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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
Kintegral Advisory
New York
| USD 1268 M | +USD 34.9 M | +3% | 5.15% | 143% | 238 | 3.78% | 5.9 |
|
| 1577 |
1577
Heartwood Wealth Advisors
Richmond,
Virginia
| USD 1266 M | -USD 21.4 M | -2% | 1.39% | 59.4% | 232 | 6.03% | 3.2 |
|
| 1578 |
1578
HCR Wealth Advisors
Los Angeles,
California
| USD 1266 M | +USD 149 M | +13% | 3.52% | 107% | 276 | 9.42% | 4.4 |
|
| 1579 |
1579
Avestar Capital
New York
| USD 1265 M | -USD 530 M | -30% | 4.32% | 112% | 623 | 29.37% | 2.5 |
|
| 1580 |
1580
HSG Holding
Na,
Hong Kong
| USD 1265 M | +USD 22.9 M | +2% | 4.27% | 6.36% | 21 | 9.52% | 3.7 |
|
| 1581 |
1581
Caldwell Trust
Venice,
Florida
| USD 1264 M | +USD 27.7 M | +2% | 2.66% | 97.5% | 844 | 7.58% | 4.6 |
|
| 1582 |
1582
WGI DM
Boston,
Massachusetts
| USD 1262 M | +USD 106 M | +9% | 4.1% | – | 7 | 0% | 1.1 |
|
| 1583 |
1583
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 1262 M | +USD 7.5 M | +0.6% | 0.36% | 76.8% | 196 | 4.59% | 5.5 |
|
| 1584 |
1584
Dundas Partners
Edinburgh,
United Kingdom
| USD 1260 M | -USD 122 M | -9% | 2.91% | 102% | 31 | 6.45% | 5.7 |
|
| 1585 |
1585
Brigade Capital Management
New York
| USD 1260 M | +USD 725 M | +136% | 125% | 234% | 27 | 37.04% | 0.4 |
|
| 1586 |
1586
Linden Thomas Advisory Services
Charlotte,
North Carolina
| USD 1259 M | +USD 19.2 M | +2% | 3.74% | 149% | 569 | 7.73% | 2.5 |
|
| 1587 |
1587
Royal Fund Management
Lady Lake,
Florida
| USD 1256 M | +USD 55.4 M | +5% | 2.22% | 103% | 311 | 14.47% | 3.5 |
|
| 1588 |
1588
Cooper Financial Group
Irvine,
California
| USD 1256 M | +USD 49.4 M | +4% | 2.08% | 87.2% | 484 | 13.84% | 2.8 |
|
| 1589 |
1589
Northside Capital Management
Hood River,
Oregon
| USD 1254 M | +USD 32.2 M | +3% | 1.84% | 99.6% | 195 | 10.77% | 4 |
|
| 1590 |
1590
Rockbridge Investment Management
Syracuse,
New York
| USD 1249 M | +USD 17.6 M | +1% | 0.99% | 43% | 150 | 6.67% | 4.3 |
|
| 1591 |
1591
Spartan Wealth Advisory Services LLC
Bingham Farms,
Michigan
| USD 1248 M | +USD 26.3 M | +2% | 4.73% | – | 340 | 14.71% | 0.4 |
|
| 1592 |
1592
Wealth Alliance
Mellville,
New York
| USD 1247 M | +USD 52.2 M | +4% | 2.41% | 86.9% | 621 | 16.1% | 3.3 |
|
| 1593 |
1593
Wilkinson Global Asset Management
New York
| USD 1247 M | -USD 11.6 M | -0.9% | 4.65% | 96.8% | 64 | 4.69% | 4.1 |
|
| 1594 |
1594
Allen Capital Group
Grand Island,
Nebraska
| USD 1247 M | +USD 18.9 M | +2% | 1.2% | 62.8% | 338 | 12.13% | 2.3 |
|
| 1595 |
1595
Octavia Wealth Advisors
Cincinnati,
Ohio
| USD 1247 M | +USD 88.4 M | +8% | 1.03% | 76.4% | 267 | 16.1% | 3.2 |
|
| 1596 |
TCOT
1596
Trust Company of Toledo
Holland,
Ohio
| USD 1245 M | +USD 44.1 M | +4% | 4.5% | 109% | 890 | 14.61% | 3.2 |
|
| 1597 |
1597
Woodstock Corp
Boston,
Massachusetts
| USD 1245 M | +USD 40.5 M | +3% | 5.42% | 115% | 169 | 8.88% | 8.7 |
|
| 1598 |
1598
Blueprint Investment Partners
Greensboro,
North Carolina
| USD 1244 M | +USD 44.5 M | +4% | 0.8% | 91.9% | 186 | 23.66% | 1.4 |
|
| 1599 |
1599
Shepherd Financial Partners
Winchester,
Massachusetts
| USD 1244 M | +USD 26.9 M | +2% | 1.89% | 88.4% | 273 | 13.92% | 4.2 |
|
| 1600 |
1600
Baskin Financial Services
Toronto,
Ontario, Canada
| USD 1241 M | -USD 29.7 M | -2% | 1.76% | 69.1% | 58 | 6.9% | 5.8 |
|