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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, 2,491 fondos (~28%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 326 |
326
Talbot Financial
Bellevue,
Washington
| USD 1390 M | +USD 30.8 M | +2% | 6.53% | 118% | 72 | 8.33% | 2.8 |
|
| 327 |
327
KWMG LLC
Overland Park,
Kansas
| USD 1388 M | +USD 3.92 M | +0.3% | 0.93% | 76.2% | 156 | 2.56% | 6.4 |
|
| 328 |
328
First Financial Bank - Trust Division
Hamilton,
Ohio
| USD 1386 M | -USD 15.7 M | -1% | 0.34% | 68.6% | 215 | 7.91% | 7.6 |
|
| 329 |
329
Bank of Finland
Helsinki,
Finland
| USD 1381 M | -USD 162 M | -11% | 2.75% | 66.7% | 4 | 0% | 4.3 |
|
| 330 |
330
ARS Wealth Advisors Group
St. Petersburg,
Florida
| USD 1375 M | +USD 97 M | +8% | 3.16% | 89.5% | 232 | 11.21% | 2.6 |
|
| 331 |
331
Clark Asset Management
Stratham,
New Hampshire
| USD 1363 M | +USD 88.9 M | +7% | 0.11% | 51.8% | 319 | 14.11% | 1.6 |
|
| 332 |
332
QV Investors
Calgary,
Alberta, Canada
| USD 1362 M | +USD 63.1 M | +5% | 1.27% | 68.3% | 72 | 6.94% | 4.4 |
|
| 333 |
333
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| USD 1356 M | +USD 37.9 M | +3% | 0.09% | – | 296 | 14.19% | 1.3 |
|
| 334 |
334
True North Advisors
Dallas,
Texas
| USD 1352 M | +USD 306 M | +29% | 0.1% | 82.9% | 338 | 24.56% | 1.9 |
|
| 335 |
AT
335
Arlington Trust
Birmingham,
Alabama
| USD 1332 M | +USD 148 M | +13% | 3.01% | 65% | 999 | 18.32% | 1.1 |
|
| 336 |
336
Galvin Gaustad & Stein
Scottsdale,
Arizona
| USD 1330 M | -USD 25.7 M | -2% | 0.91% | 60.7% | 276 | 11.96% | 3 |
|
| 337 |
337
J.M. Forbes & Co
Boston,
Massachusetts
| USD 1329 M | +USD 57.3 M | +5% | 5.24% | 112% | 160 | 2.5% | 6.7 |
|
| 338 |
338
Norden Group
Provo,
Utah
| USD 1328 M | +USD 108 M | +9% | 3.77% | 104% | 758 | 18.73% | 1.6 |
|
| 339 |
339
Fiduciary Alliance
Greenville,
South Carolina
| USD 1327 M | -USD 152 M | -10% | 2.26% | 104% | 570 | 17.89% | 1.8 |
|
| 340 |
340
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| USD 1326 M | -USD 21.2 M | -2% | 0.87% | 116% | 106 | 13.21% | 5.7 |
|
| 341 |
341
CapWealth Advisors
Franklin,
Tennessee
| USD 1324 M | -USD 133 M | -9% | 0.97% | 152% | 126 | 9.52% | 5.2 |
|
| 342 |
342
J.L. Bainbridge & Co
Sarasota,
Florida
| USD 1324 M | +USD 54.2 M | +4% | 6.53% | 118% | 118 | 5.08% | 3.8 |
|
| 343 |
343
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| USD 1321 M | +USD 3 M | +0.2% | 0.62% | 62.2% | 255 | 8.63% | 5.3 |
|
| 344 |
344
Bangor Savings Bank
Bangor,
Maine
| USD 1313 M | -USD 46.9 M | -3% | 0.29% | 54.6% | 569 | 9.14% | 4.8 |
|
| 345 |
345
Hengehold Capital Management
Cincinnati,
Ohio
| USD 1312 M | +USD 22.7 M | +2% | 0.74% | 54.5% | 245 | 12.24% | 4.8 |
|
| 346 |
346
Anderson Hoagland & Co
St Louis,
Missouri
| USD 1308 M | +USD 32.5 M | +3% | 1.4% | 104% | 148 | 16.22% | 4.2 |
|
| 347 |
347
Phillips Financial Management
Fort Wayne,
Indiana
| USD 1307 M | -USD 57.5 M | -4% | 0.99% | 45.6% | 300 | 9% | 4.8 |
|
| 348 |
348
Syntegra Private Wealth Group
Chesterfield,
Missouri
| USD 1301 M | +USD 10 M | +0.8% | 0.22% | 56.9% | 216 | 11.57% | 2.4 |
|
| 349 |
349
TCV Trust & Wealth Management
Richmond,
Virginia
| USD 1293 M | -USD 26.5 M | -2% | 0.46% | 75.3% | 234 | 9.4% | 7.3 |
|
| 350 |
350
CGN Advisors
Manhattan,
Kansas
| USD 1292 M | -USD 77.7 M | -6% | 0.25% | 48.9% | 331 | 12.99% | 3.6 |
|