¡Ya estamos en !
Descubre más
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
1601
Jay A. Fishman Ltd
Troy,
Michigan
| USD 1240 M | -USD 16.2 M | -1% | 4.79% | 119% | 83 | 8.43% | 7.8 |
|
| 1602 |
1602
E-L Financial Corp
Toronto,
Ontario, Canada
| USD 1239 M | +USD 23.8 M | +2% | 2.05% | 78.5% | 1 | 0% | 9.8 |
|
| 1603 |
1603
Transamerica Financial Advisors
St. Petersburg,
Florida
| USD 1237 M | +USD 55.9 M | +5% | 0.77% | 81.6% | 2,393 | 16.05% | 1.5 |
|
| 1604 |
1604
Covalis Capital
London,
United Kingdom
| USD 1237 M | -USD 535 M | -30% | 9.02% | 41.4% | 138 | 61.59% | 0.4 |
|
| 1605 |
1605
Atika Capital Management
New York
| USD 1233 M | -USD 288 M | -19% | 0.98% | 834% | 127 | 67.72% | 0.6 |
|
| 1606 |
1606
TD Capital Management
Memphis,
Tennessee
| USD 1231 M | +USD 7.1 M | +0.6% | 0.22% | 44.1% | 808 | 1.86% | 2.8 |
|
| 1607 |
1607
Continuum Advisory
Eagle,
Idaho
| USD 1229 M | -USD 7.78 M | -0.6% | 1.31% | 84.2% | 2,089 | 10.96% | 1.1 |
|
| 1608 |
CPRC
1608
Consolidated Portfolio Review Corp
Woodbury,
New York
| USD 1228 M | +USD 27.8 M | +2% | 4.49% | 79.1% | 36 | 5.56% | 2.6 |
|
| 1609 |
1609
Tweedy, Browne Co
Stamford,
Connecticut
| USD 1228 M | -USD 91.5 M | -7% | 0.85% | 68% | 103 | 16.5% | 3.9 |
|
| 1610 |
1610
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| USD 1225 M | +USD 79.5 M | +7% | 4.32% | 49.3% | 49 | 30.61% | 0.9 |
|
| 1611 |
1611
Nemes Rush Group
Novi,
Michigan
| USD 1222 M | +USD 10.6 M | +0.9% | 3.62% | 126% | 992 | 9.38% | 2 |
|
| 1612 |
1612
Financial Synergies Wealth Advisors
Houston,
Texas
| USD 1219 M | +USD 39.5 M | +3% | 0.07% | 79% | 126 | 12.7% | 3.3 |
|
| 1613 |
MCI
1613
McDonald Capital Investors
Orinda,
California
| USD 1218 M | -USD 151 M | -11% | 0.21% | 60.1% | 20 | 0% | 7.7 |
|
| 1614 |
M
1614
MOTCO
San Antonio,
Texas
| USD 1216 M | +USD 47 M | +4% | 3.26% | 71.9% | 932 | 14.59% | 3.9 |
|
| 1615 |
1615
First Nebraska Trust
Lincoln,
Nebraska
| USD 1215 M | -USD 22.2 M | -2% | 1.74% | 76.9% | 242 | 7.44% | 6.3 |
|
| 1616 |
1616
Curated Wealth Partners
El Segundo,
California
| USD 1215 M | +USD 352 M | +41% | 1.84% | 39.9% | 574 | 59.23% | 0.5 |
|
| 1617 |
EC
1617
E20 Capital
Hong Kong,
| USD 1214 M | -USD 26 M | -2% | 7.95% | – | 33 | 81.82% | 0.2 |
|
| 1618 |
1618
Matrix Asset Advisors
White Plains,
New York
| USD 1213 M | -USD 16.3 M | -1% | 1.58% | 84.9% | 107 | 7.48% | 5.7 |
|
| 1619 |
1619
Bank of Nova Scotia Trust
Toronto,
Ontario, Canada
| USD 1213 M | +USD 7.15 M | +0.6% | 1.9% | 74.2% | 192 | 15.1% | 5.1 |
|
| 1620 |
1620
Godsey & Gibb Inc
Richmond,
Virginia
| USD 1213 M | -USD 6.55 M | -0.5% | 0.43% | 87.5% | 642 | 45.02% | 1.6 |
|
| 1621 |
1621
Petersen Hastings Wealth Advisors
Kennewick,
Washington
| USD 1212 M | +USD 20.8 M | +2% | 1.33% | – | 89 | 4.49% | 0.7 |
|
| 1622 |
1622
Kera Capital Partners
San Jose,
California
| USD 1212 M | +USD 170 M | +16% | 1.92% | – | 744 | 21.91% | 0.9 |
|
| 1623 |
1623
Moody National Bank Trust Division
Galveston,
Texas
| USD 1210 M | +USD 2.37 M | +0.2% | 1.22% | 115% | 533 | 12.76% | 4.9 |
|
| 1624 |
1624
Amica Mutual Insurance
Providence,
Rhode Island
| USD 1209 M | +USD 8.43 M | +0.7% | 3.23% | 92.1% | 146 | 6.85% | 4.7 |
|
| 1625 |
1625
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| USD 1208 M | +USD 8.87 M | +0.7% | 2.53% | 95.9% | 318 | 11.95% | 3.4 |
|