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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 826 |
826
Barry Investment Advisors
New Bedford,
Massachusetts
| USD 524 M | +USD 45.5 M | +10% | 1.9% | 66.7% | 105 | 5.71% | 4.4 |
|
| 827 |
827
Triangle Securities Wealth Management
Raleigh,
North Carolina
| USD 522 M | +USD 18.4 M | +4% | 0.75% | 83.6% | 221 | 10.41% | 6.6 |
|
| 828 |
828
Tempus Wealth Planning
Irvine,
California
| USD 522 M | +USD 10.2 M | +2% | 0.67% | 95% | 301 | 12.62% | 2.9 |
|
| 829 |
829
Integris Wealth Management
Monterey,
California
| USD 520 M | +USD 25.1 M | +5% | 0.33% | 60.3% | 140 | 6.43% | 2.4 |
|
| 830 |
830
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
Skopje,
| USD 520 M | +USD 2.61 M | +0.5% | 0.74% | – | 12 | 0% | 0.3 |
|
| 831 |
831
Chapin Davis
Baltimore,
Maryland
| USD 520 M | -USD 48.4 M | -9% | 2.09% | 339% | 278 | 15.11% | 2.4 |
|
| 832 |
832
Next Level Private
Harrison,
New York
| USD 520 M | +USD 9.29 M | +2% | 1.21% | 95.9% | 190 | 9.47% | 2.4 |
|
| 833 |
EGA
833
E&G Advisors
Houston,
Texas
| USD 519 M | +USD 1.55 M | +0.3% | 0.68% | 97.7% | 256 | 6.64% | 3.4 |
|
| 834 |
834
Aries Wealth Management
Portland,
Maine
| USD 519 M | +USD 10 M | +2% | 4.03% | 87.7% | 254 | 8.27% | 3.3 |
|
| 835 |
CWM
835
Compass Wealth Management
Guilford,
Connecticut
| USD 519 M | -USD 9.33 M | -2% | 2.02% | 103% | 418 | 60.29% | 0.6 |
|
| 836 |
836
Fermata Advisors
Sonoma,
California
| USD 517 M | +USD 22.5 M | +5% | 1.63% | 58.3% | 319 | 21.94% | 2 |
|
| 837 |
837
Generali Investments Management
Ljubljana,
Slovenia
| USD 517 M | +USD 56.4 M | +12% | 9.9% | – | 168 | 2.38% | 1.4 |
|
| 838 |
838
Benin Management Corp
Wilton,
Connecticut
| USD 517 M | +USD 22.8 M | +5% | 4.78% | 91.7% | 156 | 5.77% | 6.5 |
|
| 839 |
839
WealthBridge Capital Management
Westerville,
Ohio
| USD 515 M | +USD 11.5 M | +2% | 1.08% | 89.4% | 259 | 12.74% | 3.9 |
|
| 840 |
840
Peddock Capital Advisors
Braintree,
Massachusetts
| USD 514 M | +USD 13.4 M | +3% | 3.14% | 113% | 173 | 8.09% | 6.7 |
|
| 841 |
841
USA Financial Formulas
Ada,
Michigan
| USD 514 M | -USD 31.9 M | -6% | 2% | 104% | 545 | 52.11% | 0.9 |
|
| 842 |
842
Weaver Consulting Group
Huntington Beach,
California
| USD 514 M | +USD 26.5 M | +5% | 0.85% | 56.4% | 318 | 10.69% | 3.5 |
|
| 843 |
843
Standpoint Asset Management
Scottsdale,
Arizona
| USD 514 M | +USD 37.1 M | +8% | 1.22% | 71.9% | 8 | 0% | 3.8 |
|
| 844 |
CH
844
Canton Hathaway
Providence,
Rhode Island
| USD 513 M | -USD 9.08 M | -2% | 1.21% | 87.8% | 484 | 44.42% | 2.3 |
|
| 845 |
845
Herold Advisors
New York
| USD 512 M | +USD 6.26 M | +1% | 3.08% | 90.2% | 283 | 8.48% | 3.4 |
|
| 846 |
846
Churchill Financial Advisors
Louisville,
Kentucky
| USD 511 M | -USD 8.89 M | -2% | 0.38% | – | 132 | 9.09% | 0.7 |
|
| 847 |
847
Baker Tilly Wealth Management
Madison,
Wisconsin
| USD 510 M | +USD 39.6 M | +8% | 3.51% | 96.9% | 310 | 15.48% | 3.1 |
|
| 848 |
848
Plan Group Financial
Oklahoma City,
Oklahoma
| USD 510 M | +USD 24.1 M | +5% | 1.18% | 63.4% | 269 | 22.68% | 1.6 |
|
| 849 |
849
Marion Wealth Management
Monroeville,
Pennsylvania
| USD 508 M | +USD 16.6 M | +3% | 2.09% | 51.7% | 166 | 7.83% | 2.8 |
|
| 850 |
DI
850
DDFG Inc
Thousand Oaks,
California
| USD 508 M | +USD 4.25 M | +0.8% | 0.08% | 56.3% | 93 | 6.45% | 2.8 |
|