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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Tortuga Wealth Management
Torrance,
California
| USD 141 M | +USD 9.01 M | +7% | 5.36% | – | 146 | 10.96% | 0.6 |
|
| 4027 |
4027
Sherman Wealth Management
Gaithersburg,
Maryland
| USD 141 M | +USD 7.94 M | +6% | 1.02% | – | 88 | 9.09% | 0.7 |
|
| 4028 |
4028
FDx Advisors
Chicago,
Illinois
| USD 141 M | -USD 191 M | -58% | 1.1% | 73.2% | 186 | 52.15% | 1.1 |
|
| 4029 |
4029
Daytona Street Capital
Saint Louis,
Missouri
| USD 141 M | +USD 3.61 M | +3% | 0.22% | – | 319 | 21.63% | 0.6 |
|
| 4030 |
4030
HBE Wealth Management
Lincoln,
Nebraska
| USD 141 M | +USD 1.3 M | +0.9% | 0.08% | – | 61 | 13.11% | 0.7 |
|
| 4031 |
4031
Odyssey Capital Advisors
Bala Cynwyd,
Pennsylvania
| USD 140 M | +USD 844 k | +0.6% | 3.13% | – | 104 | 6.73% | 0.7 |
|
| 4032 |
4032
WealthPoint Financial
Cramerton,
North Carolina
| USD 140 M | +USD 3.06 M | +2% | 0.63% | – | 133 | 10.53% | 0.7 |
|
| 4033 |
4033
Partnership Wealth Management
Towson,
Maryland
| USD 140 M | -USD 7.78 M | -5% | 1.26% | 67.6% | 69 | 5.8% | 2.4 |
|
| 4034 |
UFA
4034
Uptown Financial Advisors
Dallas,
Texas
| USD 140 M | -USD 11.8 M | -8% | 0.5% | – | 93 | 22.58% | 1.5 |
|
| 4035 |
4035
North Capital
Salt Lake City,
Utah
| USD 140 M | +USD 7.7 M | +6% | 0.9% | – | 111 | 21.62% | 1.2 |
|
| 4036 |
4036
Perkins Capital Management
Wayzata,
Minnesota
| USD 140 M | +USD 7.05 M | +5% | 13.5% | 389% | 91 | 17.58% | 5.2 |
|
| 4037 |
NA
4037
Nearside Advisors
Indianapolis,
Indiana
| USD 140 M | – | – | 1.05% | – | 47 | – | 0 |
|
| 4038 |
FF
4038
Fox Financial
Wyomissing,
Pennsylvania
| USD 140 M | -USD 3.69 M | -3% | 0.35% | 78.9% | 15 | 26.67% | 2.1 |
|
| 4039 |
4039
Fairman Group
Chesterbrook,
Pennsylvania
| USD 140 M | +USD 12.4 M | +10% | 6.41% | 46.8% | 345 | 7.54% | 1.9 |
|
| 4040 |
4040
Journey Retirement Planning & Investment Management
Ammon,
Idaho
| USD 140 M | +USD 11.3 M | +9% | 4.21% | – | 181 | 20.99% | 0.6 |
|
| 4041 |
ICMP
4041
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| USD 139 M | -USD 3.83 M | -3% | 1.35% | 39.7% | 66 | 13.64% | 2.9 |
|
| 4042 |
ACM
4042
Appalachian Capital Management
St Clairsville,
Ohio
| USD 139 M | +USD 1.55 M | +1% | 0.37% | – | 48 | 10.42% | 0.7 |
|
| 4043 |
4043
GS Investments
Minneapolis,
Minnesota
| USD 139 M | +USD 953 k | +0.7% | 3.83% | 108% | 137 | 5.84% | 4.5 |
|
| 4044 |
4044
Legacy Advisory Services
Exton,
Pennsylvania
| USD 139 M | -USD 2.72 M | -2% | 1.07% | 59.4% | 88 | 47.73% | 1 |
|
| 4045 |
4045
Athena Wealth Management
Reno,
Nevada
| USD 139 M | +USD 4.83 M | +4% | 3.85% | – | 113 | 16.81% | 0.6 |
|
| 4046 |
4046
New Dimensions Wealth Management
Allen,
Texas
| USD 139 M | +USD 6.87 M | +5% | 1.06% | – | 22 | 9.09% | 1.4 |
|
| 4047 |
4047
Palatine Hill Wealth Management
Birmingham,
Michigan
| USD 139 M | +USD 15 M | +12% | 6.51% | – | 57 | 8.77% | 0.6 |
|
| 4048 |
4048
APS Management Group
Torrance,
California
| USD 139 M | +USD 8.99 M | +7% | 3.46% | – | 81 | 16.05% | 0.9 |
|
| 4049 |
4049
Global Trust Wealth Management
West Palm Beach,
Florida
| USD 139 M | -USD 6.21 M | -4% | 0.29% | – | 76 | 7.89% | 0.7 |
|
| 4050 |
4050
Syntax Research
Boca Raton,
Florida
| USD 139 M | +USD 1.9 M | +1% | 0.27% | 50.7% | 206 | 19.42% | 2.2 |
|