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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, 2,365 fondos (~27%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 676 |
676
Legacy Financial Strategies
Overland Park,
Kansas
| USD 615 M | -USD 30.2 M | -5% | 1.97% | 76.7% | 159 | 13.21% | 3.3 |
|
| 677 |
677
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| USD 614 M | +USD 15.2 M | +3% | 0.03% | 75.2% | 134 | 23.88% | 2 |
|
| 678 |
CBTWT
678
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 612 M | +USD 57.8 M | +10% | 5.07% | 124% | 181 | 11.6% | 6.1 |
|
| 679 |
CRB
679
Chad R. Baker
| USD 612 M | -USD 8.15 M | -1% | 2.21% | 123% | 54 | 9.26% | 6.4 |
|
| 680 |
GWI
680
Grace & White Inc
Ny,
New York
| USD 610 M | -USD 21.7 M | -3% | 0.92% | 59.6% | 137 | 4.38% | 7.8 |
|
| 681 |
681
Steginsky Capital
Port Washington,
New York
| USD 610 M | -USD 56.5 M | -8% | 4.79% | 99.4% | 8 | 0% | 8.6 |
|
| 682 |
682
Family Investment Center
Saint Joseph,
Missouri
| USD 606 M | +USD 3.98 M | +0.7% | 1.64% | 53.1% | 133 | 25.56% | 2 |
|
| 683 |
683
Pettinga Financial Advisors
Evansville,
Indiana
| USD 606 M | -USD 18.3 M | -3% | 1.39% | 78.1% | 172 | 17.44% | 3.3 |
|
| 684 |
684
Shah Capital Management
Raleigh,
North Carolina
| USD 605 M | +USD 79.1 M | +15% | 23.3% | 287% | 11 | 18.18% | 4.7 |
|
| 685 |
685
Kendall Capital Management
Rockville,
Maryland
| USD 605 M | +USD 4.79 M | +0.8% | 2.27% | 130% | 244 | 7.79% | 3.9 |
|
| 686 |
686
Twele Capital Management
Minnetonka,
Minnesota
| USD 605 M | -USD 7.49 M | -1% | 2.37% | 37.1% | 40 | 2.5% | 10.4 |
|
| 687 |
687
Davidson Capital Management
Corpus Christi,
Texas
| USD 604 M | -USD 19.8 M | -3% | 2.94% | 79.4% | 103 | 10.68% | 2.1 |
|
| 688 |
688
WestHill Financial Advisors
San Rafael,
California
| USD 597 M | +USD 9.24 M | +2% | 0.17% | 62.9% | 99 | 24.24% | 3.3 |
|
| 689 |
689
Great Diamond Partners
Portland,
Maine
| USD 596 M | +USD 13.8 M | +2% | 1.07% | 86.1% | 261 | 18.39% | 3 |
|
| 690 |
690
North Point Portfolio Managers
Orange Village,
Ohio
| USD 595 M | -USD 11.1 M | -2% | 1.98% | 72.8% | 274 | 74.45% | 1.4 |
|
| 691 |
691
CV Advisors
Aventura,
Florida
| USD 594 M | +USD 52.2 M | +10% | 4.07% | 112% | 145 | 28.97% | 0.9 |
|
| 692 |
692
Paradice Investment Management
Denver,
Colorado
| USD 594 M | -USD 32.9 M | -5% | 7.82% | 72.2% | 23 | 13.04% | 4.4 |
|
| 693 |
693
Iowa State Bank
Urbandale,
Iowa
| USD 592 M | -USD 6.68 M | -1% | 2.84% | 85.7% | 125 | 12.8% | 6.3 |
|
| 694 |
694
BetterWealth
San Jose,
California
| USD 591 M | +USD 25.7 M | +5% | 0.77% | 63.3% | 89 | 6.74% | 2.3 |
|
| 695 |
HPC
695
Hobart Private Capital
Charlotte,
North Carolina
| USD 591 M | +USD 7.8 M | +1% | 0.09% | 60% | 155 | 14.19% | 1.7 |
|
| 696 |
696
Cedar Mountain Advisors
Lake Oswego,
Oregon
| USD 590 M | +USD 9.21 M | +2% | 0.6% | 57.7% | 1,238 | 11.07% | 1.8 |
|
| 697 |
697
Gibson Capital
Wexford,
Pennsylvania
| USD 589 M | -USD 20.3 M | -3% | 0.57% | 67.2% | 109 | 29.36% | 4.3 |
|
| 698 |
698
Studio Investment Management
Chicago,
Illinois
| USD 589 M | -USD 2.71 M | -0.5% | 0.35% | 51.3% | 185 | 4.32% | 3.4 |
|
| 699 |
699
Marotta Asset Management
Charlottesville,
Virginia
| USD 589 M | -USD 12 M | -2% | 0.85% | 51% | 104 | 3.85% | 5 |
|
| 700 |
700
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| USD 589 M | +USD 2.08 M | +0.4% | 0.48% | 68.6% | 104 | 15.38% | 2.6 |
|