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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
GEN Financial Management
Plymouth,
Minnesota
| USD 185 M | +USD 17.9 M | +11% | 0.32% | – | 59 | 32.2% | 0.9 |
|
| 3502 |
3502
Cincinnati Casualty Company
Fairfield,
Ohio
| USD 185 M | -USD 3.65 M | -2% | 3.38% | 68.7% | 24 | 0% | 9.5 |
|
| 3503 |
3503
BAM Wealth Management
Lakewood,
Colorado
| USD 185 M | +USD 25 M | +16% | 0.99% | – | 217 | 30.41% | 0.6 |
|
| 3504 |
PVAMC
3504
PPS&V Asset Management Consultants
Portage,
Michigan
| USD 185 M | -USD 484 k | -0.3% | 1.43% | 80.7% | 41 | 7.32% | 3.1 |
|
| 3505 |
3505
RCS Financial Planning
Annapolis,
Maryland
| USD 185 M | -USD 26.5 M | -13% | 0.45% | 48.2% | 114 | 33.33% | 2.2 |
|
| 3506 |
3506
Graphene Investments SAS
Paris,
France
| USD 185 M | +USD 13 M | +8% | 5.13% | 103% | 45 | 13.33% | 2.5 |
|
| 3507 |
3507
Dougherty Wealth Advisers
Wayzata,
Minnesota
| USD 185 M | +USD 2.16 M | +1% | 0.94% | 76.1% | 146 | 29.45% | 3.8 |
|
| 3508 |
3508
Financial Planning Hawaii
Honolulu,
Hawaii
| USD 185 M | -USD 1.79 M | -1% | 3.81% | – | 140 | 13.57% | 0.7 |
|
| 3509 |
3509
Pacific Wealth Strategies Group
Santa Barbara,
California
| USD 185 M | +USD 10.6 M | +6% | 2.85% | 85.3% | 60 | 8.33% | 4.4 |
|
| 3510 |
MIM
3510
Meixler Investment Management
Show Low,
Arizona
| USD 185 M | +USD 3.46 M | +2% | 0.29% | 60.8% | 110 | 24.55% | 2 |
|
| 3511 |
3511
Certior Financial Group
King Of Prussia,
Pennsylvania
| USD 184 M | +USD 1.95 M | +1% | 4.01% | – | 157 | 15.92% | 1.2 |
|
| 3512 |
3512
WPG Advisers
Baltimore,
Maryland
| USD 184 M | +USD 14.3 M | +8% | 4.19% | – | 1,657 | 9.84% | 1.4 |
|
| 3513 |
3513
Quadratic Capital Management
Greenwich,
Connecticut
| USD 184 M | -USD 65.7 M | -26% | 5.37% | 0.6% | 2 | 0% | 5.4 |
|
| 3514 |
3514
Redwood Financial Network
Solon,
Ohio
| USD 184 M | +USD 3.99 M | +2% | 2.16% | 82.2% | 210 | 15.71% | 2.4 |
|
| 3515 |
3515
Sterling Investment Management
Tucson,
Arizona
| USD 184 M | +USD 1.99 M | +1% | 1.04% | 45.3% | 78 | 19.23% | 3.5 |
|
| 3516 |
3516
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
| USD 184 M | +USD 7.67 M | +4% | 1.28% | – | 217 | 32.72% | 1.2 |
|
| 3517 |
3517
Fidato Wealth
Middleburg Heights,
Ohio
| USD 184 M | +USD 13 M | +8% | 0.52% | 61.1% | 31 | 54.84% | 1.3 |
|
| 3518 |
3518
Reicon Wealth Advisors
Atlanta,
Georgia
| USD 184 M | +USD 21.7 M | +13% | 0.39% | – | 105 | 16.19% | 0.5 |
|
| 3519 |
GWM
3519
Global Wealth Management
Kingston,
New Jersey
| USD 184 M | -USD 12.6 M | -6% | 0.57% | – | 48 | 4.17% | 1.4 |
|
| 3520 |
3520
Rochester Wealth Strategies
Rochester,
Michigan
| USD 184 M | +USD 2.85 M | +2% | 0.24% | – | 29 | 20.69% | 1.1 |
|
| 3521 |
DQRIM
3521
Dale Q Rice Investment Management
Vancouver,
Washington
| USD 184 M | -USD 930 k | -0.5% | 0.84% | – | 70 | 5.71% | 1.5 |
|
| 3522 |
WPEP
3522
Walnut Private Equity Partners
Omaha,
Nebraska
| USD 183 M | -USD 1.73 M | -0.9% | 1.83% | 48% | 15 | 0% | 5 |
|
| 3523 |
3523
Taylor Financial Group
Roanoke,
Virginia
| USD 183 M | +USD 1.15 M | +0.6% | 0.12% | 79% | 105 | 10.48% | 2.5 |
|
| 3524 |
3524
Kuhn & Co Investment Counsel
Chicago,
Illinois
| USD 183 M | +USD 10 M | +6% | 1.47% | 88.7% | 164 | 10.98% | 2 |
|
| 3525 |
3525
Washington Growth Strategies
Washington,
District of Columbia
| USD 183 M | +USD 2.82 M | +2% | 0.05% | – | 64 | 3.13% | 1.4 |
|