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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 701 |
701
SMI Advisory Services
Columbus,
Indiana
| USD 627 M | +USD 9.48 M | +2% | 1.07% | 80.7% | 66 | 16.67% | 1.7 |
|
| 702 |
702
Perkins Coie Trust Company
Seattle,
Washington
| USD 626 M | +USD 22.4 M | +4% | 3.15% | 83.2% | 486 | 50.62% | 3.7 |
|
| 703 |
703
KPS Global Asset Management (UK)
London,
United Kingdom
| USD 625 M | +USD 5.14 M | +0.8% | 2.56% | 373% | 4 | 0% | 6.4 |
|
| 704 |
704
Verum Partners
Charlotte,
North Carolina
| USD 623 M | -USD 45.8 M | -7% | 0.43% | 57.7% | 215 | 13.49% | 2.4 |
|
| 705 |
705
First PREMIER Bank
Sioux Falls,
South Dakota
| USD 621 M | +USD 1.96 M | +0.3% | 0.71% | 63% | 394 | 10.66% | 5.5 |
|
| 706 |
706
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| USD 620 M | -USD 39.1 M | -6% | 2.3% | 130% | 181 | 29.28% | 2.1 |
|
| 707 |
707
Amarillo National Bank
Amarillo,
Texas
| USD 620 M | -USD 3.74 M | -0.6% | 0.69% | 63.5% | 99 | 13.13% | 6.9 |
|
| 708 |
708
Ellsworth Advisors
Hudson,
Ohio
| USD 620 M | +USD 11.5 M | +2% | 1.76% | 131% | 229 | 36.24% | 1.8 |
|
| 709 |
709
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| USD 618 M | +USD 3.57 M | +0.6% | 0.01% | 64.9% | 79 | 12.66% | 2.1 |
|
| 710 |
710
Cadinha & Co
Honolulu,
Hawaii
| USD 616 M | -USD 59.2 M | -9% | 2.53% | 132% | 111 | 7.21% | 6.7 |
|
| 711 |
711
Aire Advisors
Beverly Hills,
California
| USD 616 M | +USD 1.16 M | +0.2% | 0.59% | 77.4% | 189 | 14.29% | 3.1 |
|
| 712 |
712
Legacy Financial Strategies
Overland Park,
Kansas
| USD 615 M | -USD 30.2 M | -5% | 1.97% | 76.7% | 159 | 13.21% | 3.3 |
|
| 713 |
713
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| USD 614 M | +USD 15.2 M | +3% | 0.03% | 75.2% | 134 | 23.88% | 2 |
|
| 714 |
CBTWT
714
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| USD 612 M | +USD 57.8 M | +10% | 5.07% | 124% | 181 | 11.6% | 6.1 |
|
| 715 |
CRB
715
Chad R. Baker
| USD 612 M | -USD 8.15 M | -1% | 2.21% | 123% | 54 | 9.26% | 6.4 |
|
| 716 |
GWI
716
Grace & White Inc
Ny,
New York
| USD 610 M | -USD 21.7 M | -3% | 0.92% | 59.6% | 137 | 4.38% | 7.8 |
|
| 717 |
717
Steginsky Capital
Port Washington,
New York
| USD 610 M | -USD 56.5 M | -8% | 4.79% | 99.4% | 8 | 0% | 8.6 |
|
| 718 |
718
Family Investment Center
Saint Joseph,
Missouri
| USD 606 M | +USD 3.98 M | +0.7% | 1.64% | 53.1% | 133 | 25.56% | 2 |
|
| 719 |
719
Pettinga Financial Advisors
Evansville,
Indiana
| USD 606 M | -USD 18.3 M | -3% | 1.39% | 78.1% | 172 | 17.44% | 3.3 |
|
| 720 |
720
Shah Capital Management
Raleigh,
North Carolina
| USD 605 M | +USD 79.1 M | +15% | 23.3% | 287% | 11 | 18.18% | 4.7 |
|
| 721 |
721
Kendall Capital Management
Rockville,
Maryland
| USD 605 M | +USD 4.79 M | +0.8% | 2.27% | 130% | 244 | 7.79% | 3.9 |
|
| 722 |
722
Twele Capital Management
Minnetonka,
Minnesota
| USD 605 M | -USD 7.49 M | -1% | 2.37% | 37.1% | 40 | 2.5% | 10.4 |
|
| 723 |
723
Davidson Capital Management
Corpus Christi,
Texas
| USD 604 M | -USD 19.8 M | -3% | 2.94% | 79.4% | 103 | 10.68% | 2.1 |
|
| 724 |
724
WestHill Financial Advisors
San Rafael,
California
| USD 597 M | +USD 9.24 M | +2% | 0.17% | 62.9% | 99 | 24.24% | 3.3 |
|
| 725 |
725
Great Diamond Partners
Portland,
Maine
| USD 596 M | +USD 13.8 M | +2% | 1.07% | 86.1% | 261 | 18.39% | 3 |
|