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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
4351
Grange Capital
Beaverton,
Oregon
| USD 107 M | -USD 1.65 M | -2% | 2.34% | – | 55 | 12.73% | 1.3 |
|
| 4352 |
SG
4352
Sherry Group
Mountain Home,
Arkansas
| USD 107 M | +USD 4.11 M | +4% | 2.01% | – | 57 | 19.3% | 0.6 |
|
| 4353 |
4353
Ballast Financial Advisors
West Chester,
Pennsylvania
| USD 106 M | -USD 4.33 M | -4% | 0.49% | – | 74 | 8.11% | 0.7 |
|
| 4354 |
4354
Burkett Asset Management
Victoria,
| USD 106 M | -USD 911 k | -0.9% | 0.18% | – | 66 | 21.21% | 0.6 |
|
| 4355 |
SCCL
4355
Split Creek Capital LLC
Charlottesville,
Virginia
| USD 106 M | -USD 2.25 M | -2% | 0.96% | – | 149 | 20.13% | 0.6 |
|
| 4356 |
4356
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| USD 106 M | -USD 12.2 M | -10% | 0.54% | – | 129 | 23.26% | 1.9 |
|
| 4357 |
PWM
4357
Puff Wealth Management
Haddonfield,
New Jersey
| USD 106 M | +USD 7.85 M | +8% | 0.94% | – | 83 | 10.84% | 1.2 |
|
| 4358 |
4358
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| USD 105 M | -USD 19.4 M | -16% | 0.68% | – | 102 | 27.45% | 1.1 |
|
| 4359 |
4359
Prism Planning Partners
Libertyville,
Illinois
| USD 105 M | +USD 10.8 M | +11% | 0.82% | – | 53 | 33.96% | 0.5 |
|
| 4360 |
MI
4360
Moneywise Inc
Forest,
Virginia
| USD 105 M | -USD 163 M | -61% | 1.23% | 60.8% | 95 | 43.16% | 3.3 |
|
| 4361 |
4361
Cogent Strategic Wealth
Chicago,
Illinois
| USD 105 M | +USD 199 k | +0.2% | 0.88% | – | 61 | 9.84% | 0.6 |
|
| 4362 |
4362
Corecam AG
Zurich,
| USD 105 M | -USD 12.1 M | -10% | 5.32% | – | 53 | 16.98% | 0.5 |
|
| 4363 |
4363
Geremia Financial Services
Edison,
New Jersey
| USD 105 M | +USD 10.5 M | +11% | 0.88% | – | 9 | 0% | 0.7 |
|
| 4364 |
4364
Amitell Capital
Singapore
| USD 105 M | -USD 4.56 M | -4% | 0.58% | 188% | 33 | 45.45% | 0.6 |
|
| 4365 |
4365
Xena Financial Planning
Portland,
Oregon
| USD 105 M | +USD 552 k | +0.5% | 1.08% | – | 40 | 10% | 0.7 |
|
| 4366 |
4366
Hyposwiss Advisors
Geneva,
| USD 105 M | -USD 806 k | -0.8% | 0.21% | – | 104 | 1.92% | 0.7 |
|
| 4367 |
4367
Reality Financial Planning Services
Sarasota,
Florida
| USD 105 M | +USD 1.12 M | +1% | 0.65% | – | 20 | 10% | 0.7 |
|
| 4368 |
4368
Freemont Management
Vaud,
Switzerland
| USD 105 M | +USD 1.35 M | +1% | 6.64% | 102% | 17 | 23.53% | 2.5 |
|
| 4369 |
CF
4369
Calder Financial
Downingtown,
Pennsylvania
| USD 105 M | -USD 1.56 M | -1% | 0.67% | – | 43 | 2.33% | 0.7 |
|
| 4370 |
4370
Surience Private Wealth
Yakima,
Washington
| USD 104 M | -USD 9.5 M | -8% | 0.47% | 169% | 64 | 62.5% | 0.4 |
|
| 4371 |
4371
Q Fund Management (Hong Kong)
Hong Kong,
| USD 104 M | -USD 5.52 M | -5% | 9.72% | – | 42 | 47.62% | 0.4 |
|
| 4372 |
4372
Montchanin Asset Management
Montchanin,
Delaware
| USD 104 M | +USD 5.89 M | +6% | 7.66% | 120% | 66 | 12.12% | 2.4 |
|
| 4373 |
4373
Succession Financial
Mckinney,
Texas
| USD 104 M | -USD 1.23 M | -1% | 2.69% | – | 55 | 21.82% | 0.2 |
|
| 4374 |
4374
T3 Companies
New York
| USD 103 M | +USD 9.7 M | +10% | 1.69% | – | 292 | 72.26% | 0.2 |
|
| 4375 |
UPWM
4375
UMB Private Wealth Management
Kansas City,
Missouri
| USD 103 M | – | – | 1.91% | – | 1,409 | – | 0 |
|