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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, 4,085 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
OIA
3426
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
| USD 148 M | +USD 3.93 M | +3% | 0.98% | – | 133 | 27.82% | 0.5 |
|
| 3427 |
3427
Gilpin Wealth Management
Denver,
Colorado
| USD 148 M | +USD 3.22 M | +2% | 1.43% | – | 1,484 | 32.48% | 0.5 |
|
| 3428 |
3428
Essential Investment Partners
Englewood,
Colorado
| USD 148 M | +USD 23.2 M | +19% | 5.49% | – | 463 | 34.13% | 0.5 |
|
| 3429 |
3429
Lionshead Wealth Management
New York
| USD 148 M | -USD 6.31 M | -4% | 2.34% | – | 118 | 12.71% | 1.4 |
|
| 3430 |
3430
Moulton Wealth Management
Spokane,
Washington
| USD 148 M | -USD 4.48 M | -3% | 0.8% | 47.8% | 69 | 13.04% | 0.9 |
|
| 3431 |
3431
Green Alpha Advisors
Niwot,
Colorado
| USD 148 M | -USD 1.44 M | -1% | 7.35% | 316% | 120 | 14.17% | 3.6 |
|
| 3432 |
3432
Cravens & Co Advisors
Cookeville,
Tennessee
| USD 147 M | -USD 1.47 M | -1% | 1.59% | 70.4% | 72 | 22.22% | 2.3 |
|
| 3433 |
3433
Ipsen Advisor Group
Little Rock,
Arkansas
| USD 147 M | -USD 8.12 M | -5% | 1.01% | – | 107 | 1.87% | 2.7 |
|
| 3434 |
3434
Tenzing Financial
Williamsburg,
Virginia
| USD 147 M | +USD 1.71 M | +1% | 0.22% | – | 87 | 13.79% | 0.7 |
|
| 3435 |
3435
Midwest Financial Network
Tinley Park,
Illinois
| USD 147 M | +USD 346 k | +0.2% | 0.05% | – | 111 | 10.81% | 1 |
|
| 3436 |
3436
Blodgett Wealth Advisors
Concord,
California
| USD 147 M | -USD 2.49 M | -2% | 8.22% | 150% | 74 | 13.51% | 3.2 |
|
| 3437 |
BCG
3437
BRIA Capital Group
Wesley Chapel,
Florida
| USD 147 M | +USD 11.2 M | +8% | 4.31% | – | 74 | 8.11% | 0.5 |
|
| 3438 |
3438
PVG Asset Management
Golden,
Colorado
| USD 147 M | -USD 26.5 M | -15% | 0.49% | – | 150 | 28% | 0.9 |
|
| 3439 |
3439
Arnold Financial Planning
Hiawatha,
Iowa
| USD 147 M | +USD 12.6 M | +9% | 1.29% | – | 46 | 13.04% | 0.5 |
|
| 3440 |
3440
Peak Wealth Management
Nashua,
New Hampshire
| USD 147 M | +USD 4.12 M | +3% | 0.25% | – | 69 | 17.39% | 0.6 |
|
| 3441 |
3441
Virtue Asset Management
Barrington,
Illinois
| USD 147 M | +USD 4.13 M | +3% | 2.74% | – | 109 | 3.67% | 0.9 |
|
| 3442 |
3442
Clear Point Advisors
Melville,
New York
| USD 146 M | +USD 33.7 M | +30% | 1.38% | 56.7% | 138 | 37.68% | 0.7 |
|
| 3443 |
AF
3443
ASL Financial
Los Gatos,
California
| USD 146 M | +USD 4.27 M | +3% | 0.65% | – | 102 | 6.86% | 0.7 |
|
| 3444 |
3444
Clarity Retirement & Wealth
New Bedford,
Massachusetts
| USD 146 M | +USD 1.11 M | +0.8% | 0.83% | – | 36 | 13.89% | 0.6 |
|
| 3445 |
HRC
3445
Hoertkorn Richard Charles
| USD 146 M | -USD 3.2 M | -2% | 0.33% | 182% | 71 | 4.23% | 8.9 |
|
| 3446 |
3446
LTG Capital
Newton,
Massachusetts
| USD 146 M | -USD 3.58 M | -2% | 4.48% | 59% | 25 | 4% | 4.3 |
|
| 3447 |
3447
Woodside Wealth Management
Framingham,
Massachusetts
| USD 146 M | +USD 2.4 M | +2% | 0.36% | – | 46 | 8.7% | 1.4 |
|
| 3448 |
3448
BFI Wealth Solutions
Dallas,
Texas
| USD 146 M | +USD 10.9 M | +8% | 0.83% | – | 85 | 4.71% | 0.7 |
|
| 3449 |
3449
South Shore Capital Advisors
Cohasset,
Massachusetts
| USD 146 M | -USD 3.54 M | -2% | 2.7% | – | 187 | 33.69% | 1.6 |
|
| 3450 |
PR
3450
PSP Research
Newtown Square,
Pennsylvania
| USD 146 M | -USD 42.1 M | -22% | 0.09% | – | 76 | 43.42% | 0.6 |
|