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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
Unique Wealth
Clearwater,
Florida
| USD 877 M | +USD 19.1 M | +2% | 0.37% | 68.5% | 225 | 17.78% | 1.6 |
|
| 2052 |
2052
Arbor Investment Advisors
Winston Salem,
North Carolina
| USD 877 M | -USD 6.53 M | -0.7% | 0.33% | 48.5% | 153 | 19.61% | 4.9 |
|
| 2053 |
2053
Freedom Together Foundation
New York
| USD 875 M | +USD 8.21 M | +0.9% | 0.98% | 69.7% | 2 | 0% | 1.8 |
|
| 2054 |
2054
Tran Capital Management
San Rafael,
California
| USD 873 M | +USD 4.16 M | +0.5% | 6.44% | 173% | 72 | 15.28% | 3.1 |
|
| 2055 |
2055
Thompson Investment Management
Madison,
Wisconsin
| USD 873 M | +USD 1.01 M | +0.1% | 3.06% | 100% | 522 | 8.24% | 4.3 |
|
| 2056 |
2056
Brio Consultants
San Francisco,
California
| USD 872 M | +USD 18.8 M | +2% | 0.17% | 46.9% | 182 | 13.19% | 3 |
|
| 2057 |
2057
Alley Investment Management Company
Lake Forest,
Illinois
| USD 871 M | +USD 15.3 M | +2% | 2.72% | 63.2% | 89 | 3.37% | 3.7 |
|
| 2058 |
2058
Warwick Investment Management
Bryan,
Texas
| USD 871 M | -USD 19.9 M | -2% | 0.15% | 69.9% | 158 | 11.39% | 2.1 |
|
| 2059 |
2059
Financial Enhancement Group
Anderson,
Indiana
| USD 871 M | +USD 32 M | +4% | 0.75% | 62.2% | 147 | 12.24% | 3.4 |
|
| 2060 |
2060
Physician Wealth Advisors
Midvale,
Utah
| USD 869 M | +USD 32 M | +4% | 1.02% | 79.9% | 2,648 | 19.86% | 1.3 |
|
| 2061 |
2061
Parkway Wealth Management
Plano,
Texas
| USD 869 M | +USD 2.63 M | +0.3% | 0.25% | – | 162 | 20.37% | 0.6 |
|
| 2062 |
2062
Newbridge Financial Services Group
Boca Raton,
Florida
| USD 868 M | +USD 59.6 M | +7% | 5.71% | 189% | 1,412 | 19.97% | 2.1 |
|
| 2063 |
2063
Sargent Investment Group
Bethesda,
Maryland
| USD 867 M | +USD 35.4 M | +4% | 7.49% | 135% | 303 | 15.84% | 2.5 |
|
| 2064 |
HCP
2064
Holt Capital Partners
Fort Worth,
Texas
| USD 866 M | +USD 16.5 M | +2% | 0.73% | 75.1% | 169 | 4.73% | 7.5 |
|
| 2065 |
2065
Security National Bank
Omaha,
Nebraska
| USD 865 M | +USD 27.1 M | +3% | 2.33% | 125% | 488 | 22.75% | 2.2 |
|
| 2066 |
2066
BlueSky Wealth Advisors
New Bern,
North Carolina
| USD 865 M | +USD 1.19 M | +0.1% | 1.25% | 45.9% | 118 | 12.71% | 2.7 |
|
| 2067 |
2067
Rice Partnership
Honolulu,
Hawaii
| USD 864 M | +USD 40 M | +5% | 2.51% | 135% | 192 | 16.15% | 3.7 |
|
| 2068 |
2068
Oslo Pensjonsforsikring
Oslo,
| USD 863 M | -USD 5.96 M | -0.7% | 5.46% | 79% | 481 | 13.51% | 1.9 |
|
| 2069 |
PA
2069
Prairie Advisory
Leawood,
Kansas
| USD 863 M | +USD 437 M | +102% | 0.34% | – | 183 | 12.57% | 0.2 |
|
| 2070 |
2070
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| USD 863 M | -USD 7.96 M | -0.9% | 3.44% | 195% | 66 | 4.55% | 7.5 |
|
| 2071 |
2071
Lineweaver Wealth Advisors
Valley View,
Ohio
| USD 863 M | +USD 17.7 M | +2% | 0.83% | 68.4% | 194 | 12.37% | 2.9 |
|
| 2072 |
2072
Peterson Wealth Advisors
Orem,
Utah
| USD 862 M | +USD 15.7 M | +2% | 0.68% | 50.9% | 123 | 8.13% | 3.8 |
|
| 2073 |
2073
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| USD 862 M | +USD 20.1 M | +2% | 1.79% | 49% | 127 | 11.81% | 4.1 |
|
| 2074 |
2074
Berman McAleer
Timonium,
Maryland
| USD 862 M | -USD 1.88 M | -0.2% | 0.35% | – | 189 | 13.76% | 0.8 |
|
| 2075 |
CANC
2075
Culbertson A N & Co
Charlottesville,
Virginia
| USD 861 M | +USD 2.52 M | +0.3% | 0.85% | 87.5% | 142 | 5.63% | 7.9 |
|