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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1776 |
1776
IAG Wealth Partners
Waukesha,
Wisconsin
| USD 1065 M | +USD 54.2 M | +5% | 0.66% | 54.1% | 553 | 12.3% | 3.9 |
|
| 1777 |
1777
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| USD 1064 M | -USD 30.2 M | -3% | 0.48% | 60.5% | 258 | 15.5% | 2.2 |
|
| 1778 |
1778
Bensler
Bellevue,
Washington
| USD 1063 M | -USD 67.4 M | -6% | 1.33% | 109% | 214 | 11.68% | 2.5 |
|
| 1779 |
1779
Graham Holdings Company
Arlington,
Virginia
| USD 1063 M | -USD 20.1 M | -2% | 0.03% | 88.6% | 6 | 0% | 4 |
|
| 1780 |
1780
L2 Asset Management
Wayland,
Massachusetts
| USD 1062 M | +USD 97.6 M | +10% | 3.93% | 139% | 448 | 15.63% | 2 |
|
| 1781 |
1781
HHM Wealth Advisors
Chattanooga,
Tennessee
| USD 1062 M | +USD 66.2 M | +7% | 1.54% | 70.6% | 1,026 | 18.23% | 3.2 |
|
| 1782 |
1782
Bedel Financial Consulting
Indianapolis,
Indiana
| USD 1062 M | -USD 2.96 M | -0.3% | 0.62% | 97.4% | 320 | 6.25% | 4.9 |
|
| 1783 |
1783
Mason Street Advisors
Milwaukee,
Wisconsin
| USD 1061 M | -USD 49 M | -4% | 3.48% | 32.1% | 15 | 0% | 2.9 |
|
| 1784 |
1784
Financial Management Professionals
Austin,
Texas
| USD 1061 M | +USD 6.28 M | +0.6% | 0.16% | 67.3% | 1,131 | 15.03% | 4.4 |
|
| 1785 |
1785
Beau Ventures
Pittsford,
New York
| USD 1060 M | +USD 142 M | +15% | 36.2% | – | 23 | 4.35% | 0.7 |
|
| 1786 |
1786
Rodgers & Associates
Lancaster,
Pennsylvania
| USD 1059 M | -USD 42.3 M | -4% | 2.63% | 56.3% | 113 | 6.19% | 3.9 |
|
| 1787 |
1787
Capricorn Fund Managers
London,
United Kingdom
| USD 1059 M | -USD 209 M | -16% | 0.64% | 173% | 226 | 60.18% | 0.5 |
|
| 1788 |
1788
Atlas Capital Advisors
Jackson,
Wyoming
| USD 1059 M | +USD 145 M | +16% | 0.57% | – | 1,207 | 17.65% | 3.2 |
|
| 1789 |
1789
Allied Investment Advisors
Billings,
Montana
| USD 1059 M | +USD 262 M | +33% | 0.77% | 68.4% | 116 | 8.62% | 4.1 |
|
| 1790 |
1790
J.V. Bruni & Co
Colorado Springs,
Colorado
| USD 1058 M | -USD 37.5 M | -3% | 0.83% | 113% | 34 | 8.82% | 5.9 |
|
| 1791 |
1791
Quadcap Wealth Management
Frisco,
Texas
| USD 1056 M | +USD 27.6 M | +3% | 1.12% | 94.2% | 464 | 13.58% | 1.9 |
|
| 1792 |
1792
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| USD 1056 M | -USD 30.1 M | -3% | 3.24% | – | 241 | 32.78% | 0.8 |
|
| 1793 |
1793
Summit Securities Group
New York
| USD 1055 M | +USD 9.7 M | +0.9% | 5.46% | 149% | 1,612 | 73.14% | 0.5 |
|
| 1794 |
1794
Cutler Investment Counsel
Jacksonville,
Oregon
| USD 1055 M | -USD 7.06 M | -0.7% | 0.25% | 61.8% | 166 | 11.45% | 5.4 |
|
| 1795 |
1795
Polymer Capital Management (HK)
Hong Kong
| USD 1055 M | -USD 920 M | -47% | 5.44% | 877% | 196 | 63.78% | 0.6 |
|
| 1796 |
1796
Agave Capital Management
London,
| USD 1055 M | +USD 140 M | +15% | 10.3% | – | 16 | 31.25% | 0.3 |
|
| 1797 |
1797
Buck Wealth Strategies
Denver,
Colorado
| USD 1055 M | +USD 98.6 M | +10% | 2.05% | 48.4% | 1,264 | 16.14% | 0.4 |
|
| 1798 |
1798
Palisade Asset Management
Minneapolis,
Minnesota
| USD 1052 M | -USD 31.6 M | -3% | 2.57% | 72.9% | 209 | 5.74% | 8.2 |
|
| 1799 |
1799
Per Stirling Capital Management
Austin,
Texas
| USD 1052 M | -USD 1.8 M | -0.2% | 0.12% | 68.4% | 377 | 17.77% | 2 |
|
| 1800 |
UAG
1800
United Advisor Group
Cincinnati,
Ohio
| USD 1051 M | +USD 103 M | +11% | 2.9% | 88% | 612 | 18.63% | 1.5 |
|