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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, 4,149 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
Bestgate Wealth Advisors
Frederick,
Maryland
| USD 158 M | +USD 95.2 M | +152% | 0.01% | – | 77 | 41.56% | 0.9 |
|
| 3377 |
3377
Eddie Patel Inc
Chicago,
Illinois
| USD 158 M | -USD 9.35 M | -6% | 3.13% | – | 147 | 31.29% | 0.4 |
|
| 3378 |
3378
DKM Wealth Management
Stockton,
California
| USD 158 M | +USD 4.93 M | +3% | 0.68% | – | 77 | 5.19% | 1.4 |
|
| 3379 |
JWM
3379
JP Wealth Management
Mt. Pleasant,
South Carolina
| USD 158 M | -USD 1.02 M | -0.6% | 1.04% | – | 14 | 0% | 1.5 |
|
| 3380 |
3380
J2 Capital Management
Troy,
Michigan
| USD 158 M | +USD 9.07 M | +6% | 1.77% | – | 137 | 23.36% | 2.1 |
|
| 3381 |
3381
Madrid Wealth Management
Albuquerque,
New Mexico
| USD 157 M | +USD 5.07 M | +3% | 0.41% | – | 77 | 10.39% | 0.7 |
|
| 3382 |
3382
Liberty Atlantic Advisors
Allen,
Texas
| USD 157 M | +USD 18.4 M | +13% | 0.07% | – | 94 | 15.96% | 0.6 |
|
| 3383 |
3383
Outbound Financial Inc
Boulder,
Colorado
| USD 157 M | +USD 2.82 M | +2% | 0.07% | – | 47 | 6.38% | 1.1 |
|
| 3384 |
3384
Lakeshore Capital Group
Rolling Meadows,
Illinois
| USD 157 M | +USD 22.1 M | +16% | 1.61% | – | 79 | 7.59% | 1.5 |
|
| 3385 |
3385
Chartist Inc
Seal Beach,
California
| USD 157 M | -USD 3.32 M | -2% | 3.11% | – | 22 | 4.55% | 6.7 |
|
| 3386 |
3386
Guardian Investment Management
Tiburon,
California
| USD 157 M | +USD 1.94 M | +1% | 3.97% | 103% | 61 | 3.28% | 7.1 |
|
| 3387 |
3387
Covestor
London,
United Kingdom
| USD 157 M | -USD 16.3 M | -9% | 1.73% | 134% | 2,984 | 12.63% | 3.6 |
|
| 3388 |
3388
Guild Investment Management
Los Angeles,
California
| USD 157 M | +USD 10.4 M | +7% | 7.38% | 119% | 66 | 22.73% | 2.1 |
|
| 3389 |
3389
Capital Squared Financial
Rockville,
Maryland
| USD 157 M | +USD 3.81 M | +2% | 0.03% | – | 91 | 5.49% | 1.1 |
|
| 3390 |
3390
Redwood Park Advisors
Redwood City,
California
| USD 157 M | +USD 4.49 M | +3% | 3.24% | – | 466 | 25.97% | 1.1 |
|
| 3391 |
3391
Scratch Capital
Boise,
Idaho
| USD 157 M | -USD 44.8 M | -22% | 1.41% | – | 48 | 20.83% | 1.4 |
|
| 3392 |
3392
Safir Wealth Advisors
Greenland,
New Hampshire
| USD 157 M | +USD 2.73 M | +2% | 0.53% | 52.1% | 18 | 5.56% | 3.7 |
|
| 3393 |
3393
Gladwyn Financial Advisors
Chantilly,
Virginia
| USD 157 M | -USD 3.3 M | -2% | 1.22% | – | 82 | 1.22% | 1.2 |
|
| 3394 |
3394
Town Capital
Bel Air,
Maryland
| USD 157 M | -USD 1.16 M | -0.7% | 0.24% | – | 86 | 23.26% | 0.5 |
|
| 3395 |
3395
Prota Financial
Houston,
Texas
| USD 157 M | +USD 4.61 M | +3% | 0.41% | – | 71 | 4.23% | 0.7 |
|
| 3396 |
3396
ATX Financial Planning
Austin,
Texas
| USD 156 M | +USD 5.4 M | +4% | 1.56% | – | 94 | 27.66% | 0.6 |
|
| 3397 |
3397
Kopion Asset Management
Mckinney,
Texas
| USD 156 M | -USD 1.73 M | -1% | 4.38% | 80.5% | 21 | 4.76% | 4.3 |
|
| 3398 |
3398
Polaris Investment Advisors
Framingham,
Massachusetts
| USD 156 M | +USD 308 k | +0.2% | 0.59% | – | 82 | 13.41% | 0.7 |
|
| 3399 |
3399
46 Peaks LLC
Newtown,
Pennsylvania
| USD 156 M | -USD 2.67 M | -2% | 1.6% | – | 31 | 29.03% | 0.7 |
|
| 3400 |
3400
Aspetuck Financial Management
Westport,
Connecticut
| USD 156 M | -USD 13.5 M | -8% | 2.42% | – | 85 | 11.76% | 1.5 |
|