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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, 4,673 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
4276
Savoir Faire Capital Management
Norwalk,
Connecticut
| USD 118 M | -USD 43 M | -27% | 10.3% | 0.01% | 47 | 19.15% | 1.6 |
|
| 4277 |
4277
Fortress Financial Solutions
Tucson,
Arizona
| USD 118 M | – | – | 1% | – | 66 | – | 1.2 |
|
| 4278 |
4278
Brandywine Financial Group
Thompsons Station,
Tennessee
| USD 118 M | +USD 109 M | +1,305% | 0.12% | – | 71 | 74.65% | 0.2 |
|
| 4279 |
4279
TrustWell Financial Advisors
Jacksonville,
Florida
| USD 118 M | -USD 135 k | -0.1% | 0.31% | – | 79 | 7.59% | 0.6 |
|
| 4280 |
4280
Turner Capital Investments
Austin,
Texas
| USD 118 M | – | – | 0.63% | – | 6 | – | 0 |
|
| 4281 |
4281
Larry Mathis Financial Planning
Phoenix,
Arizona
| USD 118 M | -USD 13.8 M | -10% | 0.54% | – | 157 | 30.57% | 0.6 |
|
| 4282 |
CG
4282
Curat Global
Springfield,
New Hampshire
| USD 117 M | -USD 4.91 M | -4% | 3.14% | – | 260 | 5% | 1.4 |
|
| 4283 |
4283
Invested Advisors
State College,
Pennsylvania
| USD 117 M | +USD 4.17 M | +4% | 1.36% | – | 169 | 14.2% | 0.7 |
|
| 4284 |
4284
ORBA Wealth Advisors
Chicago,
Illinois
| USD 117 M | +USD 188 k | +0.2% | 2.58% | 70.5% | 86 | 6.98% | 1.6 |
|
| 4285 |
MS
4285
Monetary Solutions
Dayton,
Ohio
| USD 117 M | +USD 977 k | +0.8% | 0.1% | – | 644 | 39.6% | 0.4 |
|
| 4286 |
4286
Linden Rose Investment
Sugar Land,
Texas
| USD 117 M | -USD 11.7 M | -9% | 4.1% | – | 9 | 22.22% | 0.4 |
|
| 4287 |
4287
IFC & Insurance Marketing
Auburn,
California
| USD 117 M | +USD 3.39 M | +3% | 0.56% | – | 90 | 16.67% | 0.6 |
|
| 4288 |
4288
Red Tree Management
Redwood City,
California
| USD 117 M | -USD 30.6 M | -21% | 7% | – | 3 | 0% | 1.8 |
|
| 4289 |
4289
E&R Wealth Management
Mount Pleasant,
South Carolina
| USD 117 M | -USD 1.28 M | -1% | 1.95% | – | 12 | 0% | 0.8 |
|
| 4290 |
4290
One River Asset Management
Stamford,
Connecticut
| USD 117 M | -USD 193 M | -62% | 2.18% | 27% | 269 | 40.52% | 0.8 |
|
| 4291 |
4291
OFC Financial Planning
Short Hills,
New Jersey
| USD 116 M | +USD 3.82 M | +3% | 4.6% | – | 57 | 5.26% | 1.6 |
|
| 4292 |
4292
WealthCare Asset Management
Springfield,
Missouri
| USD 116 M | -USD 124 M | -52% | 5.79% | – | 90 | 47.78% | 0.4 |
|
| 4293 |
FCM
4293
Fell Capital Management
Newport Beach,
California
| USD 116 M | -USD 2.39 M | -2% | 0.74% | – | 99 | 8.08% | 0.7 |
|
| 4294 |
4294
Shepherd Street Advisors
Larkspur,
California
| USD 116 M | +USD 2.32 M | +2% | 3.1% | – | 88 | 5.68% | 0.7 |
|
| 4295 |
4295
truNorth Financial Services
Chambersburg,
Pennsylvania
| USD 116 M | +USD 4.55 M | +4% | 1.21% | – | 63 | 11.11% | 0.6 |
|
| 4296 |
4296
Catherine Avery Investment Management
Longboat Key,
Florida
| USD 116 M | -USD 113 M | -49% | 4.72% | – | 174 | 5.75% | 1.1 |
|
| 4297 |
4297
Retireful LLC
Haslett,
Michigan
| USD 116 M | +USD 8.64 M | +8% | 13.2% | 437% | 125 | 66.4% | 0.4 |
|
| 4298 |
4298
MLP3 LLC
Linwood,
New Jersey
| USD 116 M | +USD 13.1 M | +13% | 0.05% | – | 110 | 18.18% | 0.6 |
|
| 4299 |
4299
Advisory Advocates
Grand Rapids,
Michigan
| USD 116 M | -USD 837 k | -0.7% | 0.32% | – | 200 | 13% | 0.6 |
|
| 4300 |
RBDF
4300
Robert B. Daugherty Foundation
Omaha,
Nebraska
| USD 116 M | -USD 28.7 M | -20% | 19.8% | – | 1 | 0% | 0.8 |
|