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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, 2,269 fondos (~25%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 201 |
201
Cyndeo Wealth Partners
St. Petersburg,
Florida
| USD 2209 M | +USD 86.3 M | +4% | 2.5% | 93% | 592 | 17.74% | 2.1 |
|
| 202 |
202
Integrated Advisors Network
Dallas,
Texas
| USD 2188 M | +USD 12.2 M | +0.6% | 1.95% | 107% | 739 | 15.97% | 3.7 |
|
| 203 |
203
Diversified Enterprises
Wilmington,
Delaware
| USD 2160 M | +USD 93.4 M | +5% | 0.13% | – | 461 | 11.06% | 1.3 |
|
| 204 |
204
Tectonic Advisors
Frisco,
Texas
| USD 2159 M | +USD 78.7 M | +4% | 1.62% | 44.9% | 303 | 13.2% | 3.1 |
|
| 205 |
205
Ninety One North America
New York
| USD 2126 M | -USD 8.26 M | -0.4% | 3.97% | 70.6% | 119 | 20.17% | 2.5 |
|
| 206 |
206
Stairway Partners
Chicago,
Illinois
| USD 2117 M | -USD 5.36 M | -0.3% | 1.23% | 48.1% | 18 | 0% | 8.2 |
|
| 207 |
207
Generali Investments CEE
Prague,
Czech Republic
| USD 2108 M | USD 0 | 0% | 1.31% | – | 462 | 0% | 1.4 |
|
| 208 |
208
Resonant Capital Advisors
Madison,
Wisconsin
| USD 2084 M | -USD 9.23 M | -0.4% | 1.7% | 56.5% | 584 | 13.53% | 2.7 |
|
| 209 |
209
WealthPlan Investment Management
Omaha,
Nebraska
| USD 2066 M | +USD 52.1 M | +3% | 2.47% | 74.2% | 547 | 17.73% | 1.6 |
|
| 210 |
210
Kathmere Capital Management
Wayne,
Pennsylvania
| USD 2065 M | +USD 175 M | +9% | 1.4% | 68.3% | 756 | 16.01% | 2 |
|
| 211 |
211
Aaron Wealth Advisors
Chicago,
Illinois
| USD 2043 M | +USD 74.6 M | +4% | 4.27% | 108% | 771 | 21.66% | 2.1 |
|
| 212 |
212
Strategic Blueprint
Atlanta,
Georgia
| USD 2041 M | +USD 38.4 M | +2% | 0.56% | 82.1% | 738 | 13.96% | 2.9 |
|
| 213 |
213
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| USD 2035 M | +USD 62.2 M | +3% | 2.82% | 64.4% | 209 | 11.96% | 4.5 |
|
| 214 |
214
Prosperity Capital Advisors
Westlake,
Ohio
| USD 2030 M | +USD 4.58 M | +0.2% | 0.65% | 72.2% | 457 | 15.97% | 2 |
|
| 215 |
215
Courier Capital
Buffalo,
New York
| USD 2024 M | +USD 21.4 M | +1% | 0.62% | 70.8% | 423 | 9.93% | 6.2 |
|
| 216 |
216
Foster Victor Wealth Advisors
Greenville,
South Carolina
| USD 2020 M | +USD 116 M | +6% | 2.9% | 78.2% | 277 | 12.27% | 3.2 |
|
| 217 |
217
Community Trust & Investment
Versailles,
Kentucky
| USD 2018 M | +USD 80.8 M | +4% | 5.84% | 123% | 148 | 5.41% | 4.6 |
|
| 218 |
218
Ninety One
Cape Town,
South Africa
| USD 1999 M | +USD 151 M | +8% | 11.7% | 232% | 121 | 23.97% | 2.8 |
|
| 219 |
219
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| USD 1993 M | +USD 113 M | +6% | 1.24% | 73.7% | 402 | 16.67% | 3.6 |
|
| 220 |
220
Fifth Third Securities
Cincinnati,
Ohio
| USD 1984 M | +USD 231 M | +13% | 0.82% | 62.7% | 448 | 25.89% | 2.2 |
|
| 221 |
221
Turtle Creek Wealth Advisors
Dallas,
Texas
| USD 1982 M | +USD 87.3 M | +5% | 3.77% | 112% | 555 | 16.22% | 1.1 |
|
| 222 |
222
Willis Investment Counsel
Gainesville,
Georgia
| USD 1969 M | -USD 129 M | -6% | 5.09% | 65.3% | 132 | 8.33% | 5.5 |
|
| 223 |
223
PFG Advisors
Phoenix,
Arizona
| USD 1965 M | -USD 19.1 M | -1% | 0.16% | 82.7% | 848 | 16.98% | 2.7 |
|
| 224 |
224
McKinley Carter Wealth Services
Wheeling,
West Virginia
| USD 1964 M | +USD 24.2 M | +1% | 0.05% | 63.2% | 333 | 5.71% | 5.2 |
|
| 225 |
225
Roffman Miller Associates
Philadelphia,
Pennsylvania
| USD 1951 M | +USD 38 M | +2% | 3.24% | 83.5% | 92 | 5.43% | 7.8 |
|