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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, 2,406 fondos (~27%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 776 |
776
Voisard Asset Management Group
Grand Rapids,
Michigan
| USD 538 M | +USD 9.7 M | +2% | 0.49% | 50.5% | 119 | 11.76% | 1.8 |
|
| 777 |
777
Spirit of America Management Corp
Syosset,
New York
| USD 537 M | +USD 6.11 M | +1% | 4.53% | 113% | 309 | 1.94% | 6.3 |
|
| 778 |
778
Ballast Inc
Lexington,
Kentucky
| USD 536 M | +USD 6.27 M | +1% | 0.45% | 71.3% | 171 | 10.53% | 4.2 |
|
| 779 |
779
Silverlake Wealth Management
Williston,
Vermont
| USD 536 M | +USD 8.13 M | +2% | 1.62% | 73.3% | 420 | 11.43% | 2.5 |
|
| 780 |
780
RS Crum Inc
Newport Beach,
California
| USD 534 M | +USD 1.05 M | +0.2% | 0.1% | 54.2% | 106 | 6.6% | 3.3 |
|
| 781 |
781
NVWM LLC
Yardley,
Pennsylvania
| USD 533 M | +USD 36.9 M | +7% | 3.32% | 119% | 837 | 12.31% | 3.2 |
|
| 782 |
782
55 North Private Wealth
Winter Park,
Florida
| USD 532 M | +USD 24.2 M | +5% | 1.28% | – | 350 | 23.71% | 0.5 |
|
| 783 |
783
New Hampshire Trust
Concord,
New Hampshire
| USD 532 M | +USD 1.86 M | +0.4% | 3.55% | 88.5% | 182 | 9.34% | 3 |
|
| 784 |
784
Manitou Investment Management
Toronto,
Ontario, Canada
| USD 532 M | -USD 6.2 M | -1% | 5.29% | 69.3% | 52 | 11.54% | 4 |
|
| 785 |
785
Castle Rock Wealth Management
Walnut Creek,
California
| USD 531 M | +USD 21.8 M | +4% | 2.91% | 115% | 287 | 12.89% | 3.4 |
|
| 786 |
786
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| USD 531 M | +USD 23.2 M | +5% | 0.97% | 62.3% | 136 | 7.35% | 5.2 |
|
| 787 |
787
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| USD 531 M | -USD 699 k | -0.1% | 0.92% | 38.9% | 606 | 6.11% | 2.7 |
|
| 788 |
788
Valicenti Advisory Services
Elmira,
New York
| USD 531 M | +USD 816 k | +0.2% | 2.35% | 134% | 86 | 9.3% | 5.8 |
|
| 789 |
TGY2IT
789
Timothy G. Youngquist 2020 Irrevocable Trust
Fort Myers,
Florida
| USD 530 M | +USD 19.6 M | +4% | 0.73% | – | 147 | 74.83% | 0.3 |
|
| 790 |
790
Kirr Marbach & Co
Columbus,
Indiana
| USD 530 M | -USD 64.3 M | -11% | 6.67% | 121% | 61 | 13.11% | 4.7 |
|
| 791 |
791
Bright Rock Capital Management
Hanover,
Massachusetts
| USD 529 M | +USD 30 M | +6% | 6.08% | 53.1% | 80 | 18.75% | 5.3 |
|
| 792 |
792
Beacon Financial Advisory
Cleveland,
Ohio
| USD 529 M | +USD 20.5 M | +4% | 1.37% | 76.8% | 448 | 12.95% | 2.8 |
|
| 793 |
793
MPS Loria Financial Planners
Burr Ridge,
Illinois
| USD 527 M | +USD 92.1 M | +21% | 2.39% | 80% | 93 | 8.6% | 5.4 |
|
| 794 |
794
Highline Wealth Partners
Sherman Oaks,
California
| USD 527 M | +USD 33.6 M | +7% | 3.19% | 93.8% | 1,552 | 15.01% | 1.5 |
|
| 795 |
RS
795
Retirement Solution
Redmond,
Washington
| USD 526 M | +USD 14.3 M | +3% | 2.1% | 74.8% | 83 | 13.25% | 1.7 |
|
| 796 |
796
Weaver Capital Management
Suwanee,
Georgia
| USD 525 M | +USD 71.5 M | +16% | 1.72% | 79.4% | 196 | 18.88% | 1.9 |
|
| 797 |
797
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| USD 525 M | +USD 2.16 M | +0.4% | 1.89% | 82.6% | 203 | 14.29% | 6.4 |
|
| 798 |
798
Fulcrum Capital
Seattle,
Washington
| USD 525 M | +USD 32 M | +6% | 5.88% | 102% | 106 | 7.55% | 4.1 |
|
| 799 |
799
Bender Robert & Associates
Pasadena,
California
| USD 525 M | +USD 43.4 M | +9% | 9.61% | 146% | 49 | 26.53% | 1.5 |
|
| 800 |
800
Barry Investment Advisors
New Bedford,
Massachusetts
| USD 524 M | +USD 45.5 M | +10% | 1.9% | 66.7% | 105 | 5.71% | 4.4 |
|