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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1201 |
1201
Patten & Patten
Chattanooga,
Tennessee
| USD 1914 M | +USD 24.8 M | +1% | 2.94% | 85.7% | 365 | 7.4% | 6.9 |
|
| 1202 |
1202
Evensky & Katz
Coral Gables,
Florida
| USD 1914 M | -USD 22.3 M | -1% | 0.49% | 61.1% | 72 | 4.17% | 8 |
|
| 1203 |
1203
Verus Capital Partners
Scottsdale,
Arizona
| USD 1913 M | +USD 66.3 M | +4% | 3.23% | 158% | 555 | 17.12% | 2.8 |
|
| 1204 |
1204
Koshinski Asset Management
Decatur,
Illinois
| USD 1912 M | +USD 33.5 M | +2% | 0.57% | 82.9% | 812 | 9.48% | 3.4 |
|
| 1205 |
1205
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| USD 1910 M | -USD 25.5 M | -1% | 3.19% | 99.5% | 286 | 9.09% | 6.7 |
|
| 1206 |
1206
Stratos Wealth Advisors
Beachwood,
Ohio
| USD 1904 M | +USD 82.7 M | +5% | 2.37% | 73.7% | 687 | 11.5% | 3.4 |
|
| 1207 |
1207
Plato Investment Management
Sydney, NSW,
Australia
| USD 1902 M | +USD 150 M | +9% | 5.2% | 156% | 537 | 19.55% | 2 |
|
| 1208 |
1208
Everence Capital Management
Goshen,
Indiana
| USD 1902 M | +USD 1.32 M | +0.1% | 3.59% | 121% | 909 | 15.73% | 4.1 |
|
| 1209 |
1209
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| USD 1898 M | +USD 177 M | +10% | 2.68% | 81.1% | 354 | 9.04% | 2.1 |
|
| 1210 |
1210
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| USD 1898 M | -USD 13 M | -0.7% | 1.48% | 50.4% | 34 | 11.76% | 5.4 |
|
| 1211 |
1211
Accel Leaders 4 Associates
Palo Alto,
California
| USD 1895 M | +USD 883 M | +87% | 13% | – | 2 | 50% | 0.9 |
|
| 1212 |
1212
Cerity Partners OCIO
New York
| USD 1894 M | -USD 81.8 M | -4% | 2.33% | – | 28 | 10.71% | 3.6 |
|
| 1213 |
1213
Cacti Asset Management
Atlanta,
Georgia
| USD 1894 M | -USD 100 M | -5% | 1.79% | 171% | 79 | 3.8% | 9.5 |
|
| 1214 |
1214
Simmons Bank
Pine Bluff,
Arkansas
| USD 1883 M | +USD 129 M | +7% | 2.25% | 103% | 395 | 8.61% | 6.2 |
|
| 1215 |
1215
Woodmont Investment Counsel
Nashville,
Tennessee
| USD 1882 M | +USD 50.5 M | +3% | 1.79% | 75.3% | 304 | 10.53% | 6.1 |
|
| 1216 |
1216
Goehring & Rozencwajg Associates
New York
| USD 1881 M | +USD 142 M | +8% | 7.14% | 126% | 43 | 6.98% | 3 |
|
| 1217 |
1217
NFP Retirement Inc
Aliso Viejo,
California
| USD 1879 M | +USD 55.9 M | +3% | 0.31% | 51.3% | 346 | 11.56% | 3.3 |
|
| 1218 |
1218
Ethos Financial Group
King Of Prussia,
Pennsylvania
| USD 1879 M | +USD 383 M | +26% | 0.74% | 66.6% | 705 | 41.42% | 1.5 |
|
| 1219 |
1219
First Interstate Bank
Billings,
Montana
| USD 1877 M | -USD 39.9 M | -2% | 1.42% | 49.7% | 202 | 5.45% | 5.2 |
|
| 1220 |
1220
Private Advisory Group
Redmond,
Washington
| USD 1875 M | +USD 21.4 M | +1% | 0.94% | 187% | 375 | 34.93% | 1.5 |
|
| 1221 |
1221
Grandfield & Dodd
New York
| USD 1875 M | -USD 33 M | -2% | 1.18% | 80.6% | 223 | 5.83% | 7.8 |
|
| 1222 |
1222
Mogy Joel R Investment Counsel
Beverly Hills,
California
| USD 1869 M | +USD 123 M | +7% | 9.27% | 121% | 129 | 6.98% | 8.2 |
|
| 1223 |
1223
Trinity Street Asset Management
London,
United Kingdom
| USD 1868 M | -USD 73.9 M | -4% | 4% | 76.9% | 25 | 12% | 2.6 |
|
| 1224 |
1224
LMCG Investments
Boston,
Massachusetts
| USD 1858 M | -USD 8.87 M | -0.5% | 3.09% | 135% | 231 | 5.19% | 7.5 |
|
| 1225 |
1225
UHLMANN PRICE SECURITIES
Skokie,
Illinois
| USD 1857 M | -USD 827 M | -31% | 29% | – | 328 | 18.29% | 1.2 |
|