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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 951 |
951
CWS Financial Advisors
Kalamazoo,
Michigan
| USD 454 M | +USD 3.5 M | +0.8% | 0.72% | 55.7% | 176 | 5.68% | 3.6 |
|
| 952 |
952
Mokosak Advisory Group
Urbandale,
Iowa
| USD 454 M | -USD 7.87 M | -2% | 2.99% | 59.2% | 43 | 11.63% | 4.2 |
|
| 953 |
953
Syquant Capital SAS
Paris,
France
| USD 453 M | +USD 6.27 M | +1% | 6.4% | 160% | 71 | 61.97% | 0.3 |
|
| 954 |
954
Briaud Financial Planning
College Station,
Texas
| USD 453 M | +USD 73.1 M | +19% | 5.67% | 113% | 46 | 13.04% | 2.1 |
|
| 955 |
955
Brown, Lisle/Cummings
Providence,
Rhode Island
| USD 453 M | +USD 7.22 M | +2% | 3.36% | 82.3% | 1,081 | 4.63% | 2.5 |
|
| 956 |
956
Level Financial Advisors
East Amherst,
New York
| USD 453 M | +USD 5.01 M | +1% | 1.07% | 44% | 99 | 12.12% | 3.3 |
|
| 957 |
957
Atticus Wealth Management
Palm Beach Gardens,
Florida
| USD 452 M | +USD 31.5 M | +8% | 2.38% | 73.9% | 192 | 11.46% | 3.8 |
|
| 958 |
MAM
958
Mystic Asset Management
Warwick,
Rhode Island
| USD 451 M | -USD 17 M | -4% | 2.02% | 114% | 229 | 8.3% | 3.3 |
|
| 959 |
959
CGC Financial Services
Lake Oswego,
Oregon
| USD 451 M | +USD 6.15 M | +1% | 0.21% | 46% | 347 | 5.48% | 2.6 |
|
| 960 |
960
Prosperity Planning
Kansas City,
Missouri
| USD 451 M | +USD 14.4 M | +3% | 1% | 43.5% | 124 | 8.06% | 3.3 |
|
| 961 |
CWM
961
Cordatus Wealth Management
Newtown,
Pennsylvania
| USD 451 M | -USD 4.73 M | -1% | 4.99% | 108% | 196 | 32.65% | 1.7 |
|
| 962 |
962
Eldred Rock Partners
San Antonio,
Texas
| USD 451 M | -USD 14.5 M | -3% | 1.44% | 109% | 29 | 0% | 2.3 |
|
| 963 |
963
Morton Brown Family Wealth
Allentown,
Pennsylvania
| USD 450 M | +USD 8.53 M | +2% | 0.92% | 54.5% | 444 | 13.51% | 2.1 |
|
| 964 |
964
Straight Path Wealth Management
Jenison,
Michigan
| USD 449 M | +USD 21.4 M | +5% | 2.4% | 70.4% | 160 | 13.75% | 1.8 |
|
| 965 |
965
Hartford Financial Management
Hartford,
Connecticut
| USD 448 M | -USD 50 k | -0% | 1.23% | 87.9% | 357 | 4.76% | 7.2 |
|
| 966 |
966
Genoa Capital Gestora de Recursos
Sao Paulo,
| USD 446 M | -USD 105 M | -19% | 6.02% | – | 24 | 75% | 0.3 |
|
| 967 |
967
Roberts Wealth Advisors
Palo Alto,
California
| USD 445 M | +USD 5.13 M | +1% | 1.97% | 81.1% | 111 | 2.7% | 2.8 |
|
| 968 |
968
Intergy Private Wealth
Colorado Springs,
Colorado
| USD 445 M | +USD 12.2 M | +3% | 0.12% | 73.8% | 152 | 10.53% | 2.5 |
|
| 969 |
TA
969
TrueWealth Advisors
Birmingham,
Alabama
| USD 445 M | +USD 1.57 M | +0.4% | 0.75% | 60.9% | 252 | 11.51% | 3 |
|
| 970 |
PWMG
970
Private Wealth Management Group
Princeton,
New Jersey
| USD 445 M | +USD 13.6 M | +3% | 1.03% | 63.2% | 1,584 | 13.19% | 2.1 |
|
| 971 |
LFGO
971
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| USD 444 M | +USD 15 M | +3% | 0.63% | 64.2% | 114 | 14.04% | 2.3 |
|
| 972 |
972
Boltwood Capital Management
Walnut Creek,
California
| USD 443 M | +USD 6.9 M | +2% | 0.78% | 63% | 200 | 6.5% | 6.5 |
|
| 973 |
IPA
973
Investment Planning Advisors
Cumming,
Georgia
| USD 443 M | +USD 11.2 M | +3% | 0.8% | – | 123 | 10.57% | 1.4 |
|
| 974 |
AWA
974
Aquire Wealth Advisors
South Jordan,
Utah
| USD 443 M | +USD 6.54 M | +1% | 0.25% | 60.2% | 56 | 7.14% | 3.1 |
|
| 975 |
975
West Branch Capital
Amherst,
Massachusetts
| USD 442 M | +USD 11.5 M | +3% | 4.56% | 156% | 394 | 11.42% | 3.9 |
|