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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
OTL
1751
Oak Thistle LLC
New York
| USD 1086 M | +USD 51 M | +5% | 5.49% | 58.3% | 689 | 64.3% | 0.3 |
|
| 1752 |
1752
Victory Financial Group
Austin,
Texas
| USD 1085 M | +USD 132 M | +14% | 0.96% | – | 476 | 23.95% | 1 |
|
| 1753 |
1753
Synergy Asset Management
Vancouver,
Washington
| USD 1085 M | +USD 24.4 M | +2% | 4.94% | 113% | 350 | 41.14% | 1.1 |
|
| 1754 |
1754
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| USD 1084 M | +USD 38.9 M | +4% | 0.87% | 52.3% | 18 | 27.78% | 3.5 |
|
| 1755 |
TCM
1755
Tao Capital Management
San Francisco,
California
| USD 1084 M | -USD 856 M | -44% | 8.49% | 286% | 7 | 28.57% | 4.4 |
|
| 1756 |
1756
NTV Asset Management
Charleston,
West Virginia
| USD 1081 M | +USD 60.8 M | +6% | 3.26% | 110% | 345 | 12.17% | 6.2 |
|
| 1757 |
1757
Global Endowment Management
Charlotte,
North Carolina
| USD 1081 M | +USD 94.6 M | +10% | 0.85% | 53.3% | 76 | 11.84% | 3.6 |
|
| 1758 |
1758
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| USD 1077 M | +USD 12.7 M | +1% | 0.06% | 61.5% | 188 | 9.57% | 3.9 |
|
| 1759 |
1759
Rational Advisors
Huntington,
New York
| USD 1077 M | -USD 13.4 M | -1% | 1.68% | 39.2% | 212 | 21.7% | 1.9 |
|
| 1760 |
LWANC
1760
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| USD 1076 M | +USD 42.1 M | +4% | 2.46% | 71.1% | 737 | 72.86% | 1.5 |
|
| 1761 |
1761
Center for Financial Planning
Southfied,
Michigan
| USD 1076 M | +USD 5.79 M | +0.5% | 0.44% | 64.4% | 873 | 28.06% | 3.3 |
|
| 1762 |
1762
Twin Focus Capital Partners
Boston,
Massachusetts
| USD 1075 M | +USD 92.5 M | +9% | 7.99% | 112% | 179 | 13.97% | 4.8 |
|
| 1763 |
1763
NWF Advisory Services
Los Angeles,
California
| USD 1074 M | +USD 10.5 M | +1% | 0.89% | 120% | 483 | 14.7% | 1.8 |
|
| 1764 |
1764
Jag Capital Management
St Louis,
Missouri
| USD 1073 M | +USD 5.06 M | +0.5% | 9.06% | 269% | 167 | 17.37% | 3.7 |
|
| 1765 |
1765
Discerene Group
Stamford,
Connecticut
| USD 1073 M | +USD 184 M | +21% | 6.2% | 37.1% | 14 | 14.29% | 3.9 |
|
| 1766 |
1766
Planning Center Inc
Moline,
Illinois
| USD 1073 M | +USD 13 M | +1% | 0.84% | 42.4% | 90 | 12.22% | 2.9 |
|
| 1767 |
1767
Portland Global Advisors
Portland,
Maine
| USD 1073 M | +USD 20.2 M | +2% | 0.1% | 48.8% | 159 | 8.81% | 6.6 |
|
| 1768 |
1768
Coastline Trust
Providence,
Rhode Island
| USD 1072 M | -USD 55.7 M | -5% | 4.83% | 106% | 410 | 16.34% | 5.9 |
|
| 1769 |
1769
Leuthold Group
Minneapolis,
Minnesota
| USD 1072 M | +USD 76.8 M | +8% | 4.52% | 138% | 271 | 23.62% | 1.8 |
|
| 1770 |
1770
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| USD 1070 M | +USD 36.3 M | +4% | 0.98% | 76.7% | 254 | 13.39% | 5.3 |
|
| 1771 |
1771
Intrua Financial
Houston,
Texas
| USD 1070 M | -USD 21.6 M | -2% | 0.89% | 77.4% | 510 | 9.8% | 2.9 |
|
| 1772 |
1772
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| USD 1068 M | -USD 3.37 M | -0.3% | 0.97% | 47.7% | 208 | 8.17% | 5.3 |
|
| 1773 |
1773
Oak Harvest Investment Services
Houston,
Texas
| USD 1068 M | -USD 3.66 M | -0.3% | 2.15% | 120% | 190 | 24.74% | 2.4 |
|
| 1774 |
1774
Catalyst Financial Partners
Boston,
Massachusetts
| USD 1067 M | +USD 59.2 M | +6% | 2.11% | 110% | 455 | 14.95% | 2 |
|
| 1775 |
1775
Ranger Investment Management
Dallas,
Texas
| USD 1066 M | -USD 515 M | -33% | 5.45% | 105% | 96 | 25% | 2.5 |
|