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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1276 |
1276
True Link Financial Advisors
San Francisco,
California
| USD 1739 M | +USD 9.49 M | +0.5% | 1.77% | 27.3% | 112 | 17.86% | 1.9 |
|
| 1277 |
1277
Charles Schwab Trust
Henderson,
Nevada
| USD 1734 M | -USD 58.5 M | -3% | 0.31% | 52.7% | 189 | 11.11% | 3.8 |
|
| 1278 |
1278
Howard Capital Management Group
Los Angeles,
California
| USD 1730 M | +USD 94.6 M | +6% | 6.04% | 114% | 157 | 12.74% | 3.5 |
|
| 1279 |
PIMG
1279
Patriot Investment Management Group
Knoxville,
Tennessee
| USD 1729 M | +USD 4.43 M | +0.3% | 1.08% | 52.9% | 246 | 6.5% | 5.4 |
|
| 1280 |
1280
Fulton Breakefield Broenniman
Bethesda,
Maryland
| USD 1727 M | +USD 30 M | +2% | 1.15% | 76% | 216 | 8.33% | 4.6 |
|
| 1281 |
1281
Boston Common Asset Management
Boston,
Massachusetts
| USD 1725 M | +USD 37.7 M | +2% | 2.21% | 61.6% | 194 | 10.82% | 5.1 |
|
| 1282 |
1282
Compass Capital Management
Minneapolis,
Minnesota
| USD 1717 M | +USD 58.5 M | +4% | 5.87% | 65.5% | 119 | 24.37% | 3 |
|
| 1283 |
1283
RMR Wealth Builders
Montclair,
New Jersey
| USD 1717 M | +USD 106 M | +7% | 2.13% | 91.7% | 337 | 14.24% | 3.1 |
|
| 1284 |
1284
Spyglass Capital Management
San Francisco,
California
| USD 1712 M | -USD 135 M | -7% | 5.53% | 131% | 26 | 7.69% | 2 |
|
| 1285 |
1285
E.S. Barr & Co
Lexington,
Kentucky
| USD 1712 M | -USD 71.5 M | -4% | 1.58% | 72.1% | 116 | 4.31% | 6.7 |
|
| 1286 |
1286
TIAA Trust, National Association
Charlotte,
North Carolina
| USD 1712 M | +USD 20.5 M | +1% | 0.17% | 61.1% | 365 | 8.22% | 2.7 |
|
| 1287 |
1287
MONECO Advisors
Fairfield,
Connecticut
| USD 1712 M | +USD 75.8 M | +5% | 1.14% | 77.7% | 637 | 13.5% | 2.9 |
|
| 1288 |
PWMAG
1288
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| USD 1711 M | +USD 31.7 M | +2% | 1.83% | 90.7% | 607 | 14.33% | 3.7 |
|
| 1289 |
1289
Sava Infond
Maribor,
Slovenia
| USD 1709 M | +USD 299 M | +21% | 4.74% | – | 253 | 8.7% | 1.4 |
|
| 1290 |
1290
General American Investors
New York
| USD 1709 M | +USD 19 M | +1% | 2.44% | 137% | 80 | 17.5% | 6 |
|
| 1291 |
1291
Lee, Danner & Bass
Nashville,
Tennessee
| USD 1708 M | -USD 26.4 M | -2% | 1.66% | – | 252 | 2.78% | 7.7 |
|
| 1292 |
SC
1292
SRB Corp
Boston,
Massachusetts
| USD 1706 M | -USD 153 M | -8% | 4.28% | 101% | 24 | 8.33% | 4.4 |
|
| 1293 |
1293
Golden State Equity Partners
South Coast Metro,
California
| USD 1704 M | +USD 1666 M | +4,487% | 2.32% | – | 2,281 | 84.13% | 0.3 |
|
| 1294 |
BFO
1294
Boston Family Office
Boston,
Massachusetts
| USD 1698 M | +USD 50 M | +3% | 5.49% | 69.7% | 326 | 7.36% | 7.1 |
|
| 1295 |
1295
Maple Capital Management
Montpelier,
Vermont
| USD 1696 M | +USD 11.9 M | +0.7% | 4.15% | 114% | 137 | 10.95% | 5.7 |
|
| 1296 |
1296
First American Trust
Santa Ana,
California
| USD 1695 M | +USD 36 M | +2% | 2.72% | 92.8% | 329 | 13.07% | 3.6 |
|
| 1297 |
1297
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| USD 1695 M | +USD 645 M | +61% | 0.99% | 64.3% | 2,610 | 77.09% | 0.4 |
|
| 1298 |
1298
Sage Mountain Advisors
Atlanta,
Georgia
| USD 1693 M | +USD 67.2 M | +4% | 0.64% | 67% | 322 | 16.15% | 3.3 |
|
| 1299 |
1299
Morningstar Investment Management
Chicago,
Illinois
| USD 1688 M | +USD 66.4 M | +4% | 3.99% | 57.4% | 349 | 22.06% | 1.3 |
|
| 1300 |
1300
Lyell Wealth Management
Menlo Park,
California
| USD 1687 M | +USD 57.5 M | +4% | 4.18% | 144% | 237 | 3.8% | 4.4 |
|