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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Nelson Capital Management
Menlo Park,
California
| USD 974 M | +USD 62.5 M | +7% | 7.18% | 141% | 124 | 8.87% | 6 |
|
| 1902 |
1902
Family Management
New York
| USD 973 M | -USD 1.71 M | -0.2% | 2.08% | 76% | 367 | 21.8% | 2.3 |
|
| 1903 |
1903
FSM Wealth Advisors
Cleveland,
Ohio
| USD 972 M | +USD 33.4 M | +4% | 0.25% | 68.4% | 375 | 14.13% | 2 |
|
| 1904 |
1904
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| USD 971 M | -USD 278 M | -22% | 21% | 96.7% | 2 | 0% | 4.6 |
|
| 1905 |
1905
Barlow Wealth Partners
Louisville,
Kentucky
| USD 970 M | +USD 44.6 M | +5% | 4.71% | 101% | 158 | 9.49% | 2 |
|
| 1906 |
1906
Westerkirk Capital
Victoria,
| USD 969 M | -USD 70.6 M | -7% | 3.12% | – | 217 | 4.61% | 1 |
|
| 1907 |
1907
Hartline Investment Corp
Winnetka,
Illinois
| USD 969 M | -USD 179 M | -16% | 3.79% | 222% | 123 | 24.39% | 3.6 |
|
| 1908 |
AO
1908
Allen Operations
New York
| USD 968 M | +USD 247 M | +34% | 9.91% | 248% | 34 | 5.88% | 5.9 |
|
| 1909 |
AP
1909
Archon Partners
Princeton Junction,
New Jersey
| USD 968 M | +USD 30.8 M | +3% | 4.95% | 99.5% | 39 | 10.26% | 5.7 |
|
| 1910 |
1910
Parthenon LLC
Louisville,
Kentucky
| USD 967 M | +USD 5.36 M | +0.6% | 4.36% | 93.3% | 135 | 5.93% | 8.7 |
|
| 1911 |
1911
RMG Wealth Management
Platteville,
Wisconsin
| USD 967 M | -USD 2.6 M | -0.3% | 0.33% | – | 676 | 35.95% | 0.7 |
|
| 1912 |
KWMG
1912
King Wealth Management Group
Naples,
Florida
| USD 967 M | +USD 52.4 M | +6% | 5.87% | 103% | 183 | 7.65% | 6.1 |
|
| 1913 |
1913
Bath Savings Trust
Bath,
Maine
| USD 966 M | +USD 711 k | +0.1% | 3.36% | 57.8% | 185 | 8.11% | 7 |
|
| 1914 |
1914
ICICI Prudential Asset Management
Mumbai,
India
| USD 965 M | +USD 51.6 M | +6% | 6.35% | 79.3% | 165 | 9.09% | 3.3 |
|
| 1915 |
1915
Strategic Planning Group
Bountiful,
Utah
| USD 965 M | +USD 46.8 M | +5% | 3.73% | 162% | 88 | 25% | 1.4 |
|
| 1916 |
1916
Financial Partners Group (Kansas)
Overland Park,
Kansas
| USD 964 M | -USD 21.5 M | -2% | 0.68% | 76.7% | 266 | 11.65% | 3.2 |
|
| 1917 |
1917
Partners Wealth Management
Carmel By The Sea,
California
| USD 961 M | +USD 859 M | +842% | 7.07% | – | 484 | 78.72% | 0.3 |
|
| 1918 |
1918
Roble Belko & Company
Sewickley,
Pennsylvania
| USD 961 M | +USD 36 M | +4% | 0.24% | 58.4% | 532 | 11.47% | 4.4 |
|
| 1919 |
1919
Fort Sheridan Advisors
Highland Park,
Illinois
| USD 961 M | +USD 33.1 M | +4% | 5.85% | 126% | 310 | 8.06% | 3.8 |
|
| 1920 |
1920
Makena Capital Management
Menlo Park,
California
| USD 961 M | +USD 8.86 M | +0.9% | 1.46% | 85.5% | 29 | 17.24% | 2.1 |
|
| 1921 |
1921
Stockman Wealth Management
Billings,
Montana
| USD 960 M | -USD 7.31 M | -0.8% | 0.2% | 77.5% | 182 | 4.4% | 5.6 |
|
| 1922 |
1922
St Louis Trust
Saint Louis,
Missouri
| USD 960 M | +USD 84.9 M | +10% | 0.83% | 77.2% | 133 | 12.78% | 5.2 |
|
| 1923 |
1923
Evolution Wealth Advisors
Aventura,
Florida
| USD 960 M | +USD 105 M | +12% | 3.61% | 96% | 207 | 18.84% | 2.8 |
|
| 1924 |
1924
Revolve Wealth Partners
Hackensack,
New Jersey
| USD 959 M | -USD 6.41 M | -0.7% | 0.96% | 67.4% | 369 | 17.07% | 2.2 |
|
| 1925 |
WDA
1925
Wendell David Associates
Portsmouth,
New Hampshire
| USD 958 M | +USD 11.6 M | +1% | 5.98% | 58.7% | 156 | 3.85% | 9.3 |
|