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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, 2,475 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 376 |
376
Nadler Financial Group
Deerfield,
Illinois
| USD 1196 M | +USD 16.2 M | +1% | 1.46% | 81.8% | 155 | 9.03% | 5.9 |
|
| 377 |
377
Armis Advisers
Atlanta,
Georgia
| USD 1195 M | +USD 106 M | +10% | 1.87% | – | 541 | 17.01% | 1 |
|
| 378 |
378
Pictet North America Advisors
Geneva 73,
Switzerland
| USD 1192 M | +USD 57.4 M | +5% | 1.74% | 67.7% | 193 | 22.28% | 4 |
|
| 379 |
379
Townsend & Associates
Westminster,
Colorado
| USD 1188 M | +USD 14.6 M | +1% | 1.41% | 58% | 119 | 10.08% | 3.3 |
|
| 380 |
380
Compass Ion Advisors
Conshohocken,
Pennsylvania
| USD 1188 M | +USD 27.6 M | +2% | 0.81% | 75.6% | 319 | 10.97% | 2.6 |
|
| 381 |
381
LVW Advisors
Pittsford,
New York
| USD 1187 M | +USD 30.1 M | +3% | 1.29% | 79.1% | 517 | 21.47% | 2.7 |
|
| 382 |
382
Crescent Grove Advisors
Lake Forest,
Illinois
| USD 1185 M | -USD 12.9 M | -1% | 0.29% | 64.1% | 340 | 17.94% | 3.8 |
|
| 383 |
383
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| USD 1184 M | +USD 598 M | +102% | 0.63% | 56.9% | 153 | 15.03% | 3.6 |
|
| 384 |
384
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| USD 1181 M | -USD 41.2 M | -3% | 0.8% | 77.5% | 186 | 5.91% | 8.5 |
|
| 385 |
385
TRUE Private Wealth Advisors
Salem,
Oregon
| USD 1176 M | +USD 17.1 M | +1% | 0.19% | 89.2% | 312 | 16.35% | 4.3 |
|
| 386 |
386
Penn Davis McFarland
Dallas,
Texas
| USD 1174 M | +USD 51.6 M | +5% | 5.72% | 100% | 80 | 8.75% | 4.8 |
|
| 387 |
387
KWB Wealth
Redlands,
California
| USD 1171 M | +USD 1.78 M | +0.2% | 0.38% | 54.8% | 187 | 14.44% | 2.5 |
|
| 388 |
388
Versant Capital Management
Phoenix,
Arizona
| USD 1169 M | +USD 53.5 M | +5% | 5.51% | 97.3% | 2,890 | 7.99% | 4.5 |
|
| 389 |
389
Randolph Company
Cincinnati,
Ohio
| USD 1163 M | -USD 24 M | -2% | 0.91% | 127% | 49 | 8.16% | 4.6 |
|
| 390 |
GA
390
GuoLine Advisory
Singapore
| USD 1162 M | +USD 88.1 M | +8% | 12.5% | 112% | 23 | 0% | 2.5 |
|
| 391 |
391
Berkshire Money Management
Dalton,
Massachusetts
| USD 1158 M | +USD 63.7 M | +6% | 0.24% | 61.8% | 148 | 62.84% | 1.5 |
|
| 392 |
392
Counterpoint Mutual Funds
San Diego,
California
| USD 1158 M | +USD 147 M | +15% | 3.06% | 74.3% | 505 | 77.62% | 0.2 |
|
| 393 |
393
Accurate Wealth Management
Wesley Chapel,
Florida
| USD 1158 M | +USD 109 M | +10% | 2.71% | 101% | 638 | 15.67% | 1.9 |
|
| 394 |
394
Jacobs & Co
San Francisco,
California
| USD 1157 M | -USD 9.1 M | -0.8% | 3.46% | 105% | 139 | 8.63% | 7.9 |
|
| 395 |
395
Private Capital Advisors
Darien,
Connecticut
| USD 1153 M | +USD 11.7 M | +1% | 3.12% | 132% | 85 | 18.82% | 5.8 |
|
| 396 |
396
Canandaigua National Bank & Trust
Canandaigua,
New York
| USD 1152 M | -USD 33.9 M | -3% | 1.31% | – | 325 | 10.77% | 6.2 |
|
| 397 |
397
Discipline Wealth Solutions
Greenville,
South Carolina
| USD 1152 M | +USD 5.51 M | +0.5% | 0.69% | 45.9% | 207 | 10.14% | 1.2 |
|
| 398 |
398
Trust Company
Manhattan,
Kansas
| USD 1149 M | +USD 41.1 M | +4% | 0.6% | 40.6% | 946 | 7.4% | 2.7 |
|
| 399 |
399
Asset Advisors Investment Management
Augusta,
Georgia
| USD 1144 M | +USD 54.1 M | +5% | 3.18% | 67.5% | 109 | 7.34% | 5.4 |
|
| 400 |
400
Viking Fund Management
Minot,
North Dakota
| USD 1143 M | +USD 26.2 M | +2% | 0.75% | 105% | 155 | 14.84% | 4.8 |
|