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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, 2,512 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 351 |
351
Anderson Hoagland & Co
St Louis,
Missouri
| USD 1308 M | +USD 32.5 M | +3% | 1.4% | 104% | 148 | 16.22% | 4.2 |
|
| 352 |
352
Phillips Financial Management
Fort Wayne,
Indiana
| USD 1307 M | -USD 57.5 M | -4% | 0.99% | 45.6% | 300 | 9% | 4.8 |
|
| 353 |
353
Syntegra Private Wealth Group
Chesterfield,
Missouri
| USD 1301 M | +USD 10 M | +0.8% | 0.22% | 56.9% | 216 | 11.57% | 2.4 |
|
| 354 |
354
TCV Trust & Wealth Management
Richmond,
Virginia
| USD 1293 M | -USD 26.5 M | -2% | 0.46% | 75.3% | 234 | 9.4% | 7.3 |
|
| 355 |
355
CGN Advisors
Manhattan,
Kansas
| USD 1292 M | -USD 77.7 M | -6% | 0.25% | 48.9% | 331 | 12.99% | 3.6 |
|
| 356 |
356
Private Trust Company
Cleveland,
Ohio
| USD 1274 M | +USD 22.8 M | +2% | 1.17% | 87.7% | 2,949 | 13.97% | 3.3 |
|
| 357 |
357
Ledyard National Bank
| USD 1271 M | +USD 23.7 M | +2% | 2.96% | 80.7% | 269 | 13.38% | 6.9 |
|
| 358 |
358
Alaska Permanent Fund
Juneau,
Alaska
| USD 1269 M | -USD 241 M | -16% | 1.86% | 69.2% | 14 | 42.86% | 4.4 |
|
| 359 |
359
Kintegral Advisory
New York
| USD 1268 M | +USD 34.9 M | +3% | 5.15% | 143% | 238 | 3.78% | 5.9 |
|
| 360 |
360
Heartwood Wealth Advisors
Richmond,
Virginia
| USD 1266 M | -USD 21.4 M | -2% | 1.39% | 59.4% | 232 | 6.03% | 3.2 |
|
| 361 |
361
HCR Wealth Advisors
Los Angeles,
California
| USD 1266 M | +USD 149 M | +13% | 3.52% | 107% | 276 | 9.42% | 4.4 |
|
| 362 |
362
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 1262 M | +USD 7.5 M | +0.6% | 0.36% | 76.8% | 196 | 4.59% | 5.5 |
|
| 363 |
363
Linden Thomas Advisory Services
Charlotte,
North Carolina
| USD 1259 M | +USD 19.2 M | +2% | 3.74% | 149% | 569 | 7.73% | 2.5 |
|
| 364 |
364
Royal Fund Management
Lady Lake,
Florida
| USD 1256 M | +USD 55.4 M | +5% | 2.22% | 103% | 311 | 14.47% | 3.5 |
|
| 365 |
365
Cooper Financial Group
Irvine,
California
| USD 1256 M | +USD 49.4 M | +4% | 2.08% | 87.2% | 484 | 13.84% | 2.8 |
|
| 366 |
366
Northside Capital Management
Hood River,
Oregon
| USD 1254 M | +USD 32.2 M | +3% | 1.84% | 99.6% | 195 | 10.77% | 4 |
|
| 367 |
TCOT
367
Trust Company of Toledo
Holland,
Ohio
| USD 1245 M | +USD 44.1 M | +4% | 4.5% | 109% | 890 | 14.61% | 3.2 |
|
| 368 |
368
Woodstock Corp
Boston,
Massachusetts
| USD 1245 M | +USD 40.5 M | +3% | 5.42% | 115% | 169 | 8.88% | 8.7 |
|
| 369 |
369
Baskin Financial Services
Toronto,
Ontario, Canada
| USD 1241 M | -USD 29.7 M | -2% | 1.76% | 69.1% | 58 | 6.9% | 5.8 |
|
| 370 |
370
Euro Pacific Asset Management
Dorado,
Puerto Rico
| USD 1223 M | +USD 343 M | +39% | 13.5% | 172% | 112 | 17.86% | 3.3 |
|
| 371 |
371
Financial Synergies Wealth Advisors
Houston,
Texas
| USD 1219 M | +USD 39.5 M | +3% | 0.07% | 79% | 126 | 12.7% | 3.3 |
|
| 372 |
372
Curated Wealth Partners
El Segundo,
California
| USD 1215 M | +USD 352 M | +41% | 1.84% | 39.9% | 574 | 59.23% | 0.5 |
|
| 373 |
373
Matrix Asset Advisors
White Plains,
New York
| USD 1213 M | -USD 16.3 M | -1% | 1.58% | 84.9% | 107 | 7.48% | 5.7 |
|
| 374 |
374
Godsey & Gibb Inc
Richmond,
Virginia
| USD 1213 M | -USD 6.55 M | -0.5% | 0.43% | 87.5% | 642 | 45.02% | 1.6 |
|
| 375 |
375
Moody National Bank Trust Division
Galveston,
Texas
| USD 1210 M | +USD 2.37 M | +0.2% | 1.22% | 115% | 533 | 12.76% | 4.9 |
|