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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1426 |
1426
Harbor Investment Advisory
Lutherville,
Maryland
| USD 1471 M | +USD 37 M | +3% | 2.29% | 97.5% | 1,470 | 12.79% | 3.7 |
|
| 1427 |
OHIF
1427
Oriental Harbor Investment Fund
Hong Kong
| USD 1469 M | -USD 181 M | -11% | 2.04% | – | 15 | 26.67% | 0.8 |
|
| 1428 |
1428
NBC Securities
Birmingham,
Alabama
| USD 1468 M | -USD 8.38 M | -0.6% | 0.35% | 93.1% | 2,588 | 10.66% | 1.8 |
|
| 1429 |
1429
NBT Bank
Norwich,
New York
| USD 1466 M | -USD 43.6 M | -3% | 2.36% | 77% | 1,078 | 47.87% | 4.9 |
|
| 1430 |
1430
GuardCap Asset Management
London,
United Kingdom
| USD 1465 M | +USD 58.7 M | +4% | 15.3% | 39.2% | 20 | 15% | 6 |
|
| 1431 |
1431
BOK Financial Private Wealth
Denver,
Colorado
| USD 1465 M | -USD 485 M | -25% | 0.59% | 68.8% | 796 | 47.74% | 4.2 |
|
| 1432 |
1432
Gilead Sciences
Foster City,
California
| USD 1464 M | -USD 185 M | -11% | 11% | – | 5 | 0% | 1.8 |
|
| 1433 |
1433
UNICOM Systems
Las Vegas,
Nevada
| USD 1464 M | -USD 68.8 M | -4% | 0.89% | – | 40 | 5% | 0.9 |
|
| 1434 |
1434
Shapiro Capital Management
Atlanta,
Georgia
| USD 1463 M | -USD 187 M | -11% | 4.75% | 45.3% | 53 | 9.43% | 3.1 |
|
| 1435 |
1435
ProVise Management Group
Clearwater,
Florida
| USD 1461 M | -USD 30.9 M | -2% | 1.73% | 74.6% | 290 | 19.66% | 7.8 |
|
| 1436 |
1436
Weitz Investment Management
Omaha,
Nebraska
| USD 1460 M | +USD 16.2 M | +1% | 4.53% | 44.8% | 52 | 11.54% | 6.1 |
|
| 1437 |
1437
PKO Investment Management Joint-Stock
Warsaw,
Poland
| USD 1460 M | +USD 83.9 M | +6% | 4.93% | 145% | 240 | 9.58% | 3.6 |
|
| 1438 |
1438
Traphagen Investment Advisors
Oradell,
New Jersey
| USD 1460 M | +USD 60.5 M | +4% | 2.48% | 65.8% | 236 | 10.59% | 3.5 |
|
| 1439 |
1439
Passaic Partners
Newark,
New Jersey
| USD 1460 M | +USD 102 M | +8% | 0.03% | 60.1% | 18 | 5.56% | 1.8 |
|
| 1440 |
1440
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| USD 1458 M | +USD 79 M | +6% | 1.54% | 40.2% | 219 | 11.42% | 3.6 |
|
| 1441 |
1441
United Asset Strategies
Garden City,
New York
| USD 1458 M | +USD 42.7 M | +3% | 4.98% | 111% | 278 | 10.79% | 4.4 |
|
| 1442 |
1442
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| USD 1457 M | +USD 92.5 M | +7% | 0.16% | 58% | 237 | 16.46% | 2.6 |
|
| 1443 |
1443
Blue Grotto Capital
Atlanta,
Georgia
| USD 1455 M | +USD 257 M | +21% | 1.4% | 296% | 36 | 41.67% | 0.7 |
|
| 1444 |
1444
SVB Wealth
Boston,
Massachusetts
| USD 1453 M | -USD 133 M | -8% | 3.26% | 177% | 396 | 12.37% | 1.4 |
|
| 1445 |
1445
One Day In July LLC
Burlington,
Vermont
| USD 1453 M | +USD 14.5 M | +1% | 1.34% | 48.2% | 172 | 9.3% | 3.4 |
|
| 1446 |
1446
Sovran Advisors
San Diego,
California
| USD 1453 M | +USD 110 M | +8% | 1.53% | – | 678 | 15.93% | 1.2 |
|
| 1447 |
1447
North of South Capital
London,
United Kingdom
| USD 1451 M | +USD 92.7 M | +7% | 1.68% | – | 31 | 22.58% | 1.2 |
|
| 1448 |
1448
Colonial Trust Advisors
Spartanburg,
South Carolina
| USD 1450 M | +USD 13.7 M | +1% | 2.88% | 90.7% | 900 | 15.33% | 3.4 |
|
| 1449 |
1449
Emerald Investment Advisers
Leola,
Pennsylvania
| USD 1450 M | -USD 53.5 M | -4% | 1.45% | – | 300 | 19.67% | 0.4 |
|
| 1450 |
1450
Cardiff Park Advisors
Carlsbad,
California
| USD 1445 M | +USD 156 M | +12% | 3.48% | 99.7% | 411 | 17.03% | 3.2 |
|