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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, 2,069 fondos (~23%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 151 |
151
Trilogy Capital
Irvine,
California
| USD 2605 M | +USD 29 M | +1% | 0.56% | 57.6% | 433 | 12.47% | 2.8 |
|
| 152 |
152
B. Riley Wealth Advisors
Boca Raton,
Florida
| USD 2569 M | +USD 701 M | +38% | 3.38% | 118% | 1,163 | 27.52% | 4.2 |
|
| 153 |
153
Chesley Taft & Associates
Chicago,
Illinois
| USD 2559 M | -USD 9.45 M | -0.4% | 2.91% | 93.1% | 382 | 7.85% | 6.5 |
|
| 154 |
154
Obermeyer Wealth Partners
Aspen,
Colorado
| USD 2513 M | +USD 68.4 M | +3% | 3.19% | 91.3% | 315 | 8.57% | 4.2 |
|
| 155 |
155
Acropolis Investment Management
St. Louis,
Missouri
| USD 2487 M | -USD 47.5 M | -2% | 1.52% | 51% | 401 | 9.73% | 4.9 |
|
| 156 |
156
Global X Japan
Chiyoda-Ku, Tokyo,
Japan
| USD 2458 M | -USD 261 M | -10% | 4% | 151% | 418 | 13.64% | 1.6 |
|
| 157 |
157
Axxcess Wealth Management
Carlsbad,
California
| USD 2440 M | -USD 3843 M | -61% | 1.31% | 81.2% | 1,275 | 40.39% | 1.2 |
|
| 158 |
158
Birch Hill Investment Advisors
Boston,
Massachusetts
| USD 2430 M | -USD 38.9 M | -2% | 0.88% | 80.1% | 223 | 7.17% | 6.8 |
|
| 159 |
159
Klingman & Associates
New York
| USD 2405 M | +USD 56.5 M | +2% | 0.01% | 64.9% | 442 | 25.11% | 3.5 |
|
| 160 |
160
Davidson Investment Advisors
Great Falls,
Montana
| USD 2395 M | -USD 51.7 M | -2% | 2.24% | 79% | 127 | 7.09% | 5.6 |
|
| 161 |
161
Equitable Trust
Nashville,
Tennessee
| USD 2378 M | -USD 18.8 M | -0.8% | 3.18% | 109% | 465 | 7.31% | 3.8 |
|
| 162 |
162
Catterton Management Company
Greenwich,
Connecticut
| USD 2376 M | -USD 1955 M | -45% | 23.3% | 13.2% | 3 | 0% | 2.4 |
|
| 163 |
163
Procyon Advisors
Shelton,
Connecticut
| USD 2365 M | +USD 47.1 M | +2% | 1.56% | 92.3% | 652 | 19.79% | 2.8 |
|
| 164 |
164
Halbert Hargrove Global Advisors
Long Beach,
California
| USD 2289 M | -USD 22.9 M | -1% | 0.26% | 68.2% | 723 | 51.45% | 2.1 |
|
| 165 |
165
Elser Financial Planning
Indianapolis,
Indiana
| USD 2285 M | -USD 21.5 M | -0.9% | 1.84% | – | 137 | 13.14% | 1.1 |
|
| 166 |
166
Goelzer Investment Management
Carmel,
Indiana
| USD 2282 M | -USD 12.8 M | -0.6% | 0.04% | 97.2% | 325 | 12.92% | 6 |
|
| 167 |
167
Quintet Private Bank (Europe)
Luxembourg
| USD 2275 M | +USD 672 M | +42% | 9.2% | 111% | 206 | 12.14% | 3 |
|
| 168 |
168
Signal Advisors Wealth
Detroit,
Michigan
| USD 2271 M | +USD 292 M | +15% | 2.29% | 70.5% | 745 | 21.34% | 1.1 |
|
| 169 |
169
Investment House LLC
Redondo Beach,
California
| USD 2252 M | +USD 41.2 M | +2% | 3.39% | 137% | 237 | 21.52% | 6.8 |
|
| 170 |
170
Sound Income Strategies
Ft Lauderdale,
Florida
| USD 2242 M | +USD 14.2 M | +0.6% | 0.66% | 31.4% | 534 | 20.04% | 4.4 |
|
| 171 |
171
Oak Grove Capital
North Hampton,
New Hampshire
| USD 2211 M | +USD 108 M | +5% | 2.11% | 470% | 120 | 15% | 1.9 |
|
| 172 |
172
Advisornet Financial
Minnetonka,
Minnesota
| USD 2211 M | +USD 20.9 M | +1% | 0.77% | 71.2% | 2,285 | 71.03% | 6 |
|
| 173 |
173
Cyndeo Wealth Partners
St. Petersburg,
Florida
| USD 2209 M | +USD 86.3 M | +4% | 2.5% | 93% | 592 | 17.74% | 2.1 |
|
| 174 |
174
Integrated Advisors Network
Dallas,
Texas
| USD 2188 M | +USD 12.2 M | +0.6% | 1.95% | 107% | 739 | 15.97% | 3.7 |
|
| 175 |
175
Diversified Enterprises
Wilmington,
Delaware
| USD 2160 M | +USD 93.4 M | +5% | 0.13% | – | 461 | 11.06% | 1.3 |
|