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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
1926
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| USD 958 M | -USD 42.7 M | -4% | 0.72% | 83.4% | 418 | 10.05% | 5.5 |
|
| 1927 |
1927
Madison Wealth Partners
Madison,
Wisconsin
| USD 958 M | +USD 172 M | +22% | 0.24% | 74.2% | 362 | 23.2% | 1.8 |
|
| 1928 |
TC
1928
Teilinger Capital
Houston,
Texas
| USD 956 M | +USD 242 M | +34% | 17.5% | 8.46% | 15 | 33.33% | 0.8 |
|
| 1929 |
1929
Ellenbecker Investment Group
Waukesha,
Wisconsin
| USD 955 M | +USD 94.8 M | +11% | 0.85% | 61.6% | 161 | 16.15% | 3.9 |
|
| 1930 |
GWM
1930
Gibbs Wealth Management
Alpharetta,
Georgia
| USD 955 M | +USD 127 M | +15% | 1.18% | – | 535 | 19.07% | 1.2 |
|
| 1931 |
1931
Howard Financial Services
Dallas,
Texas
| USD 954 M | +USD 27 M | +3% | 0.71% | 55.9% | 250 | 11.2% | 3 |
|
| 1932 |
1932
Polaris Capital Management
Boston,
Massachusetts
| USD 953 M | -USD 108 M | -10% | 1.47% | 94.4% | 89 | 8.99% | 4.4 |
|
| 1933 |
1933
Integrity Advisory Solutions
Dallas,
Texas
| USD 953 M | -USD 18.8 M | -2% | 0.79% | – | 393 | 15.78% | 0.6 |
|
| 1934 |
1934
Central Pacific Bank - Trust Division
Honolulu,
Hawaii
| USD 952 M | -USD 32.1 M | -3% | 0.79% | – | 940 | 14.26% | 1.8 |
|
| 1935 |
1935
Geometric Wealth Advisors
Washington,
District of Columbia
| USD 949 M | +USD 24.8 M | +3% | 0.27% | 68.3% | 103 | 10.68% | 2.4 |
|
| 1936 |
1936
MJP Associates
Farmington,
Connecticut
| USD 948 M | +USD 33.9 M | +4% | 1.97% | 69.1% | 252 | 16.27% | 2.5 |
|
| 1937 |
1937
EQT Fund Management
Luxembourg
| USD 947 M | +USD 84.8 M | +10% | 9.11% | – | 6 | 16.67% | 0.7 |
|
| 1938 |
1938
Cypress Point Wealth Management
Dallas,
Texas
| USD 945 M | +USD 454 M | +92% | 7.11% | 255% | 186 | 32.26% | 1.3 |
|
| 1939 |
1939
Marietta Wealth Management
Marietta,
Georgia
| USD 945 M | -USD 25.8 M | -3% | 2.28% | 93% | 139 | 12.23% | 5 |
|
| 1940 |
1940
Ashton Thomas Securities
Rochester,
New York
| USD 944 M | +USD 267 M | +39% | 2.21% | – | 537 | 34.45% | 1 |
|
| 1941 |
1941
Twin Capital Management
Mcmurray,
Pennsylvania
| USD 944 M | +USD 27.1 M | +3% | 4.91% | 148% | 289 | 13.49% | 4.4 |
|
| 1942 |
1942
Advisory Research
Chicago,
Illinois
| USD 943 M | -USD 59 M | -6% | 2.06% | 138% | 146 | 18.49% | 4.1 |
|
| 1943 |
1943
Middleton & Co
Boston,
Massachusetts
| USD 943 M | +USD 1.03 M | +0.1% | 4.54% | 81.8% | 171 | 5.26% | 7.2 |
|
| 1944 |
APFP
1944
Action Point Financial Planning
Grand Rapids,
Michigan
| USD 941 M | -USD 43.7 M | -4% | 0.2% | – | 2,790 | 84.66% | 0.3 |
|
| 1945 |
1945
Planning Alternatives
Birmingham,
Michigan
| USD 940 M | +USD 7.18 M | +0.8% | 1.21% | 75% | 147 | 19.05% | 3.1 |
|
| 1946 |
1946
JT Stratford LLC
Gainesville,
Georgia
| USD 939 M | +USD 27.4 M | +3% | 2.21% | 113% | 350 | 16.86% | 3.2 |
|
| 1947 |
1947
Foundation Resource Management
Little Rock,
Arkansas
| USD 939 M | +USD 79 M | +9% | 11.4% | 84.5% | 57 | 3.51% | 8.4 |
|
| 1948 |
1948
James J. Burns & Company
Melville,
New York
| USD 937 M | +USD 13.4 M | +1% | 0.25% | 70.2% | 172 | 8.72% | 2.5 |
|
| 1949 |
1949
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
| USD 937 M | +USD 36.5 M | +4% | 1.11% | – | 1,577 | 53.46% | 0.6 |
|
| 1950 |
1950
James Investment Research
Alpha,
Ohio
| USD 936 M | -USD 47.6 M | -5% | 0.51% | 110% | 392 | 9.18% | 5.2 |
|