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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, 2,269 fondos (~25%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 976 |
976
Quantum Private Wealth
Tampa,
Florida
| USD 391 M | +USD 375 k | +0.1% | 5.76% | 240% | 176 | 9.66% | 3 |
|
| 977 |
977
Juncture Wealth Strategies
Scottsdale,
Arizona
| USD 390 M | +USD 5.91 M | +2% | 0.7% | 76.5% | 193 | 11.4% | 2.6 |
|
| 978 |
978
SRH Advisors
Salina,
Kansas
| USD 389 M | -USD 3.21 M | -0.8% | 0.24% | 55.7% | 282 | 6.38% | 7.5 |
|
| 979 |
979
Patton Fund Management
Dallas,
Texas
| USD 389 M | -USD 73.2 M | -16% | 4.15% | 211% | 114 | 57.02% | 1.8 |
|
| 980 |
980
Windsor Capital Management
Phoenix,
Arizona
| USD 389 M | +USD 4.15 M | +1% | 0.94% | 49.1% | 133 | 5.26% | 6.6 |
|
| 981 |
981
Sensible Money
Scottsdale,
Arizona
| USD 389 M | +USD 11.7 M | +3% | 0.52% | 69.1% | 113 | 17.7% | 2.5 |
|
| 982 |
FP
982
Fiduciary Planning
Englewood,
Florida
| USD 389 M | +USD 6.41 M | +2% | 0.54% | 71.4% | 84 | 10.71% | 2.5 |
|
| 983 |
983
Trinity Financial Advisors
Columbus,
Ohio
| USD 388 M | -USD 596 k | -0.2% | 0.94% | 74.5% | 101 | 7.92% | 2.9 |
|
| 984 |
CIA
984
Cape Investment Advisory
Mcdonough,
Georgia
| USD 388 M | +USD 14.3 M | +4% | 1.63% | 72.5% | 1,541 | 10.25% | 0.6 |
|
| 985 |
985
Penobscot Wealth Management
Portland,
Maine
| USD 388 M | +USD 13.9 M | +4% | 0.49% | 56.7% | 121 | 4.13% | 2.5 |
|
| 986 |
986
Advanced Asset Management Advisors
Dublin,
Ohio
| USD 387 M | +USD 7.37 M | +2% | 2.92% | 93.6% | 89 | 5.62% | 5.4 |
|
| 987 |
987
Stolper & Co
Tulsa,
Oklahoma
| USD 387 M | -USD 89 k | -0% | 1.9% | 77.1% | 92 | 3.26% | 4.7 |
|
| 988 |
988
Colonial River Investments
Midlothian,
Virginia
| USD 387 M | +USD 35.7 M | +10% | 2.04% | 156% | 278 | 16.91% | 2.1 |
|
| 989 |
989
Cherrydale Wealth Management
Hoboken,
New Jersey
| USD 386 M | +USD 3.71 M | +1% | 1.21% | 80.8% | 87 | 9.2% | 2.6 |
|
| 990 |
990
Oak Family Advisors
Chicago,
Illinois
| USD 385 M | -USD 6.44 M | -2% | 3.29% | 81.9% | 124 | 23.39% | 2.7 |
|
| 991 |
991
Cornell Pochily Investment Advisors
Ithaca,
New York
| USD 384 M | +USD 12.1 M | +3% | 3.87% | 97% | 195 | 5.64% | 5.2 |
|
| 992 |
992
Vista Investment Partners
Oklahoma City,
Oklahoma
| USD 384 M | -USD 13.6 M | -3% | 3.51% | 112% | 187 | 19.25% | 1.8 |
|
| 993 |
993
Sara-Bay Financial
Sarasota,
Florida
| USD 384 M | +USD 8.11 M | +2% | 3.65% | 233% | 96 | 16.67% | 2.9 |
|
| 994 |
994
Demars Financial Group
Spokane Valley,
Washington
| USD 383 M | +USD 21.7 M | +6% | 2.78% | 69.1% | 127 | 16.54% | 2.2 |
|
| 995 |
995
OFS Enterprise
Kearney,
Nebraska
| USD 382 M | -USD 9.32 M | -2% | 1.73% | – | 110 | 9.09% | 0.5 |
|
| 996 |
996
Keating Investment Counselors
Delray Beach,
Florida
| USD 382 M | +USD 17.7 M | +5% | 5.48% | 50% | 62 | 8.06% | 6.8 |
|
| 997 |
997
FC Advisory
West Chester,
Pennsylvania
| USD 382 M | +USD 4.04 M | +1% | 1.21% | 46.6% | 121 | 9.09% | 5.9 |
|
| 998 |
998
GFG Capital
Miami,
Florida
| USD 381 M | +USD 17.9 M | +5% | 7.4% | 152% | 105 | 20% | 2.9 |
|
| 999 |
999
Congress Park Capital
Saratoga Springs,
New York
| USD 381 M | +USD 10.5 M | +3% | 0.96% | 99.9% | 146 | 19.18% | 3.9 |
|
| 1000 |
1000
New Wave Wealth Advisors
Springdale,
Arkansas
| USD 380 M | +USD 13 M | +4% | 0.5% | – | 236 | 24.58% | 1.1 |
|