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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| USD 1050 M | -USD 20.4 M | -2% | 0.86% | – | 364 | 20.05% | 3.4 |
|
| 1802 |
1802
New England Private Wealth Advisors
Wellesley,
Massachusetts
| USD 1048 M | +USD 12.8 M | +1% | 1.47% | 55.8% | 209 | 3.83% | 4.4 |
|
| 1803 |
1803
Fortis Capital Management
Bellevue,
Washington
| USD 1047 M | +USD 153 M | +17% | 10% | 111% | 312 | 26.28% | 1.7 |
|
| 1804 |
1804
YCG LLC
Austin,
Texas
| USD 1047 M | -USD 89.6 M | -8% | 1.66% | 29.4% | 44 | 13.64% | 6.4 |
|
| 1805 |
1805
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| USD 1045 M | +USD 71.4 M | +7% | 1.83% | 97.3% | 535 | 14.95% | 4 |
|
| 1806 |
1806
Abner Herrman & Brock
Jersey City,
New Jersey
| USD 1043 M | -USD 10.3 M | -1% | 4.58% | 156% | 128 | 18.75% | 3.2 |
|
| 1807 |
1807
180 Wealth Advisors
Federal Way,
Washington
| USD 1042 M | +USD 45 M | +5% | 8.93% | 165% | 523 | 10.52% | 3.9 |
|
| 1808 |
1808
Isthmus Partners
Madison,
Wisconsin
| USD 1042 M | +USD 7.62 M | +0.7% | 2.64% | 73.7% | 242 | 12.4% | 3.1 |
|
| 1809 |
1809
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| USD 1042 M | +USD 29.1 M | +3% | 3.21% | 81.5% | 64 | 28.13% | 0.9 |
|
| 1810 |
AIC
1810
AWM Investment Company
New York
| USD 1041 M | -USD 111 M | -10% | 6.97% | 742% | 112 | 11.61% | 2.9 |
|
| 1811 |
1811
Caitong International Asset Management
Hong Kong
| USD 1041 M | +USD 312 M | +43% | 7.93% | – | 3,861 | 36.75% | 0.5 |
|
| 1812 |
1812
Harbour Trust & Investment Management
Michigan City,
Indiana
| USD 1040 M | +USD 1.6 M | +0.2% | 4.5% | 116% | 165 | 9.09% | 2.4 |
|
| 1813 |
1813
Rock Creek Group
Washington,
District of Columbia
| USD 1039 M | +USD 44.9 M | +5% | 1.07% | 38.5% | 66 | 22.73% | 1.8 |
|
| 1814 |
1814
Red Cedar Investment Management
Grand Rapids,
Michigan
| USD 1038 M | -USD 17.6 M | -2% | 1.26% | 88.8% | 98 | 12.24% | 3 |
|
| 1815 |
1815
Tetrad Corporation
Omaha,
Nebraska
| USD 1038 M | -USD 7.83 M | -0.7% | 0.74% | 45.6% | 3 | 0% | 13.3 |
|
| 1816 |
1816
Quantum Financial Advisors
El Segundo,
California
| USD 1037 M | +USD 25.9 M | +3% | 0.48% | 68% | 281 | 16.73% | 2 |
|
| 1817 |
1817
CKW Financial Group
Honolulu,
Hawaii
| USD 1034 M | +USD 16.1 M | +2% | 0.54% | 70.3% | 346 | 42.2% | 5.3 |
|
| 1818 |
1818
Hohimer Wealth Management
Seattle,
Washington
| USD 1034 M | +USD 31.2 M | +3% | 3.58% | 111% | 431 | 18.79% | 2 |
|
| 1819 |
1819
Maridea Wealth Management
Brooklyn,
New York
| USD 1033 M | +USD 109 M | +12% | 1.01% | – | 647 | 24.88% | 0.8 |
|
| 1820 |
1820
Pine Grove Financial Group
Woodbury,
Minnesota
| USD 1033 M | +USD 42.6 M | +4% | 0.25% | – | 242 | 17.36% | 0.6 |
|
| 1821 |
1821
Compass Rose Asset Management
New York
| USD 1032 M | -USD 2522 M | -71% | 10.9% | 43.7% | 46 | 76.09% | 0.2 |
|
| 1822 |
1822
Eagle Strategies
New York
| USD 1031 M | +USD 24.6 M | +2% | 0.96% | 77.7% | 284 | 9.86% | 2.4 |
|
| 1823 |
BDWCC
1823
B&D White Capital Company
Lakeway,
Texas
| USD 1031 M | +USD 25.8 M | +3% | 3.01% | 44.2% | 102 | 31.37% | 1.6 |
|
| 1824 |
1824
Cheviot Value Management
Beverly Hills,
California
| USD 1030 M | +USD 46 M | +5% | 5.58% | 87% | 541 | 20.7% | 1.8 |
|
| 1825 |
1825
Souders Financial Advisors
Cincinnati,
Ohio
| USD 1029 M | +USD 34.4 M | +3% | 0.02% | 59.8% | 234 | 9.83% | 3.1 |
|