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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, 2,333 fondos (~26%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 526 |
526
Asio Capital
Lexington,
Kentucky
| USD 816 M | +USD 34.8 M | +4% | 1.8% | 98% | 137 | 24.82% | 2.6 |
|
| 527 |
527
Riversedge Advisors
Wilmington,
Delaware
| USD 813 M | +USD 53.9 M | +7% | 2.68% | 71.3% | 400 | 29% | 1.3 |
|
| 528 |
528
Cordoba Advisory Partners
New York
| USD 813 M | +USD 341 M | +72% | 3.28% | – | 156 | 9.62% | 0.6 |
|
| 529 |
529
Pembroke Management
Montreal,
Quebec, Canada
| USD 809 M | +USD 34.8 M | +5% | 1.91% | 105% | 116 | 16.38% | 1.9 |
|
| 530 |
530
Trifecta Capital Advisors
Northbrook,
Illinois
| USD 808 M | +USD 31.6 M | +4% | 5.51% | 149% | 499 | 38.08% | 2.3 |
|
| 531 |
531
Cornerstone Planning Group
Fairfield,
New Jersey
| USD 808 M | +USD 13.6 M | +2% | 0.39% | 60% | 1,868 | 90.58% | 2.8 |
|
| 532 |
532
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| USD 807 M | +USD 25 M | +3% | 2.84% | 71.4% | 239 | 10.88% | 3.9 |
|
| 533 |
533
Capital Investment Counsel (Colorado)
Denver,
Colorado
| USD 805 M | -USD 3.25 M | -0.4% | 0.46% | 68.7% | 162 | 8.02% | 1.7 |
|
| 534 |
534
Thrive Wealth Management
Audubon,
Pennsylvania
| USD 805 M | +USD 18 M | +2% | 2.64% | 84.1% | 279 | 13.62% | 2.7 |
|
| 535 |
535
Klaas Financial Asset Advisors
Loves Park,
Illinois
| USD 801 M | -USD 1.56 M | -0.2% | 1.19% | 39.5% | 62 | 8.06% | 3.2 |
|
| 536 |
536
Lee Financial
Dallas,
Texas
| USD 801 M | +USD 17.8 M | +2% | 0.61% | 75% | 166 | 9.64% | 5.2 |
|
| 537 |
537
Eagle Rock Investment Company
Atlanta,
Georgia
| USD 799 M | -USD 9.25 M | -1% | 0.73% | 121% | 165 | 10.91% | 3.2 |
|
| 538 |
538
Mechanics Bank - Trust Department
Walnut Creek,
California
| USD 798 M | -USD 10.1 M | -1% | 2.06% | 76.8% | 217 | 8.29% | 6.9 |
|
| 539 |
539
Arlington Financial Advisors
Santa Barbara,
California
| USD 796 M | +USD 8.8 M | +1% | 0.46% | 67.6% | 123 | 21.95% | 3.3 |
|
| 540 |
540
Enclave Advisors
Austin,
Texas
| USD 793 M | +USD 3.08 M | +0.4% | 1.18% | – | 152 | 21.05% | 1.4 |
|
| 541 |
541
Perryman Financial Advisory
Dallas,
Texas
| USD 791 M | +USD 40 M | +5% | 5.57% | – | 193 | 2.59% | 0.7 |
|
| 542 |
542
Regatta Capital Group
El Segundo,
California
| USD 791 M | +USD 47 M | +6% | 2.19% | 78.1% | 247 | 15.38% | 2.8 |
|
| 543 |
543
Hudock Inc
Williamsport,
Pennsylvania
| USD 790 M | +USD 8.42 M | +1% | 0.5% | 69.7% | 233 | 10.3% | 5.9 |
|
| 544 |
544
Human Investing
Lake Oswego,
Oregon
| USD 787 M | +USD 16 M | +2% | 0.16% | 56.9% | 113 | 12.39% | 3.8 |
|
| 545 |
545
Financial Advisory Corporation
Grand Rapids,
Michigan
| USD 784 M | +USD 29.8 M | +4% | 0.76% | – | 58 | 6.9% | 1.5 |
|
| 546 |
546
Emerald Advisors
Bellevue,
Washington
| USD 781 M | -USD 14.6 M | -2% | 0.81% | 71.8% | 133 | 18.05% | 3.6 |
|
| 547 |
547
Loftus Peak Pty Ltd
Sydney,
Australia
| USD 781 M | +USD 46.5 M | +6% | 1.96% | – | 28 | 14.29% | 0.2 |
|
| 548 |
548
Chatham Capital Group
Savannah,
Georgia
| USD 777 M | -USD 5.75 M | -0.7% | 0.51% | 97% | 209 | 7.18% | 6.3 |
|
| 549 |
549
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| USD 776 M | +USD 105 M | +16% | 3.71% | 31.3% | 306 | 42.48% | 0.7 |
|
| 550 |
550
Alpine Bank Wealth Management
Grand Junction,
Colorado
| USD 773 M | -USD 6.16 M | -0.8% | 0.41% | – | 450 | 14.67% | 0.8 |
|