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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, 2,475 fondos (~28%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 651 |
651
Mengis Capital Management
Portland,
Oregon
| USD 673 M | +USD 14.8 M | +2% | 3.3% | 104% | 226 | 8.41% | 5.9 |
|
| 652 |
652
Matthew Goff Investment Advisor
Houston,
Texas
| USD 672 M | +USD 79.4 M | +13% | 2.39% | 89.6% | 109 | 18.35% | 3.9 |
|
| 653 |
653
Northcape Capital
Sydney,
Australia
| USD 671 M | -USD 71.2 M | -10% | 8.7% | – | 8 | 0% | 9.4 |
|
| 654 |
654
New Harbor Financial Group
Worcester,
Massachusetts
| USD 669 M | +USD 36.5 M | +6% | 0.97% | 94.6% | 77 | 31.17% | 2.4 |
|
| 655 |
655
Perennial Advisors
New York
| USD 669 M | +USD 20.2 M | +3% | 2.84% | – | 146 | 8.9% | 4.1 |
|
| 656 |
656
Ellis Investment Partners
Berwyn,
Pennsylvania
| USD 669 M | +USD 9.35 M | +1% | 0.39% | 70.8% | 295 | 9.15% | 4.4 |
|
| 657 |
657
Asset Allocation Strategies
Farmington,
Michigan
| USD 668 M | +USD 18.9 M | +3% | 0.12% | 58.1% | 187 | 13.9% | 2 |
|
| 658 |
658
Jackson Square Capital
San Francisco,
California
| USD 667 M | -USD 51.7 M | -7% | 1.63% | 423% | 161 | 24.84% | 2.7 |
|
| 659 |
659
Harfst & Associates
Sheridan,
Wyoming
| USD 667 M | +USD 23.9 M | +4% | 0.31% | 88.1% | 129 | 9.3% | 3.9 |
|
| 660 |
660
Orrstown Financial Services
Harrisburg,
Pennsylvania
| USD 667 M | -USD 6.67 M | -1% | 0.18% | 73.7% | 122 | 5.74% | 4.5 |
|
| 661 |
661
Edge Wealth Management
New York
| USD 666 M | +USD 71.9 M | +12% | 3.29% | 75.3% | 94 | 12.77% | 5.8 |
|
| 662 |
662
Armbruster Capital Management
Pittsford,
New York
| USD 666 M | -USD 5.01 M | -0.7% | 1.44% | 66.7% | 132 | 5.3% | 5.9 |
|
| 663 |
663
West Financial Advisors
Des Moines,
Iowa
| USD 665 M | +USD 6.53 M | +1% | 1.19% | 49.1% | 310 | 39.03% | 2.3 |
|
| 664 |
664
Alpha Omega Wealth Management
Richmond,
Virginia
| USD 665 M | +USD 7.82 M | +1% | 3.26% | 65.9% | 214 | 6.07% | 6.9 |
|
| 665 |
665
CMH Wealth Management
Portsmouth,
New Hampshire
| USD 664 M | +USD 8.21 M | +1% | 3.19% | 88% | 119 | 7.56% | 2.4 |
|
| 666 |
666
Montecito Bank & Trust
Santa Barbara,
California
| USD 660 M | -USD 7.92 M | -1% | 1.4% | – | 280 | 6.07% | 6.6 |
|
| 667 |
667
Essex LLC
Deer Park,
Illinois
| USD 660 M | +USD 1.1 M | +0.2% | 1.73% | 91.4% | 194 | 12.89% | 3.2 |
|
| 668 |
668
San Luis Wealth Advisors
San Luis Obispo,
California
| USD 660 M | -USD 4.92 M | -0.7% | 0.36% | 61.9% | 187 | 1.07% | 1.8 |
|
| 669 |
669
Garrett Wealth Advisory Group
Weatherford,
Texas
| USD 659 M | +USD 7.99 M | +1% | 1.81% | 74.6% | 155 | 7.1% | 2.7 |
|
| 670 |
670
Clear Trail Advisors
Houston,
Texas
| USD 657 M | +USD 1.82 M | +0.3% | 2.67% | – | 166 | 7.23% | 0.6 |
|
| 671 |
671
JSF Financial
Los Angeles,
California
| USD 655 M | +USD 23.3 M | +4% | 2.02% | 91% | 162 | 22.22% | 3 |
|
| 672 |
CFSG
672
Community Financial Services Group
Newport,
Vermont
| USD 655 M | -USD 31.4 M | -5% | 1.94% | – | 563 | 9.77% | 1.3 |
|
| 673 |
CA
673
Clune & Associates
Chicago,
Illinois
| USD 654 M | -USD 7.37 M | -1% | 0.89% | – | 177 | 11.86% | 1.4 |
|
| 674 |
674
Precedent Wealth Partners
Houston,
Texas
| USD 651 M | +USD 49.6 M | +8% | 0.7% | 61.1% | 239 | 26.78% | 1.6 |
|
| 675 |
675
Strategy Asset Managers
Pasadena,
California
| USD 650 M | -USD 19.4 M | -3% | 1.03% | 115% | 295 | 21.36% | 3.7 |
|