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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Pacific Capital Partners
London,
| USD 132 M | +USD 16.9 M | +15% | 1.98% | 61.4% | 45 | 20% | 0.4 |
|
| 4127 |
4127
Tannin Capital
Charlotte,
North Carolina
| USD 132 M | -USD 19.7 M | -13% | 1.65% | – | 182 | 21.43% | 0.6 |
|
| 4128 |
4128
E6 Portfolios
Midvale,
Utah
| USD 132 M | +USD 7.24 M | +6% | 1.68% | – | 102 | 17.65% | 0.6 |
|
| 4129 |
4129
James Reed Financial Services
Cleveland,
Ohio
| USD 132 M | +USD 1.36 M | +1% | 0.24% | – | 19 | 5.26% | 2.7 |
|
| 4130 |
4130
Summerhill Capital Management
Toronto,
Ontario, Canada
| USD 132 M | +USD 7.05 M | +6% | 1.07% | – | 18 | 5.56% | 2 |
|
| 4131 |
4131
Kitching Partners
Conshohocken,
Pennsylvania
| USD 132 M | +USD 15.9 M | +14% | 1.16% | 45.8% | 43 | 16.28% | 1.7 |
|
| 4132 |
4132
Global Strategic Management
San Juan,
Puerto Rico
| USD 132 M | +USD 2.6 M | +2% | 17.1% | – | 33 | 33.33% | 3.8 |
|
| 4133 |
4133
Scheeler Financial
West Chester,
Ohio
| USD 132 M | – | – | 1.87% | – | 78 | – | 0 |
|
| 4134 |
SCC
4134
Seal Cove Capital
Palo Alto,
California
| USD 132 M | +USD 1.65 M | +1% | 2.2% | – | 11 | 18.18% | 0.6 |
|
| 4135 |
4135
Veratis Advisors
Cary,
North Carolina
| USD 132 M | -USD 9.2 M | -7% | 0.77% | – | 90 | 13.33% | 0.7 |
|
| 4136 |
4136
Alliance Wealth Strategies
Lynchburg,
Virginia
| USD 132 M | +USD 4.77 M | +4% | 0.73% | – | 67 | 2.99% | 0.7 |
|
| 4137 |
4137
Journey Beyond Wealth
Roswell,
Georgia
| USD 132 M | +USD 3.92 M | +3% | 0.07% | – | 35 | 20% | 1.3 |
|
| 4138 |
4138
NewCorp Financial Services
Alpharetta,
Georgia
| USD 132 M | +USD 1.33 M | +1% | 0.7% | – | 59 | 16.95% | 0.6 |
|
| 4139 |
4139
CDKV Holdings
Denver,
Colorado
| USD 132 M | +USD 3.99 M | +3% | 1.02% | – | 278 | 0.72% | 0.7 |
|
| 4140 |
4140
Paragon Capital Management (Utah)
Provo,
Utah
| USD 132 M | -USD 3.06 M | -2% | 0.9% | 72.3% | 83 | 19.28% | 1.9 |
|
| 4141 |
MCFP
4141
McCarley & Cook Financial Planners
Cincinnati,
Ohio
| USD 132 M | +USD 3 M | +2% | 0.17% | – | 282 | 9.57% | 0.7 |
|
| 4142 |
4142
Miller Financial Services
Marshall,
Michigan
| USD 132 M | +USD 7.63 M | +6% | 0.94% | – | 163 | 17.79% | 1.1 |
|
| 4143 |
4143
Guardian Capital (Pennsylvania)
Wexford,
Pennsylvania
| USD 132 M | +USD 9.5 M | +8% | 1.04% | – | 83 | 20.48% | 0.7 |
|
| 4144 |
4144
Nightview Capital
Austin,
Texas
| USD 132 M | -USD 1.84 M | -1% | 7.27% | 170% | 15 | 20% | 1.9 |
|
| 4145 |
4145
Vision Financial Markets
Stamford,
Connecticut
| USD 131 M | +USD 16 M | +14% | 0.45% | – | 439 | 17.77% | 1.4 |
|
| 4146 |
4146
AFG Fiduciary Services
Hingham,
Massachusetts
| USD 131 M | +USD 2.66 M | +2% | 1.29% | 72.4% | 65 | 10.77% | 2.9 |
|
| 4147 |
TWM
4147
Todd Wealth Management
Venice,
Florida
| USD 131 M | -USD 895 k | -0.7% | 3.85% | – | 116 | 10.34% | 0.7 |
|
| 4148 |
4148
Asempa Wealth Advisors
Baton Rouge,
Louisiana
| USD 131 M | -USD 3.05 M | -2% | 1.14% | – | 122 | 9.02% | 0.7 |
|
| 4149 |
SF
4149
Schaeffer Financial
Rockville,
Maryland
| USD 131 M | +USD 1.7 M | +1% | 0.89% | 52.2% | 31 | 16.13% | 2.3 |
|
| 4150 |
4150
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| USD 131 M | +USD 7.36 M | +6% | 0.69% | – | 94 | 9.57% | 1.4 |
|