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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, 4,696 fondos (~53%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Oak Asset Management
Westlake Village,
California
| USD 317 M | +USD 6.39 M | +2% | 5.11% | 91.8% | 117 | 5.98% | 3.5 |
|
| 2502 |
2502
Left Brain Wealth Management
Naperville,
Illinois
| USD 317 M | -USD 14.3 M | -4% | 3.84% | 376% | 119 | 34.45% | 1.2 |
|
| 2503 |
2503
Archer Investment Management
Austin,
Texas
| USD 317 M | +USD 24.7 M | +8% | 0.61% | – | 131 | 23.66% | 0.8 |
|
| 2504 |
2504
Carroll Advisory Group
Texarkana,
Texas
| USD 317 M | +USD 12.7 M | +4% | 0.89% | – | 88 | 18.18% | 0.6 |
|
| 2505 |
2505
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| USD 317 M | -USD 546 k | -0.2% | 0.76% | 69.5% | 155 | 1.29% | 2.2 |
|
| 2506 |
2506
Glass Wealth Management
San Antonio,
Texas
| USD 317 M | +USD 18.2 M | +6% | 3.96% | – | 75 | 13.33% | 1.8 |
|
| 2507 |
2507
Financial Council
Towson,
Maryland
| USD 317 M | +USD 8.33 M | +3% | 0.58% | 88.6% | 112 | 7.14% | 2.8 |
|
| 2508 |
2508
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| USD 317 M | +USD 8.82 M | +3% | 0.2% | 74.4% | 179 | 6.7% | 3.5 |
|
| 2509 |
2509
Leisure Capital Management
Costa Mesa,
California
| USD 316 M | -USD 4.11 M | -1% | 3.43% | 111% | 166 | 9.04% | 5.3 |
|
| 2510 |
2510
Mills Wealth Advisors
Southlake,
Texas
| USD 316 M | -USD 1.43 M | -0.5% | 1.64% | 37.9% | 81 | 9.88% | 1.9 |
|
| 2511 |
2511
RBA Wealth Management
Newport Beach,
California
| USD 316 M | +USD 43.3 M | +16% | 4.88% | 91% | 123 | 38.21% | 2.2 |
|
| 2512 |
RIS
2512
Richmond Investment Services
Mequon,
Wisconsin
| USD 316 M | -USD 304 k | -0.1% | 0.55% | – | 158 | 15.19% | 1.3 |
|
| 2513 |
2513
Beacon Wealthcare LLC
Raleigh,
North Carolina
| USD 315 M | +USD 3.32 M | +1% | 0.54% | 47% | 32 | 18.75% | 2.8 |
|
| 2514 |
2514
Trinity Wealth Management
Berwyn,
Pennsylvania
| USD 315 M | +USD 241 k | +0.1% | 0.78% | 56.7% | 94 | 24.47% | 2.5 |
|
| 2515 |
2515
Townsend Asset Management
Raleigh,
North Carolina
| USD 315 M | +USD 3.49 M | +1% | 2.72% | 88.5% | 201 | 9.45% | 4.6 |
|
| 2516 |
FCT
2516
Family Capital Trust
Peabody,
Massachusetts
| USD 315 M | +USD 7.91 M | +3% | 4.2% | 39.1% | 83 | 0% | 4.9 |
|
| 2517 |
2517
MMA Asset Management
Conshohocken,
Pennsylvania
| USD 315 M | +USD 936 k | +0.3% | 0.55% | 61.2% | 202 | 16.83% | 2.2 |
|
| 2518 |
2518
Shore Point Advisors
Brielle,
New Jersey
| USD 315 M | +USD 22.8 M | +8% | 1.04% | 54.6% | 86 | 11.63% | 2.7 |
|
| 2519 |
2519
Weinberger Asset Management
Los Angeles,
California
| USD 315 M | +USD 3.15 M | +1% | 0.97% | 89.6% | 104 | 3.85% | 3.2 |
|
| 2520 |
NAH
2520
Neumann Advisory (HK)
Central,
Hong Kong
| USD 314 M | -USD 41.6 M | -12% | 10.1% | 77.3% | 6 | 16.67% | 7 |
|
| 2521 |
2521
FSA Investment Group
Pensacola,
Florida
| USD 314 M | +USD 6.28 M | +2% | 1.72% | – | 57 | 43.86% | 0.8 |
|
| 2522 |
2522
Axis Capital Holdings
Pembroke,
| USD 314 M | +USD 4.75 M | +2% | 1.56% | 76% | 3 | 0% | 5.7 |
|
| 2523 |
LJHT
2523
Laurie J. Hall Trustee
| USD 314 M | -USD 7.75 M | -2% | 0.91% | 105% | 104 | 6.73% | 9.9 |
|
| 2524 |
2524
New York University
New York
| USD 314 M | +USD 186 M | +146% | 1.02% | – | 2 | 50% | 0.1 |
|
| 2525 |
2525
Sonata Capital Group
Seattle,
Washington
| USD 314 M | +USD 3.62 M | +1% | 1.97% | 66.5% | 133 | 7.52% | 6 |
|