,
Pennsylvania
| USD 2113 M | +USD 68.4 M | +3% | 1.18% | 83.4% | 1,863 | 66.08% | 1.8 |
|
| 1130 |
1130
Robinhood Asset Management
Menlo Park,
California
| USD 2112 M | +USD 243 M | +13% | 2.46% | – | 102 | 33.33% | 0.4 |
|
| 1131 |
SGF
1131
S&G Foundation
Wilson,
Wyoming
| USD 2109 M | -USD 35.7 M | -2% | 1.47% | – | 21 | 0% | 0.5 |
|
| 1132 |
1132
Evolve Private Wealth
Los Angeles,
California
| USD 2108 M | +USD 472 M | +29% | 2.16% | – | 1,197 | 44.11% | 0.5 |
|
| 1133 |
1133
Generali Investments CEE
Prague,
Czech Republic
| USD 2108 M | USD 0 | 0% | 1.16% | – | 462 | 0% | 1.4 |
|
| 1134 |
1134
Spinnaker Trust
Portland,
Maine
| USD 2101 M | +USD 40.8 M | +2% | 1.86% | 77.2% | 327 | 10.09% | 6.5 |
|
| 1135 |
1135
Pertento Partners
London,
United Kingdom
| USD 2092 M | +USD 236 M | +13% | 7.62% | 173% | 23 | 43.48% | 0.9 |
|
| 1136 |
1136
NWAM LLC
Mercer Island,
Washington
| USD 2091 M | +USD 89.9 M | +4% | 3.35% | 126% | 735 | 11.56% | 2 |
|
| 1137 |
1137
Heartland Advisors
Milwaukee,
Wisconsin
| USD 2084 M | -USD 161 M | -7% | 3.56% | 83.7% | 252 | 13.1% | 3.1 |
|
| 1138 |
1138
Resonant Capital Advisors
Madison,
Wisconsin
| USD 2084 M | -USD 9.23 M | -0.4% | 1.7% | 56.5% | 584 | 13.53% | 2.7 |
|
| 1139 |
1139
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Warszawa,
Poland
| USD 2081 M | +USD 255 M | +14% | 4.49% | 1,151% | 47 | 23.4% | 1.7 |
|
| 1140 |
1140
Waters Parkerson & Co
New Orleans,
Louisiana
| USD 2081 M | +USD 53.1 M | +3% | 6.08% | 72.6% | 205 | 7.8% | 8.1 |
|
| 1141 |
1141
GC Wealth Management RIA
Cambridge,
Massachusetts
| USD 2079 M | +USD 345 M | +20% | 9.02% | 91.5% | 533 | 13.32% | 1.5 |
|
| 1142 |
1142
Essex Financial Services
Essex,
Connecticut
| USD 2078 M | +USD 70.7 M | +4% | 1.7% | 95% | 919 | 13.38% | 4 |
|
| 1143 |
1143
First Trust Capital Management
Chicago,
Illinois
| USD 2077 M | +USD 360 M | +21% | 8.65% | 215% | 221 | 43.44% | 0.6 |
|
| 1144 |
1144
Principle Wealth Partners
Madison,
Connecticut
| USD 2076 M | +USD 50.4 M | +2% | 2.55% | 90.7% | 426 | 10.33% | 4.3 |
|
| 1145 |
1145
FJ Investments
Salt Lake City,
Utah
| USD 2075 M | +USD 233 M | +13% | 1.84% | 98.6% | 7 | 14.29% | 1.8 |
|
| 1146 |
1146
Maren Capital
Chicago,
Illinois
| USD 2074 M | -USD 83.4 M | -4% | 7.64% | 58.8% | 18 | 5.56% | 2.5 |
|
| 1147 |
1147
Heard Capital LLC
Chicago,
Illinois
| USD 2073 M | -USD 263 M | -11% | 7.13% | 144% | 21 | 4.76% | 5 |
|
| 1148 |
1148
Checchi Capital Advisers
Beverly Hills,
California
| USD 2073 M | -USD 147 M | -7% | 0.54% | 75.4% | 643 | 12.29% | 6.6 |
|
| 1149 |
TFS
1149
Thoroughbred Financial Services
Brentwood,
Tennessee
| USD 2071 M | -USD 12.9 M | -0.6% | 2.47% | 179% | 662 | 10.73% | 3.3 |
|
| 1150 |
1150
WealthPlan Investment Management
Omaha,
Nebraska
| USD 2066 M | +USD 52.1 M | +3% | 2.47% | 74.2% | 547 | 17.73% | 1.6 |
|