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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
Insight Wealth Strategies
San Ramon,
California
| USD 1011 M | -USD 13.5 M | -1% | 0.3% | 83.5% | 206 | 16.99% | 2.7 |
|
| 1852 |
1852
HBW Advisory Services
Simi Valley,
California
| USD 1010 M | -USD 95.7 M | -9% | 0.38% | 68.6% | 492 | 16.46% | 2.6 |
|
| 1853 |
1853
Archford Capital Strategies
Swansea,
Illinois
| USD 1009 M | +USD 21.5 M | +2% | 2.79% | 87.4% | 402 | 20.4% | 4.1 |
|
| 1854 |
1854
Water Island Capital
New York
| USD 1009 M | -USD 66.1 M | -6% | 13.4% | 445% | 117 | 58.12% | 0.3 |
|
| 1855 |
1855
L.J. Altfest & Co
New York
| USD 1007 M | -USD 23.6 M | -2% | 0.47% | 95.6% | 367 | 28.61% | 4.3 |
|
| 1856 |
1856
Novem Group
Rochester,
New York
| USD 1007 M | +USD 19.3 M | +2% | 0.15% | – | 479 | 14.41% | 1.2 |
|
| 1857 |
1857
Van Cleef Asset Management
Beachwood,
Ohio
| USD 1007 M | +USD 26.3 M | +3% | 7.15% | 104% | 122 | 4.1% | 8.1 |
|
| 1858 |
1858
TritonPoint Wealth
Chevy Chase,
Maryland
| USD 1007 M | -USD 10.5 M | -1% | 2.59% | 92.7% | 299 | 8.03% | 2.1 |
|
| 1859 |
1859
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| USD 1006 M | -USD 4.69 M | -0.5% | 1.5% | 42.7% | 1,395 | 5.38% | 2.4 |
|
| 1860 |
1860
Grove Bank & Trust
Miami,
Florida
| USD 1006 M | -USD 2.63 M | -0.3% | 1.52% | 80.5% | 959 | 10.43% | 3.4 |
|
| 1861 |
1861
U.S. Global Investors (USGI)
San Antonio,
Texas
| USD 1005 M | -USD 34.9 M | -3% | 7.27% | 151% | 148 | 21.62% | 2.7 |
|
| 1862 |
1862
Seeds Investor
New York
| USD 1004 M | +USD 30.3 M | +3% | 2.09% | 98.8% | 427 | 18.74% | 1.3 |
|
| 1863 |
1863
Pacific Life Fund Advisors
Newport Beach,
California
| USD 1004 M | +USD 94 M | +10% | 2.01% | 50.2% | 41 | 39.02% | 0.8 |
|
| 1864 |
1864
BlueStem Wealth Partners
Minnetonka,
Minnesota
| USD 1004 M | -USD 756 k | -0.1% | 0.27% | – | 144 | 18.06% | 1.2 |
|
| 1865 |
1865
Genus Capital Management
Vancouver,
British Columbia, Canada
| USD 1002 M | -USD 13.8 M | -1% | 7.49% | – | 252 | 32.94% | 0.8 |
|
| 1866 |
1866
Sendero Wealth Management
San Antonio,
Texas
| USD 1002 M | -USD 2.57 M | -0.3% | 5.71% | 99.2% | 226 | 15.49% | 2.3 |
|
| 1867 |
1867
Toth Financial Advisory
Leesburg,
Virginia
| USD 1001 M | -USD 23.2 M | -2% | 0.03% | 90.4% | 1,123 | 30.19% | 3.3 |
|
| 1868 |
1868
Morgan Stanley Institutional Investment Advisors
Greenwood Village,
Colorado
| USD 1001 M | -USD 69.7 M | -7% | 6.06% | – | 5 | 0% | 1.4 |
|
| 1869 |
1869
Cabot Wealth Management
Salem,
Massachusetts
| USD 999 M | +USD 16.5 M | +2% | 0.76% | 75.9% | 164 | 20.73% | 5.3 |
|
| 1870 |
1870
Provident Investment Management
Novi,
Michigan
| USD 999 M | -USD 30.5 M | -3% | 6.11% | 90.8% | 93 | 10.75% | 4.1 |
|
| 1871 |
JWBC
1871
J.W. Burns & Co
Dewitt,
New York
| USD 998 M | +USD 38.3 M | +4% | 5.09% | 95.4% | 197 | 7.61% | 7.9 |
|
| 1872 |
1872
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| USD 997 M | +USD 55.2 M | +6% | 1.18% | 72.7% | 325 | 10.77% | 2.8 |
|
| 1873 |
1873
Bronte Capital Management
Bondi Junction,
Australia
| USD 997 M | +USD 65.9 M | +7% | 3.72% | 122% | 58 | 3.45% | 2.1 |
|
| 1874 |
1874
Denali Advisors
San Diego,
California
| USD 996 M | +USD 3.29 M | +0.3% | 2.08% | 106% | 360 | 20.83% | 1.7 |
|
| 1875 |
1875
Evermay Wealth Management
Arlington,
Virginia
| USD 996 M | +USD 24.8 M | +3% | 0.24% | 61.1% | 682 | 13.34% | 4.4 |
|