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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 401 |
401
Onyx Bridge Wealth Group
Tarrytown,
New York
| USD 1139 M | +USD 27.9 M | +3% | 1.84% | 74.6% | 422 | 12.09% | 2.5 |
|
| 402 |
402
Global Strategic Investment Solutions
Scottsdale,
Arizona
| USD 1135 M | +USD 7.04 M | +0.6% | 0.03% | 56.8% | 156 | 5.13% | 4.4 |
|
| 403 |
403
Gleason Group
Prospect,
Kentucky
| USD 1134 M | -USD 11.6 M | -1% | 0.48% | 69.1% | 472 | 11.23% | 2.2 |
|
| 404 |
404
JGP Wealth Management
Bend,
Oregon
| USD 1132 M | +USD 17.7 M | +2% | 0.31% | 87.8% | 254 | 13.78% | 3.6 |
|
| 405 |
405
Goldstein Advisors
Madison,
Wisconsin
| USD 1129 M | +USD 34.4 M | +3% | 1.46% | 62.6% | 289 | 15.22% | 2 |
|
| 406 |
406
Guardian Partners
Toronto,
Canada
| USD 1128 M | +USD 19 M | +2% | 2.22% | – | 442 | 18.33% | 0.7 |
|
| 407 |
407
Steel Grove Capital Advisors
Memphis,
Tennessee
| USD 1122 M | +USD 49 M | +5% | 4.25% | 106% | 255 | 24.71% | 3.2 |
|
| 408 |
SF
408
Symphony Financial
Houston,
Texas
| USD 1122 M | +USD 208 M | +23% | 2.2% | 95.7% | 400 | 17.75% | 1.5 |
|
| 409 |
409
McGuire Investment Group
Wakefield,
Rhode Island
| USD 1120 M | -USD 21.6 M | -2% | 1.35% | 202% | 139 | 6.47% | 4.5 |
|
| 410 |
410
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| USD 1118 M | +USD 24 M | +2% | 2.22% | 90.5% | 11 | 0% | 4.9 |
|
| 411 |
411
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| USD 1118 M | +USD 85.6 M | +8% | 11% | 70% | 65 | 7.69% | 8.2 |
|
| 412 |
412
Great Waters Wealth Management
Shoreview,
Minnesota
| USD 1112 M | +USD 32.7 M | +3% | 1.7% | 49% | 133 | 6.02% | 2.7 |
|
| 413 |
413
Beacon Financial Group
Dallas,
Texas
| USD 1108 M | +USD 7.87 M | +0.7% | 1.36% | 66.6% | 402 | 10.45% | 4.5 |
|
| 414 |
414
American National Bank & Trust
Wichita Falls,
Texas
| USD 1092 M | -USD 78.7 M | -7% | 1.62% | 102% | 651 | 8.14% | 3.6 |
|
| 415 |
415
Absolute Investment Advisers
Rosemary Beach,
Florida
| USD 1092 M | +USD 56.8 M | +5% | 0.72% | 0.5% | 145 | 33.79% | 0.9 |
|
| 416 |
416
V-Square Quantitative Management
Chicago,
Illinois
| USD 1089 M | +USD 36.9 M | +4% | 2.76% | 111% | 767 | 11.47% | 1.2 |
|
| 417 |
OTL
417
Oak Thistle LLC
New York
| USD 1086 M | +USD 51 M | +5% | 5.49% | 58.3% | 689 | 64.3% | 0.3 |
|
| 418 |
418
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| USD 1084 M | +USD 38.9 M | +4% | 0.87% | 52.3% | 18 | 27.78% | 3.5 |
|
| 419 |
419
NTV Asset Management
Charleston,
West Virginia
| USD 1081 M | +USD 60.8 M | +6% | 3.26% | 110% | 345 | 12.17% | 6.2 |
|
| 420 |
420
NWF Advisory Services
Los Angeles,
California
| USD 1074 M | +USD 10.5 M | +1% | 0.89% | 120% | 483 | 14.7% | 1.8 |
|
| 421 |
421
Coastline Trust
Providence,
Rhode Island
| USD 1072 M | -USD 55.7 M | -5% | 4.83% | 106% | 410 | 16.34% | 5.9 |
|
| 422 |
422
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| USD 1068 M | -USD 3.37 M | -0.3% | 0.97% | 47.7% | 208 | 8.17% | 5.3 |
|
| 423 |
423
Oak Harvest Investment Services
Houston,
Texas
| USD 1068 M | -USD 3.66 M | -0.3% | 2.15% | 120% | 190 | 24.74% | 2.4 |
|
| 424 |
424
Financial Management Professionals
Austin,
Texas
| USD 1061 M | +USD 6.28 M | +0.6% | 0.16% | 67.3% | 1,131 | 15.03% | 4.4 |
|
| 425 |
425
Beau Ventures, LLc
Pittsford,
New York
| USD 1060 M | +USD 142 M | +15% | 36.2% | – | 23 | 4.35% | 0.7 |
|