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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, 4,690 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
MSK
4176
Melissa S. Kampmann
| USD 128 M | -USD 3.95 M | -3% | 2.89% | 82.1% | 44 | 9.09% | 2.5 |
|
| 4177 |
RWIA
4177
Roger Wittlin Investment Advisory
San Francisco,
California
| USD 128 M | +USD 985 k | +0.8% | 0.93% | 61.3% | 48 | 14.58% | 2.5 |
|
| 4178 |
BI
4178
BluePrint Investing
San Francisco,
California
| USD 128 M | -USD 5.58 M | -4% | 0.38% | – | 26 | 3.85% | 0.8 |
|
| 4179 |
4179
Purewater Capital
Fort Worth,
Texas
| USD 128 M | -USD 10.4 M | -7% | 7.41% | – | 70 | 30% | 0.4 |
|
| 4180 |
4180
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| USD 128 M | -USD 1.19 M | -0.9% | 3.43% | 50.6% | 66 | 21.21% | 1.7 |
|
| 4181 |
4181
Financial Concepts Unlimited
Centreville,
Maine
| USD 128 M | +USD 371 k | +0.3% | 0.58% | – | 44 | 6.82% | 0.5 |
|
| 4182 |
WWMP
4182
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
| USD 128 M | +USD 3.96 M | +3% | 0.76% | – | 117 | 28.21% | 0.6 |
|
| 4183 |
4183
DWM Financial Group
Palatine,
Illinois
| USD 128 M | +USD 15.5 M | +14% | 0.41% | – | 68 | 45.59% | 0.8 |
|
| 4184 |
4184
AK Global Asset Management
Oakland,
California
| USD 128 M | +USD 9.6 M | +8% | 11.1% | – | 30 | 20% | 0.6 |
|
| 4185 |
PIA
4185
Prudent Investor Advisors
Folsom,
California
| USD 128 M | – | – | 0.71% | – | 34 | – | 0 |
|
| 4186 |
4186
Frankly Finances
Winter Park,
Florida
| USD 128 M | +USD 1.1 M | +0.9% | 1.08% | – | 91 | 1.1% | 0.6 |
|
| 4187 |
4187
Advocate Investing Services
Woodbine,
Maryland
| USD 128 M | -USD 2.28 M | -2% | 1.27% | – | 472 | 7.42% | 0.7 |
|
| 4188 |
TLC
4188
True Light Capital
Singapore,
| USD 127 M | -USD 24.4 M | -16% | 1.44% | – | 8 | 0% | 0.8 |
|
| 4189 |
GH
4189
GLP Holdings
Cumming,
Georgia
| USD 127 M | +USD 15.9 M | +14% | 14.4% | – | 4 | 0% | 0.8 |
|
| 4190 |
4190
Putney Financial Group
San Rafael,
California
| USD 127 M | +USD 16 M | +14% | 7.72% | – | 299 | 73.91% | 0.4 |
|
| 4191 |
4191
Investment Management Corporation
Roanoke,
Virginia
| USD 127 M | +USD 7.18 M | +6% | 0.77% | – | 60 | 18.33% | 1.2 |
|
| 4192 |
4192
Graetz Wealth
Jenison,
Michigan
| USD 127 M | +USD 1.44 M | +1% | 0.53% | – | 90 | 13.33% | 0.6 |
|
| 4193 |
4193
Topor & Co Korea
Seoul,
| USD 127 M | -USD 76.7 k | -0.1% | 0.43% | – | 19 | 0% | 0.7 |
|
| 4194 |
4194
Garda Capital Partners
Wayzata,
Minnesota
| USD 127 M | -USD 159 M | -56% | 31.2% | 34.1% | 15 | 86.67% | 0.1 |
|
| 4195 |
4195
Medicxi Ventures Management
St. Helier,
Jersey
| USD 127 M | -USD 50.8 M | -29% | 27.7% | 369% | 3 | 0% | 5.1 |
|
| 4196 |
4196
Andrew Hill Investment Advisors
Naples,
Florida
| USD 127 M | -USD 8.17 M | -6% | 6.39% | 269% | 72 | 40.28% | 1.2 |
|
| 4197 |
4197
Mission Financial Group
Las Vegas,
Nevada
| USD 127 M | +USD 6.01 M | +5% | 2.3% | – | 170 | 15.29% | 3.4 |
|
| 4198 |
4198
Kassira Wealth Management
Knoxville,
Tennessee
| USD 127 M | +USD 1.83 M | +1% | 0.55% | – | 69 | 13.04% | 0.8 |
|
| 4199 |
4199
John Boyer Inc
Tampa,
Florida
| USD 126 M | +USD 11.1 M | +10% | 0.38% | – | 227 | 82.82% | 0.2 |
|
| 4200 |
AA
4200
AF Advisors
Sacramento,
California
| USD 126 M | -USD 77.2 M | -38% | 30.3% | 14.8% | 33 | 15.15% | 2.8 |
|