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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Financial Solutions Advisory Group
Chicago,
Illinois
| USD 788 M | -USD 2.88 M | -0.4% | 0.84% | – | 195 | 11.79% | 0.4 |
|
| 2202 |
2202
Independent Solutions Wealth Management
Williamsville,
New York
| USD 788 M | +USD 17.1 M | +2% | 3.73% | 125% | 201 | 6.97% | 3.7 |
|
| 2203 |
2203
Human Investing
Lake Oswego,
Oregon
| USD 787 M | +USD 16 M | +2% | 0.16% | 56.9% | 113 | 12.39% | 3.8 |
|
| 2204 |
2204
Colonial Trust
Spartanburg,
South Carolina
| USD 786 M | -USD 3.36 M | -0.4% | 2.19% | 83.6% | 1,203 | 11.06% | 2.7 |
|
| 2205 |
2205
Hughes Financial Services
Herndon,
Virginia
| USD 786 M | +USD 31.7 M | +4% | 0.74% | – | 2,152 | 21.61% | 0.9 |
|
| 2206 |
2206
Westside Investment Management
Santa Monica,
California
| USD 785 M | +USD 23.6 M | +3% | 2.93% | 126% | 1,478 | 5.55% | 3.8 |
|
| 2207 |
NG
2207
Northstar Group
New York
| USD 784 M | +USD 7.38 M | +0.9% | 1.64% | 68.4% | 178 | 7.87% | 6.1 |
|
| 2208 |
2208
Financial Advisory Corporation
Grand Rapids,
Michigan
| USD 784 M | +USD 29.8 M | +4% | 0.76% | – | 58 | 6.9% | 1.5 |
|
| 2209 |
2209
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| USD 784 M | -USD 13.8 M | -2% | 3.41% | 29.9% | 38 | 13.16% | 5.6 |
|
| 2210 |
2210
Gratus Wealth Advisors
Virginia Beach,
Virginia
| USD 783 M | -USD 2.32 M | -0.3% | 0.76% | 65.2% | 145 | 11.03% | 2.1 |
|
| 2211 |
2211
Once Capital Management
New York
| USD 783 M | -USD 436 M | -36% | 3.55% | 627% | 25 | 16% | 2.7 |
|
| 2212 |
2212
Brooklands Fund Management
London,
United Kingdom
| USD 782 M | +USD 654 M | +511% | 5.6% | – | 84 | 71.43% | 0.2 |
|
| 2213 |
2213
Emerald Advisors
Bellevue,
Washington
| USD 781 M | -USD 14.6 M | -2% | 0.81% | 71.8% | 133 | 18.05% | 3.6 |
|
| 2214 |
2214
Loftus Peak
Sydney,
Australia
| USD 781 M | +USD 46.5 M | +6% | 1.96% | – | 28 | 14.29% | 0.2 |
|
| 2215 |
2215
TFO Wealth Partners
Maumee,
Ohio
| USD 778 M | -USD 141 M | -15% | 1.18% | 68.9% | 112 | 47.32% | 0.9 |
|
| 2216 |
2216
Chatham Capital Group
Savannah,
Georgia
| USD 777 M | -USD 5.75 M | -0.7% | 0.51% | 97% | 209 | 7.18% | 6.3 |
|
| 2217 |
2217
Northwest Wealth Management
Spencer,
Iowa
| USD 777 M | +USD 19.1 M | +3% | 0.39% | 68.2% | 304 | 18.75% | 3.2 |
|
| 2218 |
2218
John G. Ullman & Associates
Corning,
New York
| USD 777 M | -USD 47.3 M | -6% | 1.09% | 162% | 195 | 12.31% | 4.9 |
|
| 2219 |
2219
Toyota Motor Corp
Japan
| USD 777 M | -USD 1209 M | -61% | 32.2% | 34.7% | 2 | 50% | 5 |
|
| 2220 |
2220
Canal Capital Management
Richmond,
Virginia
| USD 777 M | -USD 41.6 M | -5% | 2.15% | 69.5% | 239 | 17.15% | 3.9 |
|
| 2221 |
2221
Summit Asset Management
Memphis,
Tennessee
| USD 777 M | -USD 3.87 M | -0.5% | 0.08% | 53.4% | 192 | 9.38% | 6.5 |
|
| 2222 |
2222
Laffer Tengler Investments
Nashville,
Tennessee
| USD 777 M | -USD 5.03 M | -0.6% | 1.27% | 104% | 190 | 25.79% | 2.8 |
|
| 2223 |
2223
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| USD 776 M | +USD 105 M | +16% | 3.71% | 31.3% | 306 | 42.48% | 0.7 |
|
| 2224 |
2224
Kelman-Lazarov Inc
Memphis,
Tennessee
| USD 776 M | +USD 12.7 M | +2% | 0.29% | 51.6% | 164 | 9.76% | 4.4 |
|
| 2225 |
2225
St. Denis J. Villere & Co
New Orleans,
Louisiana
| USD 775 M | -USD 62.5 M | -7% | 1.02% | 44.3% | 90 | 7.78% | 4.6 |
|