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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 426 |
426
Rodgers & Associates
Lancaster,
Pennsylvania
| USD 1059 M | -USD 42.3 M | -4% | 2.63% | 56.3% | 113 | 6.19% | 3.9 |
|
| 427 |
427
Allied Investment Advisors
Billings,
Montana
| USD 1059 M | +USD 262 M | +33% | 0.77% | 68.4% | 116 | 8.62% | 4.1 |
|
| 428 |
428
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| USD 1050 M | -USD 20.4 M | -2% | 0.86% | – | 364 | 20.05% | 3.4 |
|
| 429 |
429
New England Private Wealth Advisors
Wellesley,
Massachusetts
| USD 1048 M | +USD 12.8 M | +1% | 1.47% | 55.8% | 209 | 3.83% | 4.4 |
|
| 430 |
430
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| USD 1045 M | +USD 71.4 M | +7% | 1.83% | 97.3% | 535 | 14.95% | 4 |
|
| 431 |
431
Abner Herrman & Brock
Jersey City,
New Jersey
| USD 1043 M | -USD 10.3 M | -1% | 4.58% | 156% | 128 | 18.75% | 3.2 |
|
| 432 |
432
Isthmus Partners
Madison,
Wisconsin
| USD 1042 M | +USD 7.62 M | +0.7% | 2.64% | 73.7% | 242 | 12.4% | 3.1 |
|
| 433 |
433
Tetrad Corporation
Omaha,
Nebraska
| USD 1038 M | -USD 7.83 M | -0.7% | 0.74% | 45.6% | 3 | 0% | 13.3 |
|
| 434 |
434
Pine Grove Financial Group
Woodbury,
Minnesota
| USD 1033 M | +USD 42.6 M | +4% | 0.25% | – | 242 | 17.36% | 0.6 |
|
| 435 |
435
Eagle Strategies
New York
| USD 1031 M | +USD 24.6 M | +2% | 0.96% | 77.7% | 284 | 9.86% | 2.4 |
|
| 436 |
436
Columbus Macro
New Castle,
Pennsylvania
| USD 1028 M | +USD 148 k | +0% | 1.8% | 48.7% | 222 | 13.06% | 3.6 |
|
| 437 |
TIM
437
Total Investment Management
Scottsdale,
Arizona
| USD 1027 M | +USD 78.5 M | +8% | 0.71% | 44.4% | 99 | 12.12% | 3 |
|
| 438 |
438
KMG Fiduciary Partners
Toledo,
Ohio
| USD 1023 M | -USD 52.8 M | -5% | 4.87% | 114% | 211 | 21.8% | 5 |
|
| 439 |
439
Embree Financial Group
Chicago,
Illinois
| USD 1023 M | +USD 24.3 M | +2% | 2.99% | 87.6% | 309 | 16.83% | 1.8 |
|
| 440 |
440
ABC Arbitrage
Paris,
France
| USD 1020 M | +USD 93.8 M | +10% | 0.29% | – | 541 | 53.6% | 0.3 |
|
| 441 |
SWL
441
STACKSTONE WEALTH, LLC
Dubuque,
Iowa
| USD 1015 M | – | – | 1.1% | – | 323 | – | 0 |
|
| 442 |
442
Ascent Wealth Partners
New Hartford,
New York
| USD 1013 M | +USD 12.8 M | +1% | 1.91% | 105% | 219 | 11.42% | 4 |
|
| 443 |
443
Insight Wealth Strategies
San Ramon,
California
| USD 1011 M | -USD 13.5 M | -1% | 0.3% | 83.5% | 206 | 16.99% | 2.7 |
|
| 444 |
444
HBW Advisory Services
Simi Valley,
California
| USD 1010 M | -USD 95.7 M | -9% | 0.38% | 68.6% | 492 | 16.46% | 2.6 |
|
| 445 |
445
Archford Capital Strategies
Swansea,
Illinois
| USD 1009 M | +USD 21.5 M | +2% | 2.79% | 87.4% | 402 | 20.4% | 4.1 |
|
| 446 |
446
Novem Group
Rochester,
New York
| USD 1007 M | +USD 19.3 M | +2% | 0.15% | – | 479 | 14.41% | 1.2 |
|
| 447 |
447
Van Cleef Asset Management
Beachwood,
Ohio
| USD 1007 M | +USD 26.3 M | +3% | 7.15% | 104% | 122 | 4.1% | 8.1 |
|
| 448 |
448
TritonPoint Wealth
Chevy Chase,
Maryland
| USD 1007 M | -USD 10.5 M | -1% | 2.59% | 92.7% | 299 | 8.03% | 2.1 |
|
| 449 |
449
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| USD 1006 M | -USD 4.69 M | -0.5% | 1.5% | 42.7% | 1,395 | 5.38% | 2.4 |
|
| 450 |
450
Grove Bank & Trust
Miami,
Florida
| USD 1006 M | -USD 2.63 M | -0.3% | 1.52% | 80.5% | 959 | 10.43% | 3.4 |
|