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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, 3,241 fondos (~36%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Family Legacy Financial Solutions
Cary,
North Carolina
| USD 173 M | +USD 8.73 M | +5% | 2.77% | – | 68 | 29.41% | 1 |
|
| 2527 |
2527
Guided Capital Wealth Management
Houston,
Texas
| USD 172 M | +USD 1.42 M | +0.8% | 2.62% | – | 38 | 10.53% | 1.2 |
|
| 2528 |
2528
AGH Wealth Advisors
Wichita,
Kansas
| USD 172 M | +USD 13.9 M | +9% | 3.83% | – | 139 | 16.55% | 1.3 |
|
| 2529 |
2529
Atala Financial
Calabasas,
California
| USD 172 M | +USD 7.86 M | +5% | 1.88% | – | 129 | 12.4% | 1.4 |
|
| 2530 |
2530
Cannon Advisors
Charlotte,
North Carolina
| USD 172 M | +USD 7.97 M | +5% | 0.08% | – | 127 | 41.73% | 0.9 |
|
| 2531 |
2531
Gimbal Financial
Carmel,
Indiana
| USD 172 M | +USD 9.6 M | +6% | 8.15% | – | 71 | 39.44% | 1.4 |
|
| 2532 |
2532
Stonekeep Investments
Sante Fe,
New Mexico
| USD 172 M | +USD 233 k | +0.1% | 1.47% | – | 83 | 8.43% | 1.6 |
|
| 2533 |
2533
Processus Wealth & Capital Management
Brentwood,
Tennessee
| USD 172 M | +USD 3.14 M | +2% | 6.63% | 160% | 36 | 2.78% | 2.4 |
|
| 2534 |
2534
Del-Sette Capital Management
Schenectady,
New York
| USD 172 M | +USD 506 k | +0.3% | 0.41% | 112% | 57 | 26.32% | 2.3 |
|
| 2535 |
2535
Waypoint Wealth Counsel
Atlanta,
Georgia
| USD 172 M | +USD 11.8 M | +7% | 4.56% | 111% | 181 | 27.62% | 1.8 |
|
| 2536 |
2536
MontVue Capital Management
Lynchburg,
Virginia
| USD 171 M | -USD 2.5 M | -1% | 0.56% | 76% | 78 | 6.41% | 2.2 |
|
| 2537 |
2537
Lakeside Advisors
Seattle,
Washington
| USD 171 M | +USD 12.4 M | +8% | 9.32% | 83.7% | 70 | 12.86% | 3.7 |
|
| 2538 |
CE
2538
Cornerstone Enterprises
Appleton,
Wisconsin
| USD 171 M | -USD 50.9 M | -23% | 0.87% | 85.7% | 56 | 33.93% | 1.1 |
|
| 2539 |
2539
TopTier Wealth Management
Muskego,
Wisconsin
| USD 171 M | +USD 5.56 M | +3% | 0.77% | – | 138 | 7.25% | 0.7 |
|
| 2540 |
2540
Evansbrook
Bolingbrook,
Illinois
| USD 171 M | +USD 3.45 M | +2% | 2.38% | – | 130 | 5.38% | 0.7 |
|
| 2541 |
2541
SLT Holdings
Scottsdale,
Arizona
| USD 171 M | +USD 8.26 M | +5% | 11.7% | – | 196 | 44.39% | 0.8 |
|
| 2542 |
2542
Petros Family Wealth
Bloomington,
Minnesota
| USD 171 M | +USD 7.35 M | +4% | 1.77% | – | 146 | 17.81% | 1.2 |
|
| 2543 |
2543
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
| USD 171 M | -USD 6.45 M | -4% | 3.56% | 110% | 53 | 11.32% | 1.8 |
|
| 2544 |
2544
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| USD 171 M | +USD 17.8 M | +12% | 2.33% | 4.78% | 7 | 14.29% | 3 |
|
| 2545 |
2545
Granite Islands Private Wealth
Guilford,
Connecticut
| USD 170 M | +USD 35.2 M | +26% | 5.24% | – | 94 | 25.53% | 0.6 |
|
| 2546 |
2546
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
| USD 170 M | +USD 4.06 M | +2% | 2.78% | – | 129 | 9.3% | 1.3 |
|
| 2547 |
2547
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
| USD 170 M | +USD 2.21 M | +1% | 1.38% | – | 152 | 11.18% | 1.3 |
|
| 2548 |
2548
Pensionfund DSM Netherlands
Sittard,
Netherlands
| USD 170 M | -USD 24.4 M | -13% | 7.06% | 36.9% | 76 | 5.26% | 8.5 |
|
| 2549 |
2549
Apex Wealth Management
Bedford,
New Hampshire
| USD 170 M | +USD 6.17 M | +4% | 0.97% | – | 70 | 24.29% | 1.1 |
|
| 2550 |
2550
Credit Capital Investments
Livingston,
New Jersey
| USD 170 M | -USD 4.77 M | -3% | 1.01% | 500% | 51 | 37.25% | 1.8 |
|