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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, 2,069 fondos (~23%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 101 |
101
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| USD 3791 M | -USD 78.7 M | -2% | 3.43% | 90.4% | 2,543 | 10.66% | 4.4 |
|
| 102 |
102
Avior Wealth Management
Omaha,
Nebraska
| USD 3790 M | -USD 13.4 M | -0.4% | 0.2% | 71.4% | 845 | 13.85% | 5 |
|
| 103 |
103
Addenda Capital
Montreal,
Quebec, Canada
| USD 3778 M | +USD 100 M | +3% | 3.59% | 100% | 134 | 6.72% | 6.6 |
|
| 104 |
104
Quadrant Capital Group
Cincinnati,
Ohio
| USD 3695 M | +USD 46.6 M | +1% | 3.17% | 118% | 1,299 | 10.01% | 8.1 |
|
| 105 |
105
CX Institutional
Auburn,
Indiana
| USD 3692 M | +USD 227 M | +7% | 0.93% | 62.9% | 1,755 | 15.61% | 2.1 |
|
| 106 |
106
Park National Corp
Newark,
Ohio
| USD 3686 M | +USD 115 M | +3% | 2.98% | 92.7% | 378 | 20.9% | 7.2 |
|
| 107 |
107
Foster Group
West Des Moines,
Iowa
| USD 3683 M | -USD 80.2 M | -2% | 0.4% | 54.4% | 337 | 11.87% | 2.8 |
|
| 108 |
108
Krilogy Financial
St. Louis,
Missouri
| USD 3663 M | +USD 280 M | +8% | 0.56% | 79% | 1,198 | 20.2% | 1.6 |
|
| 109 |
109
Hyperion Asset Management
Brisbane,
Australia
| USD 3658 M | -USD 116 M | -3% | 2.32% | 151% | 20 | 0% | 4.8 |
|
| 110 |
110
Burney Company
Reston,
Virginia
| USD 3656 M | -USD 52.4 M | -1% | 1.22% | 129% | 665 | 17.44% | 5.6 |
|
| 111 |
111
Metropolis Capital
Amersham,
United Kingdom
| USD 3630 M | +USD 181 M | +5% | 6.68% | 64.4% | 16 | 0% | 4.4 |
|
| 112 |
112
Sowell Financial Services
North Little Rock,
Arkansas
| USD 3609 M | +USD 549 M | +18% | 1.77% | 94.8% | 1,308 | 19.57% | 2 |
|
| 113 |
113
Avidian Wealth Enterprises
Houston,
Texas
| USD 3588 M | -USD 27.6 M | -0.8% | 0.86% | 71.7% | 814 | 16.71% | 2.9 |
|
| 114 |
YC
114
Yarbrough Capital
Franklin,
Tennessee
| USD 3583 M | +USD 241 M | +7% | 8.56% | 183% | 92 | 16.3% | 3.1 |
|
| 115 |
115
MIRAE ASSET SECURITIES (USA) INC.
New York
| USD 3572 M | -USD 9.08 M | -0.3% | 1.84% | – | 172 | 63.37% | 0.6 |
|
| 116 |
116
Dynamic Advisor Solutions
Phoenix,
Arizona
| USD 3523 M | -USD 6.09 M | -0.2% | 0.77% | 70.9% | 1,122 | 15.15% | 3.1 |
|
| 117 |
CK
117
Cohen Klingenstein
New York
| USD 3505 M | +USD 12.8 M | +0.4% | 2.67% | 99.1% | 208 | 1.44% | 9.5 |
|
| 118 |
118
Sax Wealth Advisors
Parsippany,
New Jersey
| USD 3504 M | +USD 1045 M | +43% | 1.16% | 64.3% | 773 | 33.51% | 1.5 |
|
| 119 |
119
Braun Stacey Associates
New York
| USD 3479 M | -USD 48.2 M | -1% | 4.19% | 247% | 124 | 16.94% | 4.3 |
|
| 120 |
120
CoreCap Advisors
Southfield,
Michigan
| USD 3478 M | +USD 86.6 M | +3% | 0.21% | 89.8% | 3,425 | 15.8% | 1.8 |
|
| 121 |
121
Fisher Funds Management
Auckland,
New Zealand
| USD 3437 M | -USD 80.4 M | -2% | 3.6% | – | 182 | 10.99% | 1.5 |
|
| 122 |
122
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| USD 3418 M | -USD 84.5 M | -2% | 2.65% | 95% | 1,020 | 11.37% | 2.5 |
|
| 123 |
123
CWA Asset Management Group
Naples,
Florida
| USD 3389 M | +USD 109 M | +3% | 3.17% | – | 782 | 12.79% | 2.8 |
|
| 124 |
124
RPOA Advisors
Plano,
Texas
| USD 3353 M | -USD 158 M | -4% | 0.01% | 43.4% | 9 | 33.33% | 2.1 |
|
| 125 |
125
Focus Financial Network
Minneapolis,
Minnesota
| USD 3303 M | +USD 72.3 M | +2% | 1.71% | 106% | 808 | 9.9% | 3.4 |
|