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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, 3,018 fondos (~34%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
Gritstone Asset Management
Bethesda,
Maryland
| USD 103 M | -USD 846 k | -0.8% | 0.36% | – | 226 | 36.73% | 0.6 |
|
| 2877 |
2877
Willow Creek Capital Management
Missoula,
Montana
| USD 103 M | -USD 233 k | -0.2% | 0.55% | – | 101 | 1.98% | 0.2 |
|
| 2878 |
2878
Parrish Capital
Kennesaw,
Georgia
| USD 103 M | -USD 1.09 M | -1% | 2.12% | – | 88 | 5.68% | 0.7 |
|
| 2879 |
PBK
2879
Peoples Bank (Kansas)
Pratt,
Kansas
| USD 103 M | -USD 339 k | -0.3% | 3.28% | 74.5% | 101 | 6.93% | 2.6 |
|
| 2880 |
2880
Guilbault Capital
Metairie,
Louisiana
| USD 102 M | +USD 2.44 M | +2% | 1.75% | – | 81 | 19.75% | 0.6 |
|
| 2881 |
2881
Schuylkill Financial
Wyomissing,
Pennsylvania
| USD 102 M | -USD 6.23 M | -6% | 2.19% | – | 72 | 16.67% | 0.2 |
|
| 2882 |
IWMO
2882
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| USD 102 M | +USD 6.9 M | +7% | 1.93% | – | 104 | 17.31% | 0.5 |
|
| 2883 |
2883
Financial Network Wealth Advisors
Murray,
Utah
| USD 101 M | +USD 2.73 M | +3% | 1.88% | 57.7% | 973 | 18.5% | 1.4 |
|
| 2884 |
2884
Englebert Financial Advisers
Allentown,
Pennsylvania
| USD 101 M | -USD 478 k | -0.5% | 0.58% | – | 80 | 41.25% | 0.5 |
|
| 2885 |
2885
Katamaran Capital
London,
United Kingdom
| USD 101 M | -USD 24.5 M | -19% | 0.1% | – | 49 | 57.14% | 0.6 |
|
| 2886 |
2886
Aspen Private Advisors
Sioux Falls,
South Dakota
| USD 101 M | +USD 1.21 M | +1% | 0.33% | – | 17 | 58.82% | 0.1 |
|
| 2887 |
KFP
2887
Kroeger Financial Partners
Grass Valley,
California
| USD 101 M | -USD 2.6 M | -3% | 1.07% | – | 143 | 11.19% | 0.2 |
|
| 2888 |
2888
Chiron Capital Management
Tallahassee,
Florida
| USD 101 M | -USD 10.9 M | -10% | 4.32% | – | 144 | 18.75% | 2.2 |
|
| 2889 |
2889
Sulzberger Capital Advisors
Miami,
Florida
| USD 101 M | -USD 1.91 M | -2% | 2.6% | – | 59 | 15.25% | 1.3 |
|
| 2890 |
2890
Transce3nd
Kyle,
Texas
| USD 100 M | +USD 89 M | +785% | 1.64% | – | 533 | 69.61% | 0.5 |
|
| 2891 |
2891
Sage Investment Counsel
Franklin,
Tennessee
| USD 100 M | +USD 338 k | +0.3% | 0.9% | – | 138 | 18.12% | 1.4 |
|
| 2892 |
2892
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
| USD 100 M | – | – | 1.07% | – | 47 | – | 1.6 |
|
| 2893 |
2893
CSP Financial Group
Scottsdale,
Arizona
| USD 99.3 M | -USD 18.1 M | -15% | 0.36% | – | 25 | 12% | 0.4 |
|
| 2894 |
2894
HFG Wealth Management
The Woodlands,
Texas
| USD 99 M | -USD 430 k | -0.4% | 3.16% | 45.9% | 42 | 2.38% | 2.3 |
|
| 2895 |
2895
October Effect
Virginia Beach,
Virginia
| USD 98.3 M | -USD 8.04 M | -8% | 4% | – | 68 | 14.71% | 0.9 |
|
| 2896 |
2896
Professional Financial Management
Appleton,
Wisconsin
| USD 98.2 M | -USD 374 k | -0.4% | 3.75% | – | 28 | 35.71% | 0.5 |
|
| 2897 |
2897
August Group Capital
Toronto,
| USD 98 M | +USD 7.02 M | +8% | 3.5% | – | 107 | 16.82% | 0.6 |
|
| 2898 |
2898
Vima LLC
Troy,
Michigan
| USD 97.9 M | -USD 4.67 M | -5% | 1.4% | – | 381 | 10.24% | 0.6 |
|
| 2899 |
2899
Piper Sandler & Co
Minneapolis,
Minnesota
| USD 97.6 M | -USD 37.2 M | -28% | 0.01% | 0.05% | 16 | 12.5% | 0.4 |
|
| 2900 |
2900
Wedgewood Investors
Erie,
Pennsylvania
| USD 97.6 M | +USD 277 k | +0.3% | 3.82% | – | 113 | 8.85% | 7.7 |
|