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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Peachtree Investment Partners
Indian River Shores,,
Florida
| USD 313 M | +USD 1.42 M | +0.5% | 6.62% | 111% | 148 | 12.84% | 3.9 |
|
| 2527 |
2527
Financial Symmetry
Raleigh,
North Carolina
| USD 313 M | +USD 13.3 M | +4% | 0.55% | 68.4% | 72 | 13.89% | 1.8 |
|
| 2528 |
2528
Firethorn Wealth Partners
Augusta,
Georgia
| USD 313 M | +USD 2.82 M | +0.9% | 1.09% | 75.1% | 208 | 9.13% | 2.9 |
|
| 2529 |
2529
Powell Investment Advisors
Miami,
Florida
| USD 313 M | -USD 4.02 M | -1% | 0.24% | 82.4% | 175 | 6.86% | 3.6 |
|
| 2530 |
2530
AJ Advisors
Nashville,
Tennessee
| USD 312 M | -USD 9.45 M | -3% | 0.68% | 64.6% | 37 | 18.92% | 3 |
|
| 2531 |
PI
2531
Pachira Investments
Dana Point,
California
| USD 312 M | +USD 47.2 M | +18% | 0.78% | 82.3% | 85 | 11.76% | 2.7 |
|
| 2532 |
2532
SoundView Advisors
Olympia,
Washington
| USD 312 M | +USD 5.12 M | +2% | 0.52% | – | 32 | 3.13% | 1.1 |
|
| 2533 |
2533
MKT Advisors
Escondido,
California
| USD 312 M | -USD 10.2 M | -3% | 0.68% | 55.5% | 160 | 11.25% | 3.3 |
|
| 2534 |
2534
Malaga Cove Capital
Pv Estates,
California
| USD 311 M | -USD 2.76 M | -0.9% | 2.05% | 97.3% | 198 | 14.14% | 3 |
|
| 2535 |
2535
GKV Capital Management
Walnut Creek,
California
| USD 311 M | +USD 939 k | +0.3% | 1.95% | – | 85 | 5.88% | 1.5 |
|
| 2536 |
2536
Kennedy Investment Group
West Depford,
New Jersey
| USD 311 M | +USD 16.2 M | +5% | 1.91% | 95.4% | 157 | 12.74% | 2.4 |
|
| 2537 |
2537
StoneCrest Wealth Management
Chandler,
Arizona
| USD 311 M | -USD 2.15 M | -0.7% | 0.57% | 168% | 78 | 8.97% | 1.6 |
|
| 2538 |
2538
GGM Financials
Columbus,
Ohio
| USD 311 M | +USD 47 M | +18% | 0.66% | – | 300 | 15.67% | 1 |
|
| 2539 |
2539
American Assets Inc
San Diego,
California
| USD 310 M | -USD 21.9 M | -7% | 8.49% | 49.9% | 19 | 36.84% | 4 |
|
| 2540 |
2540
Zullo Investment Group
Scranton,
Pennsylvania
| USD 310 M | +USD 16.6 M | +6% | 7.44% | 143% | 163 | 7.98% | 3.6 |
|
| 2541 |
2541
Legacy Bridge
West Des Moines,
Iowa
| USD 310 M | -USD 14.2 M | -4% | 0.92% | 236% | 334 | 5.39% | 4.6 |
|
| 2542 |
2542
Blue Water Asset Management
Grand Rapids,
Michigan
| USD 309 M | -USD 455 k | -0.1% | 0.85% | – | 115 | 7.83% | 0.7 |
|
| 2543 |
2543
BCU Wealth Advisors
Vernon Hills,
Illinois
| USD 309 M | +USD 8.26 M | +3% | 0.42% | 57.7% | 66 | 7.58% | 1.9 |
|
| 2544 |
2544
BKM Wealth Management
Brookfield,
Wisconsin
| USD 309 M | +USD 27 M | +10% | 1.8% | 69.6% | 159 | 10.06% | 2.1 |
|
| 2545 |
2545
First Citizens Asset Management
Raleigh,
North Carolina
| USD 309 M | -USD 3.83 M | -1% | 0.44% | 48.4% | 33 | 12.12% | 2.8 |
|
| 2546 |
CNBT
2546
Cornerstone National Bank & Trust
Palatine,
Illinois
| USD 309 M | +USD 13.2 M | +4% | 0.11% | 38.5% | 241 | 12.86% | 2.3 |
|
| 2547 |
2547
Maltin Wealth Management
Ridgewood,
New Jersey
| USD 308 M | +USD 9.37 M | +3% | 1% | 58.2% | 160 | 14.38% | 3.4 |
|
| 2548 |
2548
Excalibur Management
Waltham,
Massachusetts
| USD 308 M | +USD 4.8 M | +2% | 2.83% | 93% | 178 | 8.43% | 6.6 |
|
| 2549 |
2549
Investmark Advisory Group
Shelton,
Connecticut
| USD 308 M | +USD 44.9 M | +17% | 1.66% | 73.8% | 174 | 16.67% | 2.6 |
|
| 2550 |
2550
ACT Advisors
Asheville,
North Carolina
| USD 308 M | +USD 7 M | +2% | 0.71% | 75.4% | 97 | 24.74% | 1.8 |
|