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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1376 |
1376
Kanawha Capital Management
Richmond,
Virginia
| USD 1564 M | +USD 27.6 M | +2% | 2.94% | 74.5% | 234 | 5.13% | 8.1 |
|
| 1377 |
1377
Hollencrest Capital Management
Newport Beach,
California
| USD 1564 M | +USD 28.4 M | +2% | 3.16% | 97.9% | 1,364 | 20.31% | 3.3 |
|
| 1378 |
1378
Shufro Rose & Co
New York
| USD 1560 M | -USD 181 M | -10% | 0.04% | 73.1% | 321 | 53.58% | 5.7 |
|
| 1379 |
1379
AEW Capital Management
Boston,
Massachusetts
| USD 1559 M | -USD 114 M | -7% | 5.74% | 41.2% | 40 | 7.5% | 4.7 |
|
| 1380 |
ACMI
1380
AEW CAPITAL MANAGEMENT INC
Boston,
Massachusetts
| USD 1559 M | – | – | 5.74% | – | 38 | – | 0 |
|
| 1381 |
1381
RVW Wealth
Los Angeles,
California
| USD 1558 M | +USD 39.1 M | +3% | 1.14% | 65.8% | 190 | 6.32% | 3.7 |
|
| 1382 |
1382
Beaird Harris Wealth Management
Dallas,
Texas
| USD 1552 M | -USD 44.5 M | -3% | 0.42% | 45.2% | 737 | 10.31% | 2.5 |
|
| 1383 |
1383
Titleist Asset Management
San Antonio,
Texas
| USD 1549 M | +USD 63.2 M | +4% | 2.28% | 101% | 452 | 14.16% | 1.8 |
|
| 1384 |
1384
Smith, Moore & Co
Clayton,
Missouri
| USD 1545 M | +USD 5.04 M | +0.3% | 0.75% | 74.5% | 613 | 8.97% | 4.5 |
|
| 1385 |
1385
CFS Investment Advisory Services
Totowa,
New Jersey
| USD 1541 M | +USD 41.7 M | +3% | 0.33% | 59.7% | 377 | 9.55% | 2.3 |
|
| 1386 |
1386
Nixon Peabody Trust
Boston,
Massachusetts
| USD 1536 M | +USD 122 M | +9% | 5.08% | 101% | 200 | 16% | 3.1 |
|
| 1387 |
1387
New South Capital Management
Memphis,
Tennessee
| USD 1535 M | -USD 746 M | -33% | 0.07% | 109% | 51 | 7.84% | 7.8 |
|
| 1388 |
1388
Moss Adams Wealth Advisors
Seattle,
Washington
| USD 1534 M | -USD 65.9 M | -4% | 0.02% | 79.6% | 388 | 35.82% | 1.6 |
|
| 1389 |
1389
Petredis Investment Advisors
Warrendale,
Pennsylvania
| USD 1534 M | +USD 48.8 M | +3% | 3.77% | 158% | 119 | 5.88% | 2.8 |
|
| 1390 |
1390
Gemmer Asset Management
Walnut Creek,
California
| USD 1533 M | +USD 45 M | +3% | 0.23% | 96.8% | 207 | 18.36% | 5 |
|
| 1391 |
1391
Global Alpha Capital Management
Montreal,
Quebec, Canada
| USD 1532 M | -USD 137 M | -8% | 7.06% | 81% | 53 | 18.87% | 3.7 |
|
| 1392 |
1392
MFF Capital Investments Ltd
Sydney,
| USD 1531 M | -USD 117 M | -7% | 0.75% | – | 26 | 26.92% | 0.5 |
|
| 1393 |
1393
Smith Group Asset Management
Dallas,
Texas
| USD 1530 M | -USD 926 M | -38% | 7.3% | 222% | 174 | 22.41% | 2.8 |
|
| 1394 |
1394
Mosaic Family Wealth Partners
St. Louis,
Missouri
| USD 1528 M | +USD 36.1 M | +2% | 0.75% | 74.6% | 466 | 13.3% | 1.7 |
|
| 1395 |
1395
Hackensack Meridian Health
Edison,
New Jersey
| USD 1523 M | +USD 42.1 M | +3% | 1.86% | 60.5% | 7 | 0% | 2.6 |
|
| 1396 |
1396
Mill Capital Management
Concord,
North Carolina
| USD 1523 M | +USD 25.7 M | +2% | 4.57% | 119% | 128 | 0% | 3.8 |
|
| 1397 |
1397
Axxion S.A.
Grevenmacher,
Luxembourg
| USD 1523 M | +USD 118 M | +8% | 5.04% | – | 608 | 17.76% | 0.2 |
|
| 1398 |
MI
1398
MMCAP International
Grand Cayman,
Cayman Islands
| USD 1521 M | +USD 341 M | +29% | 1.69% | 127% | 356 | 24.44% | 0.9 |
|
| 1399 |
1399
Corda Investment Management
Houston,
Texas
| USD 1519 M | -USD 111 M | -7% | 0.2% | 85% | 87 | 12.64% | 5.7 |
|
| 1400 |
1400
Baldwin Wealth Partners
Marion,
Massachusetts
| USD 1517 M | -USD 12 M | -0.8% | 2.51% | 94.5% | 246 | 9.76% | 6.5 |
|