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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, 4,142 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
GPCM
3526
Guardsman Private Capital Management
Sarasota,
Florida
| USD 144 M | +USD 1.26 M | +0.9% | 0.28% | – | 44 | 2.27% | 0.7 |
|
| 3527 |
3527
Prosperity Advisers
Fort Washington,
Pennsylvania
| USD 144 M | +USD 5.81 M | +4% | 0.32% | – | 48 | 12.5% | 0.6 |
|
| 3528 |
3528
Illumine Investment Management
Poulsbo,
Washington
| USD 144 M | -USD 9.9 M | -6% | 0.84% | – | 107 | 0% | 0 |
|
| 3529 |
3529
Fulcrum Wealth Advisors
Bellevue,
Washington
| USD 144 M | +USD 12.8 M | +10% | 3.61% | – | 92 | 25% | 0.6 |
|
| 3530 |
3530
Semitam Bonam
Goshen,
New York
| USD 144 M | +USD 7.54 M | +6% | 0.86% | – | 52 | 15.38% | 1.1 |
|
| 3531 |
3531
Rubicon Advisors
Redding,
California
| USD 144 M | +USD 6.35 M | +5% | 2.91% | – | 93 | 11.83% | 0.6 |
|
| 3532 |
3532
Madson Wealth Advisors
Santa Rosa,
California
| USD 144 M | -USD 3.47 M | -2% | 1.14% | – | 101 | 11.88% | 0.4 |
|
| 3533 |
3533
DMC Group
Birmingham,
Alabama
| USD 143 M | -USD 2.51 M | -2% | 5.73% | 116% | 137 | 17.52% | 2.8 |
|
| 3534 |
3534
Hofer & Associates
Thousand Oaks,
California
| USD 143 M | -USD 63.5 M | -31% | 1.85% | 61.7% | 130 | 86.15% | 0.8 |
|
| 3535 |
3535
Red Crane Wealth Management
San Francisco,
California
| USD 143 M | +USD 7.4 M | +5% | 1.85% | – | 82 | 8.54% | 1.4 |
|
| 3536 |
3536
SIMA Wealth Partners
North Chesterfield,
Virginia
| USD 143 M | +USD 2.21 M | +2% | 0.55% | – | 138 | 5.8% | 2 |
|
| 3537 |
3537
Slocum, Gordon & Co
Newport,
Rhode Island
| USD 143 M | -USD 7.22 M | -5% | 2.53% | 65.3% | 72 | 11.11% | 2.4 |
|
| 3538 |
3538
Sacks & Associates
Warren,
New Jersey
| USD 143 M | -USD 4.99 M | -3% | 0.31% | – | 83 | 8.43% | 0.7 |
|
| 3539 |
3539
Fundamenta Capital
Montevideo,
| USD 143 M | -USD 29.3 M | -17% | 2.94% | – | 16 | 37.5% | 0.3 |
|
| 3540 |
3540
Vested Financial Planning
San Carlos,
California
| USD 143 M | -USD 5.87 M | -4% | 0.65% | – | 36 | 36.11% | 1.2 |
|
| 3541 |
RCM
3541
RMR Capital Management
Tustin,
California
| USD 143 M | -USD 2.31 M | -2% | 0.35% | 57% | 79 | 10.13% | 2.3 |
|
| 3542 |
3542
Cannon Capital Management
Salt Lake City,
Utah
| USD 143 M | +USD 25.1 M | +21% | 1.73% | – | 31 | 9.68% | 0.7 |
|
| 3543 |
3543
NorthLanding Financial Partners
Rochester,
New York
| USD 143 M | -USD 1.86 M | -1% | 0.1% | 54.7% | 46 | 6.52% | 3.1 |
|
| 3544 |
3544
Mallini Complete Financial Planning
Gainesville,
Florida
| USD 143 M | +USD 2.5 M | +2% | 1.23% | – | 73 | 4.11% | 1.3 |
|
| 3545 |
3545
Spectrum Advisors
Plano,
Texas
| USD 143 M | +USD 1.23 M | +0.9% | 0.24% | – | 57 | 10.53% | 0.5 |
|
| 3546 |
3546
Sidoxia Capital Management
Newport Beach,
California
| USD 142 M | +USD 6.05 M | +4% | 2.14% | – | 91 | 8.79% | 0.5 |
|
| 3547 |
3547
Marrick Wealth
Irvine,
California
| USD 142 M | +USD 1.58 M | +1% | 0.19% | – | 63 | 3.17% | 0.6 |
|
| 3548 |
3548
Gilbert Capital Group
North Yarmouth,
Maine
| USD 142 M | -USD 386 k | -0.3% | 0.86% | – | 63 | 15.87% | 0.9 |
|
| 3549 |
3549
Tenet Wealth Partners
Champaign,
Illinois
| USD 142 M | +USD 7.85 M | +6% | 0.8% | – | 112 | 14.29% | 0.2 |
|
| 3550 |
GJ
3550
Greg Jennings
Dewitt,
New York
| USD 142 M | – | – | 6.33% | – | 49 | – | 0 |
|