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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
1626
Neumeier Poma Investment Counsel
Carmel,
California
| USD 1206 M | -USD 255 M | -17% | 4.83% | 228% | 43 | 9.3% | 4.3 |
|
| 1627 |
1627
Formuepleje A/S
Aarhus C,
Denmark
| USD 1206 M | -USD 72.9 M | -6% | 3.42% | 92.1% | 135 | 32.59% | 1.2 |
|
| 1628 |
1628
Salomon & Ludwin
Richmond,
Virginia
| USD 1206 M | -USD 9.48 M | -0.8% | 0.17% | 58.7% | 2,169 | 23.51% | 1.9 |
|
| 1629 |
1629
Dock Street Asset Management
Palm Beach,
Florida
| USD 1205 M | +USD 123 M | +11% | 14.6% | 218% | 76 | 26.32% | 3.7 |
|
| 1630 |
KPF
1630
K2 Principal Fund
Toronto,
Ontario, Canada
| USD 1205 M | -USD 160 M | -12% | 0.13% | 77.3% | 612 | 43.3% | 0.5 |
|
| 1631 |
1631
Tanglewood Wealth Management
Houston,
Texas
| USD 1204 M | +USD 28.8 M | +2% | 0.39% | 64.6% | 51 | 19.61% | 3.3 |
|
| 1632 |
1632
Ayalon Insurance Company
Ramat Gan,
Israel
| USD 1204 M | +USD 389 M | +48% | 1.99% | 99.6% | 70 | 5.71% | 5.2 |
|
| 1633 |
DPC
1633
Dream Peak Capital
Hong Kong,
| USD 1203 M | +USD 190 M | +19% | 9.14% | – | 10 | 30% | 0.4 |
|
| 1634 |
1634
GAM Holding
Zurich,
Switzerland
| USD 1203 M | -USD 102 M | -8% | 2.68% | 138% | 297 | 14.81% | 2.4 |
|
| 1635 |
1635
Certified Advisory Corp
Altamonte Springs,
Florida
| USD 1202 M | -USD 38 M | -3% | 0.33% | 62.9% | 343 | 9.33% | 4.3 |
|
| 1636 |
1636
Tanager Wealth Management
Goring On Thames,
United Kingdom
| USD 1200 M | +USD 51.8 M | +5% | 0.37% | 53.4% | 188 | 19.15% | 1.9 |
|
| 1637 |
1637
LVM Capital Management
Portage,
Michigan
| USD 1200 M | +USD 4.77 M | +0.4% | 3.22% | 121% | 171 | 12.28% | 7 |
|
| 1638 |
1638
Bpifrance
Maisons Alfort, Cedex,
France
| USD 1198 M | -USD 164 M | -12% | 29.1% | 69.4% | 3 | 33.33% | 4.4 |
|
| 1639 |
1639
Navellier & Associates
Reno,
Nevada
| USD 1196 M | -USD 66.2 M | -5% | 1.63% | 361% | 355 | 25.92% | 2 |
|
| 1640 |
1640
Nadler Financial Group
Deerfield,
Illinois
| USD 1196 M | +USD 16.2 M | +1% | 1.46% | 81.8% | 155 | 9.03% | 5.9 |
|
| 1641 |
1641
Armis Advisers
Atlanta,
Georgia
| USD 1195 M | +USD 106 M | +10% | 1.87% | – | 541 | 17.01% | 1 |
|
| 1642 |
1642
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 1192 M | +USD 57.4 M | +5% | 1.74% | 67.7% | 193 | 22.28% | 4 |
|
| 1643 |
1643
Range Advisory
Mclean,
Virginia
| USD 1191 M | +USD 351 M | +42% | 1.7% | – | 462 | 30.09% | 0.4 |
|
| 1644 |
1644
Alta Capital Management
Salt Lake City,
Utah
| USD 1190 M | -USD 154 M | -11% | 4.89% | 89.2% | 217 | 50.69% | 2.3 |
|
| 1645 |
1645
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| USD 1189 M | +USD 10.4 M | +0.9% | 0.66% | 47% | 234 | 6.84% | 4.4 |
|
| 1646 |
1646
Townsend & Associates
Westminster,
Colorado
| USD 1188 M | +USD 14.6 M | +1% | 1.41% | 58% | 119 | 10.08% | 3.3 |
|
| 1647 |
1647
Compass Ion Advisors
Conshohocken,
Pennsylvania
| USD 1188 M | +USD 27.6 M | +2% | 0.81% | 75.6% | 319 | 10.97% | 2.6 |
|
| 1648 |
1648
Sentinel Trust
Houston,
Texas
| USD 1188 M | +USD 58.5 M | +5% | 4.79% | 93.3% | 149 | 15.44% | 3.9 |
|
| 1649 |
1649
LVW Advisors
Pittsford,
New York
| USD 1187 M | +USD 30.1 M | +3% | 1.29% | 79.1% | 517 | 21.47% | 2.7 |
|
| 1650 |
1650
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| USD 1187 M | +USD 83.8 M | +8% | 9.91% | 80.3% | 116 | 32.76% | 2.2 |
|