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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1176 |
1176
Regal Investment Advisors
Kentwood,
Michigan
| USD 1996 M | +USD 70.7 M | +4% | 1.2% | 71.6% | 692 | 12.57% | 3.1 |
|
| 1177 |
1177
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| USD 1995 M | +USD 139 M | +7% | 1.61% | 66.9% | 289 | 53.98% | 1.8 |
|
| 1178 |
1178
Jordan Park Group
San Francisco,
California
| USD 1995 M | +USD 23.2 M | +1% | 0.18% | 47.8% | 70 | 8.57% | 2.9 |
|
| 1179 |
1179
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| USD 1993 M | +USD 113 M | +6% | 1.24% | 73.7% | 402 | 16.67% | 3.6 |
|
| 1180 |
1180
Wesleyan Assurance Society
Birmingham,
United Kingdom
| USD 1985 M | +USD 7.01 M | +0.4% | 3.3% | 114% | 110 | 1.82% | 5.8 |
|
| 1181 |
1181
Fifth Third Securities
Cincinnati,
Ohio
| USD 1984 M | +USD 231 M | +13% | 0.82% | 62.7% | 448 | 25.89% | 2.2 |
|
| 1182 |
1182
Turtle Creek Wealth Advisors
Dallas,
Texas
| USD 1982 M | +USD 87.3 M | +5% | 3.77% | 112% | 555 | 16.22% | 1.1 |
|
| 1183 |
1183
JFS Wealth Advisors
Hermitage,
Pennsylvania
| USD 1981 M | -USD 25.3 M | -1% | 0.54% | 60% | 2,340 | 10.38% | 4.3 |
|
| 1184 |
1184
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| USD 1980 M | -USD 96.3 M | -5% | 0.06% | 70.2% | 139 | 9.35% | 4.5 |
|
| 1185 |
1185
Leeward Investments
Boston,
Massachusetts
| USD 1978 M | -USD 222 M | -10% | 4.09% | 88% | 143 | 4.9% | 3.4 |
|
| 1186 |
1186
Ruffer LLP
London,
United Kingdom
| USD 1975 M | -USD 853 M | -30% | 6.65% | 123% | 224 | 35.71% | 1.3 |
|
| 1187 |
1187
Willis Investment Counsel
Gainesville,
Georgia
| USD 1969 M | -USD 129 M | -6% | 5.09% | 65.3% | 132 | 8.33% | 5.5 |
|
| 1188 |
1188
PFG Advisors
Phoenix,
Arizona
| USD 1965 M | -USD 19.1 M | -1% | 0.16% | 82.7% | 848 | 16.98% | 2.7 |
|
| 1189 |
1189
McKinley Carter Wealth Services
Wheeling,
West Virginia
| USD 1964 M | +USD 24.2 M | +1% | 0.05% | 63.2% | 333 | 5.71% | 5.2 |
|
| 1190 |
1190
Symmetry Partners
Glastonbury,
Connecticut
| USD 1958 M | -USD 3.79 M | -0.2% | 0.64% | 61.4% | 405 | 38.77% | 1.6 |
|
| 1191 |
1191
Roffman Miller Associates
Philadelphia,
Pennsylvania
| USD 1951 M | +USD 38 M | +2% | 3.24% | 83.5% | 92 | 5.43% | 7.8 |
|
| 1192 |
1192
Atwood & Palmer
Kansas City,
Missouri
| USD 1948 M | +USD 72.5 M | +4% | 2.52% | 90% | 522 | 9.77% | 5.5 |
|
| 1193 |
1193
Triglav Skladi
Ljubljana,
Slovenia
| USD 1944 M | +USD 44.5 M | +2% | 5.4% | – | 210 | 20% | 1 |
|
| 1194 |
1194
Aquamarine Financial
George Town,
| USD 1944 M | +USD 132 M | +7% | 1.01% | – | 21 | 42.86% | 0.6 |
|
| 1195 |
1195
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| USD 1943 M | +USD 74.8 M | +4% | 4.02% | 94.9% | 375 | 10.93% | 2.2 |
|
| 1196 |
1196
Rebalance
Palo Alto,
California
| USD 1942 M | +USD 33.9 M | +2% | 1.09% | 47.6% | 105 | 6.67% | 2.8 |
|
| 1197 |
1197
Segment Wealth Management
Houston,
Texas
| USD 1941 M | +USD 12.9 M | +0.7% | 1.75% | 108% | 328 | 8.84% | 4.7 |
|
| 1198 |
1198
Moody Lynn & Lieberson
Boston,
Massachusetts
| USD 1927 M | +USD 31.6 M | +2% | 3.94% | 142% | 278 | 9.71% | 5.5 |
|
| 1199 |
1199
China Universal Asset Management Company
Shanghai,
China
| USD 1918 M | +USD 246 M | +15% | 6.16% | 292% | 549 | 11.84% | 2.4 |
|
| 1200 |
1200
Easterly Investment Partners
Beverly,
Massachusetts
| USD 1915 M | -USD 49.9 M | -3% | 2.65% | 64.1% | 265 | 25.66% | 2 |
|