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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
tru Independence
Portland,
Oregon
| USD 234 M | +USD 5.24 M | +2% | 0.88% | 67.4% | 117 | 14.53% | 3 |
|
| 3077 |
3077
Northern Capital Management (Washington)
Spokane,
Washington
| USD 234 M | -USD 705 k | -0.3% | 2.18% | 90.9% | 58 | 8.62% | 3.1 |
|
| 3078 |
3078
Flower City Capital
Pittsford,
New York
| USD 234 M | +USD 6.49 M | +3% | 1.13% | 69.5% | 50 | 14% | 3 |
|
| 3079 |
CA
3079
Continental Advisors
Park City,
Utah
| USD 233 M | -USD 3.37 M | -1% | 1.83% | 73.6% | 55 | 14.55% | 5.3 |
|
| 3080 |
3080
Bernzott Capital Advisors
Camarillo,
California
| USD 233 M | -USD 16.4 M | -7% | 3.79% | 46.2% | 112 | 68.75% | 1 |
|
| 3081 |
3081
Carolina Wealth Management
Greenville,
North Carolina
| USD 233 M | +USD 15.9 M | +7% | 0.55% | – | 129 | 21.71% | 0.2 |
|
| 3082 |
3082
Carl P. Sherr & Co
Worcester,
Massachusetts
| USD 233 M | -USD 5.44 M | -2% | 1.53% | 78.6% | 137 | 5.84% | 3.9 |
|
| 3083 |
LMHBHCT
3083
Leona M. & Harry B. Helmsley Charitable Trust
New York
| USD 233 M | +USD 18.1 M | +8% | 1.76% | – | 2 | 0% | 0.6 |
|
| 3084 |
3084
Attessa Capital
Tucson,
Arizona
| USD 233 M | +USD 10.1 M | +5% | 0.36% | – | 54 | 14.81% | 1.1 |
|
| 3085 |
3085
Cohen Investment Advisors
Bedford,
New Hampshire
| USD 233 M | +USD 9.9 M | +4% | 6.37% | 90.6% | 84 | 7.14% | 4.9 |
|
| 3086 |
3086
Banyan Capital Management
Atlanta,
Georgia
| USD 233 M | +USD 2.55 M | +1% | 0.4% | 44.4% | 55 | 12.73% | 2.7 |
|
| 3087 |
3087
Steinberganna Wealth Management
Huntington,
New York
| USD 233 M | -USD 13.4 M | -5% | 1.76% | – | 148 | 12.16% | 0.8 |
|
| 3088 |
3088
Lantern Wealth Advisors
Melville,
New York
| USD 232 M | +USD 14 M | +6% | 1.77% | – | 205 | 14.15% | 1.6 |
|
| 3089 |
OBWA
3089
Oak Barrel Wealth Advisory
Reston,
Virginia
| USD 232 M | +USD 5.83 M | +3% | 2.39% | – | 87 | 4.6% | 0.7 |
|
| 3090 |
3090
EPIQ Partners
Minneapolis,
Minnesota
| USD 232 M | -USD 3.65 M | -2% | 0.64% | 49.6% | 102 | 6.86% | 3.3 |
|
| 3091 |
3091
Downshift Financial
Boulder,
Colorado
| USD 232 M | +USD 9.27 M | +4% | 0% | – | 745 | 13.02% | 0.3 |
|
| 3092 |
3092
Peak Financial Advisors
Denver,
Colorado
| USD 232 M | -USD 9.6 M | -4% | 2.21% | 39.1% | 90 | 26.67% | 1.8 |
|
| 3093 |
3093
NIA Impact Advisors
Berkeley,
California
| USD 232 M | -USD 9.47 M | -4% | 0.94% | – | 84 | 17.86% | 2.4 |
|
| 3094 |
3094
Asset Advisory Group
Kinnelon,
New Jersey
| USD 232 M | +USD 2.93 M | +1% | 2.08% | – | 126 | 4.76% | 0.7 |
|
| 3095 |
NTIC
3095
Napean Trading & Investment Company
Singapore
| USD 232 M | -USD 59.6 M | -20% | 1.23% | 313% | 19 | 68.42% | 0.9 |
|
| 3096 |
3096
OxenFree Capital
Satellite Beach,
Florida
| USD 231 M | +USD 13.3 M | +6% | 0.74% | 56.4% | 58 | 5.17% | 1.9 |
|
| 3097 |
3097
Signet Investment Advisory Group
Providence,
Rhode Island
| USD 231 M | +USD 3.72 M | +2% | 2.6% | 68.2% | 74 | 2.7% | 5.6 |
|
| 3098 |
BWG
3098
Boomfish Wealth Group
Alpharetta,
Georgia
| USD 231 M | +USD 11.5 M | +5% | 3.68% | 86% | 106 | 14.15% | 1.9 |
|
| 3099 |
3099
Tower View Wealth Management
Shorewood,
Wisconsin
| USD 231 M | +USD 3.6 M | +2% | 0.08% | 135% | 211 | 11.37% | 3.9 |
|
| 3100 |
3100
Montaka Global
Sydney,
| USD 231 M | +USD 53.1 M | +30% | 14.8% | – | 27 | 29.63% | 0.5 |
|