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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
Stillwater Wealth Management Group
Juno Beach,
Florida
| USD 187 M | +USD 7.1 M | +4% | 2.81% | – | 78 | 16.67% | 1.4 |
|
| 3477 |
3477
Arsenal Capital Advisors
Conshohocken,
Pennsylvania
| USD 187 M | +USD 17.4 M | +10% | 5.96% | – | 114 | 10.53% | 0.6 |
|
| 3478 |
3478
BXM Wealth
Englewood,
Colorado
| USD 187 M | +USD 2.97 M | +2% | 1.91% | – | 172 | 13.95% | 1.1 |
|
| 3479 |
3479
Hidden Cove Wealth Management
Bainbridge Island,
Washington
| USD 187 M | +USD 5.2 M | +3% | 3.59% | – | 164 | 28.05% | 0.8 |
|
| 3480 |
3480
Shade Tree Advisors
Saratoga Springs,
New York
| USD 187 M | +USD 15 M | +9% | 2.61% | – | 69 | 65.22% | 0.5 |
|
| 3481 |
3481
Erickson Financial Group
Allentown,
Pennsylvania
| USD 187 M | +USD 35.9 k | +0% | 0.77% | 69.3% | 25 | 0% | 4 |
|
| 3482 |
3482
General Partner Inc
Pittsburgh,
Pennsylvania
| USD 187 M | +USD 751 k | +0.4% | 1.97% | 83.1% | 171 | 4.09% | 3 |
|
| 3483 |
GCA
3483
Gallagher Capital Advisors
Argyle,
Texas
| USD 187 M | +USD 11.6 M | +7% | 9.79% | – | 77 | 15.58% | 1.1 |
|
| 3484 |
3484
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| USD 186 M | +USD 17.2 M | +10% | 2.97% | 74.9% | 67 | 31.34% | 1.9 |
|
| 3485 |
CPC
3485
CFC Planning Company
Cicero,
Indiana
| USD 186 M | +USD 15.3 M | +9% | 4.47% | – | 80 | 27.5% | 1.2 |
|
| 3486 |
EIM
3486
Ervin Investment Management
Seattle,
Washington
| USD 186 M | +USD 2.13 M | +1% | 2.84% | 92.9% | 47 | 2.13% | 3.4 |
|
| 3487 |
3487
Granite FO LLC
Bedford,
New Hampshire
| USD 186 M | -USD 2.88 M | -2% | 0.91% | 112% | 172 | 0.58% | 2.4 |
|
| 3488 |
CFA
3488
Collaborative Fund Advisors
Reno,
Nevada
| USD 186 M | +USD 14.3 M | +8% | 5.13% | – | 240 | 50.83% | 0.3 |
|
| 3489 |
3489
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| USD 186 M | +USD 16.7 M | +10% | 13% | 114% | 14 | 0% | 4.4 |
|
| 3490 |
3490
Sage Advisory Services
Austin,
Texas
| USD 186 M | -USD 17.6 M | -9% | 0.57% | 37.8% | 47 | 12.77% | 3.7 |
|
| 3491 |
3491
Opinicus Capital
Tampa,
Florida
| USD 186 M | -USD 1.2 M | -0.6% | 2.62% | 129% | 107 | 10.28% | 2.2 |
|
| 3492 |
FSLI
3492
Funde Sino Life Insurance
Shenzhen,
China
| USD 186 M | -USD 121 M | -40% | 24.2% | – | 8 | 62.5% | 0.2 |
|
| 3493 |
3493
Investment Partners Asset Management
Metuchen,
New Jersey
| USD 186 M | +USD 5.64 M | +3% | 3.26% | 86.1% | 178 | 5.06% | 2.1 |
|
| 3494 |
BWM
3494
BCO Wealth Management
Carlsbad,
New Mexico
| USD 185 M | +USD 2.11 M | +1% | 1.23% | – | 45 | 6.67% | 1.5 |
|
| 3495 |
CFP
3495
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| USD 185 M | -USD 2.14 M | -1% | 4.43% | – | 462 | 20.35% | 1.3 |
|
| 3496 |
3496
Flavin Financial Services
Melbourne,
Florida
| USD 185 M | +USD 9.7 M | +6% | 2.13% | – | 83 | 9.64% | 1.3 |
|
| 3497 |
3497
Live Oak Investment Partners
Austin,
Texas
| USD 185 M | -USD 639 k | -0.3% | 1.62% | – | 96 | 7.29% | 2.3 |
|
| 3498 |
3498
Paladin Wealth
Arden Hills,
Minnesota
| USD 185 M | +USD 13.1 M | +8% | 0.79% | – | 159 | 17.61% | 1.2 |
|
| 3499 |
3499
WinCap Financial
Boston,
Massachusetts
| USD 185 M | -USD 166 k | -0.1% | 1.47% | – | 93 | 9.68% | 1.3 |
|
| 3500 |
3500
Hilton Head Capital Partners
Hilton Head Island,
South Carolina
| USD 185 M | -USD 13.5 M | -7% | 1.26% | – | 935 | 8.66% | 0.7 |
|