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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, 4,128 fondos (~46%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
Signet Investment Advisory Group
Providence,
Rhode Island
| USD 231 M | +USD 3.72 M | +2% | 2.6% | 68.2% | 74 | 2.7% | 5.6 |
|
| 2702 |
BWG
2702
Boomfish Wealth Group
Alpharetta,
Georgia
| USD 231 M | +USD 11.5 M | +5% | 3.68% | 86% | 106 | 14.15% | 1.9 |
|
| 2703 |
2703
Tower View Wealth Management
Shorewood,
Wisconsin
| USD 231 M | +USD 3.6 M | +2% | 0.08% | 135% | 211 | 11.37% | 3.9 |
|
| 2704 |
2704
Friedenthal Financial
Marlton,
New Jersey
| USD 231 M | +USD 14.1 M | +7% | 1.05% | 105% | 401 | 50.62% | 1.6 |
|
| 2705 |
2705
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 231 M | -USD 8.57 M | -4% | 0.42% | 98.3% | 128 | 3.91% | 9.2 |
|
| 2706 |
2706
Serenity Investment Advisors
Chicago,
Illinois
| USD 230 M | -USD 4.21 M | -2% | 0.13% | – | 77 | 10.39% | 0.7 |
|
| 2707 |
2707
Laurel Wealth Planning
Edina,
Minnesota
| USD 230 M | +USD 4.25 M | +2% | 0.01% | 59.5% | 72 | 9.72% | 3.4 |
|
| 2708 |
2708
OmniStar Financial Group
Wilmington,
North Carolina
| USD 230 M | +USD 12.9 M | +6% | 2.01% | 75.6% | 152 | 46.05% | 1.4 |
|
| 2709 |
2709
Tuttle Capital Management
Riverside,
Connecticut
| USD 230 M | +USD 81.2 M | +55% | 1.41% | 115% | 267 | 61.8% | 0.2 |
|
| 2710 |
2710
Spear Advisors
East Hampton,
New York
| USD 230 M | -USD 61.8 M | -21% | 16.1% | – | 33 | 24.24% | 0.5 |
|
| 2711 |
2711
Cresta Advisors
Laredo,
Texas
| USD 229 M | -USD 49.3 M | -18% | 0.34% | 66.8% | 54 | 7.41% | 2.9 |
|
| 2712 |
2712
Cooper/Haims Advisors
Victor,
New York
| USD 229 M | -USD 3.16 M | -1% | 0.02% | 58.8% | 130 | 19.23% | 3.6 |
|
| 2713 |
2713
AGP Franklin
Franklin,
Tennessee
| USD 229 M | -USD 1.39 M | -0.6% | 6.29% | – | 101 | 17.82% | 1.2 |
|
| 2714 |
2714
Sowa Financial Group
Lincoln,
Rhode Island
| USD 229 M | +USD 14.7 M | +7% | 7.33% | 100% | 31 | 6.45% | 3.6 |
|
| 2715 |
2715
W Advisors LLC
Germantown,
Tennessee
| USD 229 M | +USD 9.24 M | +4% | 4.08% | 88.7% | 156 | 3.85% | 3 |
|
| 2716 |
KWM
2716
KRM Wealth Management
Reno,
Nevada
| USD 229 M | +USD 1.85 M | +0.8% | 1.08% | – | 47 | 6.38% | 0.7 |
|
| 2717 |
2717
Trust Investment Advisors
Indianapolis,
Indiana
| USD 229 M | +USD 19.6 M | +9% | 1.99% | 178% | 114 | 25.44% | 4.5 |
|
| 2718 |
2718
Yardley Wealth Management
Yardley,
Pennsylvania
| USD 229 M | +USD 8.91 M | +4% | 1.25% | – | 41 | 12.2% | 1.7 |
|
| 2719 |
2719
Capital Wealth Alliance
Scottsdale,
Arizona
| USD 229 M | +USD 13.5 M | +6% | 6.19% | 124% | 108 | 15.74% | 2.6 |
|
| 2720 |
TAP
2720
Tounjian Advisory Partners
Fort Myers,
Florida
| USD 229 M | -USD 4.96 M | -2% | 1.96% | – | 882 | 14.17% | 0.4 |
|
| 2721 |
2721
Tenret Company
Tampa,
Florida
| USD 229 M | – | – | 1.6% | – | 39 | – | 3.6 |
|
| 2722 |
2722
Beach Point Capital Management
Santa Monica,
California
| USD 229 M | -USD 29.3 M | -11% | 20.3% | 84.1% | 21 | 42.86% | 1 |
|
| 2723 |
2723
BankPlus Wealth Management
Jackson,
Mississippi
| USD 229 M | +USD 6.46 M | +3% | 0.99% | – | 128 | 10.16% | 1.4 |
|
| 2724 |
2724
Smith Thornton Advisors
Huntsville,
Alabama
| USD 229 M | +USD 1.56 M | +0.7% | 0.32% | – | 145 | 7.59% | 1.8 |
|
| 2725 |
2725
Castleview Partners
Dallas,
Texas
| USD 228 M | +USD 665 k | +0.3% | 1.49% | 61.3% | 240 | 17.92% | 2.6 |
|