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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1451 |
1451
Value Partners Investments
Winnipeg,
Manitoba, Canada
| USD 1442 M | +USD 9.8 M | +0.7% | 7.18% | 50.7% | 107 | 6.54% | 3 |
|
| 1452 |
1452
Summit Financial Strategies
Columbus,
Ohio
| USD 1442 M | +USD 17.6 M | +1% | 1.64% | 59.4% | 180 | 12.22% | 4.5 |
|
| 1453 |
1453
Washington Trust Bank
Spokane,
Washington
| USD 1442 M | +USD 10.6 M | +0.7% | 2.67% | 89.9% | 218 | 10.09% | 6.3 |
|
| 1454 |
1454
DLD Asset Management
New York
| USD 1442 M | -USD 72.2 M | -5% | 0.14% | 10.1% | 575 | 41.91% | 0.4 |
|
| 1455 |
1455
Stack Financial Management
Whitefish,
Montana
| USD 1438 M | +USD 157 M | +12% | 5.13% | 70% | 56 | 8.93% | 5.5 |
|
| 1456 |
1456
Nilsine Partners
Greenwood Village,
Colorado
| USD 1438 M | -USD 9.03 M | -0.6% | 1.96% | 128% | 497 | 21.93% | 2 |
|
| 1457 |
1457
Penobscot Investment Management
Boston,
Massachusetts
| USD 1437 M | -USD 18.7 M | -1% | 2.01% | 114% | 335 | 9.85% | 6.2 |
|
| 1458 |
1458
Hodges Capital Management
Dallas,
Texas
| USD 1437 M | -USD 74.2 M | -5% | 4.07% | 187% | 247 | 18.22% | 3.2 |
|
| 1459 |
1459
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| USD 1435 M | -USD 122 M | -8% | 3.02% | 173% | 280 | 10.36% | 5.5 |
|
| 1460 |
1460
Baring Fintech Manager Holding
Castel,
Guernsey
| USD 1433 M | -USD 17.1 M | -1% | 8.56% | – | 1 | 0% | 1.8 |
|
| 1461 |
1461
Fort Point Capital Partners
San Francisco,
California
| USD 1432 M | -USD 8.84 M | -0.6% | 0.37% | 66.6% | 266 | 10.9% | 4 |
|
| 1462 |
1462
HoldCo Asset Management
Fort Lauderdale,
Florida
| USD 1431 M | -USD 127 M | -8% | 8.16% | – | 30 | 3.33% | 2.8 |
|
| 1463 |
1463
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| USD 1428 M | +USD 25.6 M | +2% | 0.74% | – | 69 | 8.7% | 2.6 |
|
| 1464 |
1464
Edgemoor Investment Advisors
Bethesda,
Maryland
| USD 1428 M | -USD 37.7 M | -3% | 0.66% | 117% | 255 | 30.2% | 4.4 |
|
| 1465 |
1465
SG Capital Management
Chicago,
Illinois
| USD 1424 M | +USD 212 M | +18% | 8.76% | 175% | 116 | 57.76% | 0.3 |
|
| 1466 |
1466
Danmarks Nationalbank
Copenhagen O,
| USD 1424 M | -USD 30.2 M | -2% | 3.06% | – | 1 | 0% | 0.8 |
|
| 1467 |
1467
Novare Capital Management
Charlotte,
North Carolina
| USD 1422 M | +USD 13.4 M | +1% | 3.11% | 87.5% | 222 | 9.91% | 4.8 |
|
| 1468 |
1468
Unison Advisors
Washington,
District of Columbia
| USD 1422 M | -USD 12.3 M | -0.9% | 0.29% | 57.8% | 173 | 1.16% | 3.9 |
|
| 1469 |
1469
Levin Capital Strategies
New York
| USD 1422 M | -USD 68.8 M | -5% | 0.68% | 91.9% | 301 | 31.89% | 3.9 |
|
| 1470 |
1470
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 1422 M | -USD 9.6 M | -0.7% | 3.39% | 101% | 138 | 5.8% | 6.9 |
|
| 1471 |
1471
AWM Capital
Phoenix,
Arizona
| USD 1421 M | +USD 172 M | +14% | 0.23% | 51.1% | 129 | 6.98% | 2.7 |
|
| 1472 |
1472
Tompkins Financial
Ithaca,
New York
| USD 1419 M | -USD 9.08 M | -0.6% | 2.08% | 84.4% | 578 | 8.65% | 5.6 |
|
| 1473 |
1473
Weatherly Asset Management
Del Mar,
California
| USD 1416 M | +USD 11.5 M | +0.8% | 2.77% | 116% | 198 | 10.1% | 7.9 |
|
| 1474 |
1474
Spider Management Company
Richmond,
Virginia
| USD 1412 M | -USD 197 M | -12% | 1.26% | 70.7% | 7 | 0% | 0.7 |
|
| 1475 |
1475
Lockheed Martin Investment Management
Bethesda,
Maryland
| USD 1405 M | -USD 1123 M | -44% | 1.43% | 104% | 119 | 27.73% | 4.8 |
|