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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
NYL Investors
New York
| USD 250 M | -USD 10.9 M | -4% | 4.89% | 10.8% | 29 | 0% | 6 |
|
| 2927 |
2927
Daily Journal Corp
Los Angeles,
California
| USD 250 M | -USD 6.82 M | -3% | 2.48% | 109% | 4 | 0% | 10.9 |
|
| 2928 |
2928
Walser Wealth Management
Tampa,
Florida
| USD 250 M | +USD 9.04 M | +4% | 2.56% | – | 249 | 26.51% | 0.5 |
|
| 2929 |
2929
Sard Wealth Management Group
Atlanta,
Georgia
| USD 250 M | +USD 40.5 M | +19% | 0.88% | 51.3% | 68 | 14.71% | 2 |
|
| 2930 |
2930
Motive Wealth Advisors
Birmingham,
Michigan
| USD 249 M | +USD 6.29 M | +3% | 0.68% | 73.4% | 107 | 14.02% | 2.6 |
|
| 2931 |
DFS
2931
Dixon Fnancial Services
Lafayette,
California
| USD 249 M | +USD 2.52 M | +1% | 1.4% | 76.6% | 49 | 4.08% | 2.6 |
|
| 2932 |
GRWP
2932
Green Ridge Wealth Planning
Montville,
New Jersey
| USD 249 M | +USD 11.5 M | +5% | 2.58% | – | 99 | 16.16% | 0.6 |
|
| 2933 |
2933
Postrock Partners
Overland Park,
Oregon
| USD 249 M | +USD 3.3 M | +1% | 4.41% | – | 83 | 6.02% | 1.5 |
|
| 2934 |
2934
IVC Wealth Advisors
Silverdale,
Pennsylvania
| USD 249 M | -USD 7.18 M | -3% | 2.14% | 81.9% | 179 | 8.38% | 3.7 |
|
| 2935 |
2935
XXI Wealth LLC
Chicago,
Illinois
| USD 249 M | +USD 31.5 M | +14% | 4.28% | – | 257 | 17.51% | 0.6 |
|
| 2936 |
2936
Mainsail Asset Management
Birmingham,
Alabama
| USD 249 M | -USD 6.03 M | -2% | 3.82% | 90.4% | 219 | 36.99% | 1.1 |
|
| 2937 |
SM
2937
Salzhauer Michael
| USD 249 M | -USD 43.3 M | -15% | 4.87% | 98% | 94 | 11.7% | 4.3 |
|
| 2938 |
2938
Aletheian Wealth Advisors
Bellevue,
Washington
| USD 249 M | +USD 14.9 M | +6% | 0.31% | – | 118 | 11.86% | 2.8 |
|
| 2939 |
MCF
2939
MKA Charitable Fund
San Francisco,
California
| USD 249 M | +USD 16.5 M | +7% | 12.3% | 17.1% | 1 | 0% | 2.8 |
|
| 2940 |
2940
Powers Capital
San Francisco,
California
| USD 249 M | +USD 5 M | +2% | 2.05% | – | 2 | 0% | 1.8 |
|
| 2941 |
2941
Rockingstone Advisors
Great Barrington,
Massachusetts
| USD 249 M | -USD 479 k | -0.2% | 3.71% | 114% | 117 | 5.98% | 2.9 |
|
| 2942 |
AFT
2942
Alpha Family Trust
Los Angeles,
California
| USD 249 M | USD 0 | 0% | 2.45% | 215% | 200 | 0% | 2.2 |
|
| 2943 |
2943
Vista Investment Partners II
Richmond,
Indiana
| USD 248 M | -USD 6.54 M | -3% | 5.07% | – | 172 | 15.12% | 1.2 |
|
| 2944 |
2944
Cobblestone Asset Management
Richmond,
Virginia
| USD 248 M | +USD 8.43 M | +4% | 2.12% | 60.6% | 81 | 13.58% | 1.5 |
|
| 2945 |
2945
Massachusetts Wealth Management
North Andover,
Massachusetts
| USD 248 M | -USD 14.4 M | -5% | 0.93% | 110% | 99 | 4.04% | 2.9 |
|
| 2946 |
2946
Fairfield Financial Advisors
Wellesley,
Massachusetts
| USD 248 M | -USD 5.78 M | -2% | 1.7% | – | 74 | 14.86% | 2.4 |
|
| 2947 |
2947
Forte Asset Management
Bedford,
New York
| USD 248 M | +USD 3.4 M | +1% | 1.82% | 57.7% | 80 | 8.75% | 2.7 |
|
| 2948 |
2948
5th Street Advisors
Southport,
Connecticut
| USD 248 M | -USD 15.1 M | -6% | 0.72% | 52.2% | 57 | 8.77% | 1.7 |
|
| 2949 |
IGYL
2949
I.G.Y. Ltd
London,
United Kingdom
| USD 248 M | +USD 2.42 M | +1% | 1.09% | 80.5% | 3 | 0% | 6.5 |
|
| 2950 |
2950
Transcendent Capital Group
Edmond,
Oklahoma
| USD 248 M | -USD 9.6 M | -4% | 2.14% | 82.3% | 140 | 24.29% | 1.8 |
|