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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 876 |
876
Prentice Wealth Management
Rochester,
New York
| USD 493 M | +USD 8.07 M | +2% | 0.64% | 47.8% | 130 | 7.69% | 3.1 |
|
| 877 |
877
PW Nova Financial Services
Newtown,
Pennsylvania
| USD 491 M | +USD 24.4 M | +5% | 1.42% | – | 221 | 13.12% | 0.6 |
|
| 878 |
878
Blankinship & Foster
Solana Beach,
California
| USD 490 M | -USD 5.94 M | -1% | 0.4% | 67.1% | 81 | 8.64% | 5.1 |
|
| 879 |
879
O'Keefe Stevens Advisory
Rochester,
New York
| USD 489 M | +USD 1.53 M | +0.3% | 1.11% | 208% | 84 | 7.14% | 3.7 |
|
| 880 |
CWAG
880
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| USD 489 M | -USD 6.48 M | -1% | 0.69% | 76.1% | 91 | 8.79% | 5 |
|
| 881 |
881
Marathon Capital Management
Hunt Valley,
Maryland
| USD 488 M | -USD 5.56 M | -1% | 0.65% | 74% | 195 | 10.77% | 3.5 |
|
| 882 |
TAA
882
TB Alternative Assets
Grand Cayman,
Cayman Islands
| USD 488 M | -USD 135 M | -22% | 1.68% | 312% | 47 | 53.19% | 1 |
|
| 883 |
883
Rempart Asset Management
Montreal,
Canada
| USD 488 M | USD 0 | 0% | 3.54% | 70.5% | 36 | 0% | 4.8 |
|
| 884 |
FFG
884
Fortem Financial Group
Palm Desert,
California
| USD 487 M | -USD 2.98 M | -0.6% | 1.62% | 183% | 199 | 10.05% | 2.7 |
|
| 885 |
EOFML
885
ESCHATON OPPORTUNITIES FUND MANAGEMENT LP
Miami,
Florida
| USD 487 M | -USD 554 M | -53% | 13.2% | – | 7 | 28.57% | 0.6 |
|
| 886 |
886
Old Mission Investment Co
Traverse City,
Michigan
| USD 487 M | +USD 6.08 M | +1% | 2.22% | 82% | 170 | 9.41% | 3.6 |
|
| 887 |
887
Atlantic Edge Private Wealth Management
Jacksonville,
Florida
| USD 487 M | -USD 2.81 M | -0.6% | 0.31% | 84.4% | 651 | 8.45% | 2 |
|
| 888 |
888
Financial & Tax Architects
St Louis,
Missouri
| USD 486 M | +USD 12.2 M | +3% | 0.22% | 50.2% | 130 | 31.54% | 2.2 |
|
| 889 |
889
Poehling Capital Management
Madison,
Wisconsin
| USD 486 M | +USD 20.1 M | +4% | 5.54% | 83% | 177 | 13.56% | 3.7 |
|
| 890 |
890
Copper Harbor Investment Advisors
Appleton,
Wisconsin
| USD 486 M | +USD 13.6 M | +3% | 0.76% | – | 103 | 11.65% | 0.2 |
|
| 891 |
891
Centennial Wealth Advisory
Traverse City,
Michigan
| USD 486 M | +USD 22.3 M | +5% | 0.73% | 63% | 196 | 8.16% | 2.1 |
|
| 892 |
892
Bill Few Associates
Pittsburgh,
Pennsylvania
| USD 485 M | +USD 14.6 M | +3% | 1.81% | 91.5% | 242 | 9.5% | 2.8 |
|
| 893 |
893
Collective Family Office
York,
Pennsylvania
| USD 484 M | -USD 4.82 M | -1% | 0.81% | 52.5% | 167 | 6.59% | 3.9 |
|
| 894 |
894
Wealth Advisory Solutions
Indiianapolis,
Indiana
| USD 484 M | -USD 3.04 M | -0.6% | 0.09% | 60.5% | 157 | 9.55% | 2.6 |
|
| 895 |
895
Farmers & Merchants Trust Company
Long Beach,
California
| USD 484 M | +USD 19.2 M | +4% | 4% | 79.8% | 207 | 7.73% | 4.8 |
|
| 896 |
896
Capital City Trust
Tallahassee,
Florida
| USD 484 M | +USD 1.47 M | +0.3% | 4.73% | 98.5% | 130 | 10% | 7.1 |
|
| 897 |
897
Quattro Financial Advisors
The Woodlands,
Texas
| USD 483 M | +USD 15.2 M | +3% | 5.61% | 77.6% | 108 | 28.7% | 2.1 |
|
| 898 |
898
Leading Edge Financial Planning
Knoxville,
Tennessee
| USD 483 M | -USD 79 M | -14% | 0.76% | 48.6% | 86 | 25.58% | 2.2 |
|
| 899 |
899
James T. Borello RIA
East Dundee,
Illinois
| USD 482 M | +USD 18.7 M | +4% | 0.21% | 71.2% | 1,345 | 14.94% | 1 |
|
| 900 |
900
Legacy Capital Wealth Partners
Little Rock,
Arkansas
| USD 481 M | -USD 40.5 M | -8% | 0.7% | 70.4% | 408 | 16.67% | 1.6 |
|