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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
IMPACTfolio
Denver,
Colorado
| USD 274 M | +USD 8.84 M | +3% | 0.26% | 58.8% | 37 | 5.41% | 3.1 |
|
| 2752 |
2752
Financial Planning Navigators
Maple Grove,
Minnesota
| USD 274 M | +USD 7.17 M | +3% | 0.34% | – | 81 | 24.69% | 0.5 |
|
| 2753 |
ERFOTCOFW
2753
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| USD 274 M | -USD 5.92 M | -2% | 4.21% | 30.5% | 21 | 4.76% | 2.1 |
|
| 2754 |
2754
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| USD 274 M | -USD 3.62 M | -1% | 0.86% | – | 62 | 12.9% | 1.5 |
|
| 2755 |
2755
REDW Wealth
Albuquerque,
New Mexico
| USD 274 M | -USD 5.41 M | -2% | 0.28% | 59.1% | 105 | 1.9% | 4.8 |
|
| 2756 |
2756
B.A. Schrock Wealth Management
Wadsworth,
Ohio
| USD 274 M | – | – | 0.35% | – | 132 | – | 0 |
|
| 2757 |
2757
Kellett Wealth Advisors
Cincinnati,
Ohio
| USD 273 M | +USD 58.5 M | +27% | 1.65% | 76.3% | 114 | 21.93% | 2.1 |
|
| 2758 |
2758
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Warsaw,
Poland
| USD 273 M | +USD 24.3 M | +10% | 8.55% | 133% | 152 | 3.29% | 3 |
|
| 2759 |
FA
2759
FF Advisors
Manhattan Beach,
California
| USD 273 M | +USD 6.18 M | +2% | 0.88% | 59.7% | 132 | 12.12% | 1.9 |
|
| 2760 |
2760
Key Capital Management
Hendersonville, Tn 37075,
Tennessee
| USD 273 M | +USD 78.9 M | +41% | 0.28% | – | 869 | 23.82% | 0.5 |
|
| 2761 |
2761
Evergreen Private Wealth
Greenwood Village,
Colorado
| USD 273 M | +USD 2.54 M | +0.9% | 3.34% | 80.2% | 91 | 27.47% | 2.5 |
|
| 2762 |
2762
Letson Investment Management
Atlanta,
Georgia
| USD 273 M | +USD 313 k | +0.1% | 1.87% | 56.7% | 109 | 8.26% | 2.2 |
|
| 2763 |
2763
MB, Levis & Associates
Center Valley,
Pennsylvania
| USD 273 M | +USD 1.42 M | +0.5% | 1.55% | 43.1% | 259 | 5.79% | 2.9 |
|
| 2764 |
2764
Unique Wealth Strategies
Burr Ridge,
Illinois
| USD 273 M | -USD 2.38 M | -0.9% | 0.21% | 96.9% | 227 | 3.96% | 1.3 |
|
| 2765 |
2765
Carnegie Lake Advisors
Princeton,
New Jersey
| USD 273 M | +USD 4.4 M | +2% | 1.99% | – | 182 | 10.99% | 1.6 |
|
| 2766 |
2766
Peirce Capital Management
The Woodlands,
Texas
| USD 272 M | -USD 582 k | -0.2% | 0.22% | 56.6% | 48 | 8.33% | 2 |
|
| 2767 |
2767
ARWA LLC
Fort Worth,
Texas
| USD 272 M | +USD 30.9 M | +13% | 0.56% | – | 164 | 26.83% | 0.5 |
|
| 2768 |
SLA
2768
Silver Lake Advisory
Cottonwood Heights,
Utah
| USD 272 M | -USD 8.27 M | -3% | 0.28% | 76.7% | 111 | 7.21% | 5.1 |
|
| 2769 |
2769
Leslie Global Wealth
Itasca,
Illinois
| USD 272 M | +USD 14.8 M | +6% | 0.23% | – | 94 | 13.83% | 1.4 |
|
| 2770 |
2770
Ridgewood Investments
Springfield,
New Jersey
| USD 271 M | +USD 4.16 M | +2% | 0.04% | – | 221 | 7.69% | 3.8 |
|
| 2771 |
PCG
2771
PFC Capital Group
Los Angeles,
California
| USD 271 M | +USD 10.9 M | +4% | 6.01% | 118% | 92 | 5.43% | 2.1 |
|
| 2772 |
2772
Reliant Investment Management
Memphis,
Tennessee
| USD 271 M | -USD 9.9 M | -4% | 2.52% | 129% | 57 | 7.02% | 4.1 |
|
| 2773 |
2773
True Blue Financial
Stevensville,
Michigan
| USD 270 M | +USD 33.5 M | +14% | 1.83% | – | 65 | 16.92% | 0.6 |
|
| 2774 |
2774
Verisail Partners
Chamblee,
Georgia
| USD 270 M | +USD 318 k | +0.1% | 1.43% | – | 30 | 16.67% | 1.2 |
|
| 2775 |
2775
Creekside Partners
Petaluma,
California
| USD 270 M | -USD 6.15 M | -2% | 0.88% | – | 197 | 6.6% | 1.9 |
|