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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 451 |
451
U.S. Global Investors (USGI)
San Antonio,
Texas
| USD 1005 M | -USD 34.9 M | -3% | 7.27% | 151% | 148 | 21.62% | 2.7 |
|
| 452 |
452
Sendero Wealth Management
San Antonio,
Texas
| USD 1002 M | -USD 2.57 M | -0.3% | 5.71% | 99.2% | 226 | 15.49% | 2.3 |
|
| 453 |
453
Toth Financial Advisory
Leesburg,
Virginia
| USD 1001 M | -USD 23.2 M | -2% | 0.03% | 90.4% | 1,123 | 30.19% | 3.3 |
|
| 454 |
454
Provident Investment Management
Novi,
Michigan
| USD 999 M | -USD 30.5 M | -3% | 6.11% | 90.8% | 93 | 10.75% | 4.1 |
|
| 455 |
JWBC
455
J.W. Burns & Co
Dewitt,
New York
| USD 998 M | +USD 38.3 M | +4% | 5.09% | 95.4% | 197 | 7.61% | 7.9 |
|
| 456 |
456
Moisand Fitzgerald Tamayo
Orlando,
Florida
| USD 995 M | -USD 28.6 M | -3% | 1.4% | 51.1% | 699 | 25.75% | 3.9 |
|
| 457 |
457
Jamison Private Wealth Management
Milton,
Georgia
| USD 988 M | -USD 2.84 M | -0.3% | 0.8% | 130% | 234 | 5.98% | 2.3 |
|
| 458 |
458
Segra Capital Management
Palm Beach,
Florida
| USD 987 M | +USD 492 M | +99% | 20.7% | 19% | 19 | 68.42% | 0.3 |
|
| 459 |
459
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| USD 987 M | -USD 28.4 M | -3% | 1% | 116% | 452 | 19.47% | 2 |
|
| 460 |
460
Foguth Wealth Management
Brighton,
Michigan
| USD 986 M | +USD 107 M | +12% | 0.3% | – | 239 | 15.9% | 1.4 |
|
| 461 |
461
Romano Brothers & Co
Evanston,
Illinois
| USD 985 M | -USD 9.5 M | -1% | 1.37% | 110% | 345 | 8.12% | 3.2 |
|
| 462 |
AAA
462
Adams Asset Advisors
Dallas,
Texas
| USD 984 M | +USD 103 M | +12% | 9.2% | 66.8% | 94 | 6.38% | 5.4 |
|
| 463 |
463
Hanson & Doremus Investment Management
Burlington,
Vermont
| USD 982 M | -USD 949 k | -0.1% | 0.2% | 86.3% | 513 | 9.55% | 6.7 |
|
| 464 |
464
L. Roy Papp & Associates
Phoenix,
Arizona
| USD 981 M | +USD 29.6 M | +3% | 5.58% | 80.1% | 200 | 7% | 7.4 |
|
| 465 |
465
First Pacific Financial
Vancouver,
Washington
| USD 978 M | +USD 138 M | +16% | 0.85% | 53.6% | 559 | 12.52% | 2.2 |
|
| 466 |
466
LVZ Inc
Holland,
Michigan
| USD 975 M | -USD 9.31 M | -0.9% | 0.41% | 52.9% | 183 | 12.02% | 3.4 |
|
| 467 |
467
Barlow Wealth Partners
Louisville,
Kentucky
| USD 970 M | +USD 44.6 M | +5% | 4.71% | 101% | 158 | 9.49% | 2 |
|
| 468 |
468
Parthenon LLC
Louisville,
Kentucky
| USD 967 M | +USD 5.36 M | +0.6% | 4.36% | 93.3% | 135 | 5.93% | 8.7 |
|
| 469 |
469
Bath Savings Trust
Bath,
Maine
| USD 966 M | +USD 711 k | +0.1% | 3.36% | 57.8% | 185 | 8.11% | 7 |
|
| 470 |
470
Strategic Planning Group
Bountiful,
Utah
| USD 965 M | +USD 46.8 M | +5% | 3.73% | 162% | 88 | 25% | 1.4 |
|
| 471 |
471
Financial Partners Group (Kansas)
Overland Park,
Kansas
| USD 964 M | -USD 21.5 M | -2% | 0.68% | 76.7% | 266 | 11.65% | 3.2 |
|
| 472 |
472
Revolve Wealth Partners
Hackensack,
New Jersey
| USD 959 M | -USD 6.41 M | -0.7% | 0.96% | 67.4% | 369 | 17.07% | 2.2 |
|
| 473 |
473
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| USD 958 M | -USD 42.7 M | -4% | 0.72% | 83.4% | 418 | 10.05% | 5.5 |
|
| 474 |
GWM
474
Gibbs Wealth Management
Alpharetta,
Georgia
| USD 955 M | +USD 127 M | +15% | 1.18% | – | 535 | 19.07% | 1.2 |
|
| 475 |
475
Howard Financial Services
Dallas,
Texas
| USD 954 M | +USD 27 M | +3% | 0.71% | 55.9% | 250 | 11.2% | 3 |
|