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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
1551
Phillips Financial Management
Fort Wayne,
Indiana
| USD 1307 M | -USD 57.5 M | -4% | 0.99% | 45.6% | 300 | 9% | 4.8 |
|
| 1552 |
1552
Fortis Capital Advisors
Prairie Village,
Kansas
| USD 1303 M | +USD 414 M | +47% | 3.28% | 142% | 525 | 33.33% | 1 |
|
| 1553 |
1553
SP Asset Management
Cupertino,
California
| USD 1302 M | +USD 54.9 M | +4% | 9.45% | 112% | 149 | 13.42% | 4.6 |
|
| 1554 |
1554
Syntegra Private Wealth Group
Chesterfield,
Missouri
| USD 1301 M | +USD 10 M | +0.8% | 0.22% | 56.9% | 216 | 11.57% | 2.4 |
|
| 1555 |
1555
Zweig-DiMenna Associates
New York
| USD 1299 M | +USD 197 M | +18% | 2.33% | 555% | 102 | 44.12% | 1.5 |
|
| 1556 |
1556
CCM Investment Advisers
Columbia,
South Carolina
| USD 1297 M | +USD 5.1 M | +0.4% | 1.95% | 176% | 90 | 3.33% | 4.9 |
|
| 1557 |
1557
High Ground Investment Management
London,
United Kingdom
| USD 1296 M | +USD 157 M | +14% | 6.17% | 11.1% | 8 | 25% | 1.7 |
|
| 1558 |
1558
TCV Trust & Wealth Management
Richmond,
Virginia
| USD 1293 M | -USD 26.5 M | -2% | 0.46% | 75.3% | 234 | 9.4% | 7.3 |
|
| 1559 |
1559
IBEX Wealth Advisors
Bedminster,
New Jersey
| USD 1293 M | +USD 16.7 M | +1% | 4.99% | 234% | 240 | 23.33% | 1.1 |
|
| 1560 |
1560
CGN Advisors
Manhattan,
Kansas
| USD 1292 M | -USD 77.7 M | -6% | 0.25% | 48.9% | 331 | 12.99% | 3.6 |
|
| 1561 |
1561
Boussard & Gavaudan Gestion SAS
Paris,
France
| USD 1292 M | -USD 701 M | -35% | 0.71% | – | 149 | 57.72% | 0.1 |
|
| 1562 |
1562
State of Wyoming
Cheyenne,
Wyoming
| USD 1290 M | +USD 300 M | +30% | 0.13% | 135% | 2,190 | 37.31% | 1.5 |
|
| 1563 |
JPC
1563
Jabodon PT Co
Reno,
Nevada
| USD 1289 M | +USD 270 M | +26% | 0.07% | 66.6% | 9 | 11.11% | 1 |
|
| 1564 |
1564
Fiduciary Group
Savannah,
Georgia
| USD 1288 M | +USD 13.4 M | +1% | 2.38% | 76.2% | 314 | 6.05% | 6.5 |
|
| 1565 |
1565
Waycross Partners
Louisville,
Kentucky
| USD 1287 M | +USD 113 M | +10% | 2.61% | 98.4% | 94 | 60.64% | 2 |
|
| 1566 |
1566
Cornerstone Advisory
Hunt Valley,
Maryland
| USD 1286 M | +USD 80.3 M | +7% | 1.28% | 60.6% | 298 | 12.08% | 4.6 |
|
| 1567 |
1567
Monograph Wealth Advisors
Manhattan Beach,
California
| USD 1285 M | +USD 67.5 M | +6% | 0.81% | 74.8% | 172 | 24.42% | 2.4 |
|
| 1568 |
1568
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| USD 1285 M | +USD 27.6 M | +2% | 0.02% | 66.1% | 146 | 15.07% | 2.5 |
|
| 1569 |
1569
First Business Financial Services
Madison,
Wisconsin
| USD 1280 M | -USD 9.06 M | -0.7% | 0.29% | 80.9% | 215 | 10.23% | 4.6 |
|
| 1570 |
1570
Payden & Rygel
Los Angeles,
California
| USD 1277 M | -USD 25.5 M | -2% | 4.4% | 113% | 140 | 14.29% | 4.4 |
|
| 1571 |
1571
Private Trust Company
Cleveland,
Ohio
| USD 1274 M | +USD 22.8 M | +2% | 1.17% | 87.7% | 2,949 | 13.97% | 3.3 |
|
| 1572 |
1572
Hill Investment Group Partners
St. Louis,
Missouri
| USD 1274 M | +USD 293 M | +30% | 0.04% | 54.5% | 67 | 10.45% | 2.5 |
|
| 1573 |
1573
Ledyard National Bank
| USD 1271 M | +USD 23.7 M | +2% | 2.96% | 80.7% | 269 | 13.38% | 6.9 |
|
| 1574 |
1574
Wealth Architects
Mountain View,
California
| USD 1270 M | +USD 3.67 M | +0.3% | 0.95% | 85.1% | 271 | 12.18% | 5.3 |
|
| 1575 |
1575
Alaska Permanent Fund
Juneau,
Alaska
| USD 1269 M | -USD 241 M | -16% | 1.86% | 69.2% | 14 | 42.86% | 4.4 |
|