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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
BE
2551
Bonness Enterprises
Washington,
District of Columbia
| USD 307 M | -USD 2.61 M | -0.8% | 0.82% | 98.6% | 39 | 5.13% | 11.8 |
|
| 2552 |
2552
Singapore Technologies Telemedia
Singapore
| USD 307 M | +USD 11.8 M | +4% | 4% | 185% | 1 | 0% | 9.5 |
|
| 2553 |
2553
Patriot Financial Partners GP II
Radnor,
Pennsylvania
| USD 307 M | -USD 84.2 M | -22% | 3.9% | – | 12 | 8.33% | 0.9 |
|
| 2554 |
2554
Armor Investment Advisors
Raleigh,
North Carolina
| USD 307 M | -USD 4.75 M | -2% | 0.01% | 62% | 160 | 8.13% | 5.4 |
|
| 2555 |
2555
Continuum Wealth Advisors
Saratoga Springs,
New York
| USD 307 M | +USD 10.6 M | +4% | 2.25% | 69% | 88 | 19.32% | 1.9 |
|
| 2556 |
2556
Texas Bank & Trust
Longview,
Texas
| USD 306 M | +USD 1.35 M | +0.4% | 4.31% | – | 195 | 10.26% | 1.4 |
|
| 2557 |
2557
Lincoln Capital Corp
East Greenwich,
Rhode Island
| USD 306 M | -USD 1.32 M | -0.4% | 1.21% | 82% | 109 | 17.43% | 3.4 |
|
| 2558 |
2558
Sculati Wealth Management
Bloomfield Hills,
Michigan
| USD 306 M | +USD 6.42 M | +2% | 2.73% | 80.3% | 125 | 5.6% | 4.1 |
|
| 2559 |
2559
Kerusso Capital Management
Winston Salem,
North Carolina
| USD 306 M | +USD 31.8 M | +12% | 3.27% | – | 63 | 14.29% | 1.6 |
|
| 2560 |
2560
Bull Oak Capital
San Diego,
California
| USD 306 M | +USD 5.97 M | +2% | 1.23% | 62.1% | 41 | 7.32% | 1.6 |
|
| 2561 |
2561
Meridian Financial Partners
Warrenton,
Virginia
| USD 306 M | +USD 12.8 M | +4% | 2.33% | 80.8% | 128 | 10.16% | 2.6 |
|
| 2562 |
2562
MBA Advisors
Hermitage,
Pennsylvania
| USD 306 M | +USD 8.97 M | +3% | 1.87% | 66.1% | 181 | 14.92% | 3.2 |
|
| 2563 |
EFM
2563
Eley Financial Management
South Burlington,
Vermont
| USD 306 M | -USD 2.95 M | -1% | 0.26% | 74.9% | 73 | 5.48% | 3.2 |
|
| 2564 |
MG
2564
Magnolia Group
Omaha,
Nebraska
| USD 306 M | -USD 171 M | -36% | 5.53% | 11.4% | 25 | 36% | 1.8 |
|
| 2565 |
2565
Freedom Financial Partners
Oakdale,
Minnesota
| USD 305 M | -USD 1.64 M | -0.5% | 0.24% | – | 94 | 10.64% | 1.4 |
|
| 2566 |
2566
Silphium Asset Management
London,
United Kingdom
| USD 305 M | +USD 8.53 M | +3% | 2.98% | 118% | 58 | 12.07% | 1.4 |
|
| 2567 |
2567
Rede Wealth
Charlottesville,
Virginia
| USD 304 M | +USD 2.4 M | +0.8% | 1.83% | 84.4% | 119 | 4.2% | 1.8 |
|
| 2568 |
2568
Endure Capital Management
Austin,
Texas
| USD 304 M | -USD 147 M | -33% | 4.51% | – | 59 | 49.15% | 0.3 |
|
| 2569 |
2569
Equity Wealth Partners
Independence,
Missouri
| USD 304 M | +USD 25.6 M | +9% | 0.42% | – | 115 | 10.43% | 0.7 |
|
| 2570 |
2570
FCG Investment Company
Germantown,
Tennessee
| USD 304 M | +USD 14.5 M | +5% | 3.18% | – | 130 | 13.08% | 1 |
|
| 2571 |
2571
Brick & Kyle Associates
Newtown,
Pennsylvania
| USD 304 M | +USD 615 k | +0.2% | 7.43% | 116% | 99 | 41.41% | 5.3 |
|
| 2572 |
2572
Clarus Group
Houston,
Texas
| USD 303 M | +USD 8.27 M | +3% | 1.95% | 67.5% | 134 | 13.43% | 2.8 |
|
| 2573 |
2573
Shaker Financial Services
Arlington,
Virginia
| USD 303 M | -USD 16.1 M | -5% | 5.35% | 12.9% | 167 | 25.15% | 2.4 |
|
| 2574 |
2574
Wrenne Financial Planning
Lexington,
Kentucky
| USD 303 M | +USD 6.99 M | +2% | 1.27% | 54.3% | 64 | 6.25% | 1.8 |
|
| 2575 |
2575
Ted Buchan & Co
San Diego,
California
| USD 303 M | -USD 2.63 M | -0.9% | 0.75% | 65.2% | 100 | 11% | 2.2 |
|