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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, 7,143 fondos (~80%) 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
Westchester Capital Management (New York)
Valhalla,
New York
| USD 2209 M | +USD 166 M | +8% | 2.82% | 90.3% | 385 | 38.96% | 0.6 |
|
| 1102 |
1102
Cyndeo Wealth Partners
St. Petersburg,
Florida
| USD 2209 M | +USD 86.3 M | +4% | 2.5% | 93% | 592 | 17.74% | 2.1 |
|
| 1103 |
1103
Greenwood Gearhart
Fayetteville,
Arkansas
| USD 2208 M | +USD 58.7 M | +3% | 0.56% | 79% | 180 | 15.56% | 3.5 |
|
| 1104 |
1104
Foster & Motley
Cincinnati,
Ohio
| USD 2207 M | +USD 34 M | +2% | 1.63% | 76.5% | 427 | 8.67% | 5.6 |
|
| 1105 |
1105
Marathon Asset Management (UK)
London,
United Kingdom
| USD 2200 M | -USD 262 M | -11% | 4.22% | 94.3% | 79 | 10.13% | 4.8 |
|
| 1106 |
1106
Plante Moran Financial Advisors
Southfield,
Michigan
| USD 2196 M | +USD 46.3 M | +2% | 0.69% | 69.2% | 1,661 | 59.48% | 5.7 |
|
| 1107 |
1107
Aprio Wealth Management
Atlanta,
Georgia
| USD 2195 M | +USD 171 M | +8% | 0.06% | 66.1% | 680 | 12.65% | 1.8 |
|
| 1108 |
1108
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| USD 2191 M | +USD 19.2 M | +0.9% | 4.54% | 160% | 498 | 34.14% | 5 |
|
| 1109 |
1109
Soltis Investment Advisors
St. George,
Utah
| USD 2190 M | +USD 393 M | +22% | 3.8% | 95.1% | 800 | 22.75% | 2 |
|
| 1110 |
1110
Integrated Advisors Network
Dallas,
Texas
| USD 2188 M | +USD 12.2 M | +0.6% | 1.95% | 107% | 739 | 15.97% | 3.7 |
|
| 1111 |
1111
Indivisible Partners
Clearwater,
Florida
| USD 2184 M | +USD 415 M | +23% | 0.8% | – | 808 | 28.71% | 0.5 |
|
| 1112 |
1112
CenterBook Partners
Greenwich,
Connecticut
| USD 2181 M | +USD 145 M | +7% | 7.39% | 59.2% | 1,071 | 55.46% | 0.6 |
|
| 1113 |
1113
NXG Investment Management
Dallas,
Texas
| USD 2181 M | -USD 54.2 M | -2% | 3.94% | 121% | 78 | 12.82% | 3.3 |
|
| 1114 |
1114
Money Concepts Capital
Palm Beach Gardens,
Florida
| USD 2174 M | +USD 16.3 M | +0.8% | 1.52% | 84.1% | 681 | 15.42% | 2.6 |
|
| 1115 |
1115
Traynor Capital Management
Malvern,
Pennsylvania
| USD 2165 M | -USD 11.8 M | -0.5% | 2.67% | 244% | 401 | 26.43% | 3.4 |
|
| 1116 |
1116
Midland Wealth Advisors
Effingham,
Illinois
| USD 2165 M | +USD 36.6 M | +2% | 1.56% | 47.8% | 172 | 14.53% | 2.1 |
|
| 1117 |
1117
Diversified Enterprises
Wilmington,
Delaware
| USD 2160 M | +USD 93.4 M | +5% | 0.13% | – | 461 | 11.06% | 1.3 |
|
| 1118 |
1118
Tectonic Advisors
Frisco,
Texas
| USD 2159 M | +USD 78.7 M | +4% | 1.62% | 44.9% | 303 | 13.2% | 3.1 |
|
| 1119 |
1119
Trek Financial
Scottsdale,
Arizona
| USD 2159 M | +USD 144 M | +7% | 3.32% | 152% | 589 | 27.33% | 2.1 |
|
| 1120 |
1120
DNCA Finance
Paris,
France
| USD 2146 M | +USD 82.2 M | +4% | 3.82% | – | 122 | 14.75% | 1.3 |
|
| 1121 |
1121
Fulcrum Asset Management
London,
United Kingdom
| USD 2142 M | +USD 1139 M | +114% | 5.76% | – | 1,516 | 49.74% | 0.3 |
|
| 1122 |
1122
Sigma Investment Counselors
Northville,
Michigan
| USD 2138 M | +USD 85.8 M | +4% | 0.12% | 59.4% | 235 | 14.47% | 6.2 |
|
| 1123 |
1123
Univest Financial
Souderton,
Pennsylvania
| USD 2134 M | +USD 97.2 M | +5% | 3.46% | 96.9% | 290 | 8.62% | 3.5 |
|
| 1124 |
1124
Certuity
North Palm Beach,
Florida
| USD 2129 M | +USD 100 M | +5% | 0.02% | 197% | 748 | 14.57% | 2.1 |
|
| 1125 |
1125
Ninety One North America
New York
| USD 2126 M | -USD 8.26 M | -0.4% | 3.97% | 70.6% | 119 | 20.17% | 2.5 |
|