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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, 3,992 fondos (~45%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Advocate Investing Services
Woodbine,
Maryland
| USD 128 M | -USD 2.28 M | -2% | 1.27% | – | 472 | 7.42% | 0.7 |
|
| 3577 |
GH
3577
GLP Holdings
Cumming,
Georgia
| USD 127 M | +USD 15.9 M | +14% | 14.4% | – | 4 | 0% | 0.8 |
|
| 3578 |
3578
Putney Financial Group
San Rafael,
California
| USD 127 M | +USD 16 M | +14% | 7.72% | – | 299 | 73.91% | 0.4 |
|
| 3579 |
3579
Investment Management Corporation
Roanoke,
Virginia
| USD 127 M | +USD 7.18 M | +6% | 0.77% | – | 60 | 18.33% | 1.2 |
|
| 3580 |
3580
Graetz Wealth
Jenison,
Michigan
| USD 127 M | +USD 1.44 M | +1% | 0.53% | – | 90 | 13.33% | 0.6 |
|
| 3581 |
3581
Topor & Co Korea
Seoul,
| USD 127 M | -USD 76.7 k | -0.1% | 0.43% | – | 19 | 0% | 0.7 |
|
| 3582 |
3582
Medicxi Ventures Management
St. Helier,
Jersey
| USD 127 M | -USD 50.8 M | -29% | 27.7% | 369% | 3 | 0% | 5.1 |
|
| 3583 |
3583
Andrew Hill Investment Advisors
Naples,
Florida
| USD 127 M | -USD 8.17 M | -6% | 6.39% | 269% | 72 | 40.28% | 1.2 |
|
| 3584 |
3584
Mission Financial Group
Las Vegas,
Nevada
| USD 127 M | +USD 6.01 M | +5% | 2.3% | – | 170 | 15.29% | 3.4 |
|
| 3585 |
3585
Kassira Wealth Management
Knoxville,
Tennessee
| USD 127 M | +USD 1.83 M | +1% | 0.55% | – | 69 | 13.04% | 0.8 |
|
| 3586 |
3586
John Boyer Inc
Tampa,
Florida
| USD 126 M | +USD 11.1 M | +10% | 0.38% | – | 227 | 82.82% | 0.2 |
|
| 3587 |
3587
MeadowBrook Investment Advisors
Livonia,
Michigan
| USD 126 M | +USD 125 k | +0.1% | 2.25% | 81.5% | 201 | 5.97% | 2.2 |
|
| 3588 |
3588
Stegent Equity Advisors
Houston,
Texas
| USD 126 M | -USD 13.3 M | -10% | 3.64% | 96.4% | 124 | 34.68% | 2.2 |
|
| 3589 |
3589
Chapman Investment Management
San Anselmo,
California
| USD 126 M | +USD 4.92 M | +4% | 7.09% | 57.3% | 57 | 100% | 0 |
|
| 3590 |
3590
Baer Investment Advisory
Corte Madera,
California
| USD 126 M | +USD 6.52 M | +5% | 8.45% | – | 66 | 36.36% | 0.8 |
|
| 3591 |
3591
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| USD 126 M | -USD 24.3 M | -16% | 1.81% | – | 55 | 10.91% | 4 |
|
| 3592 |
3592
Fulcrum Equity Management
Plano,
Texas
| USD 126 M | -USD 10.5 M | -8% | 0.99% | 116% | 166 | 33.73% | 1.5 |
|
| 3593 |
3593
CenturyLink Investment Management
Denver,
Colorado
| USD 126 M | -USD 3.22 M | -2% | 2.37% | – | 3 | 0% | 1.9 |
|
| 3594 |
3594
KDK Private Wealth Management
Houston,
Texas
| USD 126 M | +USD 5.06 M | +4% | 4.44% | – | 58 | 1.72% | 1.6 |
|
| 3595 |
3595
Kennebec Savings Bank
Augusta,
Maine
| USD 126 M | +USD 976 k | +0.8% | 4.29% | – | 284 | 7.39% | 1.7 |
|
| 3596 |
3596
Kelsey Financial
Moorpark,
California
| USD 125 M | -USD 6.42 M | -5% | 0.59% | – | 67 | 8.96% | 0.7 |
|
| 3597 |
3597
Life Planning Partners
Jacksonville,
Florida
| USD 125 M | -USD 9.29 M | -7% | 0.73% | 50.3% | 72 | 5.56% | 3.7 |
|
| 3598 |
3598
Mann Financial Group
Detroit Lakes,
Minnesota
| USD 125 M | +USD 5.67 M | +5% | 0.21% | – | 47 | 27.66% | 0.7 |
|
| 3599 |
3599
Boyer Financial Services
Newport Beach,
California
| USD 125 M | +USD 6.51 M | +5% | 1.87% | – | 64 | 15.63% | 0.5 |
|
| 3600 |
3600
Connecticut Capital Management Group
Milford,
Connecticut
| USD 125 M | +USD 717 k | +0.6% | 1.74% | – | 144 | 19.44% | 0.6 |
|