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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, 2,830 fondos (~32%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 251 |
251
Verdence Capital Advisors
Hunt Valley,
Maryland
| USD 2353 M | +USD 448 M | +23% | 0.74% | 104% | 821 | 27.53% | 3.2 |
|
| 252 |
252
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| USD 2310 M | -USD 85.9 M | -4% | 0.14% | 135% | 185 | 14.05% | 5.1 |
|
| 253 |
253
GW Henssler & Associates
Kennesaw,
Georgia
| USD 2301 M | +USD 52.9 M | +2% | 3.84% | 71.7% | 286 | 27.97% | 4.1 |
|
| 254 |
254
Halbert Hargrove Global Advisors
Long Beach,
California
| USD 2289 M | -USD 22.9 M | -1% | 0.26% | 68.2% | 723 | 51.45% | 2.1 |
|
| 255 |
255
Norris Perne & French
Grand Rapids,
Michigan
| USD 2289 M | -USD 56 M | -2% | 2.73% | 91.1% | 170 | 16.47% | 5.5 |
|
| 256 |
256
Elser Financial Planning
Indianapolis,
Indiana
| USD 2285 M | -USD 21.5 M | -0.9% | 1.84% | – | 137 | 13.14% | 1.1 |
|
| 257 |
257
Goelzer Investment Management
Carmel,
Indiana
| USD 2282 M | -USD 12.8 M | -0.6% | 0.04% | 97.2% | 325 | 12.92% | 6 |
|
| 258 |
258
Quintet Private Bank (Europe)
Luxembourg
| USD 2275 M | +USD 672 M | +42% | 9.2% | 111% | 206 | 12.14% | 3 |
|
| 259 |
259
Angeles Wealth Management
Santa Monica,
California
| USD 2271 M | +USD 81.4 M | +4% | 2.65% | 80.6% | 669 | 15.99% | 1.9 |
|
| 260 |
260
Signal Advisors Wealth
Detroit,
Michigan
| USD 2271 M | +USD 292 M | +15% | 2.29% | 70.5% | 745 | 21.34% | 1.1 |
|
| 261 |
261
Maj Invest Holding A/S
Copenhagen K,
Denmark
| USD 2264 M | +USD 64.8 M | +3% | 5.7% | 106% | 40 | 5% | 4.1 |
|
| 262 |
262
Investment House LLC
Redondo Beach,
California
| USD 2252 M | +USD 41.2 M | +2% | 3.39% | 137% | 237 | 21.52% | 6.8 |
|
| 263 |
263
Sound Income Strategies
Ft Lauderdale,
Florida
| USD 2242 M | +USD 14.2 M | +0.6% | 0.66% | 31.4% | 534 | 20.04% | 4.4 |
|
| 264 |
264
Old Republic International (ORI)
Chicago,
Illinois
| USD 2241 M | -USD 427 M | -16% | 0.63% | 53.8% | 70 | 22.86% | 7.4 |
|
| 265 |
265
Oak Grove Capital
North Hampton,
New Hampshire
| USD 2211 M | +USD 108 M | +5% | 2.11% | 470% | 120 | 15% | 1.9 |
|
| 266 |
266
Advisornet Financial
Minnetonka,
Minnesota
| USD 2210 M | +USD 20.7 M | +0.9% | 0.76% | 71.2% | 2,285 | 71.03% | 6 |
|
| 267 |
267
Cyndeo Wealth Partners
St. Petersburg,
Florida
| USD 2209 M | +USD 86.3 M | +4% | 2.5% | 93% | 592 | 17.74% | 2.1 |
|
| 268 |
268
Marathon Asset Management (UK)
London,
United Kingdom
| USD 2200 M | -USD 262 M | -11% | 4.22% | 94.3% | 79 | 10.13% | 4.8 |
|
| 269 |
269
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| USD 2191 M | +USD 19.2 M | +0.9% | 4.54% | 160% | 498 | 34.14% | 5 |
|
| 270 |
270
Integrated Advisors Network
Dallas,
Texas
| USD 2188 M | +USD 12.2 M | +0.6% | 1.95% | 107% | 739 | 15.97% | 3.7 |
|
| 271 |
271
Indivisible Partners
Clearwater,
Florida
| USD 2184 M | +USD 415 M | +23% | 0.8% | – | 808 | 28.71% | 0.5 |
|
| 272 |
272
NXG Investment Management
Dallas,
Texas
| USD 2181 M | -USD 54.2 M | -2% | 3.94% | 121% | 78 | 12.82% | 3.3 |
|
| 273 |
273
Midland Wealth Advisors
Effingham,
Illinois
| USD 2165 M | +USD 36.6 M | +2% | 1.56% | 47.8% | 172 | 14.53% | 2.1 |
|
| 274 |
274
Diversified Enterprises
Wilmington,
Delaware
| USD 2160 M | +USD 93.4 M | +5% | 0.13% | – | 461 | 11.06% | 1.3 |
|
| 275 |
275
Tectonic Advisors
Frisco,
Texas
| USD 2159 M | +USD 78.7 M | +4% | 1.62% | 44.9% | 303 | 13.2% | 3.1 |
|