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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, 4,136 fondos (~46%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Evansbrook
Bolingbrook,
Illinois
| USD 171 M | +USD 3.45 M | +2% | 2.38% | – | 130 | 5.38% | 0.7 |
|
| 3227 |
3227
SLT Holdings
Scottsdale,
Arizona
| USD 171 M | +USD 8.26 M | +5% | 11.7% | – | 196 | 44.39% | 0.8 |
|
| 3228 |
3228
Northland Securities
Minneapolis,
Minnesota
| USD 171 M | -USD 736 k | -0.4% | 0.91% | – | 121 | 12.4% | 0.7 |
|
| 3229 |
3229
Fairscale Capital
Nashua,
New Hampshire
| USD 171 M | +USD 3.47 M | +2% | 4.82% | – | 553 | 20.61% | 1.5 |
|
| 3230 |
3230
Petros Family Wealth
Bloomington,
Minnesota
| USD 171 M | +USD 7.35 M | +4% | 1.77% | – | 146 | 17.81% | 1.2 |
|
| 3231 |
3231
Hahn Capital Management
Walnut Creek,
California
| USD 171 M | +USD 5.76 M | +3% | 6.91% | 71.7% | 33 | 21.21% | 7.3 |
|
| 3232 |
3232
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
| USD 171 M | -USD 6.45 M | -4% | 3.56% | 110% | 53 | 11.32% | 1.8 |
|
| 3233 |
3233
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| USD 171 M | +USD 17.8 M | +12% | 2.33% | 4.78% | 7 | 14.29% | 3 |
|
| 3234 |
3234
Granite Islands Private Wealth
Guilford,
Connecticut
| USD 170 M | +USD 35.2 M | +26% | 5.24% | – | 94 | 25.53% | 0.6 |
|
| 3235 |
3235
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
| USD 170 M | +USD 4.06 M | +2% | 2.78% | – | 129 | 9.3% | 1.3 |
|
| 3236 |
3236
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
| USD 170 M | +USD 2.21 M | +1% | 1.38% | – | 152 | 11.18% | 1.3 |
|
| 3237 |
3237
Pensionfund DSM Netherlands
Sittard,
Netherlands
| USD 170 M | -USD 24.4 M | -13% | 7.06% | 36.9% | 76 | 5.26% | 8.5 |
|
| 3238 |
3238
Apex Wealth Management
Bedford,
New Hampshire
| USD 170 M | +USD 6.17 M | +4% | 0.97% | – | 70 | 24.29% | 1.1 |
|
| 3239 |
3239
Credit Capital Investments
Livingston,
New Jersey
| USD 170 M | -USD 4.77 M | -3% | 1.01% | 500% | 51 | 37.25% | 1.8 |
|
| 3240 |
3240
Mainstream Capital Management
Los Angeles,
California
| USD 170 M | +USD 3.79 M | +2% | 3.07% | – | 304 | 71.05% | 0.5 |
|
| 3241 |
3241
Hemming & Wealth Management
Traverse City,
Michigan
| USD 170 M | +USD 5.55 M | +3% | 1.17% | – | 16 | 0% | 0.7 |
|
| 3242 |
3242
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| USD 170 M | +USD 6 M | +4% | 2.57% | 101% | 149 | 16.78% | 3.6 |
|
| 3243 |
3243
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
| USD 170 M | +USD 14.6 M | +9% | 0.29% | – | 143 | 25.17% | 0.5 |
|
| 3244 |
3244
Penbrook Management
New York
| USD 169 M | +USD 12.7 M | +8% | 1.85% | 107% | 106 | 8.49% | 5.8 |
|
| 3245 |
3245
Rare Wolf Capital
Bellevue,
Washington
| USD 169 M | +USD 13.5 M | +9% | 10.4% | – | 127 | 13.39% | 0.7 |
|
| 3246 |
3246
Community Bank of Raymore
Raymore,
Missouri
| USD 169 M | -USD 624 k | -0.4% | 3.41% | 91.9% | 79 | 11.39% | 6.4 |
|
| 3247 |
3247
Williams & Novak
Westlake Village,
California
| USD 169 M | +USD 17.8 M | +12% | 1.18% | 61.6% | 163 | 19.02% | 1.6 |
|
| 3248 |
3248
Planning Strategies
Lancaster,
Pennsylvania
| USD 169 M | +USD 8.58 M | +5% | 1.24% | – | 1,198 | 14.11% | 0.2 |
|
| 3249 |
3249
Pacific Park Financial
Lagina Hills,
California
| USD 169 M | -USD 3.41 M | -2% | 0.48% | – | 82 | 7.32% | 0.7 |
|
| 3250 |
3250
bLong Financial
Memphis,
Tennessee
| USD 169 M | +USD 15.3 M | +10% | 8.75% | – | 86 | 11.63% | 1.4 |
|