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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1151 |
1151
Global Trust Asset Management
West Palm Beach,
Florida
| USD 321 M | +USD 1.19 M | +0.4% | 0.22% | 178% | 548 | 22.99% | 3.9 |
|
| 1152 |
1152
Asset Allocation & Management Company
Chicago,
Illinois
| USD 321 M | +USD 14 M | +5% | 0.53% | 58.5% | 71 | 8.45% | 3.5 |
|
| 1153 |
1153
Centerline Wealth Advisors
Louisville,
Kentucky
| USD 321 M | +USD 1.55 M | +0.5% | 1.11% | – | 83 | 6.02% | 1 |
|
| 1154 |
1154
Sims Investment Management
Cincinnati,
Ohio
| USD 320 M | -USD 3.12 M | -1% | 1.73% | – | 184 | 78.8% | 1.4 |
|
| 1155 |
1155
Adirondack Trust Company
Saratoga Springs,
New York
| USD 320 M | -USD 15.8 M | -5% | 2.92% | 96.7% | 575 | 6.43% | 6.4 |
|
| 1156 |
1156
Bell & Brown Wealth Advisors
Newport Beach,
California
| USD 320 M | -USD 10.4 M | -3% | 4.67% | 125% | 74 | 4.05% | 6.2 |
|
| 1157 |
1157
Maryland Capital Advisors
Chester,
Maryland
| USD 319 M | +USD 7.31 M | +2% | 0.06% | – | 1,088 | 7.63% | 1.1 |
|
| 1158 |
1158
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| USD 319 M | +USD 8.96 M | +3% | 1.26% | 63.9% | 147 | 2.72% | 6.5 |
|
| 1159 |
1159
Defender Capital
Charlotte,
North Carolina
| USD 319 M | +USD 11.2 M | +4% | 7.68% | 101% | 39 | 7.69% | 0.6 |
|
| 1160 |
1160
Genesee Capital Advisors
Auburn,
New York
| USD 318 M | +USD 170 k | +0.1% | 0.92% | 107% | 197 | 19.8% | 2 |
|
| 1161 |
1161
Nepsis Inc
Minneapolis,
Minnesota
| USD 317 M | +USD 22.6 M | +8% | 8.98% | 131% | 29 | 6.9% | 4.6 |
|
| 1162 |
1162
TrustBank
Olney,
Illinois
| USD 317 M | +USD 22.8 M | +8% | 0.52% | – | 193 | 12.44% | 0.6 |
|
| 1163 |
1163
Oak Asset Management
Westlake Village,
California
| USD 317 M | +USD 6.39 M | +2% | 5.11% | 91.8% | 117 | 5.98% | 3.5 |
|
| 1164 |
1164
Archer Investment Management
Austin,
Texas
| USD 317 M | +USD 24.7 M | +8% | 0.61% | – | 131 | 23.66% | 0.8 |
|
| 1165 |
1165
Carroll Advisory Group
Texarkana,
Texas
| USD 317 M | +USD 12.7 M | +4% | 0.89% | – | 88 | 18.18% | 0.6 |
|
| 1166 |
1166
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| USD 317 M | -USD 546 k | -0.2% | 0.76% | 69.5% | 155 | 1.29% | 2.2 |
|
| 1167 |
1167
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| USD 317 M | +USD 8.82 M | +3% | 0.2% | 74.4% | 179 | 6.7% | 3.5 |
|
| 1168 |
1168
Mills Wealth Advisors
Southlake,
Texas
| USD 316 M | -USD 1.43 M | -0.5% | 1.64% | 37.9% | 81 | 9.88% | 1.9 |
|
| 1169 |
1169
Beacon Wealthcare LLC
Raleigh,
North Carolina
| USD 315 M | +USD 3.32 M | +1% | 0.54% | 47% | 32 | 18.75% | 2.8 |
|
| 1170 |
1170
Trinity Wealth Management
Berwyn,
Pennsylvania
| USD 315 M | +USD 241 k | +0.1% | 0.78% | 56.7% | 94 | 24.47% | 2.5 |
|
| 1171 |
FCT
1171
Family Capital Trust
Peabody,
Massachusetts
| USD 315 M | +USD 7.91 M | +3% | 4.2% | 39.1% | 83 | 0% | 4.9 |
|
| 1172 |
1172
Shore Point Advisors
Brielle,
New Jersey
| USD 315 M | +USD 22.8 M | +8% | 1.04% | 54.6% | 86 | 11.63% | 2.7 |
|
| 1173 |
NAH
1173
Neumann Advisory (HK)
Central,
Hong Kong
| USD 314 M | -USD 41.6 M | -12% | 10.1% | 77.3% | 6 | 16.67% | 7 |
|
| 1174 |
1174
FSA Investment Group
Pensacola,
Florida
| USD 314 M | +USD 6.28 M | +2% | 1.72% | – | 57 | 43.86% | 0.8 |
|
| 1175 |
LJHT
1175
Laurie J. Hall Trustee
| USD 314 M | -USD 7.75 M | -2% | 0.91% | 105% | 104 | 6.73% | 9.9 |
|