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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Winter & Associates
St. Paul,
Minnesota
| USD 139 M | +USD 5.45 M | +4% | 0.9% | – | 92 | 19.57% | 0.6 |
|
| 4052 |
4052
Antonelli Financial Advisors
Grosse Pointe,
Michigan
| USD 138 M | -USD 7.58 M | -5% | 2.22% | – | 53 | 3.77% | 1.4 |
|
| 4053 |
4053
Nvest Wealth Strategies
Powell,
Ohio
| USD 138 M | -USD 21.8 M | -14% | 0.39% | – | 422 | 34.12% | 0.5 |
|
| 4054 |
4054
ClientFirst Wealth Management
Little Rock,
Arkansas
| USD 138 M | +USD 16.4 M | +14% | 16.1% | – | 54 | 5.56% | 3.1 |
|
| 4055 |
4055
AG Asset Advisory
Los Angeles,
California
| USD 138 M | +USD 14.4 M | +12% | 13% | – | 29 | 3.45% | 1.4 |
|
| 4056 |
4056
Smith Partners Wealth Management
Greensboro,
North Carolina
| USD 138 M | +USD 12.1 M | +10% | 0.55% | – | 80 | 25% | 0.6 |
|
| 4057 |
4057
Ferguson Johnson Wealth Management
Rockville,
Maryland
| USD 138 M | +USD 612 k | +0.4% | 2.07% | – | 40 | 7.5% | 0.7 |
|
| 4058 |
4058
MFG Wealth Management
Indianapolis,
Indiana
| USD 138 M | -USD 2.09 M | -1% | 1.65% | – | 69 | 18.84% | 1 |
|
| 4059 |
4059
Box Hill Private Wealth
Scottsdale,
Arizona
| USD 138 M | +USD 12.9 M | +10% | 1.57% | – | 79 | 20.25% | 0.6 |
|
| 4060 |
4060
Dynamic Financial Group
Cedar Falls,
Iowa
| USD 138 M | +USD 5.11 M | +4% | 0.95% | – | 80 | 7.5% | 1.3 |
|
| 4061 |
4061
Innovative Advisory Group
Lexington,
Massachusetts
| USD 137 M | +USD 5.55 M | +4% | 5.85% | – | 37 | 29.73% | 1.2 |
|
| 4062 |
TL
4062
TowerView LLC
New York
| USD 137 M | -USD 15.2 M | -10% | 3.71% | 16.3% | 17 | 5.88% | 6.2 |
|
| 4063 |
4063
Eagle Bay Advisors
New York
| USD 137 M | +USD 3.67 M | +3% | 1.57% | 85% | 159 | 20.13% | 2.6 |
|
| 4064 |
4064
Luts & Greenleigh Group
Bethesda,
Maryland
| USD 137 M | +USD 5.01 M | +4% | 6.72% | – | 107 | 7.48% | 2.4 |
|
| 4065 |
4065
MY Wealth Management
Germantown,
Maryland
| USD 137 M | -USD 4.99 M | -4% | 1.03% | 41.2% | 47 | 10.64% | 2 |
|
| 4066 |
VIS
4066
Vertex Investment Solutions
Chiyoda-Ku,
| USD 137 M | -USD 11.2 M | -8% | 3.13% | – | 30 | 30% | 0.6 |
|
| 4067 |
4067
Challenger Wealth Management
Aliso Viejo,
California
| USD 137 M | +USD 1.13 M | +0.8% | 3.16% | – | 66 | 6.06% | 1.6 |
|
| 4068 |
4068
Robocap Asset Management
London,
United Kingdom
| USD 137 M | +USD 12.9 M | +10% | 3.63% | 274% | 24 | 12.5% | 2 |
|
| 4069 |
4069
Aventus Investment Advisors
Naples,
Florida
| USD 137 M | +USD 377 k | +0.3% | 0.96% | – | 181 | 17.68% | 0.9 |
|
| 4070 |
4070
Aegon USA Investment Management
Cedar Rapids,
Iowa
| USD 137 M | -USD 2.88 M | -2% | 0.27% | 44.9% | 47 | 14.89% | 2.1 |
|
| 4071 |
4071
Titan Investment Management
Indianapolis,
Indiana
| USD 137 M | +USD 1.75 M | +1% | 3.84% | – | 52 | 50% | 0.5 |
|
| 4072 |
4072
TT Capital Management
Coto De Caza,
California
| USD 137 M | +USD 8.42 M | +7% | 2.49% | – | 91 | 19.78% | 1 |
|
| 4073 |
AA
4073
Alpha Advisors
Richmond,
Virginia
| USD 137 M | +USD 3.68 M | +3% | 2.88% | – | 53 | 9.43% | 1.4 |
|
| 4074 |
4074
Financial Planning Fort Collins
Fort Collins,
Colorado
| USD 137 M | +USD 4.68 M | +4% | 2.35% | – | 34 | 2.94% | 0.7 |
|
| 4075 |
OF
4075
Outfitter Financial
Brunswick,
Maine
| USD 137 M | -USD 5.93 M | -4% | 0.65% | 97.6% | 80 | 7.5% | 3.6 |
|