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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Friedenthal Financial
Marlton,
New Jersey
| USD 231 M | +USD 14.1 M | +7% | 1.05% | 105% | 401 | 50.62% | 1.6 |
|
| 3102 |
3102
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 231 M | -USD 8.57 M | -4% | 0.42% | 98.3% | 128 | 3.91% | 9.2 |
|
| 3103 |
3103
Serenity Investment Advisors
Chicago,
Illinois
| USD 230 M | -USD 4.21 M | -2% | 0.13% | – | 77 | 10.39% | 0.7 |
|
| 3104 |
3104
Laurel Wealth Planning
Edina,
Minnesota
| USD 230 M | +USD 4.25 M | +2% | 0.01% | 59.5% | 72 | 9.72% | 3.4 |
|
| 3105 |
3105
Ballast Asset Management
Dallas,
Texas
| USD 230 M | -USD 20.6 M | -8% | 0.21% | 123% | 57 | 14.04% | 2 |
|
| 3106 |
3106
OmniStar Financial Group
Wilmington,
North Carolina
| USD 230 M | +USD 12.9 M | +6% | 2.01% | 75.6% | 152 | 46.05% | 1.4 |
|
| 3107 |
3107
Tuttle Capital Management
Riverside,
Connecticut
| USD 230 M | +USD 81.2 M | +55% | 1.41% | 115% | 267 | 61.8% | 0.2 |
|
| 3108 |
3108
Spear Advisors
East Hampton,
New York
| USD 230 M | -USD 61.8 M | -21% | 16.1% | – | 33 | 24.24% | 0.5 |
|
| 3109 |
3109
Cresta Advisors
Laredo,
Texas
| USD 229 M | -USD 49.3 M | -18% | 0.34% | 66.8% | 54 | 7.41% | 2.9 |
|
| 3110 |
3110
Cooper/Haims Advisors
Victor,
New York
| USD 229 M | -USD 3.16 M | -1% | 0.02% | 58.8% | 130 | 19.23% | 3.6 |
|
| 3111 |
3111
AGP Franklin
Franklin,
Tennessee
| USD 229 M | -USD 1.39 M | -0.6% | 6.29% | – | 101 | 17.82% | 1.2 |
|
| 3112 |
3112
Sowa Financial Group
Lincoln,
Rhode Island
| USD 229 M | +USD 14.7 M | +7% | 7.33% | 100% | 31 | 6.45% | 3.6 |
|
| 3113 |
3113
W Advisors LLC
Germantown,
Tennessee
| USD 229 M | +USD 9.24 M | +4% | 4.08% | 88.7% | 156 | 3.85% | 3 |
|
| 3114 |
KWM
3114
KRM Wealth Management
Reno,
Nevada
| USD 229 M | +USD 1.85 M | +0.8% | 1.08% | – | 47 | 6.38% | 0.7 |
|
| 3115 |
3115
Trust Investment Advisors
Indianapolis,
Indiana
| USD 229 M | +USD 19.6 M | +9% | 1.99% | 178% | 114 | 25.44% | 4.5 |
|
| 3116 |
3116
Yardley Wealth Management
Yardley,
Pennsylvania
| USD 229 M | +USD 8.91 M | +4% | 1.25% | – | 41 | 12.2% | 1.7 |
|
| 3117 |
3117
Capital Wealth Alliance
Scottsdale,
Arizona
| USD 229 M | +USD 13.5 M | +6% | 6.19% | 124% | 108 | 15.74% | 2.6 |
|
| 3118 |
3118
Bastion Asset Management
Montreal,
Canada
| USD 229 M | -USD 65.8 M | -22% | 4.49% | – | 71 | 66.2% | 0.3 |
|
| 3119 |
TAP
3119
Tounjian Advisory Partners
Fort Myers,
Florida
| USD 229 M | -USD 4.96 M | -2% | 1.96% | – | 882 | 14.17% | 0.4 |
|
| 3120 |
3120
Tenret Company
Tampa,
Florida
| USD 229 M | – | – | 1.6% | – | 39 | – | 3.6 |
|
| 3121 |
3121
Beach Point Capital Management
Santa Monica,
California
| USD 229 M | -USD 29.3 M | -11% | 20.3% | 84.1% | 21 | 42.86% | 1 |
|
| 3122 |
3122
BankPlus Wealth Management
Jackson,
Mississippi
| USD 229 M | +USD 6.46 M | +3% | 0.99% | – | 128 | 10.16% | 1.4 |
|
| 3123 |
3123
Smith Thornton Advisors
Huntsville,
Alabama
| USD 229 M | +USD 1.56 M | +0.7% | 0.32% | – | 145 | 7.59% | 1.8 |
|
| 3124 |
3124
Ariadne Wealth Management
Santa Barbara,
California
| USD 228 M | +USD 2.31 M | +1% | 2.35% | – | 276 | 13.77% | 1.4 |
|
| 3125 |
3125
Castleview Partners
Dallas,
Texas
| USD 228 M | +USD 665 k | +0.3% | 1.49% | 61.3% | 240 | 17.92% | 2.6 |
|