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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, 2,269 fondos (~25%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 |
1001
Luminvest Wealth Management
Scottsdale,
Arizona
| USD 380 M | -USD 49.9 M | -12% | 1.12% | 47.7% | 59 | 23.73% | 1.9 |
|
| 1002 |
1002
Kings Path Partners
Sugar Land,
Texas
| USD 380 M | +USD 4.33 M | +1% | 0.86% | – | 393 | 14.5% | 1.4 |
|
| 1003 |
1003
Davis Rea
Toronto,
Ontario, Canada
| USD 379 M | +USD 28.6 M | +8% | 10.3% | 66.9% | 46 | 13.04% | 3.9 |
|
| 1004 |
AB
1004
Atlas Brown
Louisville,
Kentucky
| USD 379 M | +USD 6.68 M | +2% | 3.03% | 115% | 244 | 6.15% | 6.8 |
|
| 1005 |
1005
Courage Miller Partners
Norfolk,
Virginia
| USD 379 M | -USD 136 k | -0% | 0.99% | 43.5% | 95 | 9.47% | 8 |
|
| 1006 |
1006
Westbourne Investment Advisors
Annapolis,
Maryland
| USD 378 M | +USD 15.6 M | +4% | 8.24% | 107% | 126 | 6.35% | 3.8 |
|
| 1007 |
1007
Wheelhouse Advisory Group
St. Louis,
Missouri
| USD 378 M | +USD 23.8 M | +7% | 1.04% | 67.9% | 59 | 11.86% | 1.8 |
|
| 1008 |
1008
RWC Asset Advisors
Miami,
Florida
| USD 377 M | -USD 72.2 M | -16% | 9.04% | 267% | 17 | 23.53% | 2.4 |
|
| 1009 |
1009
Cypress Capital
Franklin,
Tennessee
| USD 377 M | +USD 7.41 M | +2% | 0.72% | 43.6% | 127 | 18.9% | 2.6 |
|
| 1010 |
1010
Trust Company of Oklahoma
Tulsa,
Oklahoma
| USD 377 M | -USD 12.3 M | -3% | 3.02% | 101% | 152 | 17.11% | 6 |
|
| 1011 |
1011
Narus Financial Partners
Salt Lake City,
Utah
| USD 377 M | -USD 12.4 M | -3% | 2.18% | 85.3% | 184 | 10.33% | 4.1 |
|
| 1012 |
1012
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| USD 377 M | +USD 2.35 M | +0.6% | 3.93% | 106% | 44 | 0% | 5.1 |
|
| 1013 |
1013
Capital Planning
Bellevue,
Washington
| USD 376 M | +USD 32.7 M | +10% | 2.56% | 81.2% | 93 | 15.05% | 3.6 |
|
| 1014 |
1014
Sweeney & Michel
Chico,
California
| USD 376 M | -USD 5.05 M | -1% | 1.51% | – | 172 | 8.14% | 2.3 |
|
| 1015 |
1015
Veery Capital
Wilmington,
Delaware
| USD 375 M | +USD 2.96 M | +0.8% | 0.12% | 63.4% | 109 | 15.6% | 3.3 |
|
| 1016 |
1016
Pinnacle Bancorp
Beatrice,
Nebraska
| USD 375 M | -USD 9.5 M | -2% | 1.31% | 72.9% | 950 | 5.79% | 5.1 |
|
| 1017 |
KA
1017
Kooman & Associates
Altoona,
Pennsylvania
| USD 375 M | +USD 2.32 M | +0.6% | 0.77% | 66% | 57 | 7.02% | 2.6 |
|
| 1018 |
1018
ShankerValleau Wealth Advisors
Skokie,
Illinois
| USD 374 M | -USD 5.14 M | -1% | 1.01% | 60.3% | 50 | 22% | 2.4 |
|
| 1019 |
1019
Cypress Financial Planning
Haddon Heights,
New Jersey
| USD 373 M | -USD 39.4 M | -10% | 1.9% | 41.2% | 116 | 17.24% | 2 |
|
| 1020 |
1020
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
| USD 373 M | +USD 76.8 M | +26% | 1.94% | – | 13 | 23.08% | 1.7 |
|
| 1021 |
MKC
1021
M. Kraus & Co
Shelburne,
Vermont
| USD 373 M | -USD 4.18 M | -1% | 3.17% | 65.9% | 88 | 7.95% | 6.9 |
|
| 1022 |
1022
Oxler Private Wealth
Rye Brook,
New York
| USD 372 M | +USD 22.3 M | +6% | 9.82% | 119% | 94 | 6.38% | 4.2 |
|
| 1023 |
1023
Private Client Services
Louisville,
Kentucky
| USD 372 M | -USD 9.16 M | -2% | 1.1% | 72% | 271 | 29.89% | 1.4 |
|
| 1024 |
1024
Veracity Capital
Atlanta,
Georgia
| USD 372 M | +USD 1.23 M | +0.3% | 1.86% | 149% | 248 | 20.56% | 3.1 |
|
| 1025 |
1025
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| USD 371 M | -USD 7.29 M | -2% | 2.04% | 78% | 219 | 15.98% | 2.8 |
|