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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, 2,666 fondos (~30%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 226 |
226
Inspire Investing
Meridian,
Idaho
| USD 2373 M | -USD 60.6 M | -2% | 3.13% | 107% | 1,430 | 21.75% | 2.4 |
|
| 227 |
227
Procyon Advisors
Shelton,
Connecticut
| USD 2365 M | +USD 47.1 M | +2% | 1.56% | 92.3% | 652 | 19.79% | 2.8 |
|
| 228 |
228
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| USD 2310 M | -USD 85.9 M | -4% | 0.14% | 135% | 185 | 14.05% | 5.1 |
|
| 229 |
229
GW Henssler & Associates
Kennesaw,
Georgia
| USD 2301 M | +USD 52.9 M | +2% | 3.84% | 71.7% | 286 | 27.97% | 4.1 |
|
| 230 |
230
Halbert Hargrove Global Advisors
Long Beach,
California
| USD 2289 M | -USD 22.9 M | -1% | 0.26% | 68.2% | 723 | 51.45% | 2.1 |
|
| 231 |
231
Norris Perne & French
Grand Rapids,
Michigan
| USD 2289 M | -USD 56 M | -2% | 2.73% | 91.1% | 170 | 16.47% | 5.5 |
|
| 232 |
232
Elser Financial Planning
Indianapolis,
Indiana
| USD 2285 M | -USD 21.5 M | -0.9% | 1.84% | – | 137 | 13.14% | 1.1 |
|
| 233 |
233
Goelzer Investment Management
Carmel,
Indiana
| USD 2282 M | -USD 12.8 M | -0.6% | 0.04% | 97.2% | 325 | 12.92% | 6 |
|
| 234 |
234
Quintet Private Bank (Europe)
Luxembourg
| USD 2275 M | +USD 672 M | +42% | 9.2% | 111% | 206 | 12.14% | 3 |
|
| 235 |
235
Angeles Wealth Management
Santa Monica,
California
| USD 2271 M | +USD 81.4 M | +4% | 2.65% | 80.6% | 669 | 15.99% | 1.9 |
|
| 236 |
236
Signal Advisors Wealth
Detroit,
Michigan
| USD 2271 M | +USD 292 M | +15% | 2.29% | 70.5% | 745 | 21.34% | 1.1 |
|
| 237 |
237
Investment House LLC
Redondo Beach,
California
| USD 2252 M | +USD 41.2 M | +2% | 3.39% | 137% | 237 | 21.52% | 6.8 |
|
| 238 |
238
Sound Income Strategies
Ft Lauderdale,
Florida
| USD 2242 M | +USD 14.2 M | +0.6% | 0.66% | 31.4% | 534 | 20.04% | 4.4 |
|
| 239 |
239
Old Republic International (ORI)
Chicago,
Illinois
| USD 2241 M | -USD 427 M | -16% | 0.63% | 53.8% | 70 | 22.86% | 7.4 |
|
| 240 |
240
Oak Grove Capital
North Hampton,
New Hampshire
| USD 2211 M | +USD 108 M | +5% | 2.11% | 470% | 120 | 15% | 1.9 |
|
| 241 |
241
Advisornet Financial
Minnetonka,
Minnesota
| USD 2210 M | +USD 20.7 M | +0.9% | 0.76% | 71.2% | 2,285 | 71.03% | 6 |
|
| 242 |
242
Cyndeo Wealth Partners
St. Petersburg,
Florida
| USD 2209 M | +USD 86.3 M | +4% | 2.5% | 93% | 592 | 17.74% | 2.1 |
|
| 243 |
243
Marathon Asset Management (UK)
London,
United Kingdom
| USD 2200 M | -USD 262 M | -11% | 4.22% | 94.3% | 79 | 10.13% | 4.8 |
|
| 244 |
244
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| USD 2191 M | +USD 19.2 M | +0.9% | 4.54% | 160% | 498 | 34.14% | 5 |
|
| 245 |
245
Integrated Advisors Network
Dallas,
Texas
| USD 2188 M | +USD 12.2 M | +0.6% | 1.95% | 107% | 739 | 15.97% | 3.7 |
|
| 246 |
246
Indivisible Partners
Clearwater,
Florida
| USD 2184 M | +USD 415 M | +23% | 0.8% | – | 808 | 28.71% | 0.5 |
|
| 247 |
247
NXG Investment Management
Dallas,
Texas
| USD 2181 M | -USD 54.2 M | -2% | 3.94% | 121% | 78 | 12.82% | 3.3 |
|
| 248 |
248
Midland Wealth Advisors
Effingham,
Illinois
| USD 2165 M | +USD 36.6 M | +2% | 1.56% | 47.8% | 172 | 14.53% | 2.1 |
|
| 249 |
249
Diversified Enterprises
Wilmington,
Delaware
| USD 2160 M | +USD 93.4 M | +5% | 0.13% | – | 461 | 11.06% | 1.3 |
|
| 250 |
250
Tectonic Advisors
Frisco,
Texas
| USD 2159 M | +USD 78.7 M | +4% | 1.62% | 44.9% | 303 | 13.2% | 3.1 |
|