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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
1301
Icon Wealth Advisors
Houston,
Texas
| USD 1687 M | +USD 26.3 M | +2% | 2.81% | 78.8% | 447 | 15.88% | 2.5 |
|
| 1302 |
1302
Quent Capital
New York
| USD 1681 M | +USD 52.7 M | +3% | 1.21% | 86.1% | 1,758 | 11.09% | 1.5 |
|
| 1303 |
1303
Oak Ridge Investments
Chicago,
Illinois
| USD 1680 M | -USD 87.1 M | -5% | 2.5% | 223% | 185 | 14.59% | 3 |
|
| 1304 |
1304
Nichols & Pratt Advisers
Boston,
Massachusetts
| USD 1680 M | +USD 33.3 M | +2% | 5.29% | 71.2% | 115 | 9.57% | 7.9 |
|
| 1305 |
1305
Trans-Canada Capital
Montreal,
Quebec, Canada
| USD 1678 M | -USD 148 M | -8% | 0.99% | – | 29 | 34.48% | 0.4 |
|
| 1306 |
1306
PPSC Investment Service
Tokyo,
Japan
| USD 1675 M | +USD 90.5 M | +6% | 3.29% | 193% | 8 | 0% | 2.7 |
|
| 1307 |
1307
Tradition Wealth Management
Edina,
Minnesota
| USD 1674 M | +USD 38 M | +2% | 1.04% | 77.2% | 594 | 10.1% | 3.1 |
|
| 1308 |
SIA
1308
Strategic Investment Advisors
Farmington Hills,
Michigan
| USD 1674 M | +USD 20.6 M | +1% | 0.59% | 72.4% | 429 | 15.62% | 2.3 |
|
| 1309 |
IAIM
1309
International Assets Investment Management
Orlando,
Florida
| USD 1672 M | -USD 1.45 M | -0.1% | 3.01% | 101% | 2,400 | 63.25% | 2.5 |
|
| 1310 |
1310
Aureus Asset Management
Boston,
Massachusetts
| USD 1672 M | +USD 26.2 M | +2% | 2.65% | 102% | 247 | 13.36% | 4.4 |
|
| 1311 |
1311
MBL Wealth
Charlotte,
North Carolina
| USD 1672 M | +USD 207 M | +14% | 0.56% | 52.7% | 624 | 41.83% | 1.3 |
|
| 1312 |
1312
AlphaStar Capital Management
Cornelius,
North Carolina
| USD 1672 M | +USD 99.2 M | +6% | 1.59% | 69.5% | 314 | 22.93% | 2.3 |
|
| 1313 |
1313
Crédit Industriel et Commercial
Paris France,
France
| USD 1667 M | +USD 112 M | +7% | 1.51% | – | 392 | 29.08% | 0.9 |
|
| 1314 |
1314
Rheos Capital Works
Tokyo,
Japan
| USD 1666 M | -USD 88.1 M | -5% | 4.03% | 248% | 105 | 41.9% | 1.3 |
|
| 1315 |
1315
Trustmark National Bank Trust Department
Jackson,
Mississippi
| USD 1666 M | -USD 12.8 M | -0.8% | 0.3% | 62.9% | 289 | 8.65% | 6.3 |
|
| 1316 |
1316
Rockwood Wealth Management
New Hope,
Pennsylvania
| USD 1665 M | +USD 82.8 M | +5% | 0.66% | 52.6% | 142 | 13.38% | 2.5 |
|
| 1317 |
1317
Cahaba Wealth Management
Atlanta,
Georgia
| USD 1662 M | +USD 4.21 M | +0.3% | 1.34% | 48.7% | 170 | 7.65% | 4.6 |
|
| 1318 |
1318
SFMG Wealth Advisors
Plano,
Texas
| USD 1662 M | +USD 1.23 M | +0.1% | 1.53% | 85.1% | 372 | 17.74% | 4.1 |
|
| 1319 |
1319
Armstrong Advisory Group
Needham,
Massachusetts
| USD 1661 M | +USD 18.5 M | +1% | 0.57% | 55.6% | 1,096 | 15.05% | 2.4 |
|
| 1320 |
1320
49 Wealth Management
Austin,
Texas
| USD 1659 M | +USD 1134 M | +216% | 1.12% | 44% | 332 | 72.89% | 0.7 |
|
| 1321 |
1321
Vantage Investment Partners
Kansas City,
Missouri
| USD 1658 M | +USD 24.4 M | +1% | 1.98% | 77.4% | 69 | 5.8% | 5.1 |
|
| 1322 |
1322
Angeles Investment Advisors
Santa Monica,
California
| USD 1657 M | -USD 7.51 M | -0.5% | 0.88% | 78.3% | 39 | 23.08% | 2.4 |
|
| 1323 |
1323
Fernbridge Capital Management
Los Angeles,
California
| USD 1656 M | +USD 290 M | +21% | 22.1% | 36% | 18 | 27.78% | 2.2 |
|
| 1324 |
1324
Ocean Park Asset Management
Santa Monica,
California
| USD 1650 M | -USD 427 M | -21% | 1.03% | 19.3% | 95 | 51.58% | 0.8 |
|
| 1325 |
1325
Dearborn Partners
Chicago,
Illinois
| USD 1647 M | -USD 119 M | -7% | 2.73% | 55.9% | 299 | 13.38% | 6.2 |
|