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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
3651
Del-Sette Capital Management
Schenectady,
New York
| USD 172 M | +USD 506 k | +0.3% | 0.41% | 112% | 57 | 26.32% | 2.3 |
|
| 3652 |
3652
Waypoint Wealth Counsel
Atlanta,
Georgia
| USD 172 M | +USD 11.8 M | +7% | 4.56% | 111% | 181 | 27.62% | 1.8 |
|
| 3653 |
3653
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| USD 171 M | +USD 5.32 M | +3% | 1.56% | 51.3% | 296 | 26.01% | 2.4 |
|
| 3654 |
3654
MontVue Capital Management
Lynchburg,
Virginia
| USD 171 M | -USD 2.5 M | -1% | 0.56% | 76% | 78 | 6.41% | 2.2 |
|
| 3655 |
3655
Lakeside Advisors
Seattle,
Washington
| USD 171 M | +USD 12.4 M | +8% | 9.32% | 83.7% | 70 | 12.86% | 3.7 |
|
| 3656 |
CE
3656
Cornerstone Enterprises
Appleton,
Wisconsin
| USD 171 M | -USD 50.9 M | -23% | 0.87% | 85.7% | 56 | 33.93% | 1.1 |
|
| 3657 |
3657
TopTier Wealth Management
Muskego,
Wisconsin
| USD 171 M | +USD 5.56 M | +3% | 0.77% | – | 138 | 7.25% | 0.7 |
|
| 3658 |
3658
Evansbrook
Bolingbrook,
Illinois
| USD 171 M | +USD 3.45 M | +2% | 2.38% | – | 130 | 5.38% | 0.7 |
|
| 3659 |
3659
SLT Holdings
Scottsdale,
Arizona
| USD 171 M | +USD 8.26 M | +5% | 11.7% | – | 196 | 44.39% | 0.8 |
|
| 3660 |
3660
Northland Securities
Minneapolis,
Minnesota
| USD 171 M | -USD 736 k | -0.4% | 0.91% | – | 121 | 12.4% | 0.7 |
|
| 3661 |
3661
MQS Management
New York
| USD 171 M | +USD 89 M | +109% | 5.77% | 4.55% | 545 | 81.83% | 0.1 |
|
| 3662 |
3662
Fairscale Capital
Nashua,
New Hampshire
| USD 171 M | +USD 3.47 M | +2% | 4.82% | – | 553 | 20.61% | 1.5 |
|
| 3663 |
3663
Petros Family Wealth
Bloomington,
Minnesota
| USD 171 M | +USD 7.35 M | +4% | 1.77% | – | 146 | 17.81% | 1.2 |
|
| 3664 |
3664
Hahn Capital Management
Walnut Creek,
California
| USD 171 M | +USD 5.76 M | +3% | 6.91% | 71.7% | 33 | 21.21% | 7.3 |
|
| 3665 |
3665
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
| USD 171 M | -USD 6.45 M | -4% | 3.56% | 110% | 53 | 11.32% | 1.8 |
|
| 3666 |
3666
Stolz & Associates
Tacoma,
Washington
| USD 171 M | +USD 10.4 M | +6% | 0.59% | – | 42 | 26.19% | 0.5 |
|
| 3667 |
3667
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| USD 171 M | +USD 17.8 M | +12% | 2.33% | 4.78% | 7 | 14.29% | 3 |
|
| 3668 |
3668
Granite Islands Private Wealth
Guilford,
Connecticut
| USD 170 M | +USD 35.2 M | +26% | 5.24% | – | 94 | 25.53% | 0.6 |
|
| 3669 |
3669
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
| USD 170 M | +USD 4.06 M | +2% | 2.78% | – | 129 | 9.3% | 1.3 |
|
| 3670 |
3670
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
| USD 170 M | +USD 2.21 M | +1% | 1.38% | – | 152 | 11.18% | 1.3 |
|
| 3671 |
3671
Pensionfund DSM Netherlands
Sittard,
Netherlands
| USD 170 M | -USD 24.4 M | -13% | 7.06% | 36.9% | 76 | 5.26% | 8.5 |
|
| 3672 |
3672
Apex Wealth Management
Bedford,
New Hampshire
| USD 170 M | +USD 6.17 M | +4% | 0.97% | – | 70 | 24.29% | 1.1 |
|
| 3673 |
3673
Credit Capital Investments
Livingston,
New Jersey
| USD 170 M | -USD 4.77 M | -3% | 1.01% | 500% | 51 | 37.25% | 1.8 |
|
| 3674 |
3674
Mainstream Capital Management
Los Angeles,
California
| USD 170 M | +USD 3.79 M | +2% | 3.07% | – | 304 | 71.05% | 0.5 |
|
| 3675 |
3675
Hemming & Wealth Management
Traverse City,
Michigan
| USD 170 M | +USD 5.55 M | +3% | 1.17% | – | 16 | 0% | 0.7 |
|