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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, 3,971 fondos (~44%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
3626
BankChampaign National Association
Champaign,
Illinois
| USD 120 M | -USD 10.5 M | -8% | 0.38% | – | 227 | 22.91% | 0.5 |
|
| 3627 |
3627
HighRoad Wealth Advisors
Coos Bay,
Oregon
| USD 120 M | +USD 1.06 M | +0.9% | 0.17% | – | 46 | 32.61% | 0.6 |
|
| 3628 |
3628
Cooke Wealth Management
Irvine,
California
| USD 120 M | -USD 2.5 M | -2% | 1.43% | – | 40 | 7.5% | 0.7 |
|
| 3629 |
3629
Morangie Management
Vero Beach,
Florida
| USD 119 M | -USD 1.02 M | -0.8% | 4.11% | – | 37 | 10.81% | 1.4 |
|
| 3630 |
3630
River's Edge Wealth Management
Beaver,
Pennsylvania
| USD 119 M | +USD 5.61 M | +5% | 1.83% | – | 50 | 14% | 0.7 |
|
| 3631 |
3631
Clio Asset Management
Charlottesville,
Virginia
| USD 119 M | -USD 6.75 M | -5% | 4.87% | 60.6% | 16 | 12.5% | 1.8 |
|
| 3632 |
3632
CDM Financial Counseling Services
Norwich,
Connecticut
| USD 119 M | +USD 2.89 M | +2% | 1.98% | – | 77 | 0% | 0.7 |
|
| 3633 |
D
3633
Drystone
Ivy,
Virginia
| USD 119 M | -USD 2.68 M | -2% | 1.77% | – | 18 | 0% | 4.2 |
|
| 3634 |
3634
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
| USD 119 M | +USD 2.23 M | +2% | 3.02% | – | 92 | 10.87% | 1.4 |
|
| 3635 |
3635
Bretton Capital Management
San Francisco,
California
| USD 119 M | -USD 6.52 M | -5% | 0.03% | – | 22 | 18.18% | 1.8 |
|
| 3636 |
3636
Western Pacific Wealth Management
Lake Forest,
Illinois
| USD 119 M | +USD 8.13 M | +7% | 5.85% | 91.4% | 186 | 5.91% | 3 |
|
| 3637 |
3637
Belleair Asset Management
Belleair Bluffs,
Florida
| USD 119 M | -USD 124 k | -0.1% | 0.74% | – | 87 | 10.34% | 0.7 |
|
| 3638 |
3638
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
| USD 119 M | -USD 6.35 M | -5% | 0.74% | – | 412 | 23.3% | 1 |
|
| 3639 |
3639
Worthington Financial Partners
Worthington,
Ohio
| USD 118 M | -USD 2.56 M | -2% | 0.7% | – | 100 | 3% | 0.7 |
|
| 3640 |
3640
Anchor Capital Management Group
Aliso Viejo,
California
| USD 118 M | -USD 26.9 M | -19% | 0.81% | – | 16 | 25% | 1.4 |
|
| 3641 |
3641
Peck Wealth Management
White Plains,
New York
| USD 118 M | -USD 529 k | -0.4% | 1.84% | – | 139 | 11.51% | 0.9 |
|
| 3642 |
3642
Midway Capital Research & Management
Chicago,
Illinois
| USD 118 M | -USD 7.72 M | -6% | 2.88% | – | 116 | 58.62% | 0.7 |
|
| 3643 |
3643
Wheels Up Wealth
Benicia,
California
| USD 118 M | +USD 140 k | +0.1% | 1.54% | – | 25 | 8% | 0.7 |
|
| 3644 |
WG
3644
Wealth Group
Raleigh,
North Carolina
| USD 118 M | -USD 283 M | -71% | 2.66% | – | 122 | 38.52% | 1.8 |
|
| 3645 |
3645
Savoir Faire Capital Management
Norwalk,
Connecticut
| USD 118 M | -USD 43 M | -27% | 10.3% | 0.01% | 47 | 19.15% | 1.6 |
|
| 3646 |
3646
Fortress Financial Solutions
Tucson,
Arizona
| USD 118 M | – | – | 1% | – | 66 | – | 1.2 |
|
| 3647 |
3647
Brandywine Financial Group
Thompsons Station,
Tennessee
| USD 118 M | +USD 109 M | +1,305% | 0.12% | – | 71 | 74.65% | 0.2 |
|
| 3648 |
3648
TrustWell Financial Advisors
Jacksonville,
Florida
| USD 118 M | -USD 135 k | -0.1% | 0.31% | – | 79 | 7.59% | 0.6 |
|
| 3649 |
3649
Turner Capital Investments
Austin,
Texas
| USD 118 M | – | – | 0.63% | – | 6 | – | 0 |
|
| 3650 |
3650
Larry Mathis Financial Planning
Phoenix,
Arizona
| USD 118 M | -USD 13.8 M | -10% | 0.54% | – | 157 | 30.57% | 0.6 |
|