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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
NERM
2851
New England Research & Management
Chicago,
Illinois
| USD 259 M | +USD 1.9 M | +0.7% | 0.63% | 65% | 159 | 33.33% | 4.7 |
|
| 2852 |
2852
Long Road Investment Counsel
Kalamazoo,
Michigan
| USD 259 M | -USD 12.6 M | -5% | 2.31% | 64.4% | 83 | 6.02% | 8.2 |
|
| 2853 |
2853
Tull Financial Group
Chesapeake,
Virginia
| USD 259 M | +USD 3.01 M | +1% | 1.1% | – | 36 | 13.89% | 1.5 |
|
| 2854 |
2854
Mirabaud & Cie
Geneva,
Switzerland
| USD 259 M | +USD 9.34 M | +4% | 10.2% | 151% | 57 | 15.79% | 1.8 |
|
| 2855 |
WAM
2855
Werlinich Asset Management
Stamford,
Connecticut
| USD 258 M | -USD 3.32 M | -1% | 2.26% | 232% | 58 | 1.72% | 3.8 |
|
| 2856 |
DCM
2856
Dudley Capital Management
Middleburg,
Virginia
| USD 258 M | +USD 7.99 M | +3% | 6.63% | 129% | 157 | 12.74% | 2.6 |
|
| 2857 |
2857
Silver Oak Advisory Group
Portland,
Oregon
| USD 258 M | +USD 4.62 M | +2% | 2.07% | 28.9% | 95 | 10.53% | 2.8 |
|
| 2858 |
2858
SmartHarvest Portfolios
Poulsbo,
Washington
| USD 258 M | -USD 51.3 M | -17% | 4.99% | – | 490 | 30.41% | 0.6 |
|
| 2859 |
2859
Family CFO
Los Altos,
California
| USD 258 M | -USD 2.04 M | -0.8% | 1.14% | 89.6% | 53 | 20.75% | 2.8 |
|
| 2860 |
2860
Gainplan
Bloomfield Hills,
Michigan
| USD 258 M | +USD 3.94 M | +2% | 1.99% | 103% | 70 | 30% | 2.3 |
|
| 2861 |
2861
North Berkeley Wealth Management
Berkeley,
California
| USD 258 M | +USD 10.1 M | +4% | 2.55% | – | 79 | 8.86% | 1.4 |
|
| 2862 |
2862
Bullish
George Town,
| USD 257 M | +USD 79.1 M | +44% | 43% | – | 4 | 50% | 0.5 |
|
| 2863 |
2863
Hiley Hunt Wealth Management
Omaha,
Nebraska
| USD 257 M | +USD 4.3 M | +2% | 1.18% | 48.4% | 51 | 7.84% | 2.2 |
|
| 2864 |
FA
2864
FAI Advisors
Farmington Hills,
Michigan
| USD 257 M | +USD 2.57 M | +1% | 2.12% | – | 194 | 11.34% | 1.4 |
|
| 2865 |
2865
Eastover Investment Advisors
Charlotte,
North Carolina
| USD 257 M | +USD 3.27 M | +1% | 0.9% | 105% | 50 | 4% | 3.6 |
|
| 2866 |
2866
Sterling Group Wealth Management
Pasadena,
California
| USD 257 M | +USD 13.4 M | +5% | 0.93% | 75.9% | 67 | 10.45% | 1.7 |
|
| 2867 |
2867
RetireMitten Financial
Milford,
Michigan
| USD 256 M | +USD 19.3 M | +8% | 1.41% | – | 59 | 23.73% | 0.4 |
|
| 2868 |
2868
Long Island Wealth Management
Melville,
New York
| USD 256 M | +USD 14.1 M | +6% | 1.3% | 58.2% | 103 | 12.62% | 2 |
|
| 2869 |
2869
Evergreen Wealth Management
Williamston,
Michigan
| USD 256 M | +USD 43 M | +20% | 2.27% | 68.8% | 70 | 22.86% | 2.2 |
|
| 2870 |
SFC
2870
Sprinkle Financial Consultants
Littleton,
Colorado
| USD 256 M | +USD 1.15 M | +0.5% | 0.97% | 64.1% | 114 | 14.04% | 1.8 |
|
| 2871 |
2871
Innova Wealth Partners
Newtown,
Pennsylvania
| USD 256 M | +USD 11.7 M | +5% | 1.59% | 72.5% | 195 | 13.85% | 1.2 |
|
| 2872 |
2872
Keeler Thomas Management
Orem,
Utah
| USD 256 M | -USD 26.2 M | -9% | 3.94% | 52.1% | 155 | 16.77% | 1.2 |
|
| 2873 |
2873
Diesslin Group
Fort Worth,
Texas
| USD 256 M | -USD 3.48 M | -1% | 0.59% | – | 61 | 11.48% | 0.7 |
|
| 2874 |
2874
Matisse Capital
Portland,
Oregon
| USD 256 M | +USD 5.82 M | +2% | 1.47% | 73.3% | 173 | 14.45% | 2.6 |
|
| 2875 |
2875
State Insurance Fund
New York
| USD 255 M | +USD 459 k | +0.2% | 0.18% | 77.9% | 1 | 0% | 2.8 |
|