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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
NWMP
3151
Noble Wealth Management PBC
Greenwood Village,
Colorado
| USD 223 M | +USD 496 | +0% | 1.51% | – | 881 | 22.47% | 1 |
|
| 3152 |
3152
Acasta Partners UK
London,
| USD 223 M | +USD 33.7 M | +18% | 0.73% | – | 23 | 26.09% | 0.5 |
|
| 3153 |
3153
Broadway Wealth Solutions
San Antonio,
Texas
| USD 223 M | +USD 8.94 M | +4% | 0.54% | – | 96 | 12.5% | 1.4 |
|
| 3154 |
3154
StoryOne LLC
Overland Park,
Kansas
| USD 223 M | +USD 11.3 M | +5% | 0.68% | – | 87 | 18.39% | 0.6 |
|
| 3155 |
3155
Grant Private Wealth Management
Pleasanton,
California
| USD 223 M | -USD 14.2 M | -6% | 7.19% | – | 190 | 31.58% | 0.9 |
|
| 3156 |
3156
Two Point Capital Management
Pittsford,
New York
| USD 223 M | -USD 25.5 M | -10% | 0.32% | – | 32 | 12.5% | 2.9 |
|
| 3157 |
3157
Alchemi Wealth
Essex,
Connecticut
| USD 223 M | +USD 9.19 M | +4% | 4.74% | – | 178 | 11.24% | 0.7 |
|
| 3158 |
3158
Holos Integrated Wealth
Kennett Square,
Pennsylvania
| USD 223 M | +USD 8.39 M | +4% | 0.64% | – | 399 | 7.27% | 1.4 |
|
| 3159 |
3159
Center For Asset Management
Palm Beach Gardens,
Florida
| USD 222 M | -USD 3.09 M | -1% | 0.45% | 66.6% | 189 | 25.93% | 2.1 |
|
| 3160 |
3160
Apricus Wealth
Beaufort,
South Carolina
| USD 222 M | +USD 12.6 M | +6% | 2.86% | 80.6% | 141 | 17.73% | 2.8 |
|
| 3161 |
LF
3161
Lighthouse Financial
Largo,
Florida
| USD 222 M | +USD 29.2 M | +15% | 1.62% | – | 98 | 20.41% | 1.1 |
|
| 3162 |
3162
Burrus Financial Services
Salt Lake City,
Utah
| USD 222 M | -USD 8.63 M | -4% | 2.16% | 31.3% | 11 | 0% | 2.5 |
|
| 3163 |
3163
Sitrin Capital Management
Century City,
California
| USD 222 M | -USD 4 M | -2% | 5.06% | 139% | 41 | 7.32% | 4.8 |
|
| 3164 |
3164
Meriwether Wealth & Planning
Minden,
Louisiana
| USD 222 M | +USD 19.9 M | +10% | 0.4% | – | 874 | 86.27% | 0.2 |
|
| 3165 |
CH
3165
Cromwell Holdings
Jackson,
Wyoming
| USD 222 M | -USD 1.28 M | -0.6% | 4.49% | – | 1,137 | 3.78% | 1.6 |
|
| 3166 |
3166
Solano Wealth Investment Advisors
Fairfield,
California
| USD 221 M | +USD 1.65 M | +0.7% | 0% | – | 38 | 7.89% | 1.5 |
|
| 3167 |
1GI
3167
180 GPS Investments
St Peter Port,
| USD 221 M | +USD 86 M | +64% | 0.35% | – | 39 | 48.72% | 0.4 |
|
| 3168 |
SIAIK
3168
Summit Investment Advisors, Inc.\KS
Leawood,
Kansas
| USD 221 M | +USD 2.54 M | +1% | 1.02% | – | 106 | 11.32% | 0.7 |
|
| 3169 |
3169
Bull Street Advisors
Savannah,
Georgia
| USD 221 M | +USD 2.22 M | +1% | 2.73% | 48.5% | 96 | 5.21% | 6.1 |
|
| 3170 |
3170
Kennicott Capital Management
Corte Madera,
California
| USD 221 M | +USD 5.35 M | +2% | 1.21% | 98% | 49 | 6.12% | 3.6 |
|
| 3171 |
3171
Seven Bridges Advisors
New York
| USD 221 M | +USD 13.8 M | +7% | 1.08% | – | 17 | 5.88% | 1.3 |
|
| 3172 |
3172
Summit Place Financial Advisors
Summit,
New Jersey
| USD 221 M | -USD 7.18 M | -3% | 2.6% | 111% | 124 | 16.94% | 3.1 |
|
| 3173 |
3173
Wealth Forward LLC
Fargo,
North Dakota
| USD 221 M | +USD 20.1 M | +10% | 1.02% | 48.8% | 55 | 20% | 1.8 |
|
| 3174 |
3174
Comprehensive Wealth Management
Lynnwood,
Washington
| USD 221 M | +USD 1.98 M | +0.9% | 1.26% | 40.6% | 44 | 2.27% | 2.1 |
|
| 3175 |
3175
Grove Street Fiduciary
Peterborough,
New Hampshire
| USD 221 M | -USD 16.1 M | -7% | 1.21% | – | 80 | 10% | 1.4 |
|