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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 576 |
576
Arlington Financial Advisors
Santa Barbara,
California
| USD 796 M | +USD 8.8 M | +1% | 0.46% | 67.6% | 123 | 21.95% | 3.3 |
|
| 577 |
577
Enclave Advisors
Austin,
Texas
| USD 793 M | +USD 3.08 M | +0.4% | 1.18% | – | 152 | 21.05% | 1.4 |
|
| 578 |
578
Perryman Financial Advisory
Dallas,
Texas
| USD 791 M | +USD 40 M | +5% | 5.57% | – | 193 | 2.59% | 0.7 |
|
| 579 |
579
Regatta Capital Group
El Segundo,
California
| USD 791 M | +USD 47 M | +6% | 2.19% | 78.1% | 247 | 15.38% | 2.8 |
|
| 580 |
580
Hudock Inc
Williamsport,
Pennsylvania
| USD 790 M | +USD 8.42 M | +1% | 0.5% | 69.7% | 233 | 10.3% | 5.9 |
|
| 581 |
581
Human Investing
Lake Oswego,
Oregon
| USD 787 M | +USD 16 M | +2% | 0.16% | 56.9% | 113 | 12.39% | 3.8 |
|
| 582 |
582
Financial Advisory Corporation
Grand Rapids,
Michigan
| USD 784 M | +USD 29.8 M | +4% | 0.76% | – | 58 | 6.9% | 1.5 |
|
| 583 |
583
Emerald Advisors
Bellevue,
Washington
| USD 781 M | -USD 14.6 M | -2% | 0.81% | 71.8% | 133 | 18.05% | 3.6 |
|
| 584 |
584
Loftus Peak Pty Ltd
Sydney,
Australia
| USD 781 M | +USD 46.5 M | +6% | 1.96% | – | 28 | 14.29% | 0.2 |
|
| 585 |
585
Chatham Capital Group
Savannah,
Georgia
| USD 777 M | -USD 5.75 M | -0.7% | 0.51% | 97% | 209 | 7.18% | 6.3 |
|
| 586 |
586
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| USD 776 M | +USD 105 M | +16% | 3.71% | 31.3% | 306 | 42.48% | 0.7 |
|
| 587 |
587
Alpine Bank Wealth Management
Grand Junction,
Colorado
| USD 773 M | -USD 6.16 M | -0.8% | 0.41% | – | 450 | 14.67% | 0.8 |
|
| 588 |
588
Pacific Sage Partners
Edmonds,
Washington
| USD 772 M | +USD 67.5 M | +10% | 4.28% | 58.9% | 148 | 10.14% | 2.3 |
|
| 589 |
589
Seilern Investment Management
London,
United Kingdom
| USD 771 M | -USD 22.5 M | -3% | 9.22% | – | 24 | 0% | 1.6 |
|
| 590 |
590
Cigna Investments
Bloomfield,
Connecticut
| USD 770 M | -USD 2.36 M | -0.3% | 3.99% | 154% | 494 | 8.7% | 6.6 |
|
| 591 |
591
Heirloom Wealth Management
Greenwood Village,
Colorado
| USD 769 M | +USD 79.4 M | +12% | 2.75% | 81.8% | 68 | 16.18% | 2 |
|
| 592 |
592
Fourpath Capital Management
Oklahoma City,
Oklahoma
| USD 769 M | +USD 9.7 M | +1% | 2.43% | 82.1% | 243 | 13.17% | 2.3 |
|
| 593 |
593
Ignite Planners
San Clemente,
California
| USD 769 M | +USD 39.7 M | +5% | 2.27% | 83.8% | 480 | 18.54% | 2.2 |
|
| 594 |
594
Stone House Investment Management
Tunkhannock,
Pennsylvania
| USD 768 M | +USD 15.9 M | +2% | 0.7% | 57.9% | 1,358 | 85.64% | 1.6 |
|
| 595 |
595
Marquette Asset Management
Minneapolis,
Minnesota
| USD 766 M | -USD 12.7 M | -2% | 0.62% | 69.6% | 934 | 26.98% | 1.4 |
|
| 596 |
596
Meiji Yasuda America
New York
| USD 764 M | +USD 166 M | +28% | 5.11% | – | 60 | 10% | 0.7 |
|
| 597 |
597
Skylands Capital
Milwaukee,
Wisconsin
| USD 762 M | -USD 51.9 M | -6% | 4.41% | 61% | 180 | 16.67% | 5.3 |
|
| 598 |
598
Triasima Portfolio Management
Montreal,
Quebec, Canada
| USD 758 M | +USD 17.5 M | +2% | 2.25% | 224% | 161 | 36.02% | 1.2 |
|
| 599 |
599
Sanders Morris Harris
Houston,
Texas
| USD 755 M | +USD 583 M | +338% | 1.34% | 85.8% | 329 | 78.42% | 0.1 |
|
| 600 |
600
Secure Asset Management
Troy,
Michigan
| USD 753 M | +USD 39.4 M | +6% | 1.59% | 97.2% | 363 | 15.15% | 2.2 |
|