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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, 5,013 fondos (~56%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 201 |
201
Ferguson Wellman Capital Management
Portland,
Oregon
| USD 8383 M | +USD 191 M | +2% | 4.02% | 118% | 462 | 11.04% | 5.6 |
|
| 202 |
202
Yacktman Asset Management
Austin,
Texas
| USD 8377 M | +USD 287 M | +4% | 7.04% | 67% | 75 | 1.33% | 6.3 |
|
| 203 |
203
Carlyle Group
Washington,
District of Columbia
| USD 8361 M | -USD 1639 M | -16% | 15.7% | 22.9% | 19 | 15.79% | 2.1 |
|
| 204 |
204
Welch & Forbes
Boston,
Massachusetts
| USD 8343 M | +USD 114 M | +1% | 4.06% | 87.5% | 403 | 6.45% | 8 |
|
| 205 |
205
Canoe Financial
Calgary,
Alberta, Canada
| USD 8310 M | +USD 236 M | +3% | 2.34% | 85% | 131 | 24.43% | 1.6 |
|
| 206 |
206
Howard Capital Management
Roswell,
Georgia
| USD 8264 M | -USD 135 M | -2% | 1.23% | 144% | 457 | 17.72% | 1.7 |
|
| 207 |
207
Coldstream Capital Management
Bellevue,
Washington
| USD 8206 M | +USD 219 M | +3% | 3.46% | 83.8% | 1,288 | 14.44% | 3.9 |
|
| 208 |
208
AIA Group
Hong Kong
| USD 8114 M | +USD 163 M | +2% | 3.34% | 97.8% | 360 | 21.11% | 2.2 |
|
| 209 |
GA
209
Greenhaven Associates
Purchase,
New York
| USD 7961 M | -USD 699 M | -8% | 0.52% | 90.1% | 29 | 10.34% | 4.9 |
|
| 210 |
210
Facet Wealth Inc
Baltimore,
Maryland
| USD 7950 M | +USD 971 M | +14% | 0.55% | 52.9% | 499 | 24.45% | 1.4 |
|
| 211 |
211
Apella Capital
West Hartford,
Connecticut
| USD 7885 M | +USD 804 M | +11% | 0.17% | 48.6% | 824 | 15.29% | 2.1 |
|
| 212 |
212
SignatureFD
Atlanta,
Georgia
| USD 7761 M | +USD 275 M | +4% | 1.11% | 81.3% | 3,701 | 9.02% | 5 |
|
| 213 |
213
Capital Investment Advisors
Atlanta,
Georgia
| USD 7737 M | +USD 146 M | +2% | 0.24% | 62.2% | 830 | 9.4% | 5.3 |
|
| 214 |
214
Prospera Financial Services
Dallas,
Texas
| USD 7730 M | +USD 845 M | +12% | 2.86% | 109% | 1,651 | 19.56% | 3.3 |
|
| 215 |
215
GF Fund Management
Guangzhou,
China
| USD 7719 M | -USD 617 M | -7% | 1.55% | – | 640 | 12.03% | 1.5 |
|
| 216 |
216
Forum Financial Management
Lombard,
Illinois
| USD 7698 M | -USD 89 M | -1% | 1.33% | 56.7% | 368 | 11.41% | 3 |
|
| 217 |
217
UMB Bank
Kansas City,
Missouri
| USD 7689 M | -USD 206 M | -3% | 1.44% | 105% | 2,365 | 6% | 3.9 |
|
| 218 |
218
Crossmark Global Holdings
Houston,
Texas
| USD 7687 M | -USD 21.4 M | -0.3% | 4.62% | 128% | 1,322 | 9% | 6.6 |
|
| 219 |
219
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| USD 7656 M | +USD 49.4 M | +0.6% | 1.54% | 45.9% | 262 | 11.45% | 3.1 |
|
| 220 |
220
Aware Super
Sydney,
Australia
| USD 7510 M | +USD 451 M | +6% | 5.53% | – | 262 | 26.34% | 1.7 |
|
| 221 |
221
Hantz Financial Services
Southfield,
Michigan
| USD 7477 M | +USD 84.3 M | +1% | 0.18% | 69.4% | 2,703 | 9.43% | 2.5 |
|
| 222 |
222
Douglas Lane & Associates
New York
| USD 7461 M | +USD 91.8 M | +1% | 8.93% | 91.9% | 256 | 6.25% | 6.6 |
|
| 223 |
223
Sapient Capital
Indianapolis,
Indiana
| USD 7438 M | -USD 204 M | -3% | 0.57% | 212% | 418 | 11.48% | 2 |
|
| 224 |
224
Glenview Trust
Louisville,
Kentucky
| USD 7423 M | +USD 192 M | +3% | 2.6% | 110% | 549 | 11.48% | 6.4 |
|
| 225 |
225
Parallel Advisors
San Francisco,
California
| USD 7415 M | +USD 855 M | +13% | 4.94% | 122% | 4,186 | 9.77% | 4.9 |
|