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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 601 |
601
Balboa Wealth Partners
Scottsdale,
Arizona
| USD 748 M | +USD 13.2 M | +2% | 2.77% | 214% | 513 | 18.13% | 1.8 |
|
| 602 |
602
Covenant Asset Management
Chester,
New Jersey
| USD 746 M | +USD 151 M | +25% | 4.3% | 177% | 182 | 12.09% | 4.5 |
|
| 603 |
603
LS Investment Advisors
Bloomfield Hills,
Michigan
| USD 746 M | +USD 8.12 M | +1% | 3.69% | 98.7% | 132 | 6.82% | 8.7 |
|
| 604 |
604
North Growth Management
Vancouver,
British Columbia, Canada
| USD 743 M | -USD 37.3 M | -5% | 0.88% | 243% | 50 | 8% | 5 |
|
| 605 |
GF
605
Greenfield FTC
Reno,
Nevada
| USD 743 M | +USD 8 M | +1% | 1.12% | 75.4% | 4 | 0% | 3.1 |
|
| 606 |
606
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| USD 741 M | +USD 7.12 M | +1% | 0.73% | – | 194 | 6.7% | 4.1 |
|
| 607 |
607
PSG Equity
Boston,
Massachusetts
| USD 740 M | -USD 120 M | -14% | 13.9% | 13.7% | 1 | 0% | 4.8 |
|
| 608 |
608
BDF Gestion
Paris,
France
| USD 738 M | -USD 12.2 M | -2% | 7.21% | – | 154 | 12.99% | 1.6 |
|
| 609 |
609
Manchester Capital Management
Manchester,
Vermont
| USD 736 M | -USD 32 M | -4% | 2.83% | 86.7% | 1,362 | 6.75% | 4.3 |
|
| 610 |
610
Consolidated Planning Corp
Atlanta,
Georgia
| USD 735 M | -USD 6.46 M | -0.9% | 1.4% | 84.6% | 200 | 27.5% | 2.4 |
|
| 611 |
611
Well Done LLC
Holland,
Michigan
| USD 732 M | -USD 11.8 M | -2% | 0.26% | 80.4% | 223 | 13.9% | 4.4 |
|
| 612 |
612
IFG Advisors
St. Louis,
Missouri
| USD 730 M | +USD 4.27 M | +0.6% | 0.19% | 78.7% | 169 | 7.1% | 4.1 |
|
| 613 |
613
Stenger Family Office
Naperville,
Illinois
| USD 728 M | +USD 98.3 M | +16% | 4.73% | – | 156 | 31.41% | 1.1 |
|
| 614 |
614
Radnor Capital Management
Wayne,
Pennsylvania
| USD 726 M | +USD 13.8 M | +2% | 2.61% | 96.9% | 332 | 9.64% | 3 |
|
| 615 |
615
Maia Wealth
Denver,
Colorado
| USD 726 M | +USD 46.9 M | +7% | 1.68% | – | 382 | 14.92% | 1.7 |
|
| 616 |
616
SC&H Financial Advisors
Sparks,
Maryland
| USD 722 M | -USD 31.7 M | -4% | 0.26% | 66.2% | 164 | 6.1% | 3.5 |
|
| 617 |
617
Gilman Hill Asset Management
New Canaan,
Connecticut
| USD 718 M | -USD 13.5 M | -2% | 0.17% | 54.2% | 245 | 13.06% | 5.1 |
|
| 618 |
CCM
618
Cohen Capital Management
Corte Madera,
California
| USD 717 M | -USD 18.2 M | -2% | 0.87% | 91.5% | 160 | 8.75% | 7 |
|
| 619 |
619
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| USD 716 M | +USD 33.8 M | +5% | 2.25% | 83% | 187 | 16.04% | 2.9 |
|
| 620 |
620
Trust Company of the South
Greensboro,
North Carolina
| USD 714 M | +USD 4.09 M | +0.6% | 0.13% | 70.2% | 147 | 5.44% | 2.2 |
|
| 621 |
621
Laurel Oak Wealth Management
Marlton,
New Jersey
| USD 713 M | +USD 26 M | +4% | 3.19% | – | 408 | 13.24% | 0.6 |
|
| 622 |
622
Wealth Alliance Advisory Group
Wichita,
Kansas
| USD 712 M | +USD 20.5 M | +3% | 0.63% | 72.7% | 219 | 14.16% | 4.3 |
|
| 623 |
623
Encompass More Asset Management
Danville,
California
| USD 712 M | +USD 24.2 M | +4% | 2.08% | 80.4% | 342 | 36.26% | 1.1 |
|
| 624 |
624
Tarbox Family Office
Newport Beach,
California
| USD 711 M | +USD 12.8 M | +2% | 0.58% | 66.4% | 101 | 5.94% | 8.3 |
|
| 625 |
625
Mason & Associates (Virginia)
Newport News,
Virginia
| USD 710 M | +USD 230 M | +48% | 0.38% | – | 48 | 10.42% | 1.8 |
|