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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
SimpliFi Inc
San Diego,
California
| USD 245 M | -USD 7.86 M | -3% | 2.51% | 27.9% | 45 | 0% | 3.5 |
|
| 2977 |
2977
Next Level Wealth Planning
Meridian,
Idaho
| USD 245 M | +USD 18 M | +8% | 1.15% | – | 519 | 85.74% | 0.2 |
|
| 2978 |
2978
BostonPremier Wealth
Hanover,
Massachusetts
| USD 245 M | +USD 9.6 M | +4% | 0.71% | – | 86 | 9.3% | 1.3 |
|
| 2979 |
2979
Tableaux
Stockbridge,
Massachusetts
| USD 245 M | +USD 7.46 M | +3% | 1.21% | – | 127 | 8.66% | 1.1 |
|
| 2980 |
2980
rebel Financial
Groveport,
Ohio
| USD 245 M | -USD 6.86 M | -3% | 1.47% | – | 103 | 45.63% | 0.5 |
|
| 2981 |
APSI
2981
Asset Planning Services Inc
Covington,
Louisiana
| USD 245 M | +USD 9.28 M | +4% | 6.38% | 138% | 36 | 0% | 6.3 |
|
| 2982 |
2982
Ring Mountain Capital
Tiburon,
California
| USD 245 M | +USD 6.55 M | +3% | 3.8% | – | 119 | 15.13% | 1.3 |
|
| 2983 |
2983
Sentinel Advisory Group
Middleton,
Wisconsin
| USD 245 M | -USD 55 k | -0% | 0.74% | – | 62 | 9.68% | 0.5 |
|
| 2984 |
2984
Turning Point Benefit Group
Frederick,
Maryland
| USD 245 M | +USD 12.2 M | +5% | 1.97% | – | 112 | 8.04% | 1.2 |
|
| 2985 |
2985
Core Wealth Partners
Santa Rosa,
California
| USD 245 M | +USD 9.9 M | +4% | 2.58% | 75.7% | 202 | 10.89% | 2.3 |
|
| 2986 |
2986
Pavion Blue Capital
Newport Beach,
California
| USD 244 M | -USD 4 M | -2% | 3.02% | 87.8% | 119 | 13.45% | 4.5 |
|
| 2987 |
2987
JCIC Asset Management
Toronto,
Ontario, Canada
| USD 244 M | -USD 82.2 M | -25% | 8.42% | – | 119 | 36.13% | 4.7 |
|
| 2988 |
2988
Aufman Associates
Sewickley,
Pennsylvania
| USD 244 M | -USD 6.71 M | -3% | 1.23% | 141% | 70 | 8.57% | 3.8 |
|
| 2989 |
2989
Deane Retirement Strategies
New Orleans,
Louisiana
| USD 244 M | +USD 7.9 M | +3% | 4.15% | 73.4% | 64 | 35.94% | 1.3 |
|
| 2990 |
2990
NBH Bank
Greenwood Village,
Colorado
| USD 244 M | +USD 6.73 M | +3% | 1.95% | – | 641 | 18.41% | 0.2 |
|
| 2991 |
2991
Richardson Capital Management
Menomonee Falls,
Wisconsin
| USD 244 M | +USD 9.9 M | +4% | 1.84% | 74.2% | 274 | 14.96% | 1.6 |
|
| 2992 |
2992
Thayer Partners
Wyndmoor,
Pennsylvania
| USD 244 M | +USD 2.31 M | +1% | 0.17% | – | 102 | 6.86% | 0.7 |
|
| 2993 |
2993
Norway Savings Bank
Portland,
Maine
| USD 244 M | +USD 5.18 M | +2% | 4.21% | 117% | 107 | 6.54% | 6.4 |
|
| 2994 |
2994
Allodium Investment Consultants
Minneapolis,
Minnesota
| USD 244 M | +USD 8.05 M | +3% | 2.2% | – | 58 | 5.17% | 1.5 |
|
| 2995 |
2995
TOBAM
Paris,
France
| USD 244 M | -USD 168 M | -41% | 8.73% | 76.5% | 296 | 23.99% | 2.8 |
|
| 2996 |
QAM
2996
QSM Asset Management
London,
United Kingdom
| USD 243 M | +USD 50.5 M | +26% | 5.23% | – | 26 | 11.54% | 1.2 |
|
| 2997 |
PK
2997
Pflug Koory
Omaha,
Nebraska
| USD 243 M | -USD 7.43 M | -3% | 0.43% | – | 430 | 2.33% | 6.7 |
|
| 2998 |
2998
May Barnhard Investments
Bethesda,
Maryland
| USD 243 M | -USD 4.51 M | -2% | 2.07% | 65.4% | 90 | 5.56% | 2.3 |
|
| 2999 |
VH
2999
VVR Holdings
Bellingham,
Washington
| USD 243 M | +USD 11.3 M | +5% | 1.06% | – | 46 | 28.26% | 0.5 |
|
| 3000 |
3000
World Equity Group
Schaumburg,
Illinois
| USD 242 M | -USD 204 M | -46% | 5.46% | 117% | 402 | 43.03% | 2.3 |
|