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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, 4,646 fondos (~52%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
IWA
4226
Independent Wealth Advisors
Cary,
North Carolina
| USD 121 M | +USD 10.2 M | +9% | 0.5% | – | 83 | 12.05% | 0.6 |
|
| 4227 |
SA
4227
Stonebridge Advisors
Wilton,
Connecticut
| USD 121 M | +USD 37.7 M | +45% | 6.88% | 0.03% | 4 | 25% | 1.5 |
|
| 4228 |
4228
Twin Cities Retirement Group
Plymouth,
Minnesota
| USD 121 M | +USD 3.7 M | +3% | 1.77% | – | 27 | 18.52% | 0.6 |
|
| 4229 |
4229
Red Mountain Financial
Fort Collins,
Colorado
| USD 120 M | +USD 684 k | +0.6% | 0.54% | – | 85 | 8.24% | 2 |
|
| 4230 |
GC
4230
Gruss & Co
West Palm Beach,
Florida
| USD 120 M | +USD 79 M | +194% | 6.57% | 173% | 43 | 23.26% | 2.1 |
|
| 4231 |
4231
BankChampaign National Association
Champaign,
Illinois
| USD 120 M | -USD 10.5 M | -8% | 0.38% | – | 227 | 22.91% | 0.5 |
|
| 4232 |
4232
HighRoad Wealth Advisors
Coos Bay,
Oregon
| USD 120 M | +USD 1.06 M | +0.9% | 0.17% | – | 46 | 32.61% | 0.6 |
|
| 4233 |
4233
Cooke Wealth Management
Irvine,
California
| USD 120 M | -USD 2.5 M | -2% | 1.43% | – | 40 | 7.5% | 0.7 |
|
| 4234 |
4234
Morangie Management
Vero Beach,
Florida
| USD 119 M | -USD 1.02 M | -0.8% | 4.11% | – | 37 | 10.81% | 1.4 |
|
| 4235 |
4235
Bedminster
Bluffton,
South Carolina
| USD 119 M | +USD 2.27 M | +2% | 0.55% | – | 52 | 5.77% | 0.7 |
|
| 4236 |
4236
River's Edge Wealth Management
Beaver,
Pennsylvania
| USD 119 M | +USD 5.61 M | +5% | 1.83% | – | 50 | 14% | 0.7 |
|
| 4237 |
4237
Clio Asset Management
Charlottesville,
Virginia
| USD 119 M | -USD 6.75 M | -5% | 4.87% | 60.6% | 16 | 12.5% | 1.8 |
|
| 4238 |
4238
CDM Financial Counseling Services
Norwich,
Connecticut
| USD 119 M | +USD 2.89 M | +2% | 1.98% | – | 77 | 0% | 0.7 |
|
| 4239 |
D
4239
Drystone
Ivy,
Virginia
| USD 119 M | -USD 2.68 M | -2% | 1.77% | – | 18 | 0% | 4.2 |
|
| 4240 |
4240
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
| USD 119 M | +USD 2.23 M | +2% | 3.02% | – | 92 | 10.87% | 1.4 |
|
| 4241 |
4241
Prospect Financial Group
Arlington,
Virginia
| USD 119 M | -USD 5.23 M | -4% | 0.64% | – | 74 | 21.62% | 1.5 |
|
| 4242 |
4242
Bretton Capital Management
San Francisco,
California
| USD 119 M | -USD 6.52 M | -5% | 0.03% | – | 22 | 18.18% | 1.8 |
|
| 4243 |
4243
Western Pacific Wealth Management
Lake Forest,
Illinois
| USD 119 M | +USD 8.13 M | +7% | 5.85% | 91.4% | 186 | 5.91% | 3 |
|
| 4244 |
4244
Belleair Asset Management
Belleair Bluffs,
Florida
| USD 119 M | -USD 124 k | -0.1% | 0.74% | – | 87 | 10.34% | 0.7 |
|
| 4245 |
4245
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
| USD 119 M | -USD 6.35 M | -5% | 0.74% | – | 412 | 23.3% | 1 |
|
| 4246 |
4246
Worthington Financial Partners
Worthington,
Ohio
| USD 118 M | -USD 2.56 M | -2% | 0.7% | – | 100 | 3% | 0.7 |
|
| 4247 |
4247
Anchor Capital Management Group
Aliso Viejo,
California
| USD 118 M | -USD 26.9 M | -19% | 0.81% | – | 16 | 25% | 1.4 |
|
| 4248 |
4248
Peck Wealth Management
White Plains,
New York
| USD 118 M | -USD 529 k | -0.4% | 1.84% | – | 139 | 11.51% | 0.9 |
|
| 4249 |
4249
Midway Capital Research & Management
Chicago,
Illinois
| USD 118 M | -USD 7.72 M | -6% | 2.88% | – | 116 | 58.62% | 0.7 |
|
| 4250 |
4250
Wheels Up Wealth
Benicia,
California
| USD 118 M | +USD 140 k | +0.1% | 1.54% | – | 25 | 8% | 0.7 |
|