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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Maestria Partners
Atlanta,
Georgia
| USD 298 M | +USD 10.3 M | +4% | 1.96% | – | 15 | 6.67% | 1.2 |
|
| 2602 |
2602
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| USD 298 M | +USD 75.3 M | +34% | 0.28% | 72.3% | 138 | 29.71% | 2 |
|
| 2603 |
SC
2603
Sawyer & Company
Boston,
Massachusetts
| USD 298 M | -USD 249 k | -0.1% | 5.26% | 111% | 210 | 9.05% | 4.6 |
|
| 2604 |
2604
Shrier Wealth Management
Los Angeles,
California
| USD 298 M | +USD 1.14 M | +0.4% | 1% | – | 137 | 5.11% | 0.7 |
|
| 2605 |
2605
Weitzel Financial Services
Dubuque,
Iowa
| USD 298 M | +USD 3.41 M | +1% | 0.71% | 46.3% | 56 | 14.29% | 3.5 |
|
| 2606 |
HCC
2606
Hatch Cove Capital
Chicago,
Illinois
| USD 297 M | +USD 72 M | +32% | 15.6% | – | 32 | 40.63% | 0.3 |
|
| 2607 |
2607
Lodestone Wealth Management
Spokane,
Washington
| USD 297 M | +USD 14 M | +5% | 2.05% | 87.1% | 821 | 7.67% | 1.2 |
|
| 2608 |
2608
Citrine Capital
San Francisco,
California
| USD 297 M | +USD 27.1 M | +10% | 4.58% | – | 65 | 15.38% | 1.2 |
|
| 2609 |
2609
Mainsail Financial Group
Bellevue,
Washington
| USD 297 M | +USD 2.69 M | +0.9% | 0.87% | 61.9% | 75 | 9.33% | 2.5 |
|
| 2610 |
RGC
2610
Rubicon Global Capital
London,
United Kingdom
| USD 297 M | +USD 24.2 M | +9% | 10.3% | – | 14 | 14.29% | 1.3 |
|
| 2611 |
2611
Torrey Growth & Income Advisors
Del Mar,
California
| USD 297 M | +USD 2.55 M | +0.9% | 4.39% | – | 121 | 17.36% | 0.8 |
|
| 2612 |
2612
Marathon Wealth Advisors
Boston,
Massachusetts
| USD 297 M | +USD 4.33 M | +1% | 3.21% | – | 77 | 3.9% | 0.7 |
|
| 2613 |
2613
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| USD 297 M | +USD 5.2 M | +2% | 0.01% | 63.8% | 118 | 5.93% | 2.5 |
|
| 2614 |
2614
Advisor Resource Council
Dallas,
Texas
| USD 296 M | -USD 58.5 M | -17% | 2.52% | 84.8% | 310 | 28.71% | 0.7 |
|
| 2615 |
2615
TradeWell Securities
Fort Wayne,
Indiana
| USD 296 M | +USD 15.6 M | +6% | 5.39% | – | 55 | 10.91% | 1.3 |
|
| 2616 |
2616
RHS Financial
San Francisco,
California
| USD 296 M | +USD 47.6 M | +19% | 2.03% | 65.6% | 198 | 23.23% | 2.2 |
|
| 2617 |
2617
Power Wealth Management
Alpharetta,
Georgia
| USD 295 M | +USD 4.5 M | +2% | 0.48% | 41.8% | 140 | 23.57% | 1.5 |
|
| 2618 |
2618
Midwest Financial Group
Overland Park,
Kansas
| USD 295 M | +USD 10.3 M | +4% | 0.63% | 103% | 144 | 9.72% | 2.2 |
|
| 2619 |
2619
Investment Research Partners
Lemont,
Pennsylvania
| USD 295 M | -USD 160 k | -0.1% | 3% | – | 301 | 14.62% | 0.8 |
|
| 2620 |
CCAM
2620
Codex Capital Asset Management
Dallas,
Texas
| USD 295 M | +USD 6.16 M | +2% | 4.63% | – | 33 | 0% | 1.8 |
|
| 2621 |
2621
McCarter Private Wealth Services
Boston,
Massachusetts
| USD 295 M | +USD 4.76 M | +2% | 3.32% | – | 198 | 16.67% | 1.2 |
|
| 2622 |
2622
Cisco Systems
San Jose,
California
| USD 294 M | -USD 111 M | -27% | 4.48% | 210% | 7 | 42.86% | 2 |
|
| 2623 |
2623
Pavaki Capital Management
Pueblo,
Colorado
| USD 294 M | +USD 7.41 M | +3% | 6.28% | – | 171 | 9.94% | 0.6 |
|
| 2624 |
TTA
2624
Thor Trading Advisors
Greensburg,
Pennsylvania
| USD 294 M | -USD 25 M | -8% | 2.21% | – | 44 | 50% | 0.4 |
|
| 2625 |
2625
Lewis Asset Management
Lafayette,
California
| USD 294 M | +USD 8.24 M | +3% | 3.49% | 142% | 239 | 15.06% | 1.5 |
|