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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Meiji Yasuda America
New York
| USD 764 M | +USD 166 M | +28% | 5.11% | – | 60 | 10% | 0.7 |
|
| 2252 |
2252
AXQ Capital
Jersey City,
New Jersey
| USD 764 M | -USD 156 M | -17% | 7.11% | 30.5% | 1,528 | 71.53% | 0.2 |
|
| 2253 |
2253
Wilkins Investment Counsel
Boston,
Massachusetts
| USD 764 M | +USD 21.8 M | +3% | 6.61% | 71.3% | 122 | 3.28% | 6.6 |
|
| 2254 |
2254
United Capital Management of KS
Salina,
Kansas
| USD 763 M | -USD 305 k | -0% | 5.63% | 295% | 103 | 11.65% | 3.5 |
|
| 2255 |
2255
Inspire Trust Company
Reno,
Nevada
| USD 763 M | +USD 35.7 M | +5% | 0.57% | 64.4% | 117 | 8.55% | 2 |
|
| 2256 |
2256
Wexford Capital
West Palm Beach,
Florida
| USD 763 M | -USD 19.1 M | -2% | 13.3% | 155% | 285 | 50.53% | 0.9 |
|
| 2257 |
2257
Skylands Capital
Milwaukee,
Wisconsin
| USD 762 M | -USD 51.9 M | -6% | 4.41% | 61% | 180 | 16.67% | 5.3 |
|
| 2258 |
2258
Johnson & Johnson
New Brunswick,
New Jersey
| USD 762 M | -USD 37 M | -5% | 2.07% | 339% | 15 | 0% | 3.9 |
|
| 2259 |
2259
South Street Advisors
New York
| USD 761 M | -USD 7.63 M | -1% | 1.88% | 177% | 88 | 7.95% | 3.7 |
|
| 2260 |
2260
Insight Wealth Partners
Plano,
Texas
| USD 759 M | +USD 14.3 M | +2% | 1.89% | 56.2% | 148 | 13.51% | 2.5 |
|
| 2261 |
2261
Canvas Wealth Advisors
Shawnee,
Kansas
| USD 759 M | +USD 41.9 M | +6% | 3.91% | 133% | 284 | 18.66% | 2.1 |
|
| 2262 |
2262
Triasima Portfolio Management
Montreal,
Quebec, Canada
| USD 758 M | +USD 17.5 M | +2% | 2.25% | 224% | 161 | 36.02% | 1.2 |
|
| 2263 |
2263
Torray Investment Partners
Bethesda,
Maryland
| USD 758 M | +USD 16.5 M | +2% | 7.04% | 97.2% | 97 | 11.34% | 4.2 |
|
| 2264 |
2264
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| USD 756 M | -USD 1.55 M | -0.2% | 4.96% | 108% | 201 | 13.93% | 2.9 |
|
| 2265 |
2265
Sanders Morris Harris
Houston,
Texas
| USD 755 M | +USD 583 M | +338% | 1.34% | 85.8% | 329 | 78.42% | 0.1 |
|
| 2266 |
WAM
2266
Warberg Asset Management
Winnetka,
Illinois
| USD 755 M | +USD 204 M | +37% | 0.34% | 61.5% | 230 | 36.52% | 0.7 |
|
| 2267 |
2267
GR Financial Group
Tucson,
Arizona
| USD 755 M | +USD 18.6 M | +3% | 1.08% | 75.4% | 50 | 36% | 1.1 |
|
| 2268 |
2268
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| USD 753 M | +USD 307 M | +69% | 3.13% | 100% | 341 | 52.2% | 1.7 |
|
| 2269 |
2269
Camden National Bank
Camden,
Maine
| USD 753 M | -USD 14.2 M | -2% | 1.41% | 58.2% | 190 | 12.11% | 4.5 |
|
| 2270 |
2270
Secure Asset Management
Troy,
Michigan
| USD 753 M | +USD 39.4 M | +6% | 1.59% | 97.2% | 363 | 15.15% | 2.2 |
|
| 2271 |
ECM
2271
EagleClaw Capital Management
Boston,
Massachusetts
| USD 753 M | +USD 7.15 M | +1% | 2.86% | 109% | 157 | 12.74% | 7.1 |
|
| 2272 |
2272
Biltmore Family Office
Charlotte,
North Carolina
| USD 752 M | -USD 9.39 M | -1% | 4.37% | 99% | 351 | 7.69% | 4.1 |
|
| 2273 |
2273
Arkansas Financial Group
Little Rock,
Arkansas
| USD 751 M | -USD 16.3 M | -2% | 1.84% | 41.4% | 97 | 2.06% | 4.9 |
|
| 2274 |
SFS
2274
Security Financial Services
Fort Wayne,
Indiana
| USD 750 M | +USD 29.4 M | +4% | 0.27% | 67.7% | 211 | 9% | 2.7 |
|
| 2275 |
2275
McLean Asset Management
Tysons,
Virginia
| USD 750 M | -USD 6.52 M | -0.9% | 0.07% | 69.4% | 186 | 7.53% | 3.6 |
|