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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 901 |
901
Hill Island Financial
Grand Rapids,
Michigan
| USD 481 M | +USD 12.2 M | +3% | 1.34% | 78.3% | 105 | 15.24% | 2.2 |
|
| 902 |
902
CLG LLC
Long Beach,
California
| USD 481 M | +USD 25.2 M | +6% | 1.4% | – | 165 | 15.76% | 1.3 |
|
| 903 |
903
White Pine Investment Company
Livonia,
Michigan
| USD 480 M | +USD 11.1 M | +2% | 3.28% | 73.3% | 74 | 10.81% | 5.9 |
|
| 904 |
904
Stewardship Advisors
Mount Joy,
Pennsylvania
| USD 480 M | -USD 1.44 M | -0.3% | 0.94% | 46.1% | 187 | 11.76% | 2.1 |
|
| 905 |
905
Monument Capital Management
Alexandria,
Virginia
| USD 480 M | -USD 17.3 M | -3% | 3.1% | 170% | 288 | 20.49% | 2.4 |
|
| 906 |
906
Opal Wealth Advisors
Jericho,
New York
| USD 479 M | +USD 16.5 M | +4% | 1.52% | 62.3% | 250 | 20.4% | 2.4 |
|
| 907 |
907
Guidance Point Advisors
Wellesley,
Massachusetts
| USD 477 M | +USD 3.87 M | +0.8% | 0.46% | 71.8% | 104 | 3.85% | 4.2 |
|
| 908 |
908
Anchyra Partners
Atlanta,
Georgia
| USD 477 M | +USD 60.4 M | +15% | 4.07% | – | 483 | 37.89% | 0.4 |
|
| 909 |
909
Cornerstone Wealth Advisors
Edina,
Minnesota
| USD 477 M | -USD 546 k | -0.1% | 0.36% | 46.1% | 57 | 10.53% | 3.9 |
|
| 910 |
910
Pacific Center for Financial Services
San Ramon,
California
| USD 477 M | +USD 28.4 M | +6% | 0.09% | 60.1% | 512 | 3.32% | 5.8 |
|
| 911 |
SSI
911
Scott & Selber Inc
Houston,
Texas
| USD 476 M | +USD 2.32 M | +0.5% | 1.23% | 202% | 95 | 7.37% | 5.6 |
|
| 912 |
912
Jessup Wealth Management
Dayton,
Ohio
| USD 476 M | +USD 140 M | +42% | 8.27% | 181% | 93 | 20.43% | 1.9 |
|
| 913 |
SA
913
Strategic Advisors
New York
| USD 475 M | +USD 12.1 M | +3% | 6.41% | 106% | 169 | 7.69% | 5.7 |
|
| 914 |
914
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| USD 474 M | -USD 12.5 M | -3% | 0.08% | 83.4% | 78 | 15.38% | 3.8 |
|
| 915 |
KDA
915
Kraft Davis & Associates
St. Louis,
Missouri
| USD 474 M | -USD 5.09 M | -1% | 0.48% | 81.8% | 164 | 15.24% | 2.3 |
|
| 916 |
GIL
916
Go Invest LLC
West Jordan,
Utah
| USD 473 M | +USD 47 M | +11% | 0.53% | – | 137 | 28.47% | 0.6 |
|
| 917 |
ASG
917
Advisory Solutions Group
Plymouth,
Minnesota
| USD 472 M | +USD 177 M | +60% | 0.85% | – | 304 | 35.86% | 0.2 |
|
| 918 |
918
General Electric
Evendale,
Ohio
| USD 472 M | +USD 103 M | +28% | 29.4% | 23.2% | 2 | 0% | 2.4 |
|
| 919 |
919
Highland Financial Advisors
Wayne,
New Jersey
| USD 469 M | +USD 14.8 M | +3% | 0.58% | 70% | 83 | 13.25% | 2.3 |
|
| 920 |
LAI
920
Legal Advantage Investments
Los Altos Hills,
California
| USD 468 M | +USD 183 M | +64% | 0.89% | 116% | 87 | 16.09% | 3 |
|
| 921 |
921
Ipswich Investment Management
Beverly,
Massachusetts
| USD 468 M | -USD 5.46 M | -1% | 3.61% | 104% | 196 | 8.16% | 6.7 |
|
| 922 |
922
Whitcomb & Hess
Ashland,
Ohio
| USD 467 M | +USD 3.93 M | +0.8% | 0.07% | 54% | 69 | 10.14% | 3.3 |
|
| 923 |
923
Cadent Capital Advisors
Tulsa,
Oklahoma
| USD 466 M | -USD 18.6 M | -4% | 1% | 106% | 224 | 26.79% | 2.2 |
|
| 924 |
924
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| USD 465 M | +USD 1.93 M | +0.4% | 1.36% | 74% | 117 | 3.42% | 5.4 |
|
| 925 |
925
Hilltop National Bank
Casper,
Wyoming
| USD 465 M | -USD 3.49 M | -0.7% | 3.85% | – | 847 | 12.16% | 2 |
|