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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1151 |
1151
Kathmere Capital Management
Wayne,
Pennsylvania
| USD 2065 M | +USD 175 M | +9% | 1.4% | 68.3% | 756 | 16.01% | 2 |
|
| 1152 |
1152
Ostrum Asset Management
Paris,
France
| USD 2065 M | -USD 10.3 M | -0.5% | 2.03% | 118% | 564 | 6.74% | 3.2 |
|
| 1153 |
1153
FengHe Fund Management
Singapore
| USD 2064 M | +USD 1009 M | +96% | 14.6% | 779% | 34 | 50% | 0.5 |
|
| 1154 |
1154
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| USD 2062 M | -USD 16 M | -0.8% | 3.59% | 83.9% | 504 | 9.92% | 2.8 |
|
| 1155 |
1155
Bowie Capital Management
Richardson,
Texas
| USD 2059 M | -USD 291 M | -12% | 1.23% | 32.5% | 47 | 31.91% | 3.7 |
|
| 1156 |
1156
Contrarius Group Holdings
Hamilton,
Bermuda
| USD 2052 M | -USD 119 M | -5% | 2.41% | – | 36 | 36.11% | 0.7 |
|
| 1157 |
1157
Aaron Wealth Advisors
Chicago,
Illinois
| USD 2043 M | +USD 74.6 M | +4% | 4.27% | 108% | 771 | 21.66% | 2.1 |
|
| 1158 |
1158
Adell Harriman & Carpenter
Houston,
Texas
| USD 2042 M | +USD 90.2 M | +5% | 4.64% | 191% | 181 | 16.57% | 6.5 |
|
| 1159 |
1159
Strategic Blueprint
Atlanta,
Georgia
| USD 2041 M | +USD 38.4 M | +2% | 0.56% | 82.1% | 738 | 13.96% | 2.9 |
|
| 1160 |
1160
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| USD 2035 M | +USD 62.2 M | +3% | 2.82% | 64.4% | 209 | 11.96% | 4.5 |
|
| 1161 |
1161
Lightspeed Management Company
Menlo Park,
California
| USD 2032 M | -USD 373 M | -16% | 8.02% | – | 8 | 0% | 0.9 |
|
| 1162 |
1162
Boulay Financial Advisors
Eden Prairie,
Minnesota
| USD 2032 M | +USD 952 M | +88% | 1.63% | – | 315 | 98.1% | 0 |
|
| 1163 |
1163
Prosperity Capital Advisors
Westlake,
Ohio
| USD 2030 M | +USD 4.58 M | +0.2% | 0.65% | 72.2% | 457 | 15.97% | 2 |
|
| 1164 |
1164
Founders Financial Securities
Towson,
Maryland
| USD 2029 M | +USD 77 M | +4% | 0.69% | 71% | 628 | 19.43% | 2.7 |
|
| 1165 |
1165
Evanson Financial
Mclean,
Virginia
| USD 2028 M | -USD 16.7 M | -0.8% | 1.54% | – | 334 | 8.08% | 0.2 |
|
| 1166 |
1166
Courier Capital
Buffalo,
New York
| USD 2024 M | +USD 21.4 M | +1% | 0.62% | 70.8% | 423 | 9.93% | 6.2 |
|
| 1167 |
1167
Summit Global Investments
Bountiful,
Utah
| USD 2023 M | +USD 192 M | +10% | 2.12% | 68.4% | 572 | 18.36% | 1.8 |
|
| 1168 |
1168
Foster Victor Wealth Advisors
Greenville,
South Carolina
| USD 2020 M | +USD 116 M | +6% | 2.9% | 78.2% | 277 | 12.27% | 3.2 |
|
| 1169 |
1169
Community Trust & Investment
Versailles,
Kentucky
| USD 2018 M | +USD 80.8 M | +4% | 5.84% | 123% | 148 | 5.41% | 4.6 |
|
| 1170 |
1170
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| USD 2014 M | +USD 17.8 M | +0.9% | 3.48% | 149% | 418 | 22.49% | 2.4 |
|
| 1171 |
1171
Nations Financial Group
Cedar Rapids,
Iowa
| USD 2012 M | -USD 81.2 M | -4% | 1.39% | 112% | 834 | 11.75% | 3.6 |
|
| 1172 |
1172
Oxford Financial Group
Carmel,
Indiana
| USD 2011 M | +USD 36.9 M | +2% | 1.56% | 81.3% | 313 | 7.67% | 4 |
|
| 1173 |
1173
Berger Financial Group
Plymouth,
Minnesota
| USD 2011 M | +USD 52.4 M | +3% | 2.56% | 69.4% | 515 | 8.93% | 2.8 |
|
| 1174 |
1174
Meeder Asset Management
Dublin,
Ohio
| USD 2004 M | +USD 47.9 M | +2% | 5.9% | 176% | 1,056 | 25.85% | 1.9 |
|
| 1175 |
1175
Ninety One
Cape Town,
South Africa
| USD 1999 M | +USD 151 M | +8% | 11.7% | 232% | 121 | 23.97% | 2.8 |
|