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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1101 |
1101
PFW Advisors
Atlanta,
Georgia
| USD 337 M | -USD 6.26 M | -2% | 0.21% | – | 135 | 17.78% | 4.7 |
|
| 1102 |
1102
Investment Research & Advisory Group
Atlanta,
Georgia
| USD 337 M | +USD 12.7 M | +4% | 5.35% | 105% | 352 | 16.76% | 2.8 |
|
| 1103 |
1103
Nicollet Investment Management
Minneapolis,
Minnesota
| USD 336 M | +USD 12.2 M | +4% | 8.91% | 104% | 81 | 9.88% | 5.2 |
|
| 1104 |
1104
HF Advisory Group
Annapolis,
Maryland
| USD 336 M | +USD 12.3 M | +4% | 2.33% | 73.2% | 175 | 4.57% | 3 |
|
| 1105 |
1105
Core Wealth Management
Jupiter,
Florida
| USD 336 M | -USD 20.1 M | -6% | 1.42% | 44.5% | 44 | 31.82% | 2.5 |
|
| 1106 |
1106
Wilkerson Advisory Group
Columbia,
Missouri
| USD 335 M | +USD 9.7 M | +3% | 1.11% | – | 678 | 13.72% | 0.6 |
|
| 1107 |
1107
Shayne & Jacobs LLC
Nashville,
Tennessee
| USD 335 M | -USD 2.24 M | -0.7% | 0.42% | 79.4% | 103 | 4.85% | 4.4 |
|
| 1108 |
1108
Roth Financial Partners
Kingwood,
Texas
| USD 335 M | -USD 1.57 M | -0.5% | 0.14% | 61% | 37 | 10.81% | 3.7 |
|
| 1109 |
1109
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| USD 335 M | -USD 38.5 M | -10% | 0.61% | 83% | 175 | 19.43% | 2.3 |
|
| 1110 |
1110
Glynn Capital Management
Menlo Park,
California
| USD 334 M | -USD 29.4 M | -8% | 9.15% | 252% | 46 | 19.57% | 2.8 |
|
| 1111 |
1111
Enzi Wealth
Austin,
Texas
| USD 334 M | +USD 17.8 M | +6% | 0.22% | 77% | 84 | 9.52% | 2.5 |
|
| 1112 |
1112
Bank of Stockton
Stockton,
California
| USD 333 M | -USD 23.4 M | -7% | 0.07% | 99.2% | 128 | 4.69% | 7.1 |
|
| 1113 |
1113
Hassell Wealth Management
Houma,
Louisiana
| USD 332 M | +USD 6.21 M | +2% | 0.92% | 49.7% | 29 | 3.45% | 3 |
|
| 1114 |
1114
Pacifica Partners
Surrey,
Canada
| USD 332 M | +USD 559 k | +0.2% | 0.45% | 127% | 429 | 7.69% | 4 |
|
| 1115 |
1115
IFS Advisors
Overland Park,
Kansas
| USD 332 M | +USD 123 M | +59% | 0.42% | 54.2% | 465 | 53.12% | 1.4 |
|
| 1116 |
1116
Burkett Financial Services
Rock Hill,
South Carolina
| USD 331 M | +USD 11.8 M | +4% | 1.41% | 63.6% | 389 | 35.22% | 1.3 |
|
| 1117 |
1117
Miramontes Capital
Newport,
California
| USD 331 M | +USD 10 M | +3% | 4.13% | – | 149 | 8.72% | 0.6 |
|
| 1118 |
1118
Family Wealth Partners
Matthews,
North Carolina
| USD 331 M | +USD 5.23 M | +2% | 0.24% | 58.5% | 125 | 28.8% | 1.5 |
|
| 1119 |
1119
Buttonwood Financial Advisors
Baltimore,
Maryland
| USD 331 M | +USD 2.33 M | +0.7% | 1.64% | 73.4% | 112 | 3.57% | 3.4 |
|
| 1120 |
1120
Tenon Financial
Metuchen,
New Jersey
| USD 331 M | +USD 19.8 M | +6% | 0.85% | – | 72 | 18.06% | 1.5 |
|
| 1121 |
1121
Powers Advisory Group
Highland,
Illinois
| USD 330 M | +USD 10.9 M | +3% | 0.36% | 49.8% | 133 | 6.02% | 3.3 |
|
| 1122 |
1122
Henry James International Management
New York
| USD 330 M | -USD 3.83 M | -1% | 0.93% | 125% | 91 | 1.1% | 6.1 |
|
| 1123 |
1123
Flagstar Advisors
New York
| USD 330 M | -USD 1.5 M | -0.5% | 1.69% | 81.9% | 190 | 10% | 3.4 |
|
| 1124 |
1124
Tred Avon Family Wealth
Easton,
Maryland
| USD 329 M | +USD 2.68 M | +0.8% | 2.82% | – | 274 | 9.12% | 0.9 |
|
| 1125 |
1125
New Perspectives Inc
Ridgeland,
Mississippi
| USD 329 M | +USD 3.19 M | +1% | 1.02% | – | 49 | 2.04% | 2.8 |
|